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

To: Uncle Frank who wrote (653)	10/25/1999 10:58:00 PM
From: PerryA	Read Replies (1) \| Respond to of 6516

Do you anticipate TIVO having any impact, positive or negative, on GMST in the future? Thanks, PerryA

To: Uncle Frank who wrote (653)	10/26/1999 12:44:00 AM
From: NY Stew	Respond to of 6516

Uncle Frank, Stew, I'm a little giddy from today's gmst action. Buckley proclaimed them Gorilla yesterday in no uncertain terms, and Wall Street has responded <g>. I know. He has the Midas touch. Well deserved I might add. It looks like a strong earnings run up is in the cards, in spite of the uncertainty related to the merger. I was left somewhat numb from the merger announcement. It wasn't until I became aware of the underlying licensing agreement that it made sense to me. With the fall-back licensing terms all the uncertainty of the merger goes to TV Guide. I believe the market is starting to value this. Regards Stew