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

To: NY Stew who wrote (963)	12/1/1999 11:26:00 PM
From: Grantcw	Respond to of 6516

NY Stew, I appreciate your insights on GMST. I was wondering if you knew if the advertising revenue GMST receives is virtually costless with high profit margins, sort-of like Qualcomm's ASIC chip royalty stream? If so, GMST will have a very profitable future. Thanks, cw

To: NY Stew who wrote (963)	12/1/1999 11:33:00 PM
From: TigerPaw	Respond to of 6516

Okay, now that I've committed a chunk of my resources to GMST and more stressing to me, a chunk of my wife's grandmother's resources, I need to confess a lot of ignorance about who own's who's IP in this matter. My question has to do with the digital disk-based program recorders like TIVO. I see this as a compelling idea, record what you want, pause live TV, the whole bit. But TIVO has a phone line connection to send preferences to the central office and pick up programming data. I would like TIVO which gets it's programming information from the TV signal and saves my preferences locally. This seems like a cross between Gemstar and TIVO devices. Is there competing Intellectual Property that prevents the merging of these two ideas into one killer application? I realize this would omit the idea of sending viewer preferences back to advertisers, but they spend money anyway and a great VCR experience with no phone line, no privacy issue would garner many many consumers. Is something like this in the works for Gemstar? Is there any reason it can't be in the works for Gemstar? TP

To: NY Stew who wrote (963)	12/2/1999 11:36:00 AM
From: Eric Jacobson	Read Replies (1) \| Respond to of 6516

NY Stew and unclewest, thanks for the responses. I'm not so much interested in projections of ad and other revenue associated with Guide+. I'm interested in tracking the actual adoption of this technology through reported figures such as ad revenue, licencing revenue, units shipped/sold, installed base, etc. so I can track the tornado from quarter to quarter. Do you know of a good way of getting these numbers? The reason I'm asking is GMST's financial statements and press releases are pretty sparse when it comes to reporting some of these details. TIA. Eric