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To: JohnG who wrote (10904)	11/22/1999 9:54:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> in the long run (say 3-5 years, when broadband TV & internet make a significant penetration into our homes, It will be possible to technologically bypass GMST patents John, you base your assessment of gmst on an assumption that the PC will be the delivery vehicle in a video/internet convergence model. There are other possibilities: TV and PC could each capture a portion. TV could be the victor. Even if the universe becomes PCcentric, the time frame for the level of broadband necessary to allow integration is beyond the window I use to evaluate current investments. If gmst can win for the next 3-5 years there is a fortune to be made investing in ipg technology. jmho, uf

To: JohnG who wrote (10904)	11/22/1999 10:02:00 AM
From: mauser96	Read Replies (3) \| Respond to of 54805

I think you are making the big assumption that the mass market has a great desire to interact with the TV. People watch TV to be entertained. If they want to interact, they talk to their friends and family. Only a few visit places like Silicon Investor. I already have most of the future features you describe ( A cable TV with TV Guide, broadband Internet access, etc), and it's much easier to get programming off the TV when I'm on the entertainment mode. Personally, I'm not going to put my investment money into anything based on the premise that after a hard day's work Joe 6 pack has the strong desire to spend his nights interacting with the TV (except in the limited area of program selection). More likely he will continue to think of it as a form of passive relaxation and entertainment. The computer or an Internet appliance will stay the choice for electronic interaction. An exception might be TV interactive gambling, but this isn't legal.

To: JohnG who wrote (10904)	11/22/1999 10:03:00 AM
From: jerryriti	Respond to of 54805

>if broadband arrives earlier than expected GMST could be killed in birth> Seems to run counter to what I have taken to be the reality. Broadband is an absolute must for the convergence of advertising and E-commerce. Seems that such would help not hinder GMST! Would you spell out your thinking in more detail?