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

To: freeus who wrote (11437)	11/29/1999 6:13:00 PM
From: Len	Read Replies (1) \| Respond to of 54805

Freeus, Good stuff-- and, consistent with the book. I think next quarter's earnings growth will be a key determiner. Agree??? Len

To: freeus who wrote (11437)	11/29/1999 6:17:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

TO be argumentative, what you are describing about GMST sounds more like the early adoption stage than the tornado. I don't see any evidence of a tornado from what you are saying. Stock price has nothing to do with gauging wind speed. As I recall, you are in an affluent neighborhood where the early adapter consumers reside. Am I right?

To: freeus who wrote (11437)	11/29/1999 6:46:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 54805

freeus, we are no where near tornado yet. when in the tornado, it is hyper growth time. this cannot happen until the product has a majority of market share. i think your area is the exception rather then the norm. when you see more tvs with guide then without or you see the new set top boxes flying out the door then it will be tornado time. it will happen its just not there yet. 100