Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tinkershaw who wrote (45006)	7/30/2001 10:15:18 PM
From: tinkershaw	Read Replies (1) \| Respond to of 54805

NTAP and DAFS Here is a great article laying out the importance of DAFs and current industry support: leviticus.boards.fool.com I know Downsouth had a good inkling that this would be a gorilla market. It looks to me like if NTAP can pull this off it will be sitting pretty. But does all this a gorilla make? Tinker

To: tinkershaw who wrote (45006)	7/30/2001 10:16:46 PM
From: tinkershaw	Respond to of 54805

Mike P.S. Looks like I came around to your way of thinking regarding the Gorilla/Godzilla framework of GMST. Tinker

To: tinkershaw who wrote (45006)	7/30/2001 11:58:53 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tinker, Godzilla oriented ad revenues I disagree about that. It was made very clear months and months ago by John that the ad revenues are part and parcel to the licensing agreement because without the licensing agreement there are no ad revenues and vice versa. Inspired by DownSouth who told me to repeat three times that EMC is not a Gorilla, I advise you to repeat three times that Gemstar's ad revenues are that of a potential Gorilla, not a Godzilla. :) --Mike Buckley