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

To: Jean M. Gauthier who wrote (7685)	10/6/1999 11:02:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

I don't remember ever posting to the folder from my office, but seeing the news of the arbitration panel's ruling in Gemstar's favor is what gorilla gaming is all about. A couple days ago the company improved the proprietary nature of the technology by buying TV Guide (thus ending any disputes about that and improving the market dominance of the product.) Today we learn that Gemstar's proprietary technologies continue to remain enforceable, making the gorilla stronger than ever. The panel's ruling sends a loud and clear message to those who would think otherwise. And oh by the way, the cash coffers are going to get just a little bit bigger as a result of the ruling. I understand (I think) the legitimate concerns about the additional businesses that come with the acquisition of TV Guide and management's ability to execute the changed model. But for those wanting to be assured of the gorilla-like qualities relating to the IPG part of the business, that part of the business model is stronger than ever. I look forward to the conversation when I get home tonight. --Mike Buckley

To: Jean M. Gauthier who wrote (7685)	10/6/1999 12:46:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 54805

Jean, >>I am afraid JDSU has run up too far too fast and that I will be buying it at the high<< You market timer! <g> bp

To: Jean M. Gauthier who wrote (7685)	10/6/1999 10:57:00 PM
From: William	Read Replies (3) \| Respond to of 54805

Jean: I am afraid JDSU has run up too far too fast and that I will be buying it at the high .... Isn't this exactly the kind of thinking that we all used for years that cost us so much money in the long run. And the reason that the G&K approach is working so well for so many of us. I bought both Q and JDSU in April. Q has tripled, JDSU has doubled. Is today the top? Very unlikely. I strongly feel that 1 year from today, these prices will appear cheap. JDSU is going to split 2 for 1 on 12/29/99 record date 12/17/99. I'll bet you a smile that it will be a fair amount above todays record high on split day(s). You can always dollar cost average into stock. Todays online brokers take the commission sting out of that proven approach. Remember the Russian Army? Resupply the winners. I have done this with Q. My 2nd and 3rd purchases are up 63% and 38%. Good investing, whatever your choice, William