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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (100485)	6/4/2000 2:09:00 PM
From: Ron	Respond to of 120523

From the Robertson Stephens internet report: GMST GEMSTAR: AN EMERGING NEW-MEDIA POWERHOUSE Gemstar reported fiscal fourth-quarter revenue of $84 million, significantly above our estimate of $73 million. EPS of $0.17 was also well above our estimate of $0.13, excluding a $15.9-million nonrecurring charge related to the eBook acquisitions. We believe business momentum is continuing strong, reflected in strong worldwide licensing revenue for Gemstar's Electronic Program Guide. We remain confident that the TV Guide (TVGIA $29-3/4) merger will close, most likely in late June or early July. Once the merger is closed, we see the potential for a positive business update and renewed optimism regarding all aspects of the combined company's business. We also believe momentum is building on the advertising front as Gemstar has quietly rounded out its initial list of advertisers, including AOL, NBC, CBS, ABC, ESPN and others. We continue to believe the advertising business can take off when the company gets its installed base of EPGs up to five million, which could happen shortly after the merger closes. To us, Gemstar shares represent one of the best risk/reward profiles in the new-media sector. We believe we are close to an inflection point in the business and the stock, as Gemstar becomes one of the largest interactive advertising platforms and spearheads the interactive TV market.

To: puborectalis who wrote (100485)	6/5/2000 6:40:00 AM
From: lee kramer	Respond to of 120523

StephenKarasick: Only 98,000 folks died last year in hospitals due to "mistakes." The worst place to go when ill is a hospital...unless it's the Emergency Room. I could tell you stories Suzy and I have experienced that are unbelievable. Give me a good Voodoer or Quack...they'll work hard to scam you and take your money...but they won't intentionally harm you medically. (Lee)

To: puborectalis who wrote (100485)	6/5/2000 9:24:00 AM
From: Lane Hall-Witt	Respond to of 120523

Stephen: This unfortunately comes as no surprise. The sad fact is that the healthcare industry, more and more, answers first to stakeholders who demand profits. (I used to do some consulting work for an urban "not-for-profit" system that made $95 million one year and then produced a glossy annual report to show off this performance to community leaders). At least these healthcare short-cuts will show up as big improvements in the Fed's "productivity" numbers--.