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Technology Stocks : Gemstar Intl (GMST)

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To: scott who started this subject3/12/2004 8:46:48 PM
From: tinkershaw   of 6516
 
<<<As bait for content owners, TiVo has been developing new interactive advertising features--a small part of its business for now, but one that has big growth potential, according to the company.>>>

msn.com.com

Clearly, cable companies are not known as innovators, but they will follow, and appear to be following more quickly than they use to. The above by TiVo, the true innovator, may pull quicker interactive ads to the GMST platform as it is utilized as the hub for the PVR product, and incorporated into the general viewing experience eventually of the every day guide.

Someone has to be the pioneer and it looks like TiVo is developing this advertising sphere from their Showcase product to interactive ads. But in so many things, the players with larger distribution will consume what is pioneered and grow it one bigger.

We may be at the starting point.

Tinker
I'm just generally optimistic ;)
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