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

To: Jeff Bond who wrote (3047)	5/24/2000 10:25:00 AM
From: Raymond Clutts	Respond to of 6516

MSFT's reputation for integrating adequate security into its products is particularly suspect of late. Consider the difficulties they've had with Outlook/email breaches. And, even if MSFT solves its security issues, if I were a publisher (or any content seller entering into a long term partnership), I'd be loathe to have MSFT as a partner since they're bound to attempt to establish dominance and will ultimately seek to squeeze down content prices in order to facilitate cheap content which in turn furthers sales of their software. Dealing with a smaller company leaves the publishers in a more nearly equal bargaining position for all future negotiations.

To: Jeff Bond who wrote (3047)	5/24/2000 1:13:00 PM
From: scott	Read Replies (1) \| Respond to of 6516

From personalwealth.com snip: "This stock won't get anywhere near a full rebound until the TV Guide deal closes and we get some nice stability in the tech sector, which clearly we don't have," says Corcoran, who maintains a $108 price target and a strong buy rating on the stock. Still, analysts want to get a look at the company's fourth-quarter earnings, which Yuen says the company ideally wants to release after the close of the merger. The company has promised to report the earnings the first week of June if the deal isn't done by then. another snip: "It is an incredibly high-quality company with fat margins, very savvy management, and an outstanding business model," says Corcoran. Graham rates it a strong buy in a May 4 report, writing that "the rewards far outweigh the risks." Although investors may not be willing to pay up for expectations of future growth in the current market, "we believe that this is one of the first stocks that will recover when that atmosphere changes," he wrote.