Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (17747)	2/11/2000 7:54:00 PM
From: Mike Buckley	Read Replies (1) of 54805

KY, Meanwhile, GMST (at a similar market cap [as Siebel]) is still searching for the tornado. Yes, but Gemstar is already a Gorilla in its VCR Plus technology and has potential to be a Godzilla in t-commerce, especially if it becomes a Gorilla in IPG technology. Seems like a no brain decision where to put new money...where the risk/reward ratio is more favorable (with market caps being equal...sort of). I don't think it's a no-brainer. But before I expand on that, I'd be interested in why you think it is. Doing it that way ensures that I get the last post. :) Somebody tell me why SEBL is NOT a gorilla. Nice try, but I didn't bite. :) You've no doubt seen my post about that by now. --Mike Buckley

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