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Technology Stocks : Gemstar Intl (GMST)

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To: pompsander who wrote (5202)	8/13/2001 2:54:13 PM
From: gingersreisse	Read Replies (1) of 6516

The operative numbers I'll be watching are gross revenues ($322-329mn), EBITDA ($103-100mn), subscribers (14mn, half of AOL's #). These were drawn from the WitSoundView report posted here a few days ago. I'll be interested in relations with Comcast (digital is way up) and any comments on AT&T Broadband or motorola, since this will be the first time MOT is a "friend." I'll also be interested to hear if Henry discusses Latin America and growth there. GSR

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