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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (3995)	7/19/1999 2:10:00 AM
From: NY Stew	Read Replies (1) of 54805

Uncle Frank, I better thank Mike first for pointing out that I neglected to respond to the last portion of your post. I take it you smell victory in the TV Guide dispute. My belief is that it is inevitable. For a company under legal pressure, gmst's 163% return ytd is pretty snappy. The real pressure is on the cable industry. Cable now has a vastly inferior guide to that of their competitors who are Gemstar licensees from DirecTV to the iTV platforms (MS TV and AOL TV) to the RBOC's and to the approximately 30,000 TVs being sold each week that have Gemstar Inside. This legal dance is all about positioning for better terms in my opinion. Does this mean you think they'll do better? When do you expect them to start posting significant profits? With well under 1% of the global market penetrated and no ad revs of any significant amount to date I believe that Gemstar will do much better. The advertising revenues should take off when they switch to a CPM model once critical mass is reached later this year. Just an opinion. Regards Stew

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