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

To: Mike Buckley who wrote (11910)	12/3/1999 7:29:00 PM
From: Climber	Read Replies (1) \| Respond to of 54805

Mike, Correct me if I'm wrong, but I believe Gemstar's fiscal year ends March 31. In that case, 1Q 2000 would have ended June 30, 1999. I don't know how or when Gemstar recognizes ad revenues, or how the Apr-May-June quarter compares with other times of the year, but plugging in a consistent Y2000 run rate for the sheer fun of it ($1,600k) we're see ad revenues growing by a factor greater than ten year over year. Assuming also TheStreet.com is right. Many assumptions, lots of questions, but perhaps the glimmer of something interesting happening. Cheers, Climber