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

To: NY Stew who wrote (10884)	11/21/1999 11:54:00 PM
From: Mike Buckley	Respond to of 54805

Gemstar's licensees are Microsoft, AOL, [etc.] I have to believe that the engineers and patent attorneys at these companies concluded something. That's always been my conclusion about the answer to these major questions, that there MUST be a reason that all these multi-national and international companies are agreeing to license the products and that those who haven't licensed them are being required by some customers that they be endemnified. One could argue that I could research the patents, but the fact of the matter is that I wouldn't understand the patents enough to know how strong they are or where and when they might apply. At some point in the investment process, I have to ultimately rely on common sense and hope that I use it judiciously. For me, when it comes to understanding the implications of patents, that's when. As much as I'd like to believe that I understand everything about my stocks, it ain't so. If I had to understand everything, I'd never invest in anything. --Mike Buckley