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

To: Mike Buckley who wrote (1629)	5/1/1999 1:17:00 PM
From: Ray Smith Jr	Read Replies (3) \| Respond to of 54805

<Ahem. Try Gemstar, already in your W&W portfolio. :)> Although Gemstar is more established, IATV is in a better position for growth. Do some DD on IATV and you will find over 50 patents on Digital Convergence. I believe it is SFA who is suing Gemstar for stepping on their patents. IATV is the "Microsoft" of the new digital world. "IATV inside" of every SFA,GIC and Pioneer set top box.

To: Mike Buckley who wrote (1629)	5/1/1999 5:06:00 PM
From: Grantcw	Read Replies (2) \| Respond to of 54805

Hey Mike, Can you give a good synopsis on the gorilla-like qualities of SEBL as well as the market size you believe CRM will grow into over the next few years? If you've already made such a summary and I've somehow missed it could you point me the way to your posts? Thanks, Grant