SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Seeker of Truth who wrote (10632)11/19/1999 8:24:00 AM
From: NY Stew  Read Replies (1) of 54805
 
Malcom,

Value Line said if TV and the internet fuse then GMST won't be worth so much. It seems to me technically no problem to fuse them. You could have an active component,internet and a passive component, TV, kind of push programming. What does our group know that Value Line doesn't know?

Gemstar's technology is and will continue to be incorporated into every Window's operating system post Win95. MS paid Gemstar $45M upfront and splits the recurring revenues. This hasn't been a large market for Gemstar to date as users have been relatively slow to upgrade with tuner cards activating the technology.

In my view it doesn't really matter whether it's a TV/PC or a PC/TV. Gemstar's technology is needed for the convergence of such. Microsoft is locked into Gemstar for the next two decades (17-22 years? Stephens has used both numbers). Every MS guide is subject to the licensing terms on any platform. You can review the contract filed 1/12/98.

Separately, Gemstar and TV Guide each have agreements with AOL. The Gemstar agreement, of which I am more familiar, is long term and exclusive. It calls for an upfront payment (amount not disclosed), monthly subscription payments between $5-$10 per annum and the sharing of recurring revenues.

Regards
Stew
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News