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Technology Stocks : Gemstar Intl (GMST)

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To: spiral3 who wrote (2101)	2/26/2000 9:50:00 AM
From: NY Stew	Read Replies (4) of 6516

spiral, I suspect I too would follow Malone, Murdoch and Thompson. One should not forget AT&T in this equation, the parent of Liberty Media, or Microsoft's stake in both AT&T ($5 billion) and Thomson (7%). If AOL-Time Warner takes a stake in this Platform Co. as reported, then this umbrella casts even a larger shadow. It is co opertition defined. Gemstar's market is clearly defined as an interface or facilitator of this converged content. Most articles I have read call Henry's eBook move a disconnected one but I see it as a logical extension of facilitating user, content, distribution and machine. Regards Stew

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