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Technology Stocks : Gemstar Intl (GMST)

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To: riposte who wrote (3177)6/24/2000 12:16:00 AM
From: Ron  Read Replies (1) of 6516
 
Interesting GMST comments today from Robbie Stephens team:
GEMSTAR'S TV GUIDE ENABLES CABLE
Gemstar's relative-to-be, TV Guide (TVGIA $30-3/16), has joined with
ICTV to develop a platform enabling high-speed Internet TV
applications to be delivered to any digital cable settop. TV Guide
plans to integrate ICTV's enhanced TV browser into its Interactive
Program Guide, allowing cable systems to provide online access and
ETV
services. Ultimately, we envision Gemstar as a leading toll taker in
the emerging area of Enhanced Television, collecting licensing fees
and advertising revenue from the largest players in the market.
Consequently, we believe Gemstar stock has one of the best
risk/reward
profiles in the New Media sector and suspect it could generate solid
upside from current levels.
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