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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (7974)10/24/1999 2:58:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Frank, Tekboy, and everyone,

Confirmation of Gemstar's simian nature will have to await their next few quarterly reports. We will need to look closely at value chain formation, revenue growth and gross margin.

Having read Tornado and having always been bewildered by the lack of quantifiable definition of a tornado in Game, my criteria in the future will be slightly less focused on revenue growth and gross margins. Instead, I'll be trying to focus more on the functionality of the bowling alley and tornado strategies. As an example, realizing now that consumer product companies need to use horizontal marketing, implications about the bowling alley for them are far less important than for other companies.

By the way, the utter dominance of the EPG space by the new and improved TV Guide tells me that Gemstar is now a gorilla. I realize that it's an early call, but I don't see any competitors with similar technology capable of unseating the lock on the market. The value chain of the old TV Guide combined with the value chain of Gemstar is IMMENSE!!!!!!!!!!!!!!!!!!

Sorry for that bit of exuberance, but I've been in withdrawal, away from you folks for two weeks. :)

--Mike Buckley
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