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

To: Mike Buckley who wrote (18021)	2/15/2000 1:07:00 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

Re GMST "Defining Moments" harrumph. The goal posts keep moving! I remember when people felt the settling of the TV Guide and GI lawsuits was supposed to be the "defining moment"; then the merger; then the close of the merger; then the consumer retail availability of set-top boxes; then the tornado evidence of guide spread. (First two have happened, second three should happen in the next 6 months.) Now Merlin is talking about still another one... :0) But actually, Mike, I think you might be conflating two separate strands of our earlier discussion. We posited, as I recall, that it might be useful to think of two distinct timelines: the actual gorilla game, in which the company's products move through the TALC as defined by whatever substantive metrics one chooses, and the perceptual gorilla game, in which Mr. Market recognizes what is going on and starts to accord a commensurate market capitalization. The implication was that the ideal time to invest in company X would be when we were able to determine that the company had just become a gorilla (or king), but the world at large had not yet really woken up to its improved prospects. An agreement re HDTV and set-top boxes might indeed constitute a "defining moment" in the actual Gemstar quest for gorillahood--and thus make us feel better about our investment, and even about our &^%$! Aug OTM calls--but it would probably not constitute a "defining moment" in the perceptual gorilla game, because it might well be too arcane for people to pick up on.... tekboy/Ares@oramIconfusedaboutwhatyoumean?.com