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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (702)	1/28/2000 5:24:00 AM
From: unclewest	Respond to of 22706

Some people know how to rub it in. after all the q jabs i took......now i have to listen to this too...sheesh! forget about cree for the moment...these are some notes that someone posted about gmst as discussed yesterday in a robbie conference call. Here are a few notes that I took. Michael Graham of Robertson Stephens was talking about, among other companies, the AOL/Time Warner deal, of which he was positive. Said Gemstar is the portal, the organizer of television content. Compared it to Yahoo. He does think the Gemstar/TV Guide merger will close without difficulties, and that it will be really strong. He "loves Gemstar". Said it will be a "huge company". Could be "the most profitable company of all time". Said that it is down now in price, but that it is a compelling buy. Said the "story is doing nothing but getting better". From the conference call, IMHO, he was very positive on Gemstar and the Enhanced Television experience.