SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LindyBill who wrote (12100)12/6/1999 12:51:00 AM
From: Apollo  Read Replies (3) of 54805
 
That merger does look like an entry point.

If the merger of 2 Princes forms a formidable King like JDSU, and that merger marks an entry point.......then would the merger of Gemstar and TVGuide mark an entry point for Gemstar? I am mixing apples and oranges here, a little bit, since we believe Gemstar is a gorilla in utero, and not a royalty play. Still, would the merger mark an entry for Gemstar, or should we wait til the tornado has formed. And if the tornado, should we buy at the perception of the tornado, or when the tornado actually happened? Remember, Merlin has pointed out the distinction between Qualcomm's perceived tornado (Ericsson capitulation) and the real tornado, in the way of revenue growth (the year prior to Ericsson capitulation).

Also, is it the announcement of a potential merger, or the finalization of a merger that would mark the entry point?

Stan
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News