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

To: DownSouth who wrote (14010)	1/3/2000 6:05:00 PM
From: RocketMan	Respond to of 54805

Anyone else add to their GMST on today's dip? I picked up some more August calls. I'm either going to retire on GMST this year, or it will be one of my bigger losers for the year :-) After reading the Stephens report, trying out a VCR+ unit, talking to some people in the TV industry about convergence, and thinking about the potential revenues from an IPG portal, I think this is the play for 00. The major uncertainty appears to be the TVGIA merger, and the fact that it has been a few months with no announcement may mean there are some anti-trust difficulties being worked through. But even if it does not happen, revenue sharing between the two companies is fine with me, since GMST would be in the driver's seat. P.S. This thread is certainly hard to keep up with, over 100 posts today!