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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Teflon who wrote (1871)	5/11/1999 1:13:00 PM
From: NY Stew	Read Replies (1) of 54805

Teflon, 2) With respect to GMST: I expect ATHM (with T and MSFT behind it) at some point will merge/consolidate with this entity (or one similar to it) so that ATHM will be the seemless interface for the consumer. I have no idea whether this business will still be called ATHM, T, or something else, but ATHM will be the vehicle. It is my opinion that such a 'merger' would need to be another hostile one and if attempted there will be significant antitrust concerns as previously expressed in the United Video failed endeavor. Gemstar has a neutral licensing policy and beyond antitrust issues certain business considerations such as that with Deutsche Telekom and its 17+ million households may be affected by such a move as might other foreign and domestic relationships like BellSouth, US West and possibly some ventures in Japan. Regards Stew

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