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To: Mike Buckley who wrote (3478)	7/27/2000 10:59:01 PM
From: 100cfm	Respond to of 6516

Mike Not very Tornadoish which fits in with the lack of a physical increase in the Guide equipped TV population in the retail outlets but I think they are on track to reach the 5 million mark in the time frame Henry stated in the 3rd Qtr of 99. I am very interested in the EPG add revenue and am looking for 4.5 million or better. This would represent a 150% increase over last qtr which is very Tornadoish and is not inconcievable since they had a 125% increase last qtr. Since we are dealing with relatively small numbers I like to see an increasing growth rate until the numbers get bigger. 100

To: Mike Buckley who wrote (3478)	7/28/2000 4:48:18 AM
From: unclewest	Respond to of 6516

this last quarter is traditionally slow for tv sales. the bulk of the sales are this and next quarter. i used to have a link that quantified tv sales...cannot find it...perhaps someone else could post it.

To: Mike Buckley who wrote (3478)	7/28/2000 12:13:47 PM
From: NY Stew	Read Replies (1) \| Respond to of 6516

Mike, Adding 500,000 EPGs in televisions last quarter is great, but the same thing was done the previous quarter. That means a smaller percentage of the previously installed base was added in Q2 than in Q1. There is seasonality in the retail TV business. I recall that Q4 is the strongest. Q1 is moderate I believe with Q2 & Q3 being weaker. I had the seasonality breakdown at one time but lost it. Twice runs the CEMA numbers weekly: twice.com Another factor to consider is that the first half numbers do not include the new GuidePlus models (19" & 20" TVs) that I first saw on the retail shelves 3-4 weeks back. Thomson has committed to 30MM units over the next 10 years in the US market. They are also preparing to launch in the European market. Regards Stew