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

To: Eric Jacobson who wrote (12904)	12/17/1999 12:01:00 PM
From: NY Stew	Read Replies (1) \| Respond to of 54805

Eric, So, based on this, my understanding it G doesn't collect the per-unit licencing fee for Windows deployed in a computer. Let me know if there's something I'm missing. No, you are correct in the PC platform about the per unit fees. WebTV on Windows is royalty bearing for Gemstar in that the advertising revenues are split. The agreement calls for the Gemstar technology to be implemented in all Windows operating systems. I believe the terminology is Win95 and upgrades. Thanks for the catch. I worded that poorly. An and/or would have been appropriate. Regards Stew