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: MulhollandDrive who wrote (420)	10/2/1999 10:12:00 AM
From: art slott	Read Replies (1) \| Respond to of 6516

If you think interactive advertising/tv will be a hot sector then I post this for the threads benefit. I believe buying Actv here is like buying Gemstar when it was at this level. Just IMHO. To: mike.com who started this subject From: art slott Saturday, Oct 2 1999 9:56AM ET Reply # of 6895 How significant is it that GI partnered with Actv (and not Gemstar) for targeted interactive advertising? This excerpt from an interview with the Gemstar CEO speaks volumes to who has the better solution/app! Mr. Yen (cont'd): So I would say that if we are able to resolve the cable situation satisfactorily, our stock would probably see a near-term boost. In the longer term, the much more important thing is that our EPG in the consumer electronics sector are well received, so that we can build up this interactive advertising business which we are very excited about, and which also paves the way for response and real time services. TWST: You touched on this, but what are the major concerns or risks that Gemstar faces now and will face in the future? Mr. Yuen: I think right now people are paying excessive attention to the our disputes in the cable industry. So if we do suffer a near-term setback ... And I emphasize near-term because we really only have about three or four patents in play in the entire set of cable litigations (we still have about 60 patents in reserve, and another 180 in applications, so I don't think it will ever translate to a long-term setback) these near-term setbacks may disappoint people, and that's one. Secondly, of course, our plans to build a good advertising business is still in its infant stage. There is still a lot to learn. We need to understand the response to this new form of data and interactivity on TV, and I think we may make a few false starts become we can do it right. If we have too many false starts, it would of course being another disappointment.<< ragingbull.com View Next 10 Messages \| Respond \| Previous \| Next Remove SubjectMark View SubjectMarks IATV: ACTV INC(NASDAQ)