Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: KevRupert who wrote (29050)	7/28/2000 11:13:35 AM
From: Knight	Read Replies (1) \| Respond to of 54805

Of interest to GMST investors: Cablevision and EPGs Notice the paragraphs (excerpted below) at the end of the article. Is there any product that can meet these requirements other than GMST? (I.e. does GMST's IPR really lock everyone else out?) The statement from Hildenbrand that Cablevision will select an EPG provider when he "finds one that is operationally and business-acceptable" is interesting. Reading between the lines my first impression is that he'd rather not deal with GMST (because he recognizes how powerful and lucrative GMST's position will be). Question is, will he have to hold his nose and sign an agreement with them anyway? From what I've learned on this thread, I think the answer is "yes." Am I correct? multichannel.com ------------------------------------------------------------ 'Somewhat surprisingly, Cablevision has not selected an electronic-program-guide vendor to coincide with its initial commercial deployment starting this fall. "We're trying to make the box as much a thin client as possible," for maximum flexibility over time, Hildenbrand said. "If most of the [software] code is downloadable, the box will have a longer life." 'Cablevision will select an EPG vendor "when I find one that is operationally and business-acceptable," he added 'And thin client or not, the box will have to support an EPG with some degree of interactive capabilities, he said, including the ability to act as a portal to a variety of interactive services, as well as interactive advertising.