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Technology Stocks : Gemstar Intl (GMST) -- Ignore unavailable to you. Want to Upgrade?

To: Andrew N. Cothran who wrote (157)	7/18/1999 3:25:00 PM
From: NY Stew	Read Replies (1) \| Respond to of 6516

Reposted from the Yahoo thread: BANCBOSTON ROBERTSON STEPHENS Keith E. Benjamin, CFA July 17, 1999 This week, the NETDEX index decreased 3.4% from last week to 624.97. For comparison, the NASDAQ ended the week up 2.4% from last week. ... GEMSTAR'S MICROSOFT DEAL EXPANDS FOOTPRINT - Microsoft will invest $400 million in Rogers Communications, the largest cable operator in Canada, and will install Windows CE as the operating system in at least 1 million Rogers' set-top boxes. Rogers passes 2.8 million homes in Canada. Of those, 2.5 million are passed with two-way cable. We believe Gemstar will collect license fees and a share of advertising revenue from Electronic Program Guides in these boxes, demonstrating the ability of licensing deals with Microsoft, AOL, and others to rapidly grow revenue with minimum incremental investment by Gemstar. We believe a deal with AT&T would lift any final shroud of doubt that Gemstar can continue to benefit from its patented technology, with very positive implications for the stock. We believe settlement talks between Gemstar and TV Guide/TCI/AT&T have continued through this week, which we view as a positive indicator that we are likely to hear some resolution in a matter of days or weeks rather than months or years. ...