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To: NY Stew who wrote (6590)	9/19/1999 5:33:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

NYStew: Many thanks. Much appreciate your direct answers to my questions which I admit come from very limited knowledge - your answers on the contrary clearly come from very deep and broad knowledge. On the fabless point, Qualcomm is fabless in its primary product - its ASICS which are produced by Intel and IBM with design, testing and sales by the Q itself. Yet that to me does not disqualify it as an equipment supplier. Rambus likewise is fabless. Guess "equipment supplier" is the wrong term for Gemstar however. It makes others' equipment work better if I understand you. Again, pardon my lack of knowledge, but does Gemstar provide anything other than service rights under its IPRs or is there any software or other "product" which it sells even though it is "fabless". Recognize that I may simply not be making sense here since I am still at an early stage of learning. But I respect Mike's research abilities so much (and he respects yours very much indeed) that I ask and hope I am not too off base. Guess my biggest problem is that I find it difficult to get a handle on the "product" or "products" that Gemstar is selling other than the Program Guide itself. Again thanks for taking the time to help me begin to understand. Best. Cha2

To: NY Stew who wrote (6590)	9/19/1999 6:11:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Cha2, 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. I don't remember him mentioning that either. The only realm that the Telcos play in Gemstar's success is that they can deliver Gemstar products to PCs and all Internet appliances (and maybe PCTVs, AOL TVs and Web TVs?) using DSL as the delivery boy. In that regard, we wish your Telcos great success. :) --Mike Buckley