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Technology Stocks : Gemstar Intl (GMST)

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To: NY Stew who wrote (979)12/5/1999 4:11:00 PM
From: John Stichnoth  Read Replies (2) of 6516
 
There's been some discussion here or on G&K about the "albatross" nature of TV Guide's print magazine. Had a thought a 3 AM last night--

As Gemstar moves to more of an advertising-driven model, for at least a portion of its business, they will need a lot of the infrastructure that TV Guide can provide. Specifically, advertising sales and traffic management issues are all old-hat to TV Guide, and will be needed as Guide Plus+ comes to the fore.

Just a thought.

Best,
JS
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