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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (1049)	4/5/1999 1:05:00 AM
From: Bahama	Read Replies (1) of 54805

Hi Mike, I also believe the EPG is an important application going forward, so maybe you can help me out with the questions I've had. Does the consumer actually choose the EPG product? Aren't these (at least so far) embedded in the hardware (in ROM)? If it is in fact to become a "pure" application, won't there be OS dependencies (and half a dozen or so potential OS's in set-top boxes)? Wont there also be a requirement for a hard drive (to load it to)[or maybe a CD ROM], which many set top boxes are trying to stay away from (mainly to keep "silent" but to minimize cost also)? What is it about GMSt's EPG that you feel is a competitive advantage (and is this advantage protected from a competitor essentially copying it?) The hard user interface (gazillion key remote) would, it seems, be an integral part of the product too. Without these being identical across all supported products, it would seem a user could be familiar with navigating their GMST EPG at home, but when they go to a friends (who has a different remote with different keys), all bets are off. Given any thought to how (seemingly) easy it would be for MSFT to turn Explorer into an EPG also (and users would already be familiar with the basic operation), or to embed it in WinCE? I know the DBS EPG's are all over the map in their "ease of use" and "meaningful functions" for the EPG's. I suppose this is a good test bed, since these have been in use for years and have many of the bugs worked out as they respond to user likes/dislikes in the operation. Any comments would be appreciated since I am also trying to sort out whether there's a potential big product here.

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