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Technology Stocks : Gemstar Intl (GMST)
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To: pompsander who wrote (6250)6/25/2003 5:15:19 PM
From: Mike Buckley   of 6516
 
pompsander,

I don't disagree with you about recent moves by management. For the most part, however, I simply don't seem them as being all that different from previous management's moves.

1. Correction of accounting issues

Agreed, though I haven't decided how important that is.

2. New Thompson deal (or extension of old deal with new terms)

No reason for me to believe it wouldn't have happened under Henry's regime. He negotiated similar extensions of Thomson deals.

3. Deemphasis (maybe dropping) of e-book business line.

I haven't been following closely enough to realize that development. You might remember that I was never excited about the e-book business because e-book adoption still hasn't crossed the chasm (Gorilla-speak). Do I not remember correctly that you were really excited that Henry decided to buy the two e-book companies?

4. Settlement of other litigation (Diva just yesterday)

Again, Henry litigated with relatively few companies. I think more is being made about that than should be.

5. Enhanced communication with shareholders.

I think if you called it "communication with shareholders" it would be more accurate. I always deplored Henry's lack of interest in communicating with shareholders.

6. If Murdoch does end up with DirectTv, I see expansion for GMST there as the starsight guide is upgraded and other, international, contracts can be more easily pursued.

I think that would have happened under Henry's regime also.

let's keep this dialogue going and see if we can get some other folks involved

Hope so!

--Mike Buckley
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