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   Technology StocksGemstar Intl (GMST)

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To: John Hayman who wrote (6487)2/3/2005 11:25:41 PM
From: pompsander
   of 6516
Comcast is rolling out the Microsoft Guide, replacing the TV Guide/Gemstar guide. Is this a licensed product for Gemstar? I seem to remember a long-term licensing deal between Microsoft and Gemstar, but don't know the current status of things.

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To: pompsander who wrote (6488)2/4/2005 7:55:10 AM
From: John Hayman
   of 6516
snip> cable providers are unlikely to switch entirely to Microsoft's television software, preferring to maintain both Microsoft and Gemstar-TV Guide International as strong competitors in that market. <snip

Microsoft Shows Initiative ; Array of New Products Demonstrates Commitment to Multimedia Markets

Microsoft Corp. spent this week displaying technology to improve how people watch TV, access movies, listen to music, play video games, view photos, navigate their cars, use their watches and wake up in the morning.

But that dizzying array of consumer initiatives is also meant to improve something else - Microsoft's own long-term growth prospects.

Thirty years after its founding, the software company best known for an operating system and a productivity suite is turning more and more to the flashy world of consumer electronics. The effort reflects pressure to continue posting strong revenue growth even as the company moves into corporate middle age.

Microsoft's consumer initiatives are not a new effort, by any means. But the breadth of Microsoft-related products at this week's Consumer Electronics Show in Las Vegas suggests that the company's ambitions in the market are bigger than ever.

Those products include some that most people probably wouldn't expect to contain Microsoft technology, such as wide-screen televisions from Digitrex and a combination digital video recorder and DVD player/recorder from LG Electronics.

Microsoft also showed alarm clocks from MZ Berger and Oregon Scientific that will display the weather forecast, using the same FM radio-based technology in Microsoft's previously released smart watches.

"We're probably developing software for a wider range of hardware than any company," Bill Gates, Microsoft's chairman and chief software architect, said during his appearance at the trade show this week.

People at Microsoft say the continuing expansion into consumer electronics results in part from a desire to apply their technological expertise to digital media, communications and other situations people encounter in their everyday lives.

At the same time, it reflects the vast market potential represented by consumer electronics.

"If you're Steve Ballmer, your biggest challenge is growing revenue, and for that you need big markets," said Ted Schadler, Forrester Research principal analyst, referring to the Microsoft chief executive. "The living room is a big market. Even a 1 percent share of that market is big enough for Microsoft to be interested in."

Microsoft is projecting revenue growth of 5 percent to 6 percent for its current fiscal year, down from the 14 percent growth it posted last fiscal year. The consumer electronics market in the United States alone is expected to approach $126 billion in 2005, an 11 percent increase over 2004, the Consumer Electronics Association says.

"It's a huge potential market," said Aaron Woodman, program manager in Microsoft's consumer strategy group, which coordinates consumer-related initiatives across the company's seven divisions. "There are dollars to be had there. We think it's going to be a great business."

But so far, from a financial standpoint, Microsoft's consumer initiatives are still works in progress. The profitable Microsoft divisions responsible for the company's more traditional businesses, Windows for PCs and Microsoft Office, brought in more than $22 billion in revenue last fiscal year, significantly more than half the company's total revenue.

In contrast, the company's MSN, Mobile and Embedded Devices, and Home and Entertainment divisions posted a combined $5.3 billion in revenue during the same time period. The latter two of those divisions haven't yet become profitable.

The centerpiece of Microsoft's bid for the living room is the Windows Media Center PC, a remote-controlled computer that can be used to watch and record television and other media. More than 1.4 million of the machines have been sold since its 2002 launch, the company said this week. But that remains a small fraction of the overall PC market.

Even as it expands more into consumer electronics, the company is maintaining close ties to the personal computer. It offers various technologies, for example, that let people use the PC as a hub for storing media content from stand-alone devices.

"The PC is already part of the home ecosystem. There's a natural migration for the personal computer to become part of the emerging home-media ecosystem," said Pat Griffis, Microsoft's director of worldwide media standards, during a exposition panel discussion yesterday about the battle for the digital home.

But the company's dominance of personal computer software also makes some in the consumer electronics industry wary of giving it even more power. For example, industry analysts say
In addition, Microsoft faces some of the same challenges in consumer electronics as it does in personal computers and computer servers.

For example, Hewlett-Packard this week showed a new HP Media Hub running on the open-source Linux operating system. The move was notable in part because HP sells more Windows Media Center PCs than any other computer maker does. Linux is a growing threat to Microsoft in the market for personal computers and computer servers.

As Microsoft expands from the PC into home electronics, the company's legacy also comes with it - for better or worse. At Gates' standing-room-only appearance at the Consumer Electronics Show this week, a video-game machine crashed during a demonstration of a game, displaying the "blue screen of death" familiar to many longtime Windows users.

A similar theme arose yesterday, during the show's panel discussion on the digital home.

At one point, Philips Semiconductors President and Chief Executive Frans van Houten called on the industry to come up with ways to make devices from many different manufacturers work more seamlessly together.

"We have that - it's called Windows," said Microsoft's Griffis.

Van Houten was quick to respond. No one, he said, wants to be sitting on their couch enjoying a show only to suddenly find themselves watching "that blue screen."

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From: John Hayman2/4/2005 8:11:39 AM
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Snip from PC world, Jan.11th........What about the last mile? Gemstar's TV Guide On Screen electronic programming guide is going to be a ubiquitous feature on DVD recorders in the coming year. But, sadly, neither Gemstar nor the DVD recorder manufacturers are going the last mile to ensure that the TV Guide On Screen is able to provide metadata to the disc. TiVo-enabled DVD recorders, such as those from Toshiba and Humax, build the DVD's menus using the TiVo interface and all of the useful metadata that interface shows (such as, program name, title, airdate, and so on). TV Guide On Screen's version 8 can transfer some info to disc, but that info will only be visible in a TV Guide On Screen-enabled recorder. --Melissa Perenson

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To: pompsander who wrote (6488)2/5/2005 9:26:55 AM
From: Mike Buckley
   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

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To: Mike Buckley who wrote (6491)2/6/2005 5:20:00 PM
From: pompsander
   of 6516
Mike: The microsoft system installed in my new comcast box contains an IPG with all the usual bells and whistle, including the search function, sort features, etc. It also has a DVR built in, making my TIVO obsolete.

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From: John Hayman2/23/2005 7:17:50 PM
   of 6516
Wed 5:20pm GMST Gemstar-TV Guide swings to profit -

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From: fabio19493/2/2005 1:35:19 PM
   of 6516
Is GMST ready to bounce back?

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From: John Hayman3/28/2005 12:16:27 PM
   of 6516
snip from Business Week....ROCKS TO RICHES.

snip>Take Gemstar-TV Guide (GMST ). The TV-program-guide company, one of the fund's top stocks, isn't profitable now, but it's generating cash, Sherwood says. He expects its revenue to increase "quite dramatically" as more companies use Gemstar's service to advertise. Given Gemstar's leading position in its field, it's only a matter of time before it starts generating "a lot" in earnings, he adds.

Wallace believes that Gemstar's stock, which has been trading for around $5.50 lately, can reach $8 to $11 within the next one to three years. <snip


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To: John Hayman who wrote (6495)6/2/2005 10:47:13 AM
From: pompsander
   of 6516
Patent settlement with Scientific-Atlanta

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To: pompsander who wrote (6496)9/7/2005 6:45:28 PM
From: saukriver
   of 6516
Gemstar-TV Guide Grants Pioneer Corporation an IPG Patent License for European Market


License Builds on Existing Agreement with Pioneer, which Currently Incorporates Gemstar-TV Guide's IPG into its Consumer Electronics Products in North America, Europe and Japan

Gemstar-TV Guide International, Inc. (NASDAQ: GMST) has signed a new interactive program guide ("IPG") patent license agreement with Pioneer Corporation. The agreement allows Pioneer to use Gemstar-TV Guide's intellectual property in certain consumer electronics products with non-Gemstar-TV Guide IPGs that are designed for the European market and use "service information" data, which is transmitted freely via a digital broadcast signal.

The new deal builds on an existing agreement reached last year between the two companies, in which Pioneer was granted a license to incorporate Gemstar-TV Guide's IPG in North America, Japan and Europe or, for certain products, a license under Gemstar-TV Guide's IPG patents. Under the existing agreement, Pioneer has already incorporated Gemstar-TV Guide's IPG into certain consumer electronics products in Europe, where the IPG is marketed as GUIDE Plus+.

"As we continue our successful IPG licensing efforts in Europe, we're pleased to strengthen our relationship with Pioneer with this agreement, which underscores the value of our intellectual property," said Mike McKee, chief operating officer of Gemstar-TV Guide's Consumer Electronics division.

Pioneer is among more than a dozen consumer electronics manufacturers licensing Gemstar-TV Guide's IPG for consumer electronics products, including, Hitachi, JVC, LG/Zenith, LiteOn, Matsushita (Panasonic), Mitsubishi, Philips, Samsung, Sharp, Sony, Thomson, TiVo, and Toshiba.

About Gemstar-TV Guide

Gemstar-TV Guide International, Inc. (NASDAQ: GMST) is a leading media and technology company that develops, licenses, markets and distributes technologies, products and services targeted at the television guidance and home entertainment needs of consumers worldwide. The Company's businesses include: television media and publishing properties; interactive program guide services and products; and technology and intellectual property licensing. Additional information about the Company can be found at

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