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

To: Mike Buckley who wrote (3440)	7/25/2000 2:05:35 AM
From: Jeff Bond	Read Replies (1) \| Respond to of 6516

Mike, Seems like you've pretty well summed it up, from my point of view as well. One last important point, cable operators can strip the signal from the VBI all they want. In the end the 2-way paging system makes stripping a moot point, since it becomes the means to provide the data to the consumer regardless of VBI content. Since the 2-way paging system is the basis for the interactive portion of the IPG, this most assuredly is where GMST will focus their attention. I'm convinced AOL has TW on this issue, they WILL make GMST's system a part of their offerings. They know the strength of the patents prevents any logical alternative, and ignoring or not participating is simply not an option. One last point, on the technical front: $56 to $57 looks good to enter all, enjoy the ride :o) Regards, JB

To: Mike Buckley who wrote (3440)	7/25/2000 6:54:03 AM
From: drew_m	Read Replies (1) \| Respond to of 6516

Some good discussion on the newly formed Yahoo GMST club board. clubs.yahoo.com Stew has strong feelings regarding TiVo and the entire PVR dealie. Drew@YahooClubboardsuckbuttheyarefree.com

To: Mike Buckley who wrote (3440)	7/26/2000 12:24:22 AM
From: NY Stew	Read Replies (2) \| Respond to of 6516

Mike, This is redundant but IMO the issue is over the enabling technology versus its application. AOL has licensed the enabling technology and it is probable that they will design their own application and promote fully owned media properties instead of Liberty Media/News Corp (TV Guide), NBC, CNBC & MSNBC (GuidePlus) or the Disney properties (Americast). Gemstar has licensed openly and it is the various applications of its technology that will compete. This is why they list MS, AOL and others as partners and competitors. In any event, as Henry has clearly stated, any guide that AOL Time Warner uses will still be revenue bearing for Gemstar. Time Warner is seeking some allowance for signal carriage to IPGs via the VBI until the analog world has past. The FCC has mandated that digital signal carriage for IPGs will be at least 12 hours per day. Since the data is stored locally this seems more than sufficient with the wireless system as an additional feed. That's my take on it. Regards Stew