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Technology Stocks : Gemstar Intl (GMST)
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To: tinkershaw who wrote (6364)3/13/2004 5:32:13 PM
From: Mike Buckley  Read Replies (1) of 6516
 
Tinker,

Maybe the agreements do indeed allow Gemstar the off-Guide ad revenue. If so, that might at least somewhat explain why the licensing deals are non-exclusive. The non-exclusivity gives the carrier an opportunity to use a guide that doesn't extract ad revenue from them.

I'll contact the company's IR department to ask the question. We'll see if the "new" Gemstar has improved upon Yuen's Gemstar that never responded.

--Mike Buckley
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