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

To: tinkershaw who wrote (6393)	3/21/2004 8:25:14 PM
From: Mike Buckley	Respond to of 6516

I'm just curious if anyone has any thoughts on the size of some of these businesses if they turn themselves around. Very, very difficult to estimate, at least for me. --Mike Buckley

To: tinkershaw who wrote (6393)	3/21/2004 11:39:05 PM
From: Madharry	Respond to of 6516

I sold my shares- i was surprised to see how small the gaming number was and how large the tv guide revenue was relative to everything else. My take on the company is that the tv print guide business is pretty stagnant and declining . the tv games business really has to be developed -could take years and could get stymied by local and federal laws. then we have advertising revenues from interactive and cable tv guides-another business that has to be developed. If the company had a $500MM market cap I would be all over it, but at $2.6 Billion or so I think its fully priced from my perspective.