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To: JRH who wrote (7105)	9/27/1999 3:16:00 AM
From: pala	Read Replies (2) \| Respond to of 54805

Well Justin I'm just starting on this, but TV Guide has a 90% market share in all DIGITAL IPG's deployed to date. 1.5 M with 6K per day growth.(there may be digital & analog #'s to sort out) 5/13/99 M$ft invests 5 Billion in AT&T in exchange for T agreeing to deploy 7.5 Million set top boxes (no time factor stated). M$ft also has a relationship with GMST TV Guide has existing relationships with 2200 cable operators WWW. tvguide.com 37 million page views @ 18 min. per view And Gemstar feels it owns the patents But the real killer is that TVGIA has a p/e of 106 and was up 15% fri. on the same analyst reports that drove GMST Its a very long and convoluted story and I've only just skimmed it, looks like quite a read though. Have Fun Doug

To: JRH who wrote (7105)	9/27/1999 1:27:00 PM
From: pala	Respond to of 54805

TV Guide Shares Rise 15% on Hopes for Gemstar Settlement TV Guide Shares Rise 15% on Hopes for Gemstar Suit Settlement New York, Sept. 24 (Bloomberg) -- Shares of TV Guide Inc., the No. 1 provider of television program listings, rose 15 percent on speculation that the company is close to settling a five-year legal battle with rival Gemstar International Group Ltd., analysts said. The Tulsa, Oklahoma-based company, whose namesake TV Guide magazine is the best-selling weekly publication in the U.S., rose 5 1/2 to a three-month high of 41 1/2. Gemstar rose 6 9/16, or 9 percent, to 76 1/8. Earlier, it touched a record 77 7/8. The two companies in the past couple of months have resumed talks aimed at settling their legal dispute over electronic program guides. TV Guide President Peter Boylan told analysts at a conference earlier this week that the situation looks ``more favorable' for reaching a settlement soon. ``I think the street is getting primed for the possibility of the settlement of this litigation,' said John Corcoran, analyst at Stephens Inc. who has a ``buy' rating on shares of both TV Guide and Gemstar. He believes that news of a settlement could come as soon as two weeks. Officials at TV Guide and Pasadena, California-based Gemstar weren't immediately available to comment. The dispute began five years ago when StarSight Telecast Inc., which was later bought by Gemstar, filed a patent- infringement lawsuit against TV Guide, formerly known as United Video Satellite Group Inc. Last year, Gemstar sued United Video in a second patent- infringement suit. Both suits challenge TV Guide's interactive program guides, which provide TV listings directly over cable or satellite systems to a viewer's television set. A favorable settlement could empower both companies to pursue more aggressively the introduction of their interactive program guides, which eventually could become as commonplace as the TV remote control, Corcoran said. Gemstar, whose devices are predominantly in broadcast and satellite TV services, would be better able to compete in the cable market, which TV Guide now dominates. ``For TV Guide, it would mean a large cloud will have been removed from the stock,' said Corcoran, who believes that TV Guide and Gemstar both will end up as top providers of interactive program guides worldwide. NYSE/AMEX delayed 20 min. NASDAQ delayed 15 min. Access More Information and Services Above ¸1999 Bloomberg L.P. All rights reserved. Terms of Service, Privacy Policy and Trademarks. I'm Really Having Fun With This DOUG