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Technology Stocks : Gemstar Intl (GMST) -- Ignore unavailable to you. Want to Upgrade?


To: RoseCampion who wrote (555)10/6/1999 11:26:00 AM
From: Paul Merriwether  Read Replies (2) | Respond to of 6516
 
<<
The stock's reacted like a jet engine that just sucked in a flock of seagulls, and we've got to wait for all the feathers to stop flying before we can get this beast up to cruising altitude again.
>>

Rose
Watch your analogies there. Some of us are vegans, PETA, SPCA who are liable to get airsick. Seriously, judging by Henry's past record(re: StarSight SGHT acquisition), he will fly his jet higher and damn the seagulls!
The analysts had the same concerns then(Jun 1997), and H&Q even downgraded GMST when it was at 10(post split)! I look at Yuen's track record, the fact that this joint company is a much more stable entity with the blessing of everyone and anyone who matters(Murdoch, Malone, MSFT, AOL, ATT, most cable companies, ALL the major braodcasters, all the CE boxmakers and today the Cable box makers). I want to minimize the hyperbole(heck they quote SI'ers on CBS yesterday :-) ), but I think its fair to say that TVGuide Intl. is gonna be a powerhouse. I ain't folding NOW...
-pwm

edit:
yikes, we are at 77& change now!



To: RoseCampion who wrote (555)10/6/1999 5:15:00 PM
From: tekboy  Respond to of 6516
 
<<I'm catching up on my DD here.>>

Rose, on the G&K thread (and probably here as well, I'm sure) you'll see links to reports by Stephens on GMST. Those are the best place to begin DD, especially the initial 6/23/99 report, which is extraordinary. Also, of course, read anything and everything by NY Stew--the Greg Powers of GMST?

tekboy@gmstnewbie.com