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.

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

To: tekboy who wrote (26945)	6/28/2000 12:21:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Tek, << What part of this don't you understand? >> When does the Tornado start? Xmas, right? New television sets, set-top boxes, and thingummies shipping. Right? - Eric -

To: tekboy who wrote (26945)	6/28/2000 11:06:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Tekboy, What part of this don't you understand? LOL! Since this isn't the curmudgeon thread, I'm sorry to learn that the detriment of your August calls is a prerequisite to the vast increase in the value of my common stock. :) For the record, I agree with you about all of those points you made with the one possibility that because Gemstar is next to impossible to value, I simply don't know what the price of the stock should fairly be. However, all of those points were percieved prior to the second survey and all of them except point #5 about the merger (and thus, also point #6) were perceived prior to the first survey. Yet fewer people felt Gemstar is a Gorilla at the time of the second survey when the news of the attempted merger had been long absorbed. The most interesting point is that the Godzilla in Gemstar is becoming easier to quantify than the Gorilla. And oh by the way, the Godzilla couldn't be born without the gorilla qualities coming first but it is the Godzilla in the Gem that will reap the largest dollars. I'm curious. Since you believe "Gemstar should be ramping up dramatically" and that the market isn't "giving Gemstar the respect it deserves," what do you believe is the fair price and how do you arrive at it? --Mike Buckley

To: tekboy who wrote (26945)	6/28/2000 11:26:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

tekboy: Since your daytime job is as a political science [sic.] guru, was most interested in your point 5, since as a rank amateur and just sometime observer of the "political" scene it would seem that the recent hits to Microsoft and Worldcom have some political baggage, no? Out of curiosity, do you know what Bernie Ebbers' campaign contributions have been over recent years and to whom? Seems to me the handwriting is on the wall for disapproval of the GMST merger - the political problem being the mergee. Any thoughts? Best. Cha2