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

To: NY Stew who wrote (6415)	3/31/2004 4:18:20 PM
From: pompsander	Read Replies (1) \| Respond to of 6516

Stew: Thanks for the article. I think a major problem with the DVR community is finding a marketing scheme that properly explains to the television watching community why it wants (needs) a DVR. I almost laugh when I remember the old pitch about being able to "pause live TV while you go to the bathroom". HUH? I am going to pay $300 for that? The real key here is efficient use of capturing the myriad programs offered. And, not just programs, but types of programs, series of programs, actors within programs (or movies). I now have the TIVO season pass option programmed for about five series; my daughter has added ten and my wife five (including a critical soap opera!). The efficiency of never having to worry about when the show is on and knowing it is captured improves my focus on everything else that demands my time! Also huge to me is sampling. Often program one episode of all kinds of shows, then burn through them to see if anything catches my attention for viewing of future episodes. Love this. In half an hour I am up to date with everything new. (some shows get four minutes and - delete-). Now, how often would I observe advertising on the site? A lot...just like the Comcast guide (which I still have but don't use cause TIVO overlays it). Pushing buttons to achieve an efficient viewing process is what this is all about. And, each time, if I see an ad.....well, fine.

To: NY Stew who wrote (6415)	4/3/2004 8:55:24 PM
From: tinkershaw	Read Replies (2) \| Respond to of 6516

Hey Stew, I've read the 8-K and the Gemstar press release, and tried to find more information in the GMST SEC filings, but have not found anything that states that TiVo and GMST cross-licensed their IP, instead it indicates that TiVo has licensed GMST IP and in exchange GMST gets the: In consideration for the license granted under the agreement, we agreed to pay Gemstar an upfront license fee for existing units that have entered the stream of commerce prior to the effective date of the agreement and a per unit fee for future TiVo-enabled devices. We have also agreed to provide Gemstar with TiVo Showcases and certain branding in the TiVo interface of our Series2 devices. In exchange for our promise to provide these and other services, Gemstar has waived the upfront license fee and will pay us a certain per unit fee. We may use the per unit fees Gemstar will pay to us to offset a portion of the per unit fees we will pay to Gemstar. What source did you use that stated that GMST got cross-licensing and possibly other consideration? I'll keep looking, but this is all I've been able to find from the settlement resolution. From one broker report I read they estimate GMST will get $2 per box (that is probably net after TiVo offsets the GMST per box fee paid back to TiVo, or at least my suspicion thereof). The Showcase space, however, is something I did not immediately pick up on, neither did the broker, and that could be quite valuable. Tinker