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

To: NY Stew who wrote (12599)	12/12/1999 7:58:00 PM
From: Percival 917	Read Replies (2) \| Respond to of 54805

Hi Stew, Thanks for the chronology report on Home Recording Acts. There were a few items in there I was not aware of, like Sony being sued by Universal and Disney over their first Betamax for copyright infringement. All in all a pretty fascinating read. While I have you here, I read an interesting report in the new Upside magazine about a company called Liberate Technologies which unfortunately Larry Ellison has a big part in. The product of main interest was their WebVision. (DISCLAIMER...In no way shape or form am I presenting this company for consideration, I am wondering if they may impact Gemstar at all) I went to their web site and spent some time reading news articles and found some interesting tidbits that I am posting below. The main description of their Liberate TV Navigator for DTV and ISP's is below and some news articles also. Liberate TV NavigatorTM for DTV and ISP Digital cable and satellite TV operators select TV Navigator for DTV and Internet Service Providers choose TV Navigator for ISP as the client platform to deliver interactive services to consumers' television sets. TV Navigator for DTV runs on cable or satellite set-top boxes, TV Navigator for ISP runs on analog set-top boxes and game consoles. The client software combines standard Internet functionality, such as web browsing and e-mail, with the interactive media that merges television programming(TV Programming Guides) and Internet content to create the Enhanced TV experience that consumers value. November 22, 1999 LIBERATE TECHNOLOGIES AND U S WEST LAUNCH U S WEST WEBVISION U S WEST becomes the first US-based telco to deploy Interactive TV Liberate Technologies and U S WEST announced today the launch of U S WEST WebVision, the first Internet-based, interactive television product to be offered by a telecommunications company. U S WEST WebVision, which is available today to U S WEST.net ISP subscribers in Minnesota, will allow U S WEST customers to access broadcast services, telephony and Internet applications through their televisions. U S WEST plans an aggressive deployment schedule that will include additional rollouts in cities including Denver, Phoenix, Seattle, Portland, and Salt Lake City beginning early next year. November 18, 1999 LIBERATE TECHNOLOGIES AND STAR TV FORM AGREEMENT TO PROVIDE INTERACTIVE TELEVISION TO HONG KONG Liberate TV Navigator Technology Expected to Be Fully Deployed by Q1 2000 Liberate Technologies today announced that Star TV, a subsidiary of The News Corporation Limited and the premier provider of television services across Asia, has signed an agreement to use Liberate TV Navigator? in technical trials for interactive television in Hong Kong. November 10, 1999 LIBERATE TECHNOLOGIES AND CABLE & WIRELESS COMMUNICATIONS ACCELERATE ROLLOUT OF THE WORLD'S FIRST INTERACTIVE DIGITAL CABLE TELEVISION SERVICE BASED ON INTERNET STANDARDS UK-based service has already attracted 46,000 customers Liberate Technologies and Cable & Wireless Communications announced the deployment of the world's first digital, two-way interactive cable TV service based on Internet standards. Cable & Wireless Communications' offering allows subscribers to access Internet content and applications through their television sets in addition to existing cable programming. October 25, 1999 ENHANCED TV LEADERS WINK AND LIBERATE FORM ALLIANCE TO ENABLE IMPULSE E-COMMERCE ON TV Wink and Liberate Team Up to Further Enhanced TV Content and Services Wink Communications Inc. (NASDAQ: WINK) and Liberate Technologies (NASDAQ: LBRT) announced today a multi year strategic patnering agreement to integrate the two companies products to deliver enhanced TV programming and advertising to consumers. September 28, 1999 LIBERATE AND COX SIGN LICENSE AGREEMENT TO DELIVER INTERACTIVE TELEVISION SERVICES Liberate Technologies (NASDAQ: LBRT) today announced that it has signed a licensing agreement with Cox Communications to enable Cox to deliver interactive television services to its customers. Alliances AOL/Netscape Beatnik, Inc. Bitstream Canon Cisco Systems Hewlett-Packard Inktomi Lysis S.A. Oracle RealNetworks RSA Data Security Sun Microsystems Wind River Systems Wink Zi Corporation The mention of the TV Programming Guides and the news articles above dealing with Interactive TV is what caught my eye. How does Gemstar fit in with this or do they? There is NO mention of Gemstar in their list of alliances which followed the news articles, so if they are using a EPG or IPG where might it be coming from? I was unable to find a specific reference. Thanks for your responses, Perceval