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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tinkershaw who wrote (45006)7/30/2001 11:58:53 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Tinker,

Godzilla oriented ad revenues

I disagree about that. It was made very clear months and months ago by John that the ad revenues are part and parcel to the licensing agreement because without the licensing agreement there are no ad revenues and vice versa. Inspired by DownSouth who told me to repeat three times that EMC is not a Gorilla, I advise you to repeat three times that Gemstar's ad revenues are that of a potential Gorilla, not a Godzilla. :)

--Mike Buckley
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