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To: tinkershaw who wrote (25722)	6/2/2000 12:23:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Set-top boxes are clearly entering a Tornado. Estimates for set-top box delivery from Motorola (via GIC), and SFA, which were already aggresive have been revised upwards by 50% or so. EPG and IPG will be in many of these set-top boxes. It's critical to remember that every thing I've read says that every single next-generation set-top box (the generation of latest models currently shipping) will have an EPG/IPG inside. --Mike Buckley

To: tinkershaw who wrote (25722)	6/2/2000 12:43:00 PM
From: alankeister	Read Replies (2) \| Respond to of 54805

Two points about ad revenue tornado...If I'm reading these posts correctly, you are looking for a tornado in EPG advertising. Once the merger is complete, the ad revenue numbers will include TV Guide's substantial ad revenue. Unless Gemstar breaks out the EPG ad numbers which they probably won't, this tornado may be very hard to identify. Second, I would hesitate to declare an EPG ad revenue tornado yet since there isn't much history. If I remember, they collected only $1.8M. When you start at $0, any increase is huge when measured as a percentage. - Alan