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

To: Mike Buckley who wrote (10362)	11/14/1999 3:22:00 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Jean, I should have added something to that previous post about Gemstar. Despite my thinking that Gemstar has not yet enterred the tornado, I am just as certain that Gemstar will become the proclaimed Gorilla of its space as the people who followed Qualcomm were certain that Ericsson would cave. Everything I read tells me that Gemstar's space will be huge. Even if Gemstar is prevented from buying TV Guide by the government, the alternative is already in place that ensures Gemstar the dominant player in a proprietary space. If you believe as I do that the space will produce a tornado, that the tornado will produce a gorilla, and that there is no other company currently on the radar screen that has a ghost of a chance of becoming a gorilla in Gemstar's space, you will inevitably come to the conclusion that Gemstar will be that gorilla. --Mike Buckley

To: Mike Buckley who wrote (10362)	11/14/1999 3:27:00 PM
From: Jean M. Gauthier	Respond to of 54805

Hmmm, I now know what you are doing a sunday afternoon <g> Very funny.... Ha Ha ha.... <g> loved that sun crack "understabd SUN huh ? " how did you know I had it, or did I blab it to all you guys one time... Yes, SUN is a great example of a buy & hold investment philosophy, where I went through hell for 12 months or more, and was proven right after a while... I has about 20,000 $ worth of money aside in early to mid 1997, that's all. Brokers before made me lose about 25,000 before hand, until I learned about investing, and invested in WHAT I know... This is NOTHING like our wonderful LINDY , who went 100% Q, taking flack for it (from me too... :(...), and proving me wrong. I took $ 11,000 in Mid 1997 & 1998, and it's now worth $ 71,000 to this day... My best winner ever, and the 2nd investment I ever made (the other was Intel, and was not as profitable BY FAR). As for GMST, I wonder, should we buy just AFTER the merger is approved or before or what ? Any ideas ? Thx & take care Jean P.S. If you need SUN knowledge, let me know. It's a KING that's for sure, with simian characteristics in development in the Unix area, of the software variety and proprietary high-end microprocessors/embedded processors MACJ. Look at the AT&T deal, it has MSFT CE and JAVA.