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


To: Paul Merriwether who wrote (1974)2/11/2000 6:23:00 PM
From: RocketMan  Read Replies (3) | Respond to of 6516
 
Actually, Stew told me Dish does not license the GMST guide, they use their own. Don't know what WebTV would license, because I can't find any EPG on WebTV, just on the Dish network. BTW, I love the Dish network, it is just this WebTV that I have a problem with. It is not interactive, you just get the ability to surf while also watching TV in a little box that hides what you are typing, which is the reason I have been having so many typos lately. And it uses a regular phone line, since Dish still does not have high speed satellite internet service. Finally, there is no Java or audio capability with WebTV. But the IR keyboard works pretty well.



To: Paul Merriwether who wrote (1974)2/13/2000 9:49:00 PM
From: NY Stew  Read Replies (1) | Respond to of 6516
 
Paul,

Careful afore you dis that WebTV! It too is a GMST licensee(although AFAIK they pay a little less than AOL, Stew?).

I have heard that the AOL TV agreement was negotiated with terms that Henry prefers going forward with a monthly subscription fee as opposed the one time unit fees with Microsoft. A healthy take of the IPG advertising and commerce revs is still maintained. Although the exact monthly fee has not been disclosed Henry said it was greater that $5 and less than $10 on an annual basis. I am not certain as to the average life of the STB but I would guess it to be at least 3 years.

Regards
Stew