SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: straight life who wrote (11788)12/2/1999 3:41:00 PM
From: freeus  Respond to of 54805
 
Thanks for the article.
Very interesting point about the paper magazine and will it be a drag on GMST...I wonder if the paper magazine is expensive to run (I know that magazines freqently go bankrupt and even "George" run by JFK JR before his demise was in the red and he was looking around for more sources of funds for it though he had put much of his own $ in it.)
Freeus



To: straight life who wrote (11788)12/2/1999 3:48:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 54805
 
Gemstar cannabalize the paper guide
The customers of TV guide (at least the ones I know) buy it to read about their favorite stars as well as for the listings.
TP



To: straight life who wrote (11788)12/2/1999 7:10:00 PM
From: Lynn  Read Replies (1) | Respond to of 54805
 
Interesting article, but I would like to know the number of people surveyed, some break down for the percentage of people using traditional antenna, cable, or satellite TV, and the usage for each of these groups for EPG usage before coming to their conclusion.

I live in an area where cable in unavailable and everyone had PrimeStar until the past few months, when DirectTV (who bought out PrimeStar) started gradually shifting people over. Without getting into all the complaints about DirectTV, one big, BIG complaint is the lack of a (free) printed programming guide and the on-screen programming guide. Its more than just getting accustomed to change.

Its liking to look at an entire month of programming in the printed guide that people seem to prefer. This is a different type of viewing scheduling than scheduling via the TV Guide or weekly programming section in one's local newspaper.

In terms of your question about the Thomson research making GMST's purchase of TV Guide a negative, I'm not that sure. As someone already mentioned, its the articles many people like. In addition, I would not be at all surprised if up GMST's sleeve, they intend to expand TV Guide's publishing to include the optional, monthly programming guides for DirectTV as well as DISH. Printing these should generate income because no copies have to be printed for news stands (i.e. get returned if not sold), are only printed for subscribers.

Lynn



To: straight life who wrote (11788)12/9/1999 4:01:00 PM
From: FLSTF97  Respond to of 54805
 
The paper guide will definitely decline. Don't count on them spinning it off as they just bought the darn thing and added a lot of goodwill to the books. Besides who would buy it?

On the hand I was impressed that the Guide had enough guts to raise the price. This resulted in lost volume but greater profits. That kind of management gets my respect.

I just hope they can milk enough out of it to offset the goodwill amortization.

Fatboy