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


To: Mike Buckley who wrote (14894)1/11/2000 8:39:00 AM
From: LindyBill  Read Replies (6) | Respond to of 54805
 
Amazon.com buys Sears Roebuck!

That's what the AOL/WARNER deal makes me think of. Steve Case is really on a head trip, and I would sell every share of AOL I owned, if I hadn't sold it all last year.

This company looks like a 70's conglomerate. What does Case think he is doing, setting up a company for the "Nifty Fifty"?

Frank, might as well pull AOL off of our G&K list, it no longer concerns us.



To: Mike Buckley who wrote (14894)1/11/2000 9:25:00 AM
From: Rickus123  Read Replies (1) | Respond to of 54805
 
Mike...thanks for the response.

Bring on the tornado, regardless of what causes it to blow!

I couldn't agree more. If the IPG tornado will have to wait on EPG to reach critical mass -- I'm concerned that the EPG might not participate in a tornado at all, but that it will grow in a more controlled fashion as viewers replace their existing TVs and settop boxes with units containing Guide+.

Now that the price of televisions that contain IPGs is dropping considerably, there's a good possibility people will buy televisions just to be able to have a guide.

Of course, I hadn't considered that an IPG tornado could help cause the EPG tornado. Very interesting... I haven't seen the IPG in action. Is it already available? I thought it was not on the market yet.

Thanks.

--Rick