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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (25722)	6/2/2000 12:43:00 PM
From: alankeister	Read Replies (2) of 54805

Two points about ad revenue tornado...If I'm reading these posts correctly, you are looking for a tornado in EPG advertising. Once the merger is complete, the ad revenue numbers will include TV Guide's substantial ad revenue. Unless Gemstar breaks out the EPG ad numbers which they probably won't, this tornado may be very hard to identify. Second, I would hesitate to declare an EPG ad revenue tornado yet since there isn't much history. If I remember, they collected only $1.8M. When you start at $0, any increase is huge when measured as a percentage. - Alan

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