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Technology Stocks : Gemstar Intl (GMST)
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To: Mike Buckley who wrote (2446)3/21/2000 9:51:00 PM
From: surpow  Read Replies (1) of 6516
 
Mike:

A little frustrated with how I have gotten caught up lately in a buy and sell rather then buy and hold strategy, I began my much needed second reading of the Gorilla Game.

One thing that hit home was that timing is really not as important as identifying key moments in a company's history and making investment decisions based on those moments.

I immediately remembered the post that you made on the Gorilla thread following the Erickson capitulation; How that was a key moment leading you to invest the following day in QCOM.

I was wondering if you would share your view on the purposed TVGIA merger? Do you consider it a key moment? Also, are you watching any other scenarios that once played out would be considered key moments in this company? If so what are they?

Thanks for sharing your insight :-)

Noah
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