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Technology Stocks : Gemstar Intl (GMST)

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To: Eric Jacobson who wrote (1922)2/10/2000 12:45:00 PM
From: NY Stew  Read Replies (2) of 6516
 
This would mean they've had sequential growth in advertising revenue of 50%, 67%, and 100% over the past three quarters.

Gemstar maintains a low profile. This will likely change post merger with the media giants News Corp and Liberty Media. What if the headlines were to read:

GEMSTAR REPORTS 60% SEQUENTIAL QUARTER GROWTH IN ADVERTISING REVENUES

There was much good news mentioned within the CC (in HenrySpeak) such as the above ad revs, the TiVo matter, Thomson/Europe, the eBook market, AOL/TWX and the GIC/TVGIA relationship. I have thoughts on all the above but need to get the time to sit here for more than a few minutes to elaborate.

Regards
Stew

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