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

To: Eric Jacobson who wrote (780)	11/10/1999 7:24:00 PM
From: 100cfm	Respond to of 6516

i think it was in one of the news releases on yahoo. not 100% positive though.

To: Eric Jacobson who wrote (780)	11/10/1999 9:32:00 PM
From: William	Respond to of 6516

Eric - This stock is beckoning me to sell my three other holdings and going with a strictly Q and G portfolio. Better check out this approach with Uncle Franq, get his input on it. <g> William

To: Eric Jacobson who wrote (780)	11/11/1999 2:25:00 AM
From: Glen2	Read Replies (1) \| Respond to of 6516

$50 Billion: How it was derived. In the report that BBRS published early this morning, Michael Graham builds up the $50 billion as follows: Number of units (in millions 30 $ per unit, per year 100 $ of revenue $3,000 Operating Margin 55% Operating Income $1,650 Tax Rate 40% Net Income $990 ----- P/E Multiple 50x Implied Value ($'s in 000's) $49,500 Graham rounded from 49.5 to $50 Billion. All the best, Glen

To: Eric Jacobson who wrote (780)	11/11/1999 3:17:00 AM
From: Uncle Frank	Respond to of 6516

>> This stock is beckoning me to sell my three other holdings and going with a strictly Q and G portfolio. That's what you get for hanging out with Gorilla hunters, Eric <g>. My portfolio, not including Nancy's, is 92% Q and 8% G. I will probably increase my allocation in G as the Tornado develops, in Russian Army style. There is one other Q&G portfolio on this thread; I'll let him identify himself if he chooses to do so. uf

To: Eric Jacobson who wrote (780)	11/11/1999 5:48:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 6516

Uncle Franq said: There is one other Q&G portfolio on this thread; I'll let him identify himself if he chooses to do so. Frank, You talking about me? (Said like Robert DeNiro, in "Taxidriver"). My portfolio has gradually shifted in the last 6 months to more and more gorillas, including a couple of decided oldsters. But, these gorillas represent more like a dozen stocks than just two. I find it hard to part with such successful oldtimers as INTC, CSCO, AMAT, ORCL, as well as QCOM of course. (It's hard to undo years of Portfolio Theory training with just one FM! :o)). BTW, have you noticed how all of these gorillas have superior management that has the vision to see their positions accurately, and take advantage of them? Have we jumped the gun with GMST? I don't think so. Mr. Yuen has shown a gift for understanding the opportunity, and executing upon it. Best, JS