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To: Mike Buckley who wrote (6561)	9/19/1999 11:21:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Mike: Since I can't persuade you (at least not yet) to look at B2B e commerce, re Gemstar itself: In reviewing and redoing your research on Gemstar a couple of areas that it would be helpful to know more about from you or Stew: If video streaming on a computer based device is to be a major source of entertainment in the future, what "lock" if any does Gemstar have in that - recognizing that this is potential only - but IMO coming up rapidly on the outside as in a horserace. What innovations and patents does Gemstar have beyond and outside the Program Guide service itself? Stew mentioned ( I think, tho may remember incorrectly) that Gemstar can qualify as a telecom equip supplier. But I am not quite sure how exactly. And in the Godzilla sense, isn't Gemstar a possible B2B as well as B2C e commerce player? Admittedly I am flailing around on this, since I know very little so far about Gemstar, so will appreciate you tolerance re my questions and suggested areas for clarification. Respect, as always.. Good luck with your research. Cha2

To: Mike Buckley who wrote (6561)	9/19/1999 12:22:00 PM
From: Sunny	Read Replies (1) \| Respond to of 54805

Mike, my wife asked me what do I get out of the time I spend on this SI. I asked her to read this message and concluded with my thoughts that you were among the best at putting the technology and market place events into words that a layman such as I can understand and act upon. Are you watching the growing value chain lining up with RMBS? It appears that more of the major DRAM makers are announcing product introductions, more test equipment from premium makers is coming available and the game consoles with Rambus inside are gathering rave reviews. Can you here the sounds of cyclonic winds? Sunny