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

To: NY Stew who wrote (2102)	2/26/2000 4:54:00 PM
From: mauser96	Respond to of 6516

The latest dead tree version of Fortune (2/21/00)has a favorable article on e-books titled "The New Classics: E-Books Get Ready For The Mainsream"The article mentions how poorly NuvoMedia and Softbook have been merchandised. I can vouch for that. My local Barnes and Noble never heard of them. A stodgy bookstore is no place to sell items like this.Gemstar hopefully can furnish good marketing (starting by dumping B&N) and perhaps can combine the best features of both. I'll buy one, but wait until version 2.

To: NY Stew who wrote (2102)	2/27/2000 11:17:00 AM
From: gingersreisse	Read Replies (1) \| Respond to of 6516

NY Stew - The discussion of PLATFORM sent me back to the Gemstar merger mailing, where's a discussion of TVGIA's C band (big dish) operations on page 24. The customers are being sold off to DISH, which uses a different band. The satellite time seems to be an asset which remains, for now. This empty satellite capacity and bandwith might be used in the new PLATFORM arrangement. Given News Corp's appetite for satellites, this may be a useful trade. For example, GMST gets e-book or e-news rights to News Corp's publications in return for the satellite bandwidth. Or GMST puts it into an AOL/TWX deal to transmit Time, Sports Illus, CNN, content etc to the e-book medium and GMST core products into the cable systems. Henry may be looking to leverage his tools into the content providers, this seems to be a good way to start. Down the road, e-book technology could be the foundation for wireless editions of the many print versions, but on a subscription model... (Back to lurk mode) GSR

To: NY Stew who wrote (2102)	2/27/2000 1:49:00 PM
From: Teflon	Respond to of 6516

Nice point, Stew.... At some point, I expect to see greater co-opetition between MSFT and GMST...on some level it may play itself out after more is revealed on the AOL TV front. Teflon

To: NY Stew who wrote (2102)	2/27/2000 5:03:00 PM
From: Teflon	Read Replies (2) \| Respond to of 6516

Stew, Didn't know if you saw this, but I thought this was interesting... quote.bloomberg.com. Sony, Toshiba, 14 Others Adopt Qualcomm Standard, Nikkei Says By Neha Kumar Tokyo, Feb. 27 (Bloomberg) -- Sony Corp., Toshiba Corp. and 14 other electronics makers worldwide will use technology developed by U.S.-based Qualcomm Inc. that allows mobile phone users to access the Internet at high speeds, the Nihon Keizai newspaper reported without citing sources. The Qualcomm system enables users to send and receive data across the Internet 32 times faster than by using fixed integrated services digital network lines and does not require the use of costly fiber optic networks. The 16 companies, which include U.S.-based Lucent Technologies Inc., plan to urge the International Telecommunications Union to recognize the technology as a global standard within this year, the report said. Toshiba on Feb. 21 said it aims to broadcast in Japan music and movies held by America Online Inc. and Time Warner Inc. in Japan on digital satellite and cable television. Teflon