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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mishedlo who wrote (21670)3/30/2000 11:34:00 AM
From: Martin Rasch  Read Replies (1) of 54805
 
Hi Mike,
thanks for your presentation of WGAT.

IMHO, the "net2TV" sector is a no-brainer. There is no chasm looming and the herd will adopt it quickly if it does not have to alter its viewing habits. Classic situation: discontinuous at the supplier side continuos at the users.

It should be appropriate to scrutinize this market and its main players here even if some of them are shiny pebbles. This situation is very likely to be significantly different quickly.

In the case of WGAT I have still some problems to understand their business model chiefly the source of their revenue stream.
Is it the subscriber?, the cable company? Advertising ?.......(I assume it is a mixture of all of it)

As the number of subscribers (and even more important, the pace they are growing) seems to me the most accurate number to validate the success of WGAT it would be helpful to gain some more detailed data on this one. As well as some information about the pricing. Since the company claims to already have established a considerable subscriber base, information about it shouldnt be too hard to obtain.

Not needing a telephone line looks like a major advantage to me to attract users. Though, I assume this causes higher investments on the head end. Who covers these costs? If the cable companies do, I see it as a ?switching cost" element.

Do you have some further details spared for us? :-)

Martin
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