SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Gemstar Intl (GMST)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RocketMan who wrote (2311)3/15/2000 7:06:00 AM
From: weatherrock23  Read Replies (1) of 6516
 
Rocketman,

I think GMST's core business is the software enabling the transfer of information. I don't think they want to be in the hardware business (reader devices). Mass market consumer electronic device manufacturing is not a 'core discipline' for GMST. Currently they need to be to in hardware to build market mass for their software. This is comparable to G 'giving away razors to sell the blades' business.

I see GMST encouraging all the electronic device manufacturers to get into the reader device business. The Thomson relationship is probably the first of many device producer relationships. Once market mass reaches an acceptable level GMST will back away from hardware.

Randy
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News