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Technology Stocks : Gemstar International Group (GMSTF)

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To: Peter Becker who wrote (45)8/27/1997 1:05:00 PM
From: Paul Merriwether   of 226
 
<<A little news (imagine that)...
It looks to me like their packaging the IPG(SGHT) with their TV Guide Plus+ as more of a value added feature than another seperate revenue stream. Now if they would only put together an advertising blitz to wake people up a little that 25-30, (45-60) wouldn't seem quite so far away...go GMSTF! >>

I think there is more going on in the background causing this
upward movement in a downward market.
Starsight has stopped/is stopping its money losing operations.
Microsoft is going to include the gemstar stuff in Win 98 and a
victory in the GI suit is imminent!
45-60 is 9 months away(when the RCA TV's really hit the market)
and we see a due contribution to the bottom line through the
growth areas(Set to Boxes and TV+).
A microsoft announcement linking GMSTF won't hurt too much either
(considering what it did to a dawg like AAPL !).
btw:Have you guys seen the RCA ad's in circuit city/fry's elect.
featuring TV+ ?

Best Regards
-P
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