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

To: tekboy who wrote (7299)	10/1/1999 3:34:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

GMST is not a lock yet I like it a lot more than Rambus, as you do, T. But everyone involved should be aware of the enormous political influence that TV Guide has. The Annenberg Family is one of the most politically powerful families in the country, ( The Kennedys get the publicity, but they are nothing compared to the Annenbergs.) Tie to that the clout of the cable barons, and you will understand that a court decision is likely to be influenced.

To: tekboy who wrote (7299)	10/1/1999 4:40:00 PM
From: StockHawk	Respond to of 54805

>I agree with Apollo that those getting into GMST now are doing so significantly earlier than the FM suggests, and thus should be aware that an unpleasant surprise of one sort or another might still occur. < I would venture to say that an unpleasant surprise of one sort or another most likely will occur. That is not a knock on GMST, it is the reality of investing in volitile high technology stocks early in the game in a marketplace that sometimes overreacts to news. It is like a child just learning to walk - he runs ahead, falls down, gets up and starts moving ahead again. The falls are inevitable, the only question is how serious they are. Most require no action. StockHawk

To: tekboy who wrote (7299)	10/3/1999 3:46:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Tekboy: Have enjoyed your posts which search well into how best to apply GG principles. A bit of history: Mike is absolutely right that I started my telecom gorilla game on his Fool thread on May 22, 1998 with one half weight in the Q. (This turns out, according to his analysis since, to be about when the Q tornado started) Mike kept me posting updates but there was not much interest. Then along came the Ericy agreement. So I wrote to Mike on his thread and in the course of making a case which I hoped might interest him (and others) suggested that the Q had crossed the chasm. This did pique his interest. So when he first posted here he cited my calling the Q to his attention to give me credit. The joke was that no one here had ever heard of me and assumed that he was referring the chaz who had posted here. I didn't even know that this thread existed at that time and didn't learn of the SI G&K thread until after Uncle Frank posted on the Q thread inviting people interested in the Q to post here. I did. Actually my frustration when I first started posting on this thread, which led to considerable misunderstanding and noise, was that what was so clear to me - that the Q was the only new gorilla in years - was so slow to gain acceptance here. So yes, I am the person who brought the Q to Mike's attention in a way that caused him to undertake serious analysis in depth (as he is so expert in doing) in the spring of 1999. And yes, he is quite correct he did not make any statement that the Q had crossed the chasm - I did. End of history. Cha2 a.k.a "Chaz" in his quote.