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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tinkershaw who wrote (25722)6/2/2000 12:23:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Set-top boxes are clearly entering a Tornado. Estimates for set-top box delivery from Motorola (via GIC), and SFA, which were already aggresive have been revised upwards by 50% or so. EPG and IPG will be in many of these set-top boxes.

It's critical to remember that every thing I've read says that every single next-generation set-top box (the generation of latest models currently shipping) will have an EPG/IPG inside.

--Mike Buckley
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