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

To: NY Stew who wrote (1357)	1/4/2000 12:40:00 AM
From: pompsander	Read Replies (1) \| Respond to of 6516

And, Stew, if I understand correctly, TVGIA has licensed GMST technology in the event the merger does not take place, so, as you say, AT&T joins the Gem* camp indirectly. If I am adding up the list correctly, there is virtually NOONE (Scientific-Atlanta excluded for now) who is not a licensee of GMST or TVGIA. It would seem to me that Henry is only months away from the type of bargaining position one can only dream of. 1. Interactive Television is the real deal. The EPG is loved by everyone who sees it. The IPG is the natural extension of this affection. OEMs are stepping up advertising everywhere...and Microsoft and others are willing to subsidize the acceptance of their product lines to bring the consumer into the game. 2. The Guide is deemed valuable..not only for ease of use and aesthetic purposes, but with 300 channels it becomes an essential tool in finding programming. Then take this one step further to not only finding your desired programming (by channel, broadcast time, type of program, actor or other sort theme)but exercising your desire to "tape" it, either on a VCR or hard drive. How do you accomplish this easily without a Guide? 3. The two way, truly interactive, step, whenever it comes, will open the door to the ultimate advertiser's dream. Involved, interested viewer/participants. Who would not pay for this? What would they be willing to pay? A lot, I bet. So, if the Guide is deemed essential for a successful viewing experience, and the competitive landscape for viewers continues to escalate (WebTV, AOL/TV, Settop boxes for cable, HDTV, etc.)and the impact of interactive on advertising decisions and revenue stream plays out..... and Gem* has the only game in town....... What am I missing here?