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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (650)	3/4/1999 12:43:00 AM
From: JRH	Read Replies (2) of 54805

You also might want to reconsider Gemstar (GMST). There's no question in my mind that Gemstar is a potential gorilla. You may not get a second nomination for this stock because it is not well known even though its market cap is already $3 billion. Mike: Yes, I do believe in the convergence of television and the internet. I await the days that I will be able to flip my moniter on and watch movies, television, listen to the radio all through the copper/coaxial pipe that is running into my house (and hopefully have it displayed via a stable OS ;o). I believe that we are beginning to see this trend, especially with companies like broadcast.com and Real Networks. Therefore, Gemstar seems to be a logical fit in this arena. As long as there are no objections, and I forsee none, the G&K W&W portfolio will be updated to reflect this addition!! Keep the recommendations coming guys and gals! We got a good thing going here, I can feel it! Justin (Herr ;o) Chartmeister - Gorilla & King Watch & Wait Portfolio: techstocks.com

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