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To: Teflon who wrote (1930)	5/13/1999 9:21:00 PM
From: Mike Buckley	Respond to of 54805

Of course, the market's now put a $7.1 billion price tag on the stock, which has doubled since the end of March thanks to all the feverish activity around AT&T's (NYSE:T - news) push into broadband. Louis Corrigan (who wrote that for the Motley Fool) is one of my favorite investment writers, but I have to quibble with him about that. The stock doubled before AT&T's feverish activity became apparent. Louis and I live in the same area. I've been meaning to have him over for my famous barbecue shrimp dinner on the deck. Gotta do that soon so I can set him straight. :) --Mike Buckley

To: Teflon who wrote (1930)	5/14/1999 1:12:00 AM
From: NY Stew	Respond to of 54805

Stew, we can agree to disagree on this one, so far. Always. How else are markets defined? Regardless of how many channels there are in the new age of broadband, 100, 150, 200, etc., it will not change the fact that most people watch no more than four or five programming sources for more than 90% of their viewing. I have not read of any studies that quantify in such a manner. My personal experience is that I view a limited number of channels on my 30+ channel cable system and yet my brother is often browsing his DirecTV EPG when I am visiting him. I tend to agree with this observation made at CES '99: "As the next generation of televisions become increasingly interactive, a cornerstone of this evolution will be the electronic programming guide," said Sean Kaldor, vice president of Consumer Device Research and Worldwide PC Tracking for IDC Research. A channel guide is not a key link in this process. And furthermore, as the internet portal grows in its interactivity, the lines between GMST's GUI and other platforms will become less clear. How else is a viewer to navigate among the many destinations? I do not believe that it is by error that every major CE OEM has licensed Gemstar's navigational technology and that Sony and Thomson have done so exclusively. It is also telling in my estimation that Microsoft has exclusively licensed Gemstar for Windows, WinCE and WebTV with a long term worldwide agreement. These are major players and I am confident that they did their DD before making such commitments. I hope this is informative. Thanks for the insight. It was a good write-up. Thank you. Regards Stew