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

To: NY Stew who wrote (37965)	1/15/2001 2:39:19 PM
From: Brian K Crawford	Read Replies (1) \| Respond to of 54805

I voted NO GMST is not a Gorilla because no tornado! So if the polls had the proper questions such as do you think GMST is a Gorilla candidate I would then say YES. I agree there has not been a tornado for GMST IPG/EPG offerings. Yet, every time I voted, I voted that GMST IS a gorilla, based on my belief that it has a gorilla position in its VCR Plus system. It seems that we are not all communicating from the same premise. It may help to define which product offering we are assessing next go-round. I see e-Books, VCR Plus, EPG/IPG, and TV Guide (paper version) as four distinct businesses. Brian

To: NY Stew who wrote (37965)	1/16/2001 11:15:41 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Gemstar......NY STEW and Brian Crawford, thanx for your comments. If the Nasdaq were above 4000 and Gemstar was valued north of 80 I believe the results (of Merlin's Gemstar poll) may have been different Of course, I know that you know that the share price or Naz price has nothing to do with whether a gorilla is a gorilla. We should all make those decisions, or cast our votes, independent of stock performance. And Brian, I agree that Gemstar is the gorilla of the VCR+ niche; but in truth, none of us is invested in it for that reason, but for its potential in T-commerce and T-page views. In those areas, it is not yet a proven gorilla. Apollo