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

To: Mike Buckley who wrote (10729)	11/20/1999 12:33:00 AM
From: Triffin	Respond to of 54805

Interesting article on 'disruptive technologies' and a few examples from the folks at the "Motley Fool" fool.com Jim in CT ..

To: Mike Buckley who wrote (10729)	11/20/1999 1:36:00 AM
From: surpow	Read Replies (3) \| Respond to of 54805

"Finding out what's on is easy! Just press a button and a program listing appears right on your screen. No fumbling thbrough newspapers, no flipping through chanells. Pay no monthly fee -" Funny, that sounds like the 'digital cable' service that is offered in my area. There is a monthly cable service charge, about $10 more per month then the basic subscription. I am assuming that your post was referring to GMST, if so, should such competition be of concern? Noah

To: Mike Buckley who wrote (10729)	11/20/1999 8:02:00 AM
From: 100cfm	Read Replies (1) \| Respond to of 54805

mike, thats funny because i was planning to do a tour de force of the big electronics stores this weekend including circuit city, to pump the salesman for info on sales,marketing, their knowledge of the product(if any) and etc. and count how many tvs with epg vs. how many without.could be a waste of time but if anything interesting comes up i will post it.

To: Mike Buckley who wrote (10729)	11/20/1999 11:27:00 AM
From: jerryriti	Read Replies (1) \| Respond to of 54805

>Circuit City is putting a huge insert the size of a mini-catalogue in USA Today that includes television ads of course. The Proscan and RCA models are shown with EPGs< Realizing that there is no definitive answer, would you consider that to be indicative of yet another aspect of lining up the pins (market penetration phase) or the very beginning of the tornado. Is there an assumption that GMST can achieve gorilla status prior to adoption of IPG? I am not the most fastidious gorilla hunter, but have recently discovered the G&K thread and find the opinions expressed quite enlightening and thought provoking. Would appreciate any opinions! Will contribute where and when I am able, but I tend to enter a bit earlier than a true gorilla gamer; guess I would have to acknowledge after having become more familiar with the G&K thread that I am at the same time more impulsive and conservative than the rules of your game. More impulsive on the buy side and more conservative vis a vis diversification. Can't resist being early into the royalty game and as a follower of George Gilder's thinking heavy into the telecosm technologies. Also long and strong into GMST whose backend revenue potential (year 2001?) has my mind filled with visions of sugar plums! That will, IMO , be predicated on IPG as I believe that in the convergence of E-commerce and advertising we will see the emergence of GMST's full revenue potential. Guess I am looking for a super-Gorilla having been bewitched by qcom!