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Technology Stocks : Gemstar Intl (GMST)
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To: NY Stew who wrote (2340)3/16/2000 11:00:00 AM
From: rel4490  Read Replies (2) of 6516
 
The overwhelming response to the King novel shows the huge potential of E-books. I too will be ordering a reader soon.

But, I do not see how GMST's IP can prevent a multitude of competitors in this area. Despite first mover status, the barriers to entry seem small and switching costs for either a customer or publisher seem tiny. What am I missing?
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