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

To: Jill who wrote (7540)	10/5/1999 10:16:00 PM
From: Mike Buckley	Respond to of 54805

Jill, Mike, why do you think it's a godzilla game rather than gorilla [for Gemstar]? The business of obtaining e-commerce and advertising revenue is one that has a network effects model but it doesn't have a proprietary architecture or high switching cost. That makes it a godzilla game in my mind. The portion of the business that remains the gorilla game is the interactive program guide technology itself. But it's important to remember that the guide technology is what makes it possible to effectively negotiate for large portions of the adverttising and e-commerce business, not the other way around and not each of them independently of the other one. --Mike Buckley