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


To: Lucrative who wrote (738)11/6/1999 11:38:00 PM
From: Uncle Frank  Respond to of 6516
 
>> I don't know what factors you used to remain bullish at this point.

I'm using Gorilla Game metrics, Lucrative. Some of us think that Gemstar may have Enabling Gorilla dna, which would put them into a very exclusive league consisting of msft, csco, intc, and qcom. The analysis isn't complete yet, but they have a very impressive portfolio of ipr in the ipg/epg arena, which would become practically monopolistic when merged with tvgia's. The Tornado for their products could materialize as early as 1Q00. If this comes to pass, gmst's graph may well resemble Qualcomm's for this year, and their current price would be a bargain. I've taken a position in Gemstar based on that possibility.

Good luck with your puts,
uf