Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pala who wrote (7436)	10/4/1999 9:32:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

could we view Gemstar as in the bowling alley and an Early Licensing Tornado which may or may not grow into a product adoption tornado? Good point, Doug. It makes me think of another question: Now that the TV Guide acquisition is announced, the Gem is clearly a gorilla of interactive program guides. But the real deal is the revenue that will come from e-commerce and advertising. In the end, the merged TV Guide will be a gorilla that controls a royalty game -- commerce on the IPG portal. TV Guide might become the strongest king on record simply because the gorilla is standing guard at the gates of the kingdom. --Mike Buckley