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


To: Estephen who wrote (904)11/24/1999 6:02:00 PM
From: LBstocks  Read Replies (2) | Respond to of 6516
 
I don't think George Gilder would have any interest in GMST, nor would he view it as ascendant technology. Here is a quote from his website (the free portion):

"Because I have been guided by a paradigm over the last several years, I have been able readily to dismiss many of the most touted new technologies, from Zenith HDTV and Time-Warner interactive television to 3DO game machines and Phillips CD-I multimedia, from McCaw TDMA wireless and Nextel cellular compression to pervasive ATM networks. I could instantly embrace the developments that will be shaping the next decade, such as all optical networks, Steinbrecher-Tellabs smart radios, Qualcomm spread spectrum wireless, Stratacom frame relay, Microunity and Chromatics mediaprocessors, Ipsilon and NetStar switches, Tandem servernets, Netscape browsers, and Sun's Java programming language. My paradigm did not trigger a torrent of quarters, or predict quarterly earnings, but it allowed me to find pivotal trends amid a welter of noise."



To: Estephen who wrote (904)11/25/1999 3:53:00 PM
From: nextwave  Read Replies (1) | Respond to of 6516
 
The potential is huge. People spend 6 hours watching t.v. vs. about 1 hour a day on the web. With the GMST program guide all users will pay GMST a toll to use there programming guide. These users include cable, AOL, and WebTV. The program guide is being put in at the factory by t.v. manufacturers. This is to say nothing of the revenue sharing possibilities for advertising. The GMST guide could also be used as a portal for the web especially as broad band takes off. Think of all the page views this would mean. We should have a higher valuation but a lot of people don't understand the stock. My broker at MSDW had never heard of it.