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

To: Apollo who wrote (7350)	10/2/1999 3:02:00 PM
From: michel petit	Respond to of 54805

INTF a potential gorilla in e-billing in partnership with IBM and Transpoint(Microsoft) intface.com A lot of trade shows and exposure in the coming weeks. The best performing computer stock for the last 3 months bigcharts.com

To: Apollo who wrote (7350)	10/2/1999 3:38:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

You definitely earned your moniker, Apollo, in that comparison of Gemstar and Rambus. That's the kind of thinking and compulsive posting :) that makes this folder the best I've ever seen. One tiny change that might be worth considering. The enhanced V-chip might be worth mentioning as a third Gemstar product. I doubt it will be a source of much revenue, but I could be wrong. But it is a distinct product separate from the other two you mentioned. --Mike Buckley

To: Apollo who wrote (7350)	10/2/1999 5:05:00 PM
From: LindyBill	Respond to of 54805

OUTSTANDING, Snas! Your comparative analysis of these two companies is better than any analysis I have ever posted.

To: Apollo who wrote (7350)	10/3/1999 10:09:00 AM
From: Sunny	Respond to of 54805

As I work my way through the thread after a few days layoff, it appears that I ought to reserve my humble replies until I have read the entirety of what I have missed. I enjoyed and appreciated your perspective on these 2 companies. Sunny

To: Apollo who wrote (7350)	10/3/1999 11:52:00 AM
From: NY Stew	Read Replies (2) \| Respond to of 54805

Apollo, Good work. I have a few comments: Present Earnings: Gemstar: positive, from VCR +; Rambus: Positive, from 1st generation RDRAM, now in Nintendo video games 45-49% (my estimate of Henry's "slightly under" comment) of Gemstar's revenues are from other than VCR+. Switching Costs: Gemstar: I dunno; seems like any switch is dependent on weakness in Gemstar patents; my question here to our lawyer friends would be how invulnerable Gemstar patents are. Not hard for home consumer to switch because of relative inexpense of STBs, TVs, and VCRs. Harder to switch from cable provider given present local monopoly the cable companies enjoy (at least in my area). TVs must be considered durable goods IMO as the life is 7 years on average. One trick pony? Gemstar: 2-tricks; has VCR +, & Guide +; the latter has multiple possible revenue streams. V-Chip Plus is now retail in Zentih/Inteq models. There is a demand for more intelligent and user-friendly parental controls. The demand will grow as content does IMO. This has the Good Housekeeping seal written all over it. Big brothers: Gemstar: none, with contractual relationships widely diversified Rambus: Intel and Sony, then many lesser relationships Gemstar's 17+ year exclusive IPG agreement with Microsoft must be considered. In Japan they have the IPG JV with Tokyo News and the worlds largest advertising company, Dentsu. The exclusive agreement for analog TVs and digital STBs with Sony in the US, Canada and Japan should also get some consideration. Regards Stew