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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (25715)6/2/2000 10:54:00 AM
From: pann1128  Read Replies (2) of 54805
 
RE: GMST twin tornado sighting

Quick couple of points:

1. I need to check this out, but as I remember, in the Dec. quarter, GMST had a EPG installed base of 2M. At the end of the March quarter the installed base is 3M. Would this be a better way to track the potential tornado than try and figure out revenue numbers coming from EPG?

2. Can you actually have an advertising tornado without an EPG tornado? My understanding is that the ad revenues are from ads on the EPG. Since both you and tinker are in agreement that the ad revenue tornado is upon us, that would imply that the EPG tornado is also upon us. Am I off base here?

Thanks for the great analysis from you and Tinker.

Piyush
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