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

To: voop who wrote (10167)	11/12/1999 9:19:00 AM
From: pann1128	Read Replies (1) \| Respond to of 54805

Voop, GMST gets one time payments for settop boxes TVS etc just like WIND gets run-time royalty when the appliance is sold. I think the difference is that the box or TV continues to generate revenue after it is sold because there is some monthly charge the cable/satellite companies pay to GMST for the EPG/IPG. Also, they generate additional revenues from the advertisement. This is not to say that WIND is not a good prospect, but I can see why NY Stew leans so heavily on GMST. Piyush