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Technology Stocks : Gemstar Intl (GMST)

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To: tinkershaw who wrote (6366)3/13/2004 11:24:01 PM
From: Mike Buckley  Read Replies (1) of 6516
 
Tinker,

I'm a Cox subscriber and I've never seen ads on their guide. I should probably look at the TV Guide channel every once in a while to check out their ads, but I never do.

What the heck is holding back Guide advertising?

According to management, the problem is that there is no vehicle for distributing it and no mechanism for measuring it. From the earnings conferece call, both have to be built "from scratch."

--Mike Buckley
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