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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: NY Stew who wrote (1887)	5/13/1999 10:42:00 AM
From: Teflon	Read Replies (1) of 54805

Stew, regarding GMST: 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 Any comments regarding MSFT's potential investment in Deutsche Telekom and the potential outcome and its impact on a consolidation move with GMST. By the way, I do not agree that GMST's interface will have the market impact that this Board seems to believe in. People are creatures of habit, and once viewing/consumer patterns become established their interface loses substantial value. IMHO, Teflon

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