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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (7326)	10/4/1999 5:14:00 AM
From: FLSTF97	Respond to of 54805

In GMST's case regarding Cable boxes being only 10% of revenues, I would caution that today's revenue stream is not necessarily tomorrow's. In the model I proposed, I did have box royalties being 10% of revenue in 2000, but by 2004 it is 20%. Furthermore, I think getting the box boys on board accelerates driving the impression revenues which in 2004 should be (based on the model assumption)the fastest growing part of the revenues. In 2004 $130 out of 508 mil came from the "ad" revenues. If one factors in what are considered "realistic" impression hits instead of the conservative numbers I used, this proportion grows even more rapidly. Not having the box builders cooperating can only slow down the revenues growth over that time frame.