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

To: Percival 917 who wrote (7517)	10/4/1999 11:55:00 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Joel, I wrote: 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 ecommerce and advertising. In the end, the merged TV Guide will be a gorilla that controls a royalty game -- commerce on the IPG portal. Your concern: The last statement seems contradictory in GG terms Before I try to explain that, I'll use the example of Intel. We all know it's a gorilla. And we all know it wants to be the biggest and baddest owner of server farms, which is a royalty game. My point is that a company can be a gorilla in one field and a king in a different field. Now back to the Gem. It's clearly going to be the gorilla of IPGs but the e-commerce and ad revenues that are tangential to the IPGs is a royalty game. Actually, I think it's going to be more like a godzilla game instead of a royalty game, but what the heck. The point is that the gorilla game of IPGs will foster its ability to compete in the royalty games of e-commerce and ad revenue that takes place on the portal. Make sense? --Mike Buckley