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.

Technology Stocks : Gemstar Intl (GMST) -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (1454)	1/11/2000 4:53:00 AM
From: Hanney Yin	Read Replies (2) \| Respond to of 6516

"Then stop waiting and GET IT! I waited through a 50% rise in msft back in 1996 waiting for a dip which never came" Since we are all proud owners of GMST, we tend to be naturally over bullish. However, GMST is not MSFT as it has more risks involved. it will be more valuable for all readers to clearly understand what % of current price belongs to risk premium due to its highly speculative nature: intensified competition and merger uncertainty. As value line states:"a) Sony's ITV,which provides on screen inf at the click of a button, is a close competitor.b) Internet access via set top boxes is already available in select markets, and were this to become widespread, barriers to entry in GMST's market would be significant lowered (per value line)." Current valuaiton is under the speculation that GMST will be a future portal. A word of caution for JB, if GMST were to drop to 40-50s in the next 6 months, pls don't pick it up because it will burn you! reason is as simple as this: it will no longer be considered a portal and the valuation even at 50s would be considered lofty! I would dump most of my shares without hesitation.