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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (31021)	9/3/2000 9:31:46 AM
From: Mike Buckley	Read Replies (1) of 54805

techreports, I do not have an understanding of WIND product though I have a peripheral view because of following the company a few years ago. >>how come people are not taking the same amount of risk with WIND that they are with GMST? Possibly I can offer some anecdotal evidence that applies at least to my situation. First, I have no need for another stock in my portfolio so I have no need to own both WIND and the Gem. Second, I think many people, especially the carpetologists and other non-techies of the world probably find it a lot easier to understand Gemstar products, how they will be used, and why. If that is the case, not understanding WIND products makes it a LOT riskier investment. Third, if there is just one other person on the planet (who I have yet to encounter) who I can confirm that they agree with me that part of Gemstar product is applications-based, that alone makes a pre-tornado investment in Gemstar less risky than a pre-tornado investment in WIND enabling technology. --Mike Buckley

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