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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: NY Stew who wrote (6217)	9/12/1999 3:23:00 PM
From: gdichaz	Read Replies (2) of 54805

NY Stew: Curious if Gemstar has a way to be a major force in the future of computers as a major way to view shows with choices unavailable in broadcast TV. Sometime won't we watch shows on some appliance that is more computer oriented and internet based than cable or broadcast? George Gilder has been talking about the "death of TV" for a decade now. He, is of course, ahead - in this case I suspect way ahead - of his time - if not out and out wrong on that. But does Gemstar rely on TV's survival as the "couch potato" fixation vs those who surf the net? Know that MSFT and others are betting on TV as the interactive appliance of choice for most of us. But I for one use my computer as my source and use TV for sports and not much else these days. Would much appreciate your comments on this general subject. And or course, Mike, please let us know your take on this. Chaz

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