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

To: NY Stew who wrote (2037)	2/18/2000 10:50:00 PM
From: Jeff Bond	Read Replies (1) \| Respond to of 6516

>>This argument didn't hold for the internet<< I'm not so sure on that, and I think the verdict is still out. For example, I many times proxy surf through an anonymous server in an effort to maintain my privacy. People spoof e-mail addresses or use anonymous e-mailers to maintain privacy (and things a lot less honorable), and there is the current wave of "free internet" and even "free DSL" that attests to the fact that there is an inherent monetary value associated with a person's surfing (viewing) habits. I'd say at first, the technology will provide excellent benefit, and there will be littel resistance. But, as people come to realize that a commercial for Domino's pizza comes on EXACTLY at the time he craves for one, the light is eventually going to come on and they will realize there is a link. Maybe advertisers will address this issue in the form of "online instant rebate coupons" or some similar vehicle, but the fact remains that privacy vs. collection of marketing information is an issue, and that this information carries an associated value with it. Personally, mine is not for sale. I'd rather buy a full price pizza, than let anyone into my privacy to the point that they know when I want it, how I want it cooked, and that I want extra peppers to be delivered. I'll pay full price, but that's just me, maybe the general consumer gives a lot less weight or value to their privacy. What is a person's price is a personal and difficult question to answer in general, frankly even in specifics. But, your point that the IPG navigator is central to any service is the compelling reason GMST is such an attractive candidate; being in the background also allows GMST to remain "anonymous" and "unassociated" with any perceived privacy issues. Totally agree here, as well as your thought on PVS success translating into higher potential advertising revenue. Thank you! Regards, JB