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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (1445)3/7/2000 3:02:00 PM
From: Bruce Brown   of 1817
 
RE: Gemstar

There was a nice mention in a write up in the Banc Boston Robertson Stephens report on eNetworks and eConvergence about Gemstar. Of course, this stock is oft discussed on the G&K thread in terms of the Gorilla nature possibilities, but there is also the Godzilla side of it which fits well on this thread. Then, of course, the eBooks portion as well. Maybe it's just an outright Rule Breaker. Regardless, it's up $8 and change today.

Here's the BB/RS link:

biz.yahoo.com

"Graham continues and also says: ``I like Gemstar (Nasdaq: GMST - news) very much because I think that as we head into interactive television, Gemstar is going to serve as the portal for organizing the content, much like Yahoo! is the portal on the Web.'

BB

(Wishing I was in sunny San Diego today....)
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