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

To: Paul Merriwether who wrote (75)	1/13/1998 7:29:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 226

GMSTF traded in the high $30's in late 1995 and early 1996 and the story has improved exponentially. Their only competitor (SGHT) was acquired and the government approved the deal despite creating a monopoly. MSFT licensed SGHT patents before but could have fought GMSTF/SGHT patents and dragged this thing out a few years. That risk is now gone. GMSTF has numbers that are unprecedented as far as I know. H&Q has 35% revenue growth for FY99 and 50%+ operating margins.