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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tinkershaw who wrote (21568)3/28/2000 11:47:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
Tinker,

Though I still don't agree with you regarding the discussion of Gemstar's Godzilla role or lack of it, it's obvious to me that the most important issue is that we do understand the business model. It almost becomes a matter of semantics when we begin coming close to splitting hairs.

One last question (point) that I think is critical to the discussion: If the federal government prevents the merger of Gemstar and TV Guide, TV Guide will be operating their EPG/IPG business in a way that creates a competing portal with Gemstar's portal. In that scenario, would you also categorize TV Guide's advertising revenue as Gorilla-based when they are paying rights to Gemstar for use of the EPG/IPG technology?

My point is that if TV Guide's ad business in a non-merger scenario isn't a Godzilla play it must be a Gorilla play. But it can't be a Gorilla play because they don't own the technology. Therefore we come back to my point that the advertising must be a Godzilla play.

--Mike Buckley
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