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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (6609)9/19/1999 9:11:00 PM
From: NY Stew  Read Replies (1) of 54805
 
Mike,

Until I can hear from someone who has read the licensing agreement, I need further clarification to be certain of the strength of Gemstar's lock. In any event, Gemstar is closer to benefitting from Cablevision now than before they did their deal with Sony.

Your thoughts, now that this might be added perspective for you?

Perhaps DirecTV was not as good of an example as SkyPerfecTV in Japan which falls under the Sony-Gemstar agreement terms. News Corp is a major holder of SkyPerfecTV (as is Sony) and also owns 44% of TV Guide. Gemstar is inside all these boxes in Japan and receives a per-unit licensing fee. The actual guide application has yet to be determined to my knowledge.

I believe that many MSOs are waiting for the Gemstar-TV Guide settlement. Gemstar and TV Guide will still compete post settlement but this is a win-win scenario for Gemstar. They will get their share of recurring revs either way. This is the same as with AOL TV or WebTV. Echostar chose WebTV and DirecTV partnered with AOL TV but recurring revs will still flow in Gemstars direction as part of the licensing terms.

That being said, you are correct to defer judgement with the Sony STBs at this point in time waiting for additional clarification. Henry is an attorney as well as a mathematician and I have found his words to be as accurate as his algorithms.

Regards
Stew

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