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

To: Drake who wrote (3532)	8/1/2000 9:19:04 PM
From: Jeff Bond	Respond to of 6516

GMST has technology IN PLACE! That is the single most important reason I can give, as to why GMST is in the driver's seat. By the time another enabling technology is designed, proofed, tested, and implemented, GMST should be well on its way to owning the turf with already established and existing technology. First mover status is as important or more important than technical merit, although in this case GMST appears to have both issues working to their advantage. Hope this makes sense, and helps clarify why the comparison of technical merits is less important than might be at first assumed. Also, with respect to question on neuralnet quote, I think the estimates seem pretty reasonable to me. As an aside, neural net technology is the closet thing to human thought process available. It is adaptive, creative, and using meta-knowledge it can alter and improve itself without intervention. I see $50 as pretty solid support at this point, any time the price nears $50 it would be a good time to buy, barring a nuking of the general market. Regards, JB

To: Drake who wrote (3532)	8/2/2000 12:18:33 AM
From: NY Stew	Read Replies (3) \| Respond to of 6516

Drake, Does anyone know whether our GEM has any litigation against Worldgate? How can there possibly be any litigation without a product? Four MSO's currently negotiating with Gemstar combine a grand sum of 4MM into a small ISP and call this proposed interface TV Gateway. I suggest that TV Gateway will become a Gemstar licensee when it is all said and done as did AOL TV and Microsoft TV. Why is GEM's technology better than Worldgate? They are not in the same business. Regards Stew