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Technology Stocks : Gemstar Intl (GMST)

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To: Uncle Frank who wrote (1052)	12/13/1999 11:21:00 AM
From: unclewest	Read Replies (2) of 6516

uncle frank, this is something i wrote a coupla days ago for some investor friends. i think gmst and wgat perform 2 separate functions and each is particularly strong and important. tv vs pc vs internet.... i have been looking at this since al and i bought shares in iatv at lake tahoe a few years ago. we later sold them. at that time, i thought the convergence of the pc and tv was going to be huge. then i bought an all-in-wonder card for my pc and found i never used it. i did not like tv on my pc. since then, i have read a coupla studies that say what i found....that people do not want tv on their pc. instead, they want the internet on their tv. the concept of accessing e-mail and shopping on line in the living room is appealing to almost everyone. especially if you can do it and watch tv at the same time. warren buffet says invest in companies that change the way people work and play. gorilla game theory says invest in companies that have crossed the chasm, and entering the tornado. so where are they? electronic program guides (epg) and interactive program guides (ipg) are the start...these are going to be huge advertising revenue producers. gmst has a worldwide lock on this epg and ipg space imo. the worldwide rollout of gemstar is in full-swing and is being recognized by wall street as we can see by the chart. ad revs are based on hits or views...i personally think gmst can exceed aol in this area. gmst may even exceed aol and yahoo combined. my father-in-law predicted a few years ago that the ad revs for aol would be so huge that they might pay us to hook up to aol. guess what...aol is rolling out in europe and over there (at least in england) it is free. i think all of us are in gmst...we need to stay there. my son and i have gemstar on our new tv's and we love it. my merrill lynch broker has gemstar...and until i explained yesterday what it is...she did not know it was about gmst the stock...that is good. lots of buyers left... i have been looking at some other companies in this space...i mentioned several a week or two ago. i picked up some wgat about 10 days ago, and a little more yesterday morning...the stock then went ballistic and shot up in the afternoon. i thought about that last night and realize that this tv and internet convergence is happening now. it is here. the tornadoes are forming...peoples' internet and tv experiences are changing. gmst tells what is happening and when. wgat brings the internet to your tv. this is the way i see it (hope i am right). gmst has the epg and ipg space locked up...i agree they are the epg/ipg gorilla. but, gmst does not get you to the internet. that is wgat's job. i see no real competition for wgat either. reading wgat's patent was enlightening. this is what wgat does... WGAT provides a new TV-based Internet service enabling cable subscribers to access the Internet through their televisions and link from television programming and advertising to websites. i read this as wgat having the enabling technology to get you from the ads you see on gmst to the advertisers' internet site. again i see no competition between wgat and gmst, i believe they perform separate and distinct roles. enhancing? yes. but distinctly separate and both are important. why can't both be gorillas? once you get to the internet over/thru your tv you have to get around using someone elses software. that is where lbrt, optv and iatv play. i see no real leader here yet. uw disclaimer...i bought wgat at 30 and 35. in the last 10 days. i am no expert. all comments and critique welcome.

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