Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: StockHawk who wrote (15096)	1/14/2000 9:22:00 AM
From: John Stichnoth	Read Replies (2) of 54805

Terrific outline, Hawk. You're absolutely right that we should cover each of those areas. I have one additional factor, which however is maybe not a strictly Gorilla/King issue. That issue is management. Where did they come from? Have they had successes? How broad is the management team (a la JDSU, maybe), or are we looking at a dominant CEO (a la Gemstar?). How has the management team been compensated, vis-a-vis revenue and profit growth? That kind of thing. (Note: The management issue is the largest reason I decided in favor of Gemstar, and have steered clear of ACTV/IATV). Best, John

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