techreports,
Sheesh! You're getting me in trouble with Frank. He never reads the Fool. If it hadn't been for you, he would never have known about my nasty comment about his eternal optimism. :)
Now that Gemstar is experiencing 100% YoY growth in the IPG can we now call GMST a gorilla or are the revenues too small?
I'm interested in seeing the revenue in the upcoming quarterly report. You're probably aware that I try my best to use revenue as the ultimate decider of pongoid status, not the numer of IPGs being used, etc., etc.
If we came to the conclusion that GMST isn't a gorilla then how can BEAS be one?
I don't understand your question. If you had the impression that I think BEA is a gorilla, somehow communications went kafluey. (Is that the correct spelling? :)
First, we can't even accurately tell if they are in a tornado (with GMST it was pretty easy).
Really? How? If I was convinced Gemstar was in a sustained tornado, I'd think it is a Gorilla. There aren't any competitors with any where near their marketshare. More important, they've got such strong command of their value chain, it would be difficult in my mind not to declare Gemstar a Gorilla once a sustained tornado is proven.
Second, some question if this is really a gorilla game or a royalty game.
Yes, but the only thing that matters is what you think. Not to be too obvious or corny, but it's your money, not theirs.
Many more questions than we had with Gemstar.
Isn't Gorilla Gaming fun? If it was easy, could it possibly be this much fun? :)
--Mike Buckley |
