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 Technology Stocks | Gemstar Intl (GMST)

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To: scott who started this subject10/19/2000 12:06:41 AM
From: Rose_Campion   of 6515
 
from Reuters:
biz.yahoo.com 

"Sky Global will also include News Corp's Asian satellite television company Star TV, Sky Latin America and interactive TV company Gemstar-TV Guide International (NASDAQ NM:GMST), in which News Corp recently acquired a majority stake through a complex deal with cable king John Malone's Liberty Media Group (NYSE:LMGA).

Majority stake? I don't theeenk so....

-Rose-

PS: bigcharts.com shows afterhours for GMST as up 2 3/4 points today on volume of 75,100 shares...anyone ascribe any actual significance to this, or is it just the usual afterhours weirdness?

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To: Rose_Campion who wrote (4052)10/19/2000 1:13:07 AM
From: NY Stew   of 6515
 
Rose,

I read that also and smiled. News Corp has already registered the 40% (fully diluted) Gemstar stake under Sky Global. From what I have read News Corp will spin-off ~30% of Sky Global yielding ~70% of 40% or ~28%.

It will be interesting to see the others that invest in Sky Global and by default Gemstar. John Malone will own ~5%. I would not rule out Sony. They've already partnered with News Corp in Japan's Sky PerfecTV when they merged their respective satellite operations. GMH also owns 6.7% from folding DirecTV Japan into Sky PerfectTV. It would also bring Japans only remaining DTH system under the Sky Global umbrella (100%) if NWS, GMH and SNE can work it out.

Regards
Stew

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To: scott who started this subject10/21/2000 5:09:25 PM
From: drew_m   of 6515
 
Gemstar, Motorola Settle Patent Spat

multichannel.com 


Compliments of Stew from Yahoo board.



Drew

PS, ANyone else considering getting a tivo now before they get more expensive b/c of GMST winning a triple damage suit?

:)

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To: drew_m who wrote (4054)10/21/2000 7:24:01 PM
From: Benny Baga   of 6515
 
>>>>S, ANyone else considering getting a tivo now before they get more expensive b/c of GMST winning a triple damage suit?

200 million over 10 years is hardly anything to get excited about when you look at the GMST Market Cap. In addition, Suing your own customers in not the way to build long term relationships. I would hardly count MOT as a dedicated customer. Looks like GMST will burn more bridges than establish relationships, and MSO will use their own IPG.

IMHO,

Benny

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To: Benny Baga who wrote (4055)10/21/2000 7:35:28 PM
From: drew_m   of 6515
 
I see in your profile that WGAT is one of your 2 favorite stocks.


You and I disagree.

But I do not think its a winner take all game. We shall see.

Best of Luck,
Drew

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To: drew_m who wrote (4054)10/21/2000 8:03:14 PM
From: capt rocky 1   of 6515
 
watched c span 2 today. chairman of twe publishing and vp of rca-thompson media discussed potential of rca e books. although now at 300 they will come down in price quickly. discussed 2.5 BILLION in sales by 2005 and 28 million in peoples hands by then. no one even mentioned college texts or related things that could be on e books. they talked about how to protect authors right and how to collect momey. the publishing industry is behind e books if they can make a buck out of it . twe thinks so. gmst was mentioned as the ip holder. rocky

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To: Benny Baga who wrote (4055)10/21/2000 9:22:38 PM
From: Uncle Frank   of 6515
 
>> 200 million over 10 years is hardly anything to get excited about when you look at the GMST Market Cap.

Your standards must be a lot higher than mine. Gemstar's current market cap is $29B, so we're talking about a 7 bagger in 10 years. Guarantee me that kind of interest in your bank and I'll gladly sell all of my stocks and make a deposit.

>> Suing your own customers in not the way to build long term relationships.

You miss the point. Motorola/GI was not a customer; they were stealing Gemstar's intellectual property! It took a lawsuit to make them a customer.

uf

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To: Uncle Frank who wrote (4058)10/22/2000 12:23:24 AM
From: saukriver   of 6515
 
>> 200 million over 10 years is hardly anything to get excited about when you look at the GMST Market Cap.

Your standards must be a lot higher than mine. Gemstar's current market cap is $29B, so we're talking about a 7 bagger in 10 years. Guarantee me that kind of interest in your bank and I'll gladly sell all of my stocks and make a deposit.

How does $200M in income relate to a "7-bagger"? Seems like the Bushian "fuzzy math."

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To: saukriver who wrote (4059)10/22/2000 12:37:44 AM
From: Uncle Frank   of 6515
 
>> How does $200M in income relate to a "7-bagger"?

Current market cap of $29B time 7 is roughly $200B.

>> Seems like the Bushian "fuzzy math."

No, just plain old multiplication.

BTW, $29B to $200B over 10 years would be a compound return of approximately 21.5%. I'll take it <gg>.

uf

uf

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To: Uncle Frank who wrote (4060)10/22/2000 1:30:56 AM
From: Benny Baga   of 6515
 
>> How does $200M in income relate to a "7-bagger"?
>>>>Current market cap of $29B time 7 is roughly $200B.

Still fuzzy math, how does 200 million equal 200 billion?

Your missing a few zero's,

Benny

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