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Technology Stocks : Gemstar Intl (GMST)

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To: scott who wrote (852)11/15/1999 2:03:00 PM
From: voop  Read Replies (1) of 6516
 
I can see GMST resembling MSFT for its royalties on enabling softeware and its AOL like revenues from advertising and e-commerce. I do not see INTC here; it applies for Q because of the ASICS . It may be better than INTC in that it outsources the expense and keeps capital costs down; of course could have downside to outsourcing if vendors do not deliver, earthquakes, etc.

Voop

Right, unc?
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