Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: NY Stew who wrote (15568)	1/18/2000 7:26:00 PM
From: DownSouth	Respond to of 54805

I found this part particularly interesting: "The emergence of Gemstar as a major player in the eBook industry also provides a timely counterweight to Microsoft, which has been promoting its forthcoming Microsoft Reader software with increasing intensity over the past several months. Microsoft says Reader will be standard software on a line of "PocketPC" PDAs set to be released later this year. And just two weeks ago, Microsoft announced an agreement with Barnes & Noble to offer thousands of titles formatted for Microsoft Reader through the Barnes & Noble Web site. Although Gemstar has a strategic partnership with Microsoft to provide its electronic programming guide technology for Microsoft's WebTV set-top boxes, it has shown no fear of going up against the software giant in the past. "Gemstar's war record resembles Microsoft's in the sense that both companies have captured markets by establishing broad intellectual property rights, then licensing those technologies to other companies who manafacture the actual product. What's your take on this, Stew? Will GMST stand up well against MSFT in the e-book business?