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

To: Mike Buckley who wrote (6635)	9/19/1999 10:06:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

Hey Gang, here is a post from Tero, and a response from Gregg Powers on the Nokia thread. 127.0.0.1:3456/SI/~wsapi/investor/reply-11293730 127.0.0.1:3456/SI/cache.pl?reply-11294058 If the links do not work, go to the Nokia thread and put in the above numbers. This is really mandatory for a Q investor.

To: Mike Buckley who wrote (6635)	9/19/1999 10:27:00 PM
From: NY Stew	Read Replies (1) \| Respond to of 54805

Mike, Is there an aspect of Gemstar's technology that enables competitors' applications? If so, that would prove my contention that the technology is a hybrid enabler/applications product. Sony, Thomson, Hughes and others have their own native guides in their satellite boxes under various names but you will see Gemstar licensed features such as one-touch tune, one-button record and a PIP guide feature that allows the viewer to search and watch TV simultaneously. I refer to this and some other Gemstar IP as enabling but defer to you and the others for its Gorilla Game interpretation. Regards Stew

To: Mike Buckley who wrote (6635)	9/20/1999 6:43:00 PM
From: rel4490	Read Replies (2) \| Respond to of 54805

re:Gemstar Mike, doesn't the outcome of the TV Guide litigation determine whether the IPG area is a Gorilla Game or a Royalty Game? A GMST loss,or even the joint venture settlement which is being talked about,would leave 2 strong competitors to divide up the market. TV Guide has already signed a 10 year exclusive with ATT/TCI to use TV Guide's IPG in all ATT/TCI's owned and operated cable systems. Without access to this important market,GMST becomes only a Prince.