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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: NY Stew who wrote (10875)	11/22/1999 12:59:00 AM
From: Dinesh	Read Replies (2) of 54805

Hi Stew Gemstar's patents are just as broad and some are just as non-specific as the one I read about a short while ago (WSJ, SJMN, SFC) relating to e-commerce. There, the inventor had received a patent in electronic transfer of payment information using digital communication for the purpose of purchasing goods or services. Patents are just that, until someone decides to challenge them. A lot of patents being granted today would have seemed unreasonable only a short while ago; it is not every day that an Einstein works as a clerk in them patent departments. Also, I don't find the long-term licensing by Microsoft and AT&T to be the decisive factor. The logic appears circular. They also may have left themselves some wiggle room. I am yet not convinced that Gemstar has a lock on any form of communicating the CDTL data to the VCR. What if I were able to talk to my VCR ? Enjoy the journey. -Dinesh

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