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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Trio who wrote (12556)	12/10/1999 5:00:00 PM
From: Eric Jacobson	Read Replies (1) of 54805

Trio, according to p. 6 of GMST's 10K: "VCR Plus+ is also licensed for incorporation into DVD Recorders." As far as I know, there are no DVD recorders currently marketed. This is expected to change. Using the transition from audio cassettes and records to CDs as a guide, I'd suspect DVD recorders eventually will become the standard. VCR Plus+ (DVD Plus+??) will likely become standard equipment in DVD recorders. This is not expected to be the main generator of GMST's future revenues, however. It's the IPG and related advertising/e-commerce revenues that's key.

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