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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (30990)9/2/2000 11:19:30 PM
From: the hube  Read Replies (1) of 54805
 
wind calls were the only ones I bought in March

Lucky for you. Almost any calls you bought in March would
have expired worthless. I'm sure you wouldn't think much of
GMST at this point if your only investment had been calls
bought in early March.

Top line growth just wasn't been up to my standards at
that time, and it still isn't.

I have nothing against GMST, but you do seem to look at
them differently (obviously, you're not the only one, as
they sport a market cap of $36 Billion, compared to $3.5
Billion for Wind), but the growth rates look pretty similar
to me:
(revenues in millions)
Q2-99 Q2-00 % Increase

Wind 72.7 101.3 39.3%

GMST (pre TV Guide) 45.1 63.2 40.1%

TV Guide (pre GMST) 313.0 292.9 -6.4%

I would propose to you that it will be far easier for WIND
to grow to $35 billion in market cap than for GMST to grow
to $360 billion in market cap.

Its amazing how closely their charts track each other for
the past year finance.yahoo.com
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