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

To: tinkershaw who wrote (21637)	3/28/2000 9:22:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tinker, Thank you for taking part in this debate, conversation, whatever, about Gemstar's Godzilla/Gorilla roles. The following is what I got out of it. Conclusion: (Cha2 is gonna like this. :) Gemstar is part Gorilla and part Godzilla, depending on the target markets you so eloquently differentiated. Most important observation (or so I believe): Most combination gorilla/royalty/godzilla plays are related to different market segments. Each type of play has to do with a different product. Because of the happenstance you mentioned in the earlier part of our debate that advertising and licensing revenue are made possible by the same product, Gemstar's quite unique strength is that it leverages its Gorilla power to directly enhance the potential of its Godzilla power, a position most companies with Godzilla power would die for. --Mike Buckley