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Technology Stocks : Gemstar Intl (GMST)
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To: NY Stew who wrote (371)9/27/1999 1:17:00 PM
From: FLSTF97  Read Replies (1) of 6516
 
NYSTEW your and Mike's discussion on the G&K thread has me interested in GMST. I've read all these posts but life is too short to go through all those on Yahoo. I hope you can help direct me to some specific info/ help me understand their revenue streams.

First they make a per unit fee for set top boxes $5-15 ea.

They make a per unit fee for TV's adapted for the guide technologies is this also at roughly $10 per unit?

They make(expect to make) revenues of $0.01 per impression I think I read somewhere. How is that defined?

They split revenues on any adds (maybe 20-30% based I what I seem to remember about the MSFT deal.)

They have upfront licensing fees (which seem to be a trade off on the per unit fees).

Do cable providers also have to pay to pump the data down the line or is their payment limited to the boxes?

How much do they make per VCR?

I'll thank you in advance for any info you can supply.
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