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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6635)9/20/1999 6:43:00 PM
From: rel4490  Read Replies (2) of 54805
 
re:Gemstar

Mike, doesn't the outcome of the TV Guide litigation determine whether the IPG area is a Gorilla Game or a Royalty Game? A GMST loss,or even the joint venture settlement which is being talked about,would leave 2 strong competitors to divide up the market. TV Guide has already signed a 10 year exclusive with ATT/TCI to use TV Guide's IPG in all ATT/TCI's owned and operated cable systems. Without access to this important market,GMST becomes only a Prince.
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