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


To: 100cfm who wrote (6380)3/16/2004 12:58:52 PM
From: tinkershaw  Respond to of 6516
 
Might be the SFA set-top box as they are not using Gemstar's Guide to my understanding.

But I have to say the Comcast deal is quickly starting to pay off as I saw two more new ads last night. One a national ad and the other another program direction ad. The IPG had been dead, but now with the new 50/50 ad share and agreement it appears that Comcast is beginning to start utilizing the IPG. Coincidence? I doubt it. Don't know what it means in terms of revenues at the moment, but it certainly appears to be at least an inkling of a start to making real use of the IPG as a commercial advertising platform. I have actually been excited, but it only started a day or two ago so don't bet the house on a continuing trend, but I found this new development exciting as a start and evidence that the new deals may be the key to unplug what ailed the IPG advertising plug.

Tinker