We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Gemstar Intl (GMST)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pompsander who wrote (6488)2/5/2005 9:26:55 AM
From: Mike Buckley  Read Replies (1) of 6516

I'm referring to a 1999 Stephens report by John Corcoran. As far as I can tell, the Microsoft agreement (still in effect for another 11 years unless it has been renegotiated) has to do with IPGs in Microsoft hardware and Microsoft operating systems. So, unless Microsoft is manufacturing Comcast's box or providing its operating system, I don't think any revenue will flow through Microsoft to Gemstar.

However, "Microsoft also agreed to pay Gemstar approximately 20%-30% of any IPG-related revenue from advertising and e-commerce over any platform." So, depending on Microsoft's deal with Comcast, maybe it will generate dollars for Gemstar.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext