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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: slacker711 who wrote (22573)	4/12/2000 12:25:00 AM
From: Mike Buckley	Read Replies (1) of 54805

Slacker, 2) Why is the advertising revenue number so low? I assume that their are at least a couple of million IPG's in the market....but advertising revenue was still only $800,000 (though ramping fast). I have a terrible memory for numbers, but the number of advertising-capable IPGs is significantly smaller than total IPGs because they are relatively new. Add that to the fact that advertising on a guide is still in the infant stages of marketing and you've got a pretty good idea about why the total dollars spent on advertising is still comparatively low. 3) Is there anything special about Thompson that may have accelerated their adoption rate ahead of other Gemstar licensees? Thomson is the largest television manufacturer in the world and a long-time Gemstar partner of the highest order. Their RCA and ProScan brands have been heavily advertised in the print media emphasizing Gemstar inside. On the other hand, I don't know that I've ever seen adoption data coming from Sony. Geez, I hope I can bring Stew over here for awhile. We really need him. --Mike Buckley

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