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To: StockHawk who wrote (25280)	5/24/2000 12:47:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

StockHawk: As a reluctant (extremely reluctant BTW) purchaser of Gemstar, I will speak to your point as best I can. For me, I was dubious that Gemstar fit my interest in wireless and fiberoptics. Mike and NYStew and others argued persuasively that the two way TV was just around the corner and that Gemstar was in the catbird seat (baseball stuff) when that took place. I bought - with trepidation. Did what I could to confirm but this is really stretching my area of real knowledge. Now what? Two way TV exchange of data and substance is still a weak reed on which to lean IMO, but it is the only possibility of a real "tornado", so I wait..and wait..and wait. In this case, fundamentals have not changed - and in this case that may be bad. But as is my approach, I will wait (and hopefully see). Best. Cha2 PS Of course if Gemstar were in fiberoptics that would be different. My knowledge of the technology would give me comfort. Here, I have discomfort. PPS That BTW is why I think the setting for a company - the technology - is the sine qua non.

To: StockHawk who wrote (25280)	5/24/2000 2:17:00 PM
From: ratan lal	Respond to of 54805

I'm not saying that price alone caused anyone to change their opinion, just that in a rising price environment we may be more likely to agree with positive arguments while in a falling price environment we might be more susceptible to negative inferences about a company's prospects. I may be completely wrong here, but it is something to think about. You are completely right. Its all human nature.

To: StockHawk who wrote (25280)	5/24/2000 4:49:00 PM
From: Sunny	Read Replies (1) \| Respond to of 54805

GMST: Changing my decision on status I responded to Mike's original survey that I thought Gemstar was in the early stages of the tornado. The months in between have shown that the revenue tornado has has not yet appeared. I believe my decision then was based in part on the amount of conversation about the "lock" GMST had on the EPG and IPG. It now appears that the cable companies are shutting them out which is another factor that is postponing the day. Retail sales of set top boxes haven't started yet, which also will take time before we start to see the revenue stream. Sunny