SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Gemstar Intl (GMST)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: NY Stew who wrote (6369)3/14/2004 11:41:29 AM
From: Mike Buckley  Read Replies (1) of 6516
 
Stew,

I follow you on everything except the issue of Tivo's Showcases. It's very nice having you back in the discussion and I'd appreciate further help regarding the following.

1) Even though Tivo is providing Showcases to Gemstar, what requires the carrier to use Gemstar rather than another enabler to access the Showcases?

2) What bearing does the Tivo/Gemstar agreement have on any other company that provides Showcase-like products to the carrier?

Although not exclusive in terms, I'd consider prepayment (especially when done in the hundreds of millions) as a fairly solid argument as to intentions.

I agree that it's "fairly solid" as you say, but not a lock. As an example of a lock, I think of the Sony agreement that requires payment to Gemstar for any device shipped (I can't remember if there was a geographic limitation) with a guide, whether it's Gemstar's guide or not. The agreement with Microsoft is similar.

There is also the added perspective, if I remember correctly, that Echostar, Comcast and Microsoft are the only companies that pre-paid. All of the others agreed to pay-as-you-go arrangements. (The Microsoft agreement is a combination of the two.)

Actually, the agreement I like best in some ways is the JV agreement with Comcast. It's a qualitative issue that can't be quantified. As a leader in the cable industry, I sure do like the idea of the company's investment and ideas being integral to development of the final product.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News