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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (30968)9/2/2000 11:51:38 PM
From: Mike Buckley  Read Replies (1) of 54805
 
>>Where's Merlin? I need counsel and advice.

Eric,

When in doubt, disagree with Frank. :)

Frank had to justify owning Gemstar so he contends it is not a gorilla but has gorilla characteristics, which in my mind is tantamount to saying that if it walks like a duck and quacks like a duck, it must not be a duck.

I had to justify owning Gemstar too, so I did so on the basis that its product is partly applications technology.

Frankly, now that adverising is kicking in though in meager amounts, the easiest justification is to own it because you want to get in on possibly one of the great Godzillas. That position is one neither Frank nor I can argue with. :)

--Mike Buckley
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