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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (6725)	9/20/1999 9:39:00 PM
From: rel4490	Respond to of 54805

Mike and Stew, Thank you for your input on GMST. BTW, the Stephens 6/99 report was one of the best research reports I've seen. I think it is time to anticipate the tornado by taking an initial position.( Yes, I know Mike, that is against the rules of the FM, but that is a topic for another day).

To: Mike Buckley who wrote (6725)	9/20/1999 9:55:00 PM
From: NY Stew	Read Replies (1) \| Respond to of 54805

rel4480, As far a switching costs are concerned, they may be small from the consumer's perspective, i.e., the cost of a TV or VCR. To what Mike has said I would add that in a purchase of a TV or VCR you would need to exclude the following brands in your search for such a competing product; GE, RCA, Proscan, Sony, Zenith, Philips, Magnavox, Marantz, Sharp, and JVC. Panasonic and Toshiba are likely to launch in early 2000 according to a statement from Henry during a CC. Regards Stew