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

To: pala who wrote (10371)	11/14/1999 5:13:00 PM
From: Mike Buckley	Respond to of 54805

Ah ha! Commenting about Gemstar: and its so complicated Doug, Thank you, thank you, thank you! One of the few things Stew and I have perpetually disagreed about is that he thinks the story is so simple that investors and analysts are missing the forest for the trees. I think the story is so complicated that every time I wander into the forest I wonder if I'll find my way out. There may be a lesson learned here -- that a complete understanding, such as the one mastered by Stew, makes a story seem simple to comprehend. :) --Mike Buckley