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

To: Paul Merriwether who wrote (477)	10/4/1999 4:09:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 6516

Paul, I've been thru a couple of these mergers and my stocks (the acquirers) were beaten up for quite some time after the announcement. One, (CPQ) never recovered, although the DEC deal wasn't the total reason. We'll see.... bp

To: Paul Merriwether who wrote (477)	10/4/1999 4:17:00 PM
From: freeus	Respond to of 6516

I had gmst at $76...I wondered if I should sell my shares at 83 and wait to see how the merger turned out...would that have made sense, or do you just hold shares when a company is a future gorilla? Guess I should ask the "gorilla" thread that too. Freeus

To: Paul Merriwether who wrote (477)	10/5/1999 8:57:00 AM
From: pann1128	Read Replies (2) \| Respond to of 6516

I have some mild concerns on this deal between GMST, TVGIA: 1. The Board is being expanded to 12 people. 6 from TVGIA. The big boys (Malone, Murdoch) own big chunks. Any danger of a struggle in upper management if Malone et. al decide to change things? 2. Culturally and operationally these two companies may be quite different. There may be quite a bit of pain and turmoil before things settle down. Not sure if the implications would be long lasting and create execution risk. 3. Anybody worried about the regulatory hurdles? The reason I worry is because the lock on the EPG market seems so huge. Comments welcome. Thanks, Piyush