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To: Mike Buckley who wrote (10785)	11/20/1999 5:16:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

100cfm, Thanks much for taking the time to do your Peter Lynchian research and reporting it to us. The data is pretty much what I expected but I'd like to discuss the conclusions. once i can walk into a store and count better then 50% of tvs with guides, then i will feel the tornado starting. When you determine the start of the tornado, how do you factor in the set-top boxes that are being sold daily by the cable companies and will be available on a competitive basis in the retail stores in July? I also would much prefer that the salespeople and consumers know about IPGs, but I don't think that should be a criterion for determining the start of the tornado. As an example, I'm sure there are some technologies used in televisions that are already well past the tornado even though neither I nor the salepeople know about them. My point is that the salespeople and consumers can help whip up the winds of the tornado but they aren't necessities. --Mike Buckley