Gemstar Intl (GMST) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scott who started this subject	8/7/2000 5:33:08 PM
From: direwolf94	Read Replies (1) of 6516

Thanks to all for the welcoming comments after my initial SI post. I've been on vacation and busy with some other stuff and haven't gotten back to post again recently. Glad to be joining the conversation. Unfortunately, I don't have much new to add. I beleive GMST is likely to report next week. That should give us something to chew on. Also, noted that Comcast reported today. Good numbers though you would not know it by the stock action today. I listened to the CC and note that they have about 1 million digital cable subs. They talked about VOD and Interactive televsion quite a bit but nothing aobut program guides. It seems as though in their comments today and recent press releases that they are purposefully avoiding comments on program guides. I suspect that their is heavy posturing and negotiating going on. I also believe that most of those 1 million digital subs have the TV Guide Interactive under a short-term contract. No insights unfortunately, but Comcast has their act together and doesn't like to be pushed around, so they will be a good tell on the GMST-cable industry discussions. Direwolf

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next