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


To: 100cfm who wrote (6209)3/14/2003 5:10:37 PM
From: tinkershaw  Respond to of 6516
 
I'm embarrassed to say I had not even kept up with the trial results in Georgia. The Fed decision came out? If so, if memory serves, they have I believe, 30 days to file their notice of appeal. I believe a similar short deadline would be in effect from the administrative appeal as well.

But for me that is the question. I started looking at GMST again yesterday wondering just how cheap the company may have gotten, but I could find little recent news on the patent front. GMST is a patent investment, it is a not a "advancing the market through innovation" company. There is no profit in a commoditized, unpatented, IPG, anymore than there is in an Internet browser.

I also don't buy this "power of the TV Guide brand." The TV Guide brand works great in competition in the television listing market int he supermarket. I'll buy TV Guide over some generic. But when it comes to an IPG the brand is pretty much irrelevant.

So I'm gonna have to look back into the patent and licensing situation. I think the cash flow to the company is still good and therefore the right-offs are not that relevant, but what is the state of the technology rights?

Tinker