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

To: Apollo who wrote (10131)	11/11/1999 6:26:00 PM
From: Uncle Frank	Respond to of 54805

Sir Apollo, I've missed your posts for the last few days <or was that hours? I feel like I've been living at hyperspeed for the last week>. Gemstar made a significant move today, breaking through the 90 barrier, but is far from confirmed as a Gorilla. I'm watching gmst closely for two very important reasons: 1. I have money invested in it. 2. If it is a simian, we will have two confirmed kills using gg metrics. Qualcomm's success aside, we can't prove our methods to be scientifically sound without demonstrating repeatability. The only downside to Q's rise are symptoms of alcoholism and obesity resulting from daily celebrations. uf

To: Apollo who wrote (10131)	11/11/1999 7:40:00 PM
From: pala	Respond to of 54805

Stan; Here is the link to Ausdauers' original Investment Report on Sandisk. Addressed to NY Stew and written in Gorillaes.(June 1999) Message 10076891 It doesn't address the intellectual property question adequately but would be a good place to start, and develop the question. Recent reports of future sales and device shortfalls going into the xmas season are really interesting. It does warrant another look, the tornado is probably here but I don't understand the lock or business model. Its quiet long so I'll print it out and study it tonight. Enjoy Doug

To: Apollo who wrote (10131)	11/11/1999 9:48:00 PM
From: NY Stew	Respond to of 54805

Stan, Gemstar is just beginning. I agree with Uncle Frank and Merlin that it is a neonatal gorilla; the actual tornado may have begun has its merger with TV Guide permits achievement of critical mass of subscribers/viewers for Guide Plus in the coming year. Its "perceived" tornado may be a ways off, as revenues from "page views", etc. may not be obvious until next year or early 2001. I sincerely believe that Gemstar will obtain more and more of a forward looking valuation as the IPG business model and technology is better understood. Gemstar is a penny stock of sorts as a $10 CPM will generate one Lincoln cent from each click of the remote. Gemstar's GuidePlus platform will reach 400-500M page views per day next year in the US market alone. A successful merger with TV Guide will 2-3x these numbers. If unsuccessful, then Gemstar will receive a monthly subscription amount and ~50% of TV Guide's IPG recurring revenues as licensing fees. These monies are net and without cost. The defining moment was not the merger in my opinion but rather when Gemstar was declared victor by the court in the IP disputes with Armstrong, Murdoch and Malone. Regards, Stew