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

To: tinkershaw who wrote (6374)	3/14/2004 2:42:20 PM
From: tinkershaw	Respond to of 6516

Forgot to mention the PVR angle (ie, the TiVo like product). This enables adds to be pre-downloaded so that when the user clicks the prompt on the IPG it automatically runs without the need for the complicated and still sometimes unreliable VOD infrastructure. I think the question remains, will GMST get the revenue split from the ad being on the IPG or will it also share in the revenues paid for the actual Showcase like ad that the ad links you to. I don't know, and I doubt investor relations would know. I don't even know if the lawyers would know, depends on how well the contracts were negotiated. Tinker