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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (1962)	5/14/1999 11:29:00 AM
From: NY Stew	Read Replies (1) of 54805

Uncle Frank, After listening to the CC I was somewhat disappointed that Henry did not give more insight on the litigation front but he is an attorney and does not speculate on legal matters other than he is "confident". NYS, Based on the amount of time you're taking to prepare it, your anxiously awaited Gemstar analysis must be a doozie. Mike waved 45% net margins under our noses and has us salivating. The ZootSuit man and I are actively shopping for another good investment; when can we expect your presentation? It will not be as organized or as well presented as Mike was with the Q. This Sunday after I do my usual Circuit City browse I will simply express my thoughts on Gemstar and my reasoning for them. I do not consider myself qualified at this time to make intelligent comments on Gorilla or King status although a rereading of the book and the many informed posts on this thread are slowly being absorbed by my dense cerebral matter. For that I am grateful. Regards Stew

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