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Technology Stocks : Gemstar Intl (GMST)
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To: Dave B who wrote (1139)12/22/1999 11:48:00 AM
From: Eric Jacobson  Read Replies (1) of 6516
 
Dave, also FWIW, I received a mailer yesterday from T promoting their digital cable service. T is my cable provider since the TCI buyout. The mailer had about 6 pages of content in a foldout format. They allocated 1/2 page of this ad to TV Guide's IPG, emphasizing how it will help you navigate all those channels by time, channel, programming type, etc. Clearly it's a selling point for all concerned.

As I looked through it, it made me realize how helpful it was to have the TV Guide litigation behind us (assuming the merger comes through). Although I'm sure GMST's patent position was strong, it gives me a good feeling knowing the revenues will flow to GMST in addition to benefiting from TV Guide's brand name. I think this is one of the main reasons GMST has performed so well since the TVGIA announcement.
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