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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6531)	9/18/1999 10:59:00 AM
From: Mike Buckley	Read Replies (5) of 54805

Wow! I just stumbled on some Gemstar information I had not been aware of. I'm sure Stew is and will probably justifiably remind me of when he told me about it. :) stephens.com It's a short report about the impact of the deal for Sony to sell 3 million set-top boxes to Cablevision. I knew Sony has a deal to put Gemstar's program guides in their set-top boxes at $10 a box. What I learn from this report is that apparently they pay Gemstar $10 per box even if Sony uses someone else's program guide. Talk about a lock! --Mike Buckley

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