Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: EenieMeenie who wrote (10768)	11/20/1999 1:33:00 PM
From: Lem45216	Read Replies (1) \| Respond to of 54805

EenieMeenie AT&T/TCI made an agreement with TV Guide to use their program guide for 10 years. This was a natural partnership since News Corp and AT&T/TCI (through Liberty) own TV Guide. Since GMST has an agreement to merge TV Guide into GMST, the 10-year agreement will be merged into GMST. AT&T/TCI and News Corp will each own 19% of GMST. If AT&T/TCI/@home is developing an online guide to accompany their interactive TV initiative, I'm betting GMST is doing the development for them. Larry

To: EenieMeenie who wrote (10768)	11/20/1999 2:16:00 PM
From: Mike Buckley	Respond to of 54805

Eenie, From what I've heard AT&T/TCI/@home is developing an online guide to accompany their interactive TV initiative...not sure an online TV guide is that big of a deal... The fact that they are developing the guide tells me it is a big deal. That's consistent with the industry-wide expectation that every next-generation set-top box will have a guide. The point is that, with all the choices of features that might be included in a next-generation box, it's assumed that a guide will be in all of them. What you might be missing, and I'm not being critical in that phraseology, is that it's one thing to develop a program guide. It's quite another to develop one without using Gemstar's patented technology. The maze of names is daunting for everyone except Stew. Just because a particular company is developing a guide, don't assume it won't inure to Gemstar's benefit. --Mike Buckley