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

To: Juliet who wrote (20555)	3/18/2000 4:04:00 AM
From: Uncle Frank	Respond to of 54805

>> there is one area I would like to go hunting in. That would be the blurry area where form is taking shape between television and internet. I have looked a bit in places like GEMST/TVGIA/Thomson or PHG/MSFT and Tivo. I don't really know what's going on in there now. Good choice; t-commerce is an emerging sector that has already captured the thread's imagination. In fact, Gemstar was the second most widely held stock for our gang when Apollo did the last portfolio survey in November. I'd suggest you search the thread archives for references to gmst and read all of the posts by NY Stew, who is our resident expert on interactive program guides, Gemstar, and the epg/ipg sector. I'd suggest you post directly to chaz to see if you can take on an assignment related to your areas of interest and expertise. He's easy <gg>. uf