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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (15570)1/18/2000 8:11:00 PM
From: NY Stew  Read Replies (1) of 54805
 
Mike,

Gemstar paid 3% of 17 billion which would come to around 500 million. When Henry purchased StarSight they likewise had no meaningful revenues. The same for VideoGuide. Yet when he combined the acquired technology with that of his own he had a significant barrier to entry. Gemstar has hundreds of patents pending and only he knows how the pieces fit together with eBook.

You have some interesting thoughts but I have yet to think this through enough to comment. After following Henry like a dog for the past few years I have learned to take him at his word. If one could get 10% of every published eBook I would think he'd have himself a good little business.

One immediate impression I do have is that Henry will license the IP to his CE OEM alliances such as Thomson, Philips, Sony and the rest. He does not want to get into the manufacturing business although he may at first to jump-start the market. He paid for the eBook IP in my view. When he bought the leading EPG company (VideoGuide) he promptly shut it down. His objective surfaced over 18 months later with the proprietary wireless system based, in part, on the acquired IP.

Just some rambling on my part .... thinking out loud.

Regards
Stew
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