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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (15993)	1/23/2000 1:21:00 AM
From: NY Stew	Read Replies (1) of 54805

Cha2, While I do not expect TV to die, I do see a melding of TV (Video) and the internet for content delivery - and a melding of wireless and fiber. What will GMST have as handle on for two way data transmission if a TV set is not the essential terminal? This is a fair concern. I have two answers. The first is that this scenario is more than a few years away and that Gemstar will be sufficient in size and influence to buy its way into or around such a threat. The second is that it is my belief that when the judge called AT&T Broadband, News Corp and Liberty Media into the litigation settlement talks with Gemstar the parties left with a strategy that is beyond the TV Guide acquisition. Gemstar's acquisition of the eBook companies was not the only news last week as TV Guide took a 19% stake in iSky and Liberty Media (which will own 19% of Gemstar) took a similar stake in the company. iSky will be the first to launch high-speed internet access via satellite and has coverage for all of North, Central and South America. The dish can also receive the Echostar and DirecTV services which I found interesting. Regards Stew

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