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

To: Mike Buckley who wrote (45003)	7/30/2001 8:57:58 PM
From: 100cfm	Respond to of 54805

Mike occasionally huge disconnects between how investors value a company and how its fundamentals are progressing Can't argue with that one!! 100

To: Mike Buckley who wrote (45003)	7/30/2001 9:00:54 PM
From: techreports	Read Replies (3) \| Respond to of 54805

I saw the smile on your face when you wrote that. :) Of course #6 isn't written correctly. That's Frank's bermapull optimism showing through. By definition, a company can't be a Gorilla until the tornado has at least begun. Forseeing a tornado does NOT make a Gorilla, as many people finally learned after more than a year of falsely thinking Gemstar was some sort of wacko pre-tornado Gorilla. I'll ask Frank to change the header. --Mike Buckley Hey, Mike you posted this over on the fool board. Now that Gemstar is experiencing 100% YoY growth in the IPG can we now call GMST a gorilla or are the revenues too small? If we came to the conclusion that GMST isn't a gorilla then how can BEAS be one? First, we can't even accurately tell if they are in a tornado (with GMST it was pretty easy). Second, some question if this is really a gorilla game or a royalty game. And third, others are unsure if BEAS has enough market share (some reports even say BEAS is tied for the lead) to keep IBM from putting a major dent in BEAS's shield. Many more questions than we had with Gemstar.