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


To: pann1128 who wrote (10169)11/12/1999 11:17:00 AM
From: contax  Read Replies (1) | Respond to of 54805
 
>>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.<<

Piyush,

While GMST's revenue stream will come from products and services related to the television set, WINd's on the other hand will come from set-top boxes, cable modems, Internet appliances, game consoles, servers, microprocessors, system-on-a-chip, DSPs, personal digital assistants, laser printers, digital cameras, color laser copiers, fax machines, medical devices, automobiles, traffic lights, switches and routers, airplanes, jet engines, military hardware, rockets, space ships, etc., etc., etc.

With run-time royalties running from $1.50 to $5 per each unit shipped, I am sure you get the picture...

Karim

P.S., Hopefully now NY Stew will start leaning towards WINd also...