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To: Paul Merriwether who wrote (131535)9/19/2001 10:19:07 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
>The Company will hold a conference call on Wednesday, September 19, 2001 with analysts and investors to discuss the current state of business and to reaffirm its third quarter guidance. Henry C. Yuen, Chairman and CEO of Gemstar-TV Guide, will host the call.

Investors are invited to participate in the conference call on Wednesday, September 19, 2001 at 1:00 p.m. Eastern Daylight Time (10:00 a.m. Pacific Daylight Time). The dial in number is 888/957-9874 in the U.S., or 712/271-0060 for international. The confirmation code is "Business Update".
I just got off the GMST conference call it sounded pretty upbeat to me.
I would say their biggest risk is the US consumer risk not to move to digital television.
As Henry said " Japans all digital the US is slow to move".
Trust me I know. I own digital satellite broadcasting trucks stocked with expensive digital technology, which I lease out to the networks.