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

To: stephen wall who wrote (600)	10/10/1999 10:14:00 PM
From: Paul Merriwether	Read Replies (3) \| Respond to of 6516

<< But Liberty Digital has some great assets: the right to fill 12 or so channels on AT&T's digital systems; and to provide the on-screen program guide that will greet AT&T cable customers. The on-screen guide is a potential advertising gold mine--and it's no coincidence that TV Guide, 44% Liberty-owned, hawks such a directory. ------------------------------------------------------- It seems obvious that Gemstar/TV Guide deal must have had Malone's blessing, but does anyone know what Liberty Digital is besides what's stated here? Does it fit in with Gemstar? Is it competitive? Unrelated? What gives? >> Good question. The Forbes article implies that Liberty Digital owns the TVGuide Intl., but its my understanding that Liberty media would control about 19% of TVGuide Intl. and it also happens to own 95% of Liberty digital. If on the other hand, Liberty Digital goes on its own track providing an EPG to AT&T cable customers, I would imagine some legal fireworks courtesy of Mr. Henry Yuen. I have a feeling Forbes messed up on this one... btw, nice to see another Dellhead after freeus and Voltaire. Now just waiting for Kemble, Chuzzie and Venkie to become TVGHeads <g> -P

To: stephen wall who wrote (600)	10/11/1999 10:18:00 AM
From: art slott	Read Replies (1) \| Respond to of 6516

Here's an opinion from someone who's been a good source of info. >> Everyone is missing the point. TV Guide was violating Gemstar patents. Great big TV Guide along with the Two giant shareholders Malone and Murdoch realized there was no way around the Gemstar patents decided to pack up and join Gemstar, what a mind boggling thought for ACTV with there patents on the convergence between the internet and the tv. The word is Liberty is the gate keeper for the ACTV patents and wants to be on the other side of the patent fights rather then being on the TV Guide side which blew up. There is also another very important piece to the puzzle in regard to trading. Whenever a couple of firms are accumulating stock it has always turned up to be very bullish. I can only tell you they have been huge buyers over the past 2 weeks, my suspition is the stock will see new highs over the next few weeks. I have not seen these two but at least the one huge one buying like he had been buying over the last two weeks, and It's hundred's of thousands of shares, this is very bullish. They are a great indicator. This indicator has never been wrong and my bet is big news is coming.<< BoardMark MemberMark Ignore Poster Report TOS Violation IATV Update Last 16 7/16 Chg. + 1/16 % +0.38% Time 9:54 Detailed \| Real-Time Nasdaq delayed 15 minutes, 20 min. otherwise. Your $0.02 Wanted! Why just lurk? Get in the ring. Click Here Previous \| Next \| Post New \| Respond \| View Replies Favorite Boardmarks