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

To: LindyBill who wrote (8888)	10/26/1999 9:27:00 AM
From: Bruce Brown	Respond to of 54805

Oh baby! Our gorillas MSFT and INTC to be added to the Dow 30 on November 1!!!! History has been made. BB

To: LindyBill who wrote (8888)	10/26/1999 9:28:00 AM
From: Uncle Frank	Respond to of 54805

Cisco Drives Industry Standards for Broadband Wireless Internet Services Bechtel Telecommunications, Broadcom, EDS, KPMG, LCC International, Motorola, Pace Micro Technology, Samsung, Texas Instruments, and Toshiba Support Standards for Broadband Wireless Technology siliconinvestor.com

To: LindyBill who wrote (8888)	10/26/1999 10:42:00 AM
From: wlheatmoon	Read Replies (2) \| Respond to of 54805

<<If a double in the next 12 months is not a strong possibility, why buy it now? >> When people make these comments,,,it really makes me want to puke... This kind of expectations is just unreasonable on an annual basis. Of course, you'll pull out DELL, CSCO, etc. to prove me wrong, but historically and realistically it is just unreasonable. There will always be high flyers and one can hope to catch one or two or three, but to not invest because it probably won't double? Sorry if I sound too harsh and sour, but more and more comments and sentiments like yours make naive people believe in unrealistic gains...and thus,,they fail.

To: LindyBill who wrote (8888)	10/26/1999 12:24:00 PM
From: Eric Jacobson	Read Replies (1) \| Respond to of 54805

I agree that Gemstar is a Gorilla. I don't know if we are in the tornado, or approaching it, however. LindyBill raises some good points. There seems to be general agreement here that GMST is a potential gorilla and that a tornado is necessary for it to become a full-fledged gorilla. Is there a way for this group to determine whether or not the tornado has started so we can track it from quarter to quarter to determine if the tornado is in full swing? What is the metric to gauge the tornado (adoption by manufacturers, consumers, revenues)? Until the merger is final, and we start to see some earnings increases, I just don't see any buying frenzy coming on that is going to propel this stock to 190 in the next 12 months. If a double in the next 12 months is not a strong possibility, why buy it now? A couple of minor points here. I don't think earnings increases will be what drives a buying frenzy. They've already announced there will be tons of write-offs due to the merger and positive earnings aren't in the cards for some time. Therefore, revenue growth, gross and operating margins, and cash flow will drive the capital appreciation of the company. Also, GMST only needs to go to $170 for a double from today's price. I bought in at $75, so it only needs to go to $150 for my double (although I'll take $190 <vbg>).

To: LindyBill who wrote (8888)	10/26/1999 10:03:00 PM
From: NY Stew	Read Replies (2) \| Respond to of 54805

LindyBill, I agree that Gemstar is a Gorilla. I don't know if we are in the tornado, or approaching it, however. I agree with both observations. Gemstar is 2 to 4 quarters away from the beginning of the Tornado. The market will value this in advance most likely as the story gets out. New money is coming in from Liberty Media and News Corp holders. I talked with one covering analyst today that has had several such inquiries. Henry has been invited by Bear Stearns to speak to some large players next week. I can time a boiled egg so I just hold. Regards Stew