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Non-Tech : The Critical Investing Workshop

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To: Voltaire who wrote (8062)3/18/2000 9:17:00 PM
From: unclewest  Read Replies (1) of 35685
 
V
look hard at gmst...
this one is the e-books monster...but more important, the electronic and interactive program guide monster.

e-books and epg/ipg is getting tons of press everywhere. journal, times...everywhere.

forget gorilla...it is not descriptive enough.

awesome patent portfolio. epg/ipg and e-books

just starting to roll...destined to be an advertising giant.

2 Qs ago ad revs were $200,000...last Q...$800,000...multiply 4x out 4-6 Qs to get the potential.

just read a report where analyst predicts $4 billion ad revs in 5 years. others call it potentially the most profitable company of all time....

haight/ashbury kinda cool vibes....been there, done that, 33 years ago.

merger (with tvgia the other epg) approved on friday.

awaiting regulatory approval.

i bought large on oct 5th @34....was shocked at the dip after the tvgia merger was announced...nice triple since.

all analysts rate strong buy...

e-books getting tons of press, but no one relates it to gmst. everyone thinks gmst is only an HDTV company...gmst bought the two e-books companies last month. imo got all the important e-books patents with the 2 companies.

packing the RV, leaving end of week.

still searching for the right portfolio to leave unguarded.

studying voice and flat panel screens for disruptive technology...convinced it is out there...any one with info, let's share via pm.
unclewest
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