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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (4820)8/12/1999 7:46:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Stan,

but you neglect to mention [Moore's] continued vision of Rambus as holding IP rights on the next DRAM standard thru Intel's mandate.

The reason I didn't mention it is because that comment is one of the clues for me that Moore still doesn't fully get it. Being an owner of Citrix which has the same dependence on Microsoft's sucess as Rambus depends on Intel's success, I think I fully understand Moore's reference to Rambus. Understanding that,, I see no comparisons of Rambus with Qualcomm in that context. Qualcomm doesn't depend on another company as do Rambus and Citrix.

[Regarding Gemstar, resolution of litigation with TVGuide and with Set-top manufacturers, and need widespread use of TV as internet access tool (ala AOL and use of dial up modem access)......MIke, when do you think the earliest will be that these two events take place?

Stew tells me the conference call revealed that a decision in the General Instrument arbitration might come as early as a few weeks away.

If you're waiting for widespread use of the TV to access the Net, I don't think you'll invest in the near future. I think that's years away.

What I don't understand is why that would be an investing criterion. Gemstar already has advertising revenue coming in (albeit in tiny amounts) using their EPG strictly for television broadcasting, with no interaction on the Net. When two-way interactivity on televisions is available in 2001 as Gemstar thinks will happen, advertising will explode, again with no dependence on the Net.

Maybe Stew has reaction to my ideas. Ain't this fun? :)

--Mike Buckley
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