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

To: tekboy who wrote (3065)	5/25/2000 9:56:00 AM
From: Jeff Bond	Respond to of 6516

tekboy, I agree the PR/IR machine is less than well lubricated, and is a contributor to the anxiety. Investing is about getting paid, for many new investors they do not have the benefit of feeling good about the current conditions (frankly, with respect to GMST, I also show red in my portfolio, so I can relate). However, in the end performance usually prevails, and that is what I am banking on. Share price is driven by performance, performance is driven by people, people are driven by management, and management is driven by vision. If we believe in the vision, and the vision turns into reality, the share price SHOULD follow along. That is my line of reasoning for supporting Mr. Yuen, I believe he is a man of immense vision, a quality not too rare in everyday life, but uncommon amongst business leaders. Visionaries are usually off in the arts or postulating about the future; the ones that focus that vision down to a business goal are the ones to invest in, they are the ones that turn dreams into gold. I don't know about the employee status, but I would look at employee turnover as the best measure of determining if this were a potential problem. I may not like my boss (uh ... ahem ... hmmm ... being self-employed does pose a potential problem here :o), but if I am rewarded for my work I would be inclined to stick around. If turnover is low, the issue wouldn't amount to much, because the people turning the vision into reality remain in place to ensure that happens. As an aside, one of my favorite foods is a Mexican dish called Ceviche. It is prepared with diced tomatos, onions, cilantro, jalapeno peppers, sometimes cucumbers, and yes indeed ... the primary ingredient ... the thing that makes it all possible is COLD FISH cooked using the enzymes in lime juice. So yes, sometimes cold fish can taste good too, and in the case of Ceviche its a case of I can never get enough, scrumptious stuff :o) Regards, JB

To: tekboy who wrote (3065)	5/27/2000 12:28:00 PM
From: riposte	Respond to of 6516

Business Week Article: "Gemstar Holds the Remote Control" A very positivie on article, "Gemstar Holds the Remote Control/The company's patents could reshape e-commerce" appears on Page 71 of the June 5th print edition of Business Week. It's also available online for BW subscribers. Here's a snippet: Over the next five years, TVs will morph into interactive terminals for entertainment and e-commerce that viewers will negotiate using souped-up remote-control devices. As broadcasters, cable operators, and satellite companies begin deploying a Web-like panoply of hyperlinks, hot buttons, and ad banners, they'll run smack into Henry Yuen and his patents. ''The TV industry is soon going to find out that it has a problem with one company having so much dominance,'' predicts Seth H. Ostrow, a New York patent attorney familiar with Gemstar. It makes holding GMST a bit easier through these rough times... Steve

To: tekboy who wrote (3065)	5/27/2000 12:29:00 PM
From: riposte	Read Replies (1) \| Respond to of 6516

A very positive on article, "Gemstar Holds the Remote Control/The company's patents could reshape e-commerce" appears on Page 71 of the June 5th print edition of Business Week. It's also available online for BW subscribers. Here's a snippet: Over the next five years, TVs will morph into interactive terminals for entertainment and e-commerce that viewers will negotiate using souped-up remote-control devices. As broadcasters, cable operators, and satellite companies begin deploying a Web-like panoply of hyperlinks, hot buttons, and ad banners, they'll run smack into Henry Yuen and his patents. ''The TV industry is soon going to find out that it has a problem with one company having so much dominance,'' predicts Seth H. Ostrow, a New York patent attorney familiar with Gemstar. It makes holding GMST a bit easier through these rough times... Steve