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

To: Apollo who wrote (38022)	1/18/2001 6:13:42 PM
From: alburk	Respond to of 54805

GMST (Henry) has played his hand. Investor's in GMST await (1) uptake of IPG/EPG mass adoption so (2) GMST can exploit a perceived lock on IPG/EPG ad revenues. I think both expectations must materialize for GMST to be a successful investment (from here). Unfortunately, (1) must materialize at least to some degree before we can evaluate if (2) is realistic. Furthermore, any realistic Evaluation of the impact of ad revenues is even further out. I suppose this is obvious but Mike's comments regarding channel growth strikes home. GMST is a long term investment predicated on at least two major events that have yet to materialize. E-books are nice but insignificant. Andy