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

To: Jean M. Gauthier who wrote (10791)	11/20/1999 6:14:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Your points are well taken and the timing of buying GMST is a worthwhile discussion. In that light, have you considered the fact that GMST has a well developed value chain and a corner on the Intellectual Property. We who are in GMST know we are early, but many of us believe that the mass adaptation will occur very soon. The question is not, imo, if GMST will be the Gorilla. The question is, "will there be a tornado?" Once the mass marketing begins in earnest, the undiscovered value of GMST will be considerably diminished.

To: Jean M. Gauthier who wrote (10791)	11/20/1999 8:05:00 PM
From: StockHawk	Respond to of 54805

Jean, just to have a little fun here, let me throw out a few irreverent ideas on what you wrote: >>I know about Intel Inside, Nortel networks branding, MSFT where do you want to go today and Cisco powered networks. Hell even SUN, the dot in .com.. But Gemstar and IPG's/VCR+ or EPG's... nowhere.<< I've always wondered about some of those ads. So Cisco powers the Internet and asks "are you ready?" but do any viewers run out and buy a router? Sun is the dot in .com. Well, that's clear as mud. In most of these cases the real customers certainly know about the products and are probably not too swayed by TV ads. You don't need to know anything about CDMA or Qualcomm to go out and buy a Sprint cellphone. Way back in the early 1980's I bought an original IBM PC. I bought it do spreadsheets using Lotus and to write letters using something called MultiMate. It came with a piece of software called DOS but I did not know much about it, never used it (or at least did not think I was using it) and probably was not too familiar with Microsoft. Even if someone had explained what DOS was I doubt I would have cared or been impressed, but what a position they had, being loaded in all those boxes. StockHawk