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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: RocketMan who wrote (14843)1/10/2000 8:19:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
I guess the lack of discussion on the blockbuster AOL/TWX deal means that either GG's don't play Godzillas, or everyone is still trying to figure this one out, or everyone has figured it out and doesn't like it.

I like the way it affects Gemstar's prospects. AOL TV will be launched later this year. I assume the new merger allows AOL to distribute Time Warner content on AOL TV, which will make it abundantly more attractive to consumers. AOL TV uses Gemstar's IPG.

--Mike Buckley
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