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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (44674)	7/19/2001 12:22:16 AM
From: NY Stew	Read Replies (1) of 54805

Tinker, Some research agency estimates that 1 in every 3 homes will have one in the U.S. by 2005, I think penetration in Europe and Asia may be quicker. But just for the U.S were talking what 70-80 million set-top boxes, toss in another 50-70 million overseas take a 40-60% market share, at $5 a box and you get $450 million on the high side ... I don't believe that the OS is the play in this industry. Where such may receive a $5 per unit royalty Gemstar receives $10-$20 per box from the hardware maker, $4-$10/year from the MSO, a minimum 85% of the advertising revenues and a minimum 50% e-commerce share. In addition, Gemstar navigation is software agnostic and integrated by both the Liberate and Microsoft operating systems as well as by others. I realize that you are aware of this but couldn't let that post get by without comment on the relativity. Regards Stew

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