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

To: StockHawk who wrote (38027)	1/16/2001 4:43:33 PM
From: Mike Buckley	Respond to of 54805

StockHawk, I agree entirely with you about perception. if [Gemstar] can just beat that damn TV Guide, that will be the signal, lets rock and roll. And to take it one step further, when the merger was announced, general consensus (I disagreed with) was that the stock would take off once the merger was approved. Henry could do no wrong; if he thinks the merger is best, it's best. Now that the stock has tanked, people are looking more objectively in my mind that the thread's primary interest in Gemstar is roughly only 20% of the company's current business model. That info was mentioned at the outset of the merger annoucnement though it was promptly ignored. Yet it becomes an issue now that the stock has tanked. --Mike Buckley