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Technology Stocks : Gemstar Intl (GMST)

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To: A.L. Reagan who wrote (3686)	8/17/2000 6:14:47 PM
From: NY Stew	Read Replies (1) of 6516

Another consideration going forward (of which I am again not schooled) is the likely favorable tax consequences of Goodwill amortization. One good to hear note I have from the CC is Peter Boylan's comment that Gemstar's intellectual property applies to server and client based IPGs and to thin and thick architectures. Chase H & Q commented on the TV based wireless IPG system in its latest report: Gemstar expects to pilot its 900 Mhz two way paging capabilities in 2001. We believe that this will be compelling both in terms of costs to Gemstar-TVG and end-user convenience since small packets of data no longer have to go through the traditional switch-packet telephone structure that maintains a high overhead cost, especially for short calls/small data (expect cost savings of 200-300x), while consumers will be able to conveniently send requests/feedback to the data supplier, even during times of congestion (since paging is more efficient). We expect Thomson to be the first, as in most cases, to help deploy this new technology to its user base (which we expect of approx. 3M by 2001). Subsequently, we expect the technology to extend to Gemstar's e-book initiative. Regards Stew

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