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

To: Mike Buckley who wrote (10758)	11/20/1999 2:43:00 PM
From: jerryriti	Respond to of 54805

>If you differentiate as I do between EPGs and IPGs, I think the answer is a resounding "Yes." If you don't make that distinction, I think the answer is a resounding "No." However, the dramatically increased revenues and margins will come from most everything associated with the IPGs, not the EPGs.< Thank you for the prompt reply. IMO, there is a distinction between EPGs & IPGs. I as sure there will be some reciprocal potential, but it is the potential of IPG vis a vis advertising and E-commerce that drew my initial interest in GMST. As an example of the potential of IPG, 13 million intenet users have "opted-in" to receive E-mail announcements about products of interest from a marketing firm that recently went public, Netcreation, (not hyping the stock, I do not own a single share); imagine the potential of TV where you "click here" if you would like further information about this product either now or in the future; Or ,these Nikes can be yours for $79.99 by simply clicking here! I can imagine the day when about the only things not sold over the TV/Internet will be services like haircuts! GMST seems to be very well positioned for the convergence of Tv&Internet and Advertising&E-Commerce.

To: Mike Buckley who wrote (10758)	11/20/1999 4:28:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 54805

results from field survey of the three biggest local tv stores. circuit city 120 tvs total of 7 tvs with guide plus 2-ge, 4-proscan, 1-rca. i asked the salesman what this epg was all about. he said that he is the head tv salesman and i was the first person to ask about it. he explained it to me satisfactorly. but definitely did not try to use it as a selling feature. kept pushing the sony flat screen. topps 110 tvs 9 with guide plus all either rca or proscan two salesman didn't know what an epg was. left quickly. pc richards 200 tvs 15 with guide plus all proscan, rca, ge. saw 6 mitsubishi's with tv guide plus salesman new about epg but actually said it was no big deal, that it's basically what you get on your basic cable screen. again definitely not using it as a selling feature. asked another customer if he knew what the epg was and he answered no. when the salesman actually showed us one, the other customer was uninterested and the salesman quickly moved on to the hitachi ultravision. conclusion: with only 10% of tvs(non under $200) having guide plus and most customers and salesmen not knowing what it is, the tornado has most assuredly not started yet. i would say that there are only a few dark clouds at this time. hopefully the christmas rush will clear out alot of current floor stock and that the new deliveries will have a higher percentage of guide equipped units. once i can walk into a store and count better then 50% of tvs with guides, then i will feel the tornado starting. as for now our baby gorilla can't handle solid foods and still needs to be in pampers. ps: does anyone know if sony and hitachi are due out with guide plus units.

To: Mike Buckley who wrote (10758)	11/20/1999 6:41:00 PM
From: Ross Reller	Respond to of 54805

I was just given another example of how gmst is controlling their destiny. A friend is an engineer for one of the tv companies incorporating gmst technology into their boxes. He says gmst is VERY difficult to work with. They insist that the tv box maker do it THEIR way and that the box maker desires to incorporate features which differentiate their sets from the competition and GMST will not let them because it changes the way the guides work. HMMM. Sounds like gmst has very good patents and knows exactly where they are going.