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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (33137)10/14/2000 11:25:59 AM
From: Seldom_Blue  Read Replies (1) of 54805
 
Tinker,

I really enjoyed your posts. From the information available (mostly from you and none from Gemstar), I would agree with your reasoning. Especially since one can only download from a GMST server. What is wrong with license its server software so other people can maintain their own documents? I think the first two bowling pins have to be the college and corporate market. Restricting people's ability to post documents for downloads will restrict GMST's markets.

Since I own quite a bit of GMST, I now must decide what is the importance of ebook in the next couple of years for GMST. I wonder how much of the price of the stock is based on their complete domination of the ebook market. If Mr. Market is betting on GMST mostly for its IPG, then we do not have to worry. I personally bought the majority of my stock because I think they will become the gorilla of the vast publishing market in a few years. Now I will have to rethink that assumption.

SeldomBlue@maybeoneshouldinvestaftertheybecomegorillas.com
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