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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (12607)	12/12/1999 12:49:00 AM
From: Mike Buckley	Read Replies (1) of 54805

For those who haven't read the January issue of Red Herring ... "...the latest media buzzword: television commerce, or t-commerce. Merge the immediacy of the Internet with the ease of use of television and this, supposedly, is what you get." The guy who coined the phrase, t-commerce, is Lawrence Marcus, author of a Deutsche Bank report on the subject. His numbers are: "...interactive media and t-commerce will be worth $300 billion over the next five years. Five years from now, t-commerce revenue is going to [be] greater than e-commerce revenue." "...if the current uptake of set-top box, enhanced TV, and electronic program guides continnues, ... interactive advertising will be worth $201 billion" in 2002. If you need to ask what company Stew and I think might benefit from that, don't ask. :) --Mike Buckley

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