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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JohnG who wrote (10904)	11/22/1999 9:54:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>> in the long run (say 3-5 years, when broadband TV & internet make a significant penetration into our homes, It will be possible to technologically bypass GMST patents John, you base your assessment of gmst on an assumption that the PC will be the delivery vehicle in a video/internet convergence model. There are other possibilities: TV and PC could each capture a portion. TV could be the victor. Even if the universe becomes PCcentric, the time frame for the level of broadband necessary to allow integration is beyond the window I use to evaluate current investments. If gmst can win for the next 3-5 years there is a fortune to be made investing in ipg technology. jmho, uf

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