Interactive Program Guides (IPGs) will become the "entertainment portal" for nearly all consumers.
We believe that three key companies will ultimately have the staying power to succeed over the long term in the IPG space: Gemstar-TV Guide, Microsoft and Tribune Media Services. There will still be sustainable business models for a host of smaller companies who can identify and command key niche opportunities.
New geographic regions are becoming key growth opportunities for IPGs.
In addition, Consumer Electronics Products are becoming targets for embedded IPGs that have program listings delivered using broadcast datacasting services, or wireless broadband connection services.
TV Guide is still in a position to define the agenda for the IPG market. Their large installed base, key customer relationships, and the power of TV Guides brand name will keep them in command for the immediate future. Microsoft and Tribune Media Services will be able to mount effective competition, and drive the industry forward.
We expect the worldwide IPG market will grow to nearly $1 Billion (US) during 2008.
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