Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jeff Bond who wrote (3145)	6/7/2000 6:45:00 PM
From: drew_m	Read Replies (2) \| Respond to of 6516

If I read correctly, Jenna turned a 180 and went short GMST the very same day. FWIW Back to the Future of GMST. A good friend just returned from a national cable TV advertising convention/conference and gave me some food for thought. 1. Saw the TV guide reps, they were excited about merger (his word not mine) and felt that new co would make piles of cash. 2. Cable TV industry wants to have i -net ready set-top boxes in 50% of the cable homes by 2005. This box would include a cable modem and browser for surfing the web. The cable co would then control the converged appliance. How does this jive with how Henry sees the future? My friend in the cable bizz sees GMST as a niche player that will have many many competitors. This contradicts my limited understanding of GMST's IPR. Thanks in advance, Drew