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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (10836)	11/21/1999 12:15:00 PM
From: JohnG	Read Replies (1) of 54805

MikeBuckley. Well, If GMST's IP doesn't prevent: 1)Web sites from massaging TV program data any way they want. Witness:YAHOO--http://tv.yahoo.com/yahoo/listings/tv1.dpg?chanArea=TN41479&daypart=Now&genres=All+Categories&channel=All+Channels&x=32&y=4 2)Web site transmitting data set=(channel,time,date)to merged PC w/ a TV feature 3)Merged TV w/TV feature using data set to tune TV to data set 3)Merged TV passing data set to VCR w/a "record message" 4)Merged TV builders eliminating set top box and just incorporating some digital filter into the TV. Then, It appears to me that the Merged TV/PC builders can design an excellent Internet/PC w/ TV feature W/O GMST IP and avoid royalties and harrassing the viewers w/ GMST's advertising. So the question then becomes. Is it in the best interest on the merged PC/TV/internet appliance makers to build these devices. Is there some reason why they will profit more if they mess with GMST's IP? JohnG

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