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

To: NY Stew who wrote (10875)	11/21/1999 10:47:00 PM
From: JohnG	Read Replies (1) \| Respond to of 54805

Stew. I thought that this was a significant question that you might have thought of B4. Do you think it is insignificant? JohnG SI: StockTalk: Market Trends and Strategies: Gorilla and King Portfolio candidates View Next 10 Messages \| Respond \| Previous \| Next To: JohnG who wrote (10834) From: NY Stew Sunday, Nov 21 1999 9:47PM ET Reply # of 10882 JohnG, Does GMST have the IP so sewed up that if my Internet site returns a data set=(channel, time, date) to my merged TV/computer appliance, the builders of this appliance cannot use that data set to tune the TV to that channel/time/date without violating GMSTR patents. Note, I am hypothasising that the TV as we know it ceases to exist. It becomes a PC with a TV feature. Does the Stephens report answer this. I an also assuming that set top boxes cease to exist---just why are they needed? May I suggest that you look up and research the Gemstar patents. It is better than asking questions and relying on someone else's answer. Personally, I believe no one. I spend hours looking for a single answer. Sometimes days. Regards Stew

To: NY Stew who wrote (10875)	11/22/1999 12:59:00 AM
From: Dinesh	Read Replies (2) \| Respond to of 54805

Hi Stew Gemstar's patents are just as broad and some are just as non-specific as the one I read about a short while ago (WSJ, SJMN, SFC) relating to e-commerce. There, the inventor had received a patent in electronic transfer of payment information using digital communication for the purpose of purchasing goods or services. Patents are just that, until someone decides to challenge them. A lot of patents being granted today would have seemed unreasonable only a short while ago; it is not every day that an Einstein works as a clerk in them patent departments. Also, I don't find the long-term licensing by Microsoft and AT&T to be the decisive factor. The logic appears circular. They also may have left themselves some wiggle room. I am yet not convinced that Gemstar has a lock on any form of communicating the CDTL data to the VCR. What if I were able to talk to my VCR ? Enjoy the journey. -Dinesh