Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Michael Kimmel who wrote (12326)	12/7/1999 10:34:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Michael, I believe Gemstar is made up of three parts: 1) Potential gorilla as an enabler (delivering format and data to the end user) 2) Potential gorilla as an app (allowing the end user to manipulate the data) 3) Potential Godzilla as it becomes a portal allowing for e-commerce and advertising revenue. There is a very fine point you and I agree on though for different reasons -- the issue that its enabling status is greater than its app status. I think the app side is relatively weak. All the really strong apps allow an end user to input data. Gemstar's app doesn't. --Mike Buckley