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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (6532)9/19/1999 2:50:00 AM
From: NY Stew  Read Replies (1) of 54805
 
Wow! I just stumbled on some Gemstar information I had not been aware of.

Mike,

I would recommend the Stephens' initial report at the same site you have linked dated 6/23/99. It is long at 38 pages but a primer for anyone interested in Gemstar.

It's a short report about the impact of the deal for Sony to sell 3 million set-top boxes to Cablevision. I knew Sony has a deal to put Gemstar's program guides in their set-top boxes at $10 a box. What I learn from this report is that apparently they pay Gemstar $10 per box even if Sony uses someone else's program guide.

This is no different than with DirecTV. Gemstar receives a $10 per unit fee from their OEMS. The application revs are subject to further negotiation. This is the hybrid beast of past discussion. The enabling lock should draw the attention of the Gorilla Game followers. Recent comments from TV Guide have almost
admitted such but I am equally suspicious of words. I trust little that I cannot touch with my own hands. Nonetheless, I fail to see another company with such a risk/reward ratio. This wager does not consider the V-Chip Plus technology to which Gemstar was awarded a worldwide patent on 9/2/99 above and beyond the US patent previously
issued.

Stew



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