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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (15567)	1/18/2000 7:19:00 PM
From: Mike Buckley	Read Replies (7) of 54805

A few comments about those e-books that Gemstar will be selling. Based on the current stock price, Gemstar paid about $6 million for two companies with no meaningful revenue. I wouldn't be surprised to learn that have NO revenue, meaningful or otherwise. That being the case, what did Henry buy? Prior to the TV Guide deal, he's always bought great technology, great IPR. My guess is that there's more to these e-books than just any ol' e-book. Does anyone other than me think he's gonna use those e-books as an alternate method of allowing consumers to manipulate their IPGs? If you don't want to use part of the television screen's real estate to use your IPG, pick up your e-book that contains your IPG. And what about the idea of having an e-book that has a built-in remote control of your television? One-button recording and programming in your e-book that controls your television and VCR. I don't believe for a minute that Henry is really interested in e-books as they've been traditionally thought of. I think there's more to it than that. Any other ideas? --Mike Buckley

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