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Technology Stocks : Gemstar Intl (GMST)

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To: Mike Buckley who wrote (3115)6/1/2000 1:27:00 PM
From: tinkershaw  Read Replies (2) of 6516
 
The long-term picture is looking as good as ever for Gemstar. No reason to do anything other than sit back and watch for unusually good or bad signs as things evolve

Mike, thanks for the wrap-up summary. Is the $1.8 million ad revs for the Q verified then? My source was pure hearsay.

Sitting back and gradually watching my GMST holdings, once only dwarfed by NTAP, Q (and RMBS, but thats another story) gradually returning from the dead. All I can say is, is that the GMST story is looking as good as it has ever looked. I bought into the company on the story. I think, beginning with this quarter, it is like being at the precipice of the stories unravelling and execution. Things honestly look different now. We've moved from great potential to a new phase in GMST's existence: Execution of that potential as the infrastructure necessary for the roll-out is only now hitting critical mass and a fevered pitch.

Tinker

P.S. eBooks. May be a bit further along than I gave it credit for. Barnes & Noble has their own eBook shop prominently displayed on their site including RocketBook for sale. I suggest anyone with questions to checkout the site and checkout the eBook content.
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