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

To: tinkershaw who wrote (6377)	3/14/2004 7:06:19 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 6516

Tinker, Today, following the example of TiVo, the ad potential on the Guide is much greater that was really envisioned in 2000. I disagree. Yuen's vision of the ad potential was that the TV would become the family center of television and Internet broadcasting. His vision was that we would be able to point an interactive remote control toward the television, click on a sweater worn by one of the stars of Friends, and be automatically transported to the Internet website that sells the sweater, allowing us of course to buy it on the spot. That potential is still there, though still a very long way off due to all sorts of reasons. I realize that that's t-commerce rather than traditional advertising, but when it eventually becomes common knowledge that each and every item that appears on a television episode is essentially an advertisement that says "Click on me and I'm yours," THAT's advertising. Whether or not GMST loses something, or some loophole exists to enable GMST's partners to get around paying GMST their share is something that I don't think we can answer either as it involves complex interpretations in the contracts they signed I sent my inquiry to IR today. If the response is that the current agreements don't provide for revenue related to off-Guide advertising, we won't have to wonder about interpretation of those loopholes or current management's vision. :( --Mike Buckley