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.

Technology Stocks : Gemstar Intl (GMST) -- Ignore unavailable to you. Want to Upgrade?

To: FLSTF97 who wrote (385)	9/29/1999 10:43:00 AM
From: Morris Catt	Read Replies (1) \| Respond to of 6516

Re your attempt to model GMST financial future: Good attempt but as point of clarification are you saying the stock valuations (YR2K= $2.4 bil, etc) are market capitalizations? current market cap = $7.5 bil so if your figures are market cap??????? Mac

To: FLSTF97 who wrote (385)	9/29/1999 4:31:00 PM
From: NY Stew	Respond to of 6516

FLSTF, I have heard of lower estimates than 84 impressions/day but never of 4 to 10. I believe the lowest estimate was in the 40's and that was some time ago. Are you aware that there are 3 ads/page? By leaving out over 80% of the market in your valuation model you have me somewhat confused. Gemstar has major victories in the next two largest markets, Japan and Germany. I will post my thoughts on valuation when I get more time. Regards Stew