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: Mike Buckley who wrote (6371)3/14/2004 6:46:50 PM
From: tinkershaw  Read Replies (1) of 6516
 
It is kind of ironic now, given that GMST appears to have lost some bargaining power (albeit, as NY Stew points out, their bargaining power still seems considerable), but in 1999-2000 all the hype on the guide involved those billboard/banner type ads. Today, following the example of TiVo, the ad potential on the Guide is much greater that was really envisioned in 2000.

And I don't think there is anyway to know when or how big the eventual product will evolve into. But I do think the distribution deals will help bring the product alive. Whether or not GMST loses something, or some loophole exists to enable GMST's partners to get around paying GMST their share is something that I don't think we can answer either as it involves complex interpretations in the contracts they signed, and I hope GMST attorney's and management were visionary enough to anticipate the evolving future iTV ad market.

Tinker
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