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To: unclewest who wrote (7275)	10/1/1999 8:20:00 AM
From: NY Stew	Respond to of 54805

unclewest, i am a gmst player also From the K. Benjamin Web report this morning - 10.01.99 "We believe our estimates to be conservative, with room for upside when Gemstar reports in late November. We believe there could be less upside to our current licensing revenue estimates, but we expect more in the next few quarters. Longer term, we believe there is very big upside from advertising revenue. We anticipate raising all of our revenue estimates substantially in the next month. The company may be reaching more people with its advertising-based guides faster than we had anticipated. We believe that Gemstar's existing relationships with consumer electronic manufacturers will help extend the company's reach into new platforms. We believe Gemstar's Guide Plus to be in almost every U.S. household in three to five years. We continue to find the risk/reward profile of the stock compelling and maintain Gemstar as our top pick."