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

To: Mike Buckley who wrote (3506)	7/30/2000 2:23:45 PM
From: shamsaee	Respond to of 6516

Thanks mike,that an excellent brief and made things more clear. I take it back,You can be my Investment Banker<gg>.

To: Mike Buckley who wrote (3506)	7/30/2000 8:46:27 PM
From: quidditch	Read Replies (1) \| Respond to of 6516

Could Gemstar be in a better position for the digital portion of the case? I don't think so. Mike, I assume you meant "worse" in lieu of "better" in the above, or at least I hope that's where you were going. Most likely, the fundamental technical and market issues in the analog and digital portions of the litigation are similar, if not identical. There are two differences between the analog and the digital aspects I could imagine: (i) GIC holding out hope that the patents and IPR do not apply to digital applications, now that the arbitrator has determined that the analog technology was covered (a grasping at straws ploy) and (ii) maybe more likely--that the agreements with Starsight written in the early 1990s--amidst an analog world--did not clearly intend that they should also be applicable to digital media. This in response to someone who posted that the suits should be slamdunk. Good point by the poster on the DOJ merger approval and the GIC antitrust counterclaim. I for one don't know that the issues are identical; at least we're in the right direction. Steve (typing with difficulty after an ACL reconstruction last Wednesday afternoon and a right knee that's somewhere between a cranshaw and a medium sized canteloupe)