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Technology Stocks : Gemstar International Group (GMSTF)
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To: Joe Cottonwood who wrote (104)7/29/1998 11:57:00 AM
From: Mama Bear  Read Replies (2) of 226
 
"If John Malone and Rupert Murdoch want a company enough to pay for it in cash, it must be worth a lot more than they're offering."

It was a very positive article. It made me start thinking about going long GMSTF. I like the gross margins, I like the "money printing" aspect of the business, I like the fact that they have handily succeeded in the VCR+ arena. Of course people in the know sell their long positions when I take a position. <g>

As far as synopsizing the article, it spoke of the past successes, the planned interactive TV guide, the buyout offer at 45, and how Henry Yuen could have cashed out and became a multi millionaire, but declined the deal. I like execs who think long term.

Barb
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