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

To: Mike Buckley who wrote (8713)	10/25/1999 2:51:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

"Gemstar is now a gorilla." Merlin has spoken! Someone please post the URL for the gorilla theme, to announce to the world the thread's second confirmed primate birth announcement. (It was posted for Q back in the spring--April, perhaps?) This brings us right back, however, to the actual/perceptual GG distinction, plus the linkage between the TALC and the market. I mean, not twenty posts before he officially and formally declared GMST a gorilla, Merlin was distinctly lukewarm in response to LL's query about whether the stock was overvalued at present, whether it made sense to buy more now, etc. My question is this: if we have confirmed gorilla identity but the market has not yet cottoned on to it, isn't this the IDEAL time to bet the house? Wouldn't it be like jumping into Q in February rather than March, if one had advance knowledge of the Ericsson deal? I'm not saying I fully believe this, but I can't think of many good arguments to the contrary. Furthermore, just to tie all my current obsessions in, if we have a newborn gorilla on our hands which might slumber for a few months before being discovered by the herd, wouldn't GMST LEAPS calls be the ideal way to make the play? tekboy@yankeesrule.com

To: Mike Buckley who wrote (8713)	10/25/1999 2:44:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> the utter dominance of the EPG space by the new and improved TV Guide tells me that Gemstar is now a gorilla. I realize that it's an early call, but I don't see any competitors with similar technology capable of unseating the lock on the market. The value chain of the old TV Guide combined with the value chain of Gemstar is IMMENSE!!!!!!!!!!!!!!!!!! Back to doing magic tricks, Merlin? You pronounce that Gemstar is a Gorilla and the stock goes wild the very next morning (rtq +4 1/8). It's hared to ignore the possibility of a causal relationship. Someone with a big bankroll must be putting a lot of credibility on your utterances. Maybe you should consider becoming an Anal-yst, and selling your stuff to the highest bidder. uf