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

To: Apollo who wrote (8740)	10/24/1999 8:51:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Apollo, You've officially crowned Gemstar a gorilla. To quote my post, that was "an early call." It presumes that the TV Guide deal will go through. Until a deal is done, it's not done. :) May I presume that you now think it is in a tornado? One of the things we've not really settled on is whether we judge tornado proportions based on the rate of product adoption by resellers or by end users. If it's the latter, I think we're probably not in the tornado yet. But if it's the resellers' adoption that we're measuring, we're probably there. Focusing on revenue, it would be hard to argue that we're in the tornado. But as I mentioned in an earlier post, I'm beginning to think more and more that those numbers are guidelines at best, and that we need to focus on the other indicators of product adoption. This whole thing also goes back to my gut feeling that the start of the tornado is what causes defining events (such as Qualcoom's deal with Ericsson and Gemstar's purchase of TV Guide) to happen. When the execs of companies see the benefits of the tornado passing them by, they are compelled to make the deals that we call defining events. --Mike Buckley