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Technology Stocks : Gemstar Intl (GMST)

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To: tinkershaw who wrote (6313)	2/29/2004 1:45:26 PM
From: tinkershaw	Read Replies (1) of 6516

To better explain the below table, I took expected revenues (which I hopefully took moderate numbers, except I think I was more aggressive than analysts on the CE numbers) x FCF% to derive the free cash flow from the company at 50 million subscribers. The TV Guide channel has both carrier fees paid and advertising, the Guide I projected as having greater licensing fees (separate from CE licensing) and greater advertising (the carrier fees for the Guide are somewhat higher than for the TV Guide Channel). What it comes out to is about the same revenues we have now with much higher free cash flow, a little above GMST's old $300 million or so free cash flow peak in their hey day. Tinker

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