Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (6591)	9/19/1999 6:02:00 PM
From: NY Stew	Read Replies (1) \| Respond to of 54805

Cha2, 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". Not meaning to sidestep your question(s) but I would do better to echo Mike's statements about the Stephens' report. The answers you seek are explained much better than I could ever hope to achieve. In addition, I would also read the short bio on the analyst John Corcoran. You will note that his understanding of the legal issues is rare among his peers. He has also been a long time TV Guide (United Video) bull so his fairly recent recommendation of Gemstar takes on additional significance IMO. Regards Stew

To: gdichaz who wrote (6591)	9/19/1999 6:20:00 PM
From: Mike Buckley	Respond to of 54805

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". Good point, Cha2. Gemstar develops the products and licenses them. They don't "produce" product. From the Stephens report: "Gemstar ... adheres to a neutral liccensing policy, which mieans that it does not grant exclusive liceneses and it does not compete directly with its customers. This policy helps the Company mzimize revenue by ensuring it can license its technologies to as many firms as possible across as many industries as possible." As much as I understand the reason Qualcomm needed the handset and infrastructure divisions to jump-start the proliferation of CDMA, I'm glad the adoption of CDMA product is far enough along that management no longer feels the need to compete with its customers. --Mike Buckley