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Technology Stocks : Gemstar International Group (GMSTF)

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To: sam who wrote (25)6/11/1997 7:08:00 PM
From: Paul Merriwether   of 226
 
I have been following this stock for the past few months. I am very
bullish about this company.
This is actually the second "M&A" of Gemstar in the past one year. The
first one was "Video Guide" in Dec. of 1996. There has been quite a
bit of restructuring in these companies after the mergers in the
past few months.
Here are a few links that you might want to follow up on...

biz.yahoo.com
vgi.com

The big positives to these two acquisitions are that the online
tv guide market has one standard. There is no direct competition
in this arena. In addition these companies have pooled their patents
and have an impressive portfolio(a consideration for would-be-web-tv-
tvguide contenders). These companies have also dropped the lawsuits
they had against each other.

I see good things happening here in the near future.

regards...
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