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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: pompsander who wrote (12856)	12/16/1999 1:14:00 AM
From: Mike Buckley	Read Replies (1) of 54805

pomsander, if I understand all the licensing deals with Microsoft correctly, GMST is all over this news. Could you please elaborate? As I understand it, the main thrust of that article and other press releases I've seen relating to it doesn't address technologies covered by Gemstar's patents. If I remember correctly, IBM has the current lead on the technologies that allow the end user to click on an actor's sweater to get to a website advertising and selling the sweater. To change the subject slightly, the article mentioned that Microsoft and Excite are partnering to develop enhanced television. I remember reading a few months ago about an emerging technology that Excite dominates. It's not a technology that is at the forefront of the news these days, but I remember thinking that, "Ah, so Excite might be a gorilla in a niche market." Does anyone remember what that niche might be as I'm thinking it has something that could be used in conjunction with enhanced television. --Mike Buckley

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