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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: saukriver who wrote (30971)	9/2/2000 9:38:23 PM
From: Uncle Frank	Read Replies (2) of 54805

>> GMST is labeled a gorilla in an unverified tornado because many of us hold GMST and are confident the tornado is there. If you track Gemstar's advertising revenues, you see they have been far greater than 100% YOY for the last few quarters. >> Seems like there is a bit of Kentucky windage in this unverified tornado stuff. Seems to me you're getting a little defensive with respect to wind. Why don't you forget the comparisons to gmst and present a case for wind? Thursday's report showed revenue growth of 39% YOY. When do you think that will reach Tornadic levels? uf

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