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

To: Mike Buckley who wrote (12946)	12/18/1999 5:22:00 PM
From: Dinesh	Read Replies (1) \| Respond to of 54805

Mike, GMST poll: please cast me for undecided. Thanks. The market of recording tv programs is evolving at an extremely rapid pace. Same for the PC/TV meld. No doubt we will continue to have a program guide and tv channels, but that may no longer be the way most will obtain their entertainment. For example, people who surf the web occasionally and use yahoo visit the main yahoo page. On the other hand, the regulars actually bookmark my yahoo and seldom see the main page. It didn't happen overnight, but now the mind has already been corrupted (er, the expectations set). A similar scenario could be that based on viewing habits, indicated preferences, and some marketing dollars, your cable company may stream your programs directly to your set top box (or, a local disk). Customize on the web. After all, relatively few programs are shown live. If you think this is not an issue in the GMST context, I'd welcome your thoughts. -Dinesh