decided to take some time off from my time off.
continued my hunt for guide plus which had to be cut short
for my daughter's hunt for pokemon.
sears at the adventura mall in miami
90 tvs, 6 with guide, all rca
bestbuy
120 tvs 9 with guide, all rca
circuit city
110 tvs 14 with guide all rca/proscan
at first i was dissapointed in the low guide numbers and the lack of brand coverage contrary to another poster's findings in this region.
but then the more i thought about it the more i became convinced that this is a good thing. the fact that G has performed so well with the product in only 5-6% of the market is a great sign.
once G starts to fire on all cylinders(50%+ tv share, set-top boxes, cable, tv commerce, ad revenue) we should see an explosion in share price similar to Q and Jdsu.(not trying to hype, jmo)
according to henry, G was to have 2 million tvs with guide by yr end. at 5-6% market share that means there is aprox
40 million tvs on display. as we approach the 50% mark there will be a tremendous amount of eyeballs seeing the gemstar name and product each day. that alone will provide incredible visibilty to the stock. 95% of the people don't even know about the product let alone the company. i also believe henry said that they would be at 5 million tvs at the end of Q1. that would be a 50% increase over this Q4.
at that rate we would be at 50% sometime between Q3&Q4 of next yr. so some patience is needed but we are being nicely rewarded as we wait. another good thing.
the following are my answers to the questions you posted.
i selected the "heading into the bowling alley" catogory since i felt they were more appropriate then the "in the bowling alley" even though i feel G is in the bowling alley already and getting ready to tornado.
Heading into the Bowling Alley
To the extent that the answers to these questions about a particular company are "No," the company is less likely to
move create a tornado.
1) Is the company putting all of its eggs in one basket (one market segment)? YES!
2) Is the company's product a whole product, not one that is 80% complete and thus unable to satisfy the
pragmatists who occupy the earliest stage of the mainstream market? YES BUT STILL EVOLVING(WITH REGARD TO THE TV COMMERCE)
3) Is the size of the chosen market segment no larger than 2.5 times the planned total revenue of the company?
(The idea is that the company wants to have 40% of the segment's revenue and can't do that if the segment's
market is larger than the company's capacity to own it.) I DON'T THINK SO
4) Having decided on the market segment to "attack," is the market segement well funded and readily accessible to
the sales force? YES!
5) Does that market segment have a compelling reason to buy? NOT SURE.
6) Is there no entrenched competition that can prevent the company from dominating the market segment? YES!
7) If that segment is eventually won, does it offer leverage to win over other segments? In other words, is that
market segment truly a head bowling pin that knocks over one or two other bowling pins when it falls? YES!
Hoping to have to spell Jugernaut with a G soon (also hoping to be able to spell jugernaut correctly someday.)
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