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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6561)	9/19/1999 11:21:00 AM
From: gdichaz	Read Replies (1) of 54805

Mike: Since I can't persuade you (at least not yet) to look at B2B e commerce, re Gemstar itself: In reviewing and redoing your research on Gemstar a couple of areas that it would be helpful to know more about from you or Stew: If video streaming on a computer based device is to be a major source of entertainment in the future, what "lock" if any does Gemstar have in that - recognizing that this is potential only - but IMO coming up rapidly on the outside as in a horserace. What innovations and patents does Gemstar have beyond and outside the Program Guide service itself? Stew mentioned ( I think, tho may remember incorrectly) that Gemstar can qualify as a telecom equip supplier. But I am not quite sure how exactly. And in the Godzilla sense, isn't Gemstar a possible B2B as well as B2C e commerce player? Admittedly I am flailing around on this, since I know very little so far about Gemstar, so will appreciate you tolerance re my questions and suggested areas for clarification. Respect, as always.. Good luck with your research. Cha2

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