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

To: Mike Buckley who wrote (3317)	7/12/2000 5:40:39 PM
From: Guy	Read Replies (1) \| Respond to of 6516

No sign of the Tornado yet, but the likely-hood that one will occur is increasing now that this deal has gone through. In this fast pace world, nobody want to sit 3-5 minutes through those scrolling on-screen TV guides. GMSTS seems to know what they are doing with there fist full of patents. I did the happy happy dance when I got home from work today, as this news made my day. Guy

To: Mike Buckley who wrote (3317)	7/12/2000 6:27:46 PM
From: NY Stew	Read Replies (1) \| Respond to of 6516

In my mind, neither the joint venture nor the merger could ensure that a tornado takes place, only that if a tornado takes place that the Gorilla will be Gemstar. Mike, We have Gorilla and Godzilla characteristics in this unique company. If there was not the recurring revenue business then you would need to view this like a QualComm and measure those licensing its proprietary technology(s). Any IPG deployed by Microsoft and AOL on any continent in the world, regardless of platform, is royalty bearing for Gemstar. The domestic and foreign MSO assets of Liberty Media and News Corp are likewise under license per the merger agreement. All the major CE OEMs have licensed the technology as have Disney's Americast and Quest via US West. In terms of its technology I believe the tornado may have begun. The advertising has not yet begun to ramp in any significant manner but that is independent of Gorillahood in my view. Licensing models such as with Rambus, Sandisk and QualComm are not governed by recurring revenue streams but rather the one-time event. Even in this respect I believe that Gemstar's AT&T Broadband and AOL agreements are on the next level because they generate monthly licensing fees in the form of subscriptions in addition to future recurring revenues. Some thoughts for your consideration. .............................................. If you come to a fork in the road, take it. -Yogi Berra .............................................. Regards Stew

To: Mike Buckley who wrote (3317)	7/12/2000 6:36:36 PM
From: 100cfm	Read Replies (1) \| Respond to of 6516

MIke I would think that was the main reason for the merger. To create a powerhouse strong enough to spurn a tornado. TVGIA will open the doors to the last obstructionists, the cable companies. The EPG will now be everywhere from settop boxes to the majority of cable systems. This will start the chain reaction of higher viewer awarness of the existance of EPGs which will in turn spurn higher sales of EPG equipped TVs which will spurn higher add revenues and round and round it will go until the tornado forms. I would view a lack of a tornado formation a total failure of management and from what I've come to learn of Henry that ain't likely to happen. 100