Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (8718)	10/24/1999 7:43:00 PM
From: voop	Read Replies (1) of 54805

HI Mike * How can we measure second generation IPG subscribers/users to know we are in a tornado? I specified second generation IPG, trying to distinguish it from the programming guide with the numbers that lets you set the VCR. I thought EPG and IPG were interchangable but I can live with how you differentiate it. Can this EPG take us to the promised land? I thought that it was on mainstreet and the value chain ended with the STB licenses. It seemed to me it is the Godzilla, AOL-like aspect where Henry has negotiated most favorable terms for advertising and E-commerce that we were looking to tornado. And of course more licenses. The value chain for the latter seems more robust and you could get excellent seasonality with e-commerce. Voop

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