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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6532)	9/19/1999 1:00:00 PM
From: Apollo	Read Replies (1) of 54805

Mike......intersection of Sony/Gemstar/....& Rambus? 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. I had mentioned earlier "The battle for Home dominance among the PC/STB/Video game manufacturers continues." Message 11235213. This week, it occured to me that Sony makes PCs, Playstation IIs (future electronic centers), TVs, and now Set Top Boxes. Since each of these is grabbing for family room "eyeballs", Sony seems well positioned. The fact that it contracts with Gemstar would seem to position Gemstar well (yes, I realize that Gemstar has many many other contracts as well). I like the idea of Gemstar as a portal, with B2C commerce possibilities and have a small starter position. The fact that Sony chose Rambus DRAM for its next generation video game machine, raises titillating but unsubstantiated hopes of seeing Rambus in High Definition Sony TVs, Set Top Boxes, etc. (my non-techie view is that set top boxes sound simple, so I wouldn't expect high-end DRAM like DRDRAM to appear there for now). Also, Fred Manzo's piece on Q and how enlarging bandwidth always eventually wins converges with Rambus DRAM.....DRDRAM is all about greater bandwidth amongst DRAM options. stan

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