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Technology Stocks : Gemstar Intl (GMST)
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To: James C. Mc Gowan who wrote (1221)12/27/1999 5:45:00 PM
From: RocketMan  Read Replies (3) of 6516
 
I doubled up today as well, although I'm embarassed to say still don't fully understand their business plan. I've read their SEC filings, the analyst research, and scaterred posts here and on the G&K thread, and it seemed solid enough for me to take a significat position. However, I've got to admit that doing DD on this company has been much harder for me than on other companies, due to the many technologies and applications that are involved, from digital tv to tv guide to internet portals, and on and on. I think this will keep a lot of investors away, until gmst can make a simpler case for what the heck they are doing.
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