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

To: unclewest who wrote (7564)	10/5/1999 12:36:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

It is very interesting to see all the analyst's coming out on a buy for GMST while the stock is dropping. I don't remember seeing such a united front from the analysts for a stock as GMST is getting.

To: unclewest who wrote (7564)	10/5/1999 12:42:00 PM
From: MulhollandDrive	Respond to of 54805

unclewest, snip from the article... >>Reiterate BUY-Focus List Although this announcement has been viewed as a cup half full, we believe the strategic benefits of this merger are significant and will become more evident in the ensuing months. While investors may have initially been disappointed over the shift in GMST's focus from "EPS" to "EBITDA" as a result of this acquisition, we believe this is an extremely wise strategic step by shrewd, forward looking management teams, and will result in a rapid acceleration in the advertising business model, and in future cash flow. << I think near term the shift from the EPS to EBITDA is at the crux of the selling. bp