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Technology Stocks : Gemstar International Group (GMSTF) -- Ignore unavailable to you. Want to Upgrade?

To: Peter Becker who wrote (65)	11/20/1997 8:39:00 PM
From: Clam Clam	Read Replies (2) \| Respond to of 226

I am a little upset that the Thomson announcement didn't put a better move into this stock. I hear some investors are worried about sell-through at the TV/VCR manufacturers but, IMO, this has just kept expectations low and GMSTF could have a big December quarter as customers continue to stock inventories for the Christmas selling season. This company is printing cash and is valued like a company that does TV components. 20x earnings for a virtual monopoly for on-screen guides. Using current estimates, $30-35 in this stock is a lay-up as we are in the seasonally strong December and March quarters and estimates look conservative.