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

To: Uncle Frank who wrote (7957)	10/9/1999 8:25:00 PM
From: NY Stew	Read Replies (1) \| Respond to of 54805

Uncle Frank, Thanks for the review, Stew. If the market wasn't closed, I'd add to my position right now <g>. If that's jest, I understand. It was over a year ago I told Mike of the inevitability of AOL TV. I even named it right per chance. This is more powerful than any internet company. John Malone, Rupert Murdoch, Bill Gates and Steve Case agree. GE has a stake in two JV's with Gemstar. To quote (LindyBill's) Murdoch within the past few days when asked about Gemstar: "Consider this," says Murdoch, warming to his theme. "Through BSkyB [in Britain], viewers on average consult Sky's electronic programming guide seven times an hour. The average viewer, meanwhile, watches television five hours a day. Assuming two viewers per television, that's 70 hits on the guide per day." The brokers consider: that is a lot of advertising opportunity. But what does it mean? "Multiply that by 75 million US pay-TV households," says Murdoch. "Liberally discount the number by 50 per cent, and you still have a site 10 times more popular than the next most popular site on the Web." I'll ride the GQ portfolio. I may take some funds for another stake in Sandisk. Their recent announcements have me once again inspired. Regards Stew