SI
SI
discoversearch

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: NY Stew who wrote (3308)7/12/2000 12:52:41 PM
From: Uncle Frank  Respond to of 6516
 
>> Congratulations to all.

And thanks to you, Stew. Your generosity in sharing your years of dd on the Gem allowed me to begin investing in gmst last September and enabled me to stick with it though the turbulent periods that followed. In your last post you commented on the merger as follows:

>> The only unacceptable condition in my view is the uncertainty.

Now that the path is clear, I would expect gmst to attract some of the big conservative investors. And one other thing close to our hearts - we'll have a class A website and a wonderful company spokesman in Peter Boylan III.

uf



To: NY Stew who wrote (3308)7/12/2000 4:58:07 PM
From: TST  Read Replies (3) | Respond to of 6516
 
Congrats. to you as well Stew.

If you or anyone can refresh my memory a bit, when will TVGIA stop trading & when is the merger due to be completed now that we have gov't approval???



To: NY Stew who wrote (3308)7/12/2000 8:41:42 PM
From: pann1128  Read Replies (1) | Respond to of 6516
 
Stew,

I want to thank you for sharing your due diligence with everyone on this and the G&K board.

GMST has been a significant holding in my portfolio for over a year. I never really tried to understand the different properties owned by TV Guide until now. But since the merger is done, it's time to evaluate TV Guide's assets, revenues and margins. I remember someone on this board did this analysis some time back and concluded that TV Guide needed to divest some of the low margin business. If anyone can point me to that series of posts, I will appreciate it.

Thanks also to MB, UF and all other contributors on this board for sharing.

Piyush