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Technology Stocks : Gemstar International Group (GMSTF)

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To: Andrew N. Cothran who wrote (133)10/26/1998 6:24:00 PM
From: Paul Merriwether  Read Replies (1) of 226
 
<<
Maybe not another Yahoo but who can stand that kind of volatility
anyway?
>>
Andrew
Rumor has it(as in reported on the gemstar yahoo thread) that Lehman brothers has made the following statement in their report:

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"Based on conservative assumptions, Gemstar's end-user base could outstrip even Yahoo in terms of potential. The principal difference between Yahoo and
Gemstar being Gemstar's lock on patented technology and market hold over competition."

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Above excerpt copied and pasted from that thread.

I am really not too concerned with a stock price drop from these levels. I've held a core amount and had faith in gmstf for 1 1/2 years(ever since their merger with SGHT).I thought it was a compelling buy then and think that its a screaming buy now!
I also don't think we really are in any danger of "talking up" this stock due to its significant market cap. On the other hand, I genuinely would like some more audience participation. I may live to regret it, but even short participation would be nice. Some of the most rabid bears sometimes point out stuff that the bulls might miss. Anyways, I think this thread *WILL* be discovered eventually(something to do with the awful stench of filthy lucre ;-) ).
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