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Technology Stocks : Gemstar Intl (GMST)
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To: unclewest who wrote (3631)8/14/2000 9:59:51 PM
From: NY Stew  Read Replies (2) of 6516
 
unclewest,

You made me look <g>

Message 13811067

I believe that Gemstar will receive at least $10 per month per guide when it is all said and done. I have no proof to date but the mathematics are there as is viewer behavior. This industry will likely burst at the seems and do a QCOM with business model legs. The IPG interface is as natural to TV as voice is to the telephone and Henry has the patents to request and receive a rather robust stream of recurring revenues. This is not a question of if but a matter of when in my opinion.

Regards
Stew
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