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Technology Stocks : Gemstar International Group (GMSTF)
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To: The Thrifty Investor who wrote (19)3/23/1997 12:56:00 AM
From: DavidG   of 226
 
Thanks for the link. After reading the report (no small undertaking I might add), I am very conserned with the "extreme caution" overtones in the filing. Statements like "If significant consumer demand does not develop or is low due to lack of market acceptance, technological change,competition or other factors, the Company's business would be materially adversely affected." makes me wonder if Starsight's proprietary programming may become obsolete. Additionally, the restructuring of the long-term agreement with Thomson sounds very negative. The only positive agreements (besides the merger with Gemstar) seems to be with Microsoft. After reading this document, I am trying to rationalize Gemstar's interest in the merger. Is it soley based on increasing their "intellectual property" or is it also based on their alliance with Microsoft? I don't have a huge stake in this stock, but I would like to have an idea of what the short term downside risk is? Do you have any thoughts? Like yourself, I am still bullish on the long term prospects of Gemstar-Starsight given the increased penetration of Satellite programming, the increased number of channels offered by cable operators and the need for an easy way to assimilate all of the viewing options available today. Again, thanks in advance for your info and analysis of this stock.

BTW, I think you better rethink your analysis of when SGHT will turn profitable. This report suggests it won't be anytime in the near future.
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