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 (25280)	5/24/2000 4:49:00 PM
From: Sunny	Read Replies (1) of 54805

GMST: Changing my decision on status I responded to Mike's original survey that I thought Gemstar was in the early stages of the tornado. The months in between have shown that the revenue tornado has has not yet appeared. I believe my decision then was based in part on the amount of conversation about the "lock" GMST had on the EPG and IPG. It now appears that the cable companies are shutting them out which is another factor that is postponing the day. Retail sales of set top boxes haven't started yet, which also will take time before we start to see the revenue stream. Sunny

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