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

To: unclewest who wrote (617)10/15/1999 10:27:00 AM
From: Uncle Frank  Read Replies (3) | Respond to of 6516
 
Good morning, unc. Interesting article. As a student of Geoff Moore's work I particularly liked Mr. Narayan's comment that, "Gemstar is an 800-pound gorilla in television and VCR programming market."

btw, did you know I copyrighted the "uncle" prefix when I joined SI back in '95? When are you going to start sending me royalty checks <g>.

Uncle Frank



To: unclewest who wrote (617)10/15/1999 10:55:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 6516
 
Hi unclewest,

Remember when we discussed TIVO briefly on the RMBS thread?

I noticed it was mentioned in the article. I've been seeing the Philips/Tivo infomercial lately. What's your take on their competitive position with GMST?

Thanks,

bp


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