Gemstar Intl (GMST) Message Board

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Technology Stocks : Gemstar Intl (GMST)

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To: Mike Buckley who wrote (3478)	7/28/2000 12:13:47 PM
From: NY Stew	Read Replies (1) of 6516

Mike, Adding 500,000 EPGs in televisions last quarter is great, but the same thing was done the previous quarter. That means a smaller percentage of the previously installed base was added in Q2 than in Q1. There is seasonality in the retail TV business. I recall that Q4 is the strongest. Q1 is moderate I believe with Q2 & Q3 being weaker. I had the seasonality breakdown at one time but lost it. Twice runs the CEMA numbers weekly: twice.com Another factor to consider is that the first half numbers do not include the new GuidePlus models (19" & 20" TVs) that I first saw on the retail shelves 3-4 weeks back. Thomson has committed to 30MM units over the next 10 years in the US market. They are also preparing to launch in the European market. Regards Stew

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