Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (7525)	10/5/1999 1:23:00 AM
From: Sommers	Read Replies (1) \| Respond to of 54805

<<I think it's going to head south.>> This is a refreshing thought. And surely possible. But why would Mr. Yuen agree to a merger if he didn't believe a combination now with TVGIA would be better than the alternative: protracted litigation? Why would Murdoch agree to trade his TVGIA shares for GMST if he wasn't fairly confident in Yuen? Secretly, I hope GMST plunges. I can then get a "full position" and maybe even LB will do a little bottom fishing. Tell me The Street wouldn't load-up at 45 - 50. --Sommers

To: Mike Buckley who wrote (7525)	10/5/1999 11:26:00 AM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 54805

Mike, re: GMST, looks like you were right on about the southerly movement of the stock price...any thoughts about a good entry point, or what sort of events would signify that the "corner has been turned"?

To: Mike Buckley who wrote (7525)	10/5/1999 11:36:00 AM
From: MulhollandDrive	Respond to of 54805

Mike, Being a very recent buyer of GMST, I decided to sell this a.m. for a slight loss. Even if it recovers somewhat, I personally think the picture looks rather muddled short term. I haven't seen one analyst address the debt issue, and I think it should be. The integration of technologies, marketing, corporate culture issue which you raised are real and I just think it will take some time to clarify. And your other point about the unexpectedness of the move is true too, at least for me. I feel a bit blindsided by the outcome, and therefore confused. I just don't like holding stocks of companies that leave me scratching my head.<g> bp