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

To: Mike Buckley who wrote (21603)	3/28/2000 7:43:00 PM
From: tinkershaw	Read Replies (1) \| Respond to of 54805

My point is that if TV Guide's ad business in a non-merger scenario isn't a Godzilla play it must be a Gorilla play. Hmmm, it would seem that the guides are a Godzilla play in regards to distributors who need the critical mass and control of content that one unified guide provides. To distributors who then call on advertisers the networking effect which is the critical element of a Godzilla is certainly in place. Thus AT&T consolidates around one guide (ten year exclusive with TV Guide in this case) and one guide only because of the enormous revenue benefit inherent in the guide networking effect. I think your right Mike, Godzilla as to distributors, OEMS, advertisers. However, in regards to the ultimate user the guides are clearly a Gorilla play as the networking effect does not exist from household to household. My use of the guide does not add any benefit or compelling reason to my neighbors to use the same guide. It all seems to depend on which target market your looking at. So, as we both knew and I think totally agree on, GMST is one complex ape (maybe, maybe not Gorilla at this time) which just isn't satisfied with jungle life. This ape also would not mind pummeling Tokyo or New York from time to time. Maybe a hairy knuckled lizard with rhythm? Or maybe an ape with extremely dry skin and a passion for fish? Tinker