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

To: Mike Buckley who wrote (35896)	12/4/2000 2:48:23 AM
From: alburk	Respond to of 54805

Deleted

To: Mike Buckley who wrote (35896)	12/4/2000 2:56:21 AM
From: alburk	Read Replies (2) \| Respond to of 54805

Mike It seems that neither the July 13 Robertson Stephens report or the November 21 Deutsche Banc Alex Brown report project any where close to tornado like growth in licensing revenues over the next 3 years. More like 30-35% yearly. (Lehman too) Is this the measure your using? Irrespective, the current valuation and future price targets are tied to the combination of growth in licensing and tornado like growth in advertising (Godzilla Game?) Without the advertising revenue growth, I would think GMST will disappoint. Do you view the advertising revenue tornado as a given provided that GMST dominates the IPG market as anticipated? (Even though early growth may be inconsistent)