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Technology Stocks : Gemstar Intl (GMST)

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To: Hands Off who wrote (130)7/5/1999 9:07:00 PM
From: Paul Merriwether  Read Replies (1) of 6516
 
Welcome. GMST would next report 2nd week aug(next month). Do your DD carefully, because you come in "exciting times". I feel that we are reaching a point of inflection in the company--we could go way up or down, depending on the outcome of lawsuits(TVGIA, SFA, GIC and PIONEER). (imho) the downside to losign the trial in the long run is not much(still a major position in a *HUGE* market), but the upside to winning(i.e. settling on favorable terms) is significant, resulting in *dominance* of the digital TV commerce market.
-pwm
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