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Technology Stocks : Gemstar Intl (GMST)
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To: YlangYlangBreeze who wrote (1034)12/11/1999 11:42:00 PM
From: jay silberman  Read Replies (2) of 6516
 
From SG Cowen (http://www.cowen.com/rs/)

Gemstar International (GMST: $113)

Play On Digital Convergence, A New Media Television Portal

GMST licenses patented technology and systems that simplify and enhance consumers' interaction with television. Currently, GMST's primary revenue sources are license fees paid by major manufacturers of TVs and VCRs for both VCR Plus+ and GUIDE Plus+ products. VCR Plus+ allows consumers to automatically record TV shows by keying in a four-digit "PlusCode" published in more than 1,800 newspapers and TV program guides worldwide. New revenue opportunities exist for advertising-enabled GUIDE Plus+ Electronic Program Guides (EPGs), because digital television broadcasting is multiplying the number of channels available and the complexity of devices utilized in the home. GMST guide technology works across multiple consumer electronic platforms to provide an intuitive and cost-effective portal for navigating the growing complexity of home entertainment. EPGs represent a new category of media capable of generating significant advertising and e-commerce revenue. With an extensive patent portfolio and a major strategic acquisition of TV Guide pending, GMST guide technology is well positioned to become the ubiquitous standard for the emerging EPG media industry. We expect further P/E expansion as EPGs penetrate the consumer entertainment market. We project F2000/01 EPS of $0.83 (+24%) and $0.99 (+19%) on revenues of $211MM (+27%) and $257MM (+22%).

-Rob Stone, 12/6
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