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

To: StockHawk who wrote (31096)	9/5/2000 11:16:31 PM
From: Blaine K	Read Replies (3) \| Respond to of 54805

Stockhawk: New to this thread, but I'm pretty excited. I've been gorilla hunting on my own, almost exclusively in the Gilder jungle. I'd not paid attention to Gemstar at all (except to see that VCR Plus was on my new VCRs) till seeing it on the G&K list and reading your excellent article. This one definitely deserves my attention. You guys have built a great thread here. Now it will take me a few weeks to work through old postings. Thanks again. Blaine K

To: StockHawk who wrote (31096)	9/6/2000 6:22:52 PM
From: StockHawk	Respond to of 54805

This year's top U.S. equity income fund has GMST as its top holding and expects GMST to reach $120 by year-end. "Conseco Equity Fund's Pence Likes Gemstar" excerpt: "Pence, whose fund ranks as this year's top open-end U.S. equity income fund according to Bloomberg, expects digital and satellite television to take an increasingly larger share of U.S. TV viewership. As it increases, so will the number of channels and the demand for Gemstar's interactive programming guides. 'There isn't a (cable) box out there that's operating that either doesn't pay a royalty to Gemstar or is in the process of being sued for patent infringement by Gemstar,' said Pence, 39, who has managed the 3-year-old fund since inception. 'The lawyers at AOL and Microsoft both tried to get around those patents, and after a long period of time of trying to do that, they gave up'."

To: StockHawk who wrote (31096)	9/7/2000 9:27:12 AM
From: GGorillaGirl	Respond to of 54805

GEMSTAR: NEW YORK, Sept 6 (Reuters) - ING Barings said on Wednesday that analyst Spencer Wang has started coverage of "interactive television" firms, including Liberty Digital Inc. <LDIG.O> and Gemstar TV Guide International Inc. <GMST.O>, as strong buys. -- Wang started Wink Communications <WINK.O> and Liberate Technologies Inc. <LBRT.O> with buy ratings. Other strong buy ratings from Wang include OpenTV Corp. <OPTV.O> and ACTV Inc. <IATV.O> -- Wang initiated coverage of Tivo Inc. <TIVO.O>, which allows viewers to record television shows without videotape, with a hold rating. Tivo shares fell $1 to $25 in late morning trading on Nasdaq. -- Wang set a $115 price target for Gemstar-TV Guide, which owns TV Guide, offers interactive television programming and holds 75 patents in the United States. Gemstar-TV Guide shares rose $1-1/4 to $88-1/4. -- Liberty Digital, which Wang gave a $45 price target, rose $1-1/4 to $25-1/4. Liberty Digital is 93 percent owned by Liberty Media Group <LMGa.N>. -- Liberate Technologies shares rose 1/8 to $31-3/16. Wang said the company's ties to cable operators will help it during a shift to digital television. He set a $37 price target on the stock. -- Wink Communications, whose shares fell 1/16 to $15-1/2, has a $20 price target. -- ACTV shares rose 7/16 to $18, while OpenTV Corp shares rose $2-5/16 to $49. REUTERS Rtr 12:13 09-06-00