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Technology Stocks : Gemstar Intl (GMST)
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To: Eric Jacobson who wrote (1123)12/21/1999 4:27:00 PM
From: Grantcw  Read Replies (1) of 6516
 
Hello Eric,

I noticed this from your post.

While the TV Guide IPG reaches only 2.7 million cable TV homes now, it can potentially reach up to 40 million homes as soon as digital set top boxes with cable modems are available.

Is the article insinuating that sometime in the near future the 40 million number could come to fruition? Perhaps calendar 2000?

There have got to be some good margins on those revenues too considering its more of a service than anything else.

Thoughts?

cw
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