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Technology Stocks : Gemstar Intl (GMST)
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To: tinkershaw who wrote (6439)4/4/2004 11:47:23 AM
From: pompsander   of 6516
 
"The way the TiVo settlement was structured seems to take into account that TiVo simply does not have that much money to pay out at present, and if GMST were to demand it anyway, they would lose an industry pioneer and another potential distribution channel"

Tinkershaw, I believe you are correct in this assumption. I could not help but reflect on how Henry would have (did)handle this...in retrospect, if GMST had dealt with all its potential licensors on a more reasonable basis, sharing in the growth as it came and protecting its IP at the same timee, while casting a broad net over the industry..I think we would all be a bit better off today.
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