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To: in_outdaily who wrote (2719)4/11/2000 11:36:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 6516
 
Bill,

You might be right that Thomson is saying they've sold a total of 2 million guides instead of 2 million in Q1 but I'll explain why I think you're wrong. Regardless, I appreciate your words of caution.

The press release sez: "The Group shipped more than 1.4 million digital set-top boxes worldwide, a 176% increase compared to the first quarter of 1999." To the best of my knowledge there is not a digital set-top box made on the planet that doesn't have at least the most elementary form of guide. If they shipped 1.4 million digital boxes, it's not at all conceivable that they sold another .6 million analog devices including televisions and set-top boxes that contained guides.

--Mike Buckley

P. S. Added minutes after the above was posted:

I should have pointed out that assuming no analog devices were sold containing guides (a virtual impossibility in my mind) and assuming all of the digital set-top boxes contain a guide, we still have empirical information that almost as many guides were sold in Q1 of this year as all of last year. This is a tornado no matter how I "twist" the numbers (pun unabashedly intended).