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

To: Daniel Levy who wrote (1818)	2/8/2000 10:34:00 AM
From: md1derful	Read Replies (2) \| Respond to of 6516

Dan...it may be a little too early to sell on leakage of earnings shortfall...I'm not sure that's the reason...the arb bit with tvguide sounds more like the culprit.....but I agree with you..when we don't have a clear understanding as to why a stock is dropping out of sync with the market..it, more likely than not, is due to earnings somehow..this is pretty standard leakage..perhaps a bit too early tho doc

To: Daniel Levy who wrote (1818)	2/8/2000 10:49:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 6516

Well, Daniel, we watched QCOM drop on pre-release last year. What a disaster that was. I have seen CSCO do that a time or two as well. Obviously the market did not like it. Pardon my sarcasm, but... If you understand the GMST story, then you understand what the market may not understand, but eventually will. Why are you giving up your advantage? You gotta call 'em like you see 'em, but I don't see what you see at all. I see GMST being discovered by the market this year and reaping big rewards. Good luck.