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

To: Mike Buckley who wrote (12143)	12/7/1999 7:30:00 PM
From: Michael Kimmel	Read Replies (1) \| Respond to of 54805

GMST enabler or app.? My PC @home is dead (thanks MSFT...I may not know where I want to go today, but I have a pretty good idea where I'd like Bill and Co. to go right about now) so I haven't been able to keep current. However, I did see your challenge to define GMST in terms of Moore's definitions...and I'm hoping that I haven't missed the discussion. I think that you're right, this is a loaded question w/r GMST. I think it's a combination. Moore defines an enabler, basically, as a hardware solution, and an app as a software solution. GMST has both of these characteristics...kind of. From what I understand, GMST does circuit design...and their efforts in this area are probably best thought of as software within the hardware...not really sure. I find one other thing interesting about GMST's position. In the classic sense, one thinks of an enabler as just that....a solution that wasn't possible until the enabler comes along. However, with GMST - I'm not sure that you can say that it is an enabler...from the customers' (or viewers') point of view. What makes them an enabler, to my mind, is the technology that they bring to the advertisers - not the viewers. Also, I view GMST's product more of an evolution than a revolution. I say this as a TV viewer - not an advertiser seeking to target same. There are lots of ways to get TV listings and program information. GMST's is probably the most convenient...and in this respect, I think it mirrors their other products. The idea is to make dealing with the TV easier. I think that they're right....it's a winning strategy - and I think it's also the reason that the PC as your TV will never hit the big time. How many people are going to want to deal with a flakey operating system...just so that they can watch TV. Nope, you gotta keep it simple. Very simple (I'm hoping to have my home PC back up by next Monday). I am long GMST, by the way. So what is the implication to GGers (and why did you probably ask the question)? Moore says - buy the apps in the bowling alley...don't buy the enablers until the tornado has formed. GMST being a combination of enabler and app. (and probably more app than enabler) - this would suggest that it's better to get into GMST sooner than later. Or is this just another instance of group think? Mike