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


To: pann1128 who wrote (3162)6/12/2000 2:32:00 AM
From: NY Stew  Read Replies (2) | Respond to of 6516
 
Piyush,

Corcoran is concerned with lower margins from the acquisitions. However, licensing revenues from the AOL and Microsoft competing IPGS will go to the bottom line. I believe this platform may grow faster than anticipated because MS is giving it away to expand market leadership and I suspect that AOL may respond with a similar strategy sometime this year.


microsoft.com

news.excite.com

That being said, I have no idea as to how the stock will trade in the near term.

Regards
Stew