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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EnricoPalazzo who wrote (38001)	1/15/2001 11:05:36 PM
From: NY Stew	Read Replies (1) of 54805

ardethan, a) Weak "control" of open architecture This is the last one I wrote, but I bumped it up because it's important. As with any other "Gorilla" that makes its money from licencing broad patents to others, it doesn't have as much control as we'd like to shift the architecture in its favor. Gemstar's barrier to entry has caused Microsoft, AOL, AT&T, Motorola and others to incorporate its architecture on a long term exclusive basis. Time Warner, Comcast, Charter, Adelphia and Cox are taking a tough stand during the negotiating process however have deployed its technology in over a million STBs. It is my belief that this company has sufficient control. In fact, some claim they have too much and filed suit. Bill Gates himself stated that it is the most unassailable portfolio of intellectual property that he has come across. Stockhawk's post is worth a reread. Nothing fundamental has changed with the company. With the deteriorating confidence in technology I suspect that polls of other companies would yield similar results. Regards Stew

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