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

To: tinkershaw who wrote (6308)	2/28/2004 9:31:19 PM
From: tinkershaw	Read Replies (2) \| Respond to of 6516

To be more specific on advertising, that is 50/50 on Guide ads, but GMST gets 100% of TV Guide Channel, et al., ads, with carrying fees for said channels to be similar to that gained for the guide. So, including the channels, GMST could be getting around $5-$10 per year, per subscriber with carriage fees alone, plus advertising (50/50 on Guides and 100% on channels). Still nowhere close to Henry's prediction of $10 per month, per household, but were making progress. As you can also toss in the CE fees (but don't double count, the cable box fee is not first paid (one-time) by the manufacturer and then by the cable company. But all those PVRs ($2 per for TiVo one time fee), maybe $6-$10 one time (or spread out over three years) DVDRs and television sets. I think it realistic to project forward at 50 million households and 50 million CE units sold per year. Tinker

To: tinkershaw who wrote (6308)	3/2/2004 10:58:47 PM
From: NY Stew	Read Replies (2) \| Respond to of 6516

(edit) Had to tone down my excitement some :) In the second half of this year there will be all sorts or Home Theater appliances with an integrated IPG. Every retail CE IPG is under license by Gemstar either directly(TV Guide On Screen in the US) or the single exception, TiVo, which was licensed for retail. I'll link a few reads however note that the last is incomplete as it was before the most recent CE agreements (LG/Zenith & Pioneer) were inked this year. twice.com kensei-con.net pcworld.com Regards Stew