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To: Trio who wrote (6481)10/6/2004 3:51:15 PM
From: John Hayman
   of 6516
News has been better...but who knows??
Beats going down!

Long gmst

Interactive Program Guides to be the Killer Application for Enhanced TV, Says In-Stat/MDR

In-Stat/MDR - October 5, 2004

In-Stat/MDR reports that Interactive Program Guides will be the "killer application" for enhanced interactive television services. The analysts portray IPGs as entertainment portals for TV viewers, and forecast the worldwide IPG market value at nearly USD 1 billion by 2008.

According to In-Stat/MDR, IPGs will help end-users to find a TV program, movie or sporting event from among listings of thousands of available options, and then make it easy for them to select the program for viewing, tag it with a reminder for later, or even set up a recording to capture the show for time-shifting on a Personal Video Recorder.

“Consumers use Internet portals to navigate the World Wide Web, and TV viewers will need powerful IPGs to help them find what they want to see on TV. Owners of High Definition TV sets are searching for HDTV programming, Video-On-Demand services are adding hundreds of new viewing choices, and Personal Video Recorders need program listings to find and capture popular shows,” says Gerry Kaufhold, a Principal Analyst with In-Stat/MDR. Gemstar-TV Guide, Microsoft, Tribune Media Services, and others, have the resources to drive this complex market forward. However, In-Stat/MDR doesn’t expect the value of the market to explode overnight. According to Kaufhold, “Growth in each of the key areas will bring in incremental revenues, and it will take shrewd business sense to turn the IPG market into a long-term, sustainable business.”

In-Stat/MDR has also found that:
Three key ingredients are needed for a successful IPG: an IPG application, access to detailed TV program listing data bases, and a way to get the data delivered out to the IPG so it can be used.
As more digital TV networks become available in a greater number of geographic regions, the opportunities for IPGs will expand around the world. Europe and Asia are expected to become major markets for IPG products.
Three key companies will ultimately have the staying power to succeed over the long term in the global IPG space: Gemstar-TV Guide, Microsoft and Tribune Media Services. There will still be sustainable business models for a host of smaller companies who can identify and command key niche opportunities.
Consumer Electronics Products are becoming targets for embedded IPGs that have program listings delivered using broadcast datacasting services, or wireless broadband connection services. Personal Video Recorders will drive this segment.
TV Guide is still in a position to define the agenda for the IPG market. Their large installed base, key customer relationships, and the power of TV Guide’s brand name will keep them in command for the immediate future. Microsoft, Tribune Media Services, and others, will be able to mount effective competition, and drive the industry forward.

The report, Interactive Program Guides (IPGs) – the “Killer App” for Enhanced TV (#IN0401193MB), provides in-depth discussion and analysis of the worldwide market for IPGs, with the market segmented into "network connected" IPGs and Consumer Electronics IPGs. The report provides detailed annual forecasts for the number of active "network connected" set top boxes using IPGs, and estimates for the annual value of recurring IPG fees, for four geographic regions. The report also provides detailed annual unit shipment forecasts for Consumer Electronic equipment that will provide one-time set up fees to IPG companies, and estimates the annual value of one-time set up fees for four geographic regions. The report concludes with a comparison of the annual value between the two main market segments.

> Story on Analyst Firm Website

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From: John Hayman10/7/2004 8:01:57 AM
   of 6516
Wed 8:03pm GMST [$$] Murdoch Sets Off a Gemstar Rally - The Wall Street Journal Online

Anyone subscribe to WSJ.....??
Long gmst

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To: John Hayman who wrote (6483)10/7/2004 8:38:32 AM
From: NY Stew
   of 6516
WSJ article posted on Yahoo:

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From: John Hayman10/8/2004 8:19:59 AM
   of 6516
snip> From PC World.

Remember This Name: Gemstar-TV Guide didn't have an official presence here at the show, but several vendors such as Hitachi and Panasonic announced products that incorporate the company's electronic program guide. The free guide service updates the device using either terrestrial TV signals (no wires required) or a Net connection. TiVo, which charges a monthly $13 for guide information, better watch its back. --Tom Spring

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To: NY Stew who wrote (6484)11/2/2004 4:26:13 AM
From: Selectric II
   of 6516
-OT- Politics: Is Kerry a Navy hero? Not in the U.S. Naval Academy's home town of Annapolis, MD.

Annapolis is the state capital of one of those "liberal eastern" states. It's also a one-paper town, the Annapolis Capital Gazette, which has a liberal editorial page. It's also the home of the US Naval Academy.

The Annapolis Capital Gazette today endorsed Democrats in 7 of 9 contested races, with one very notable exception: George Bush for President.'>

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From: John Hayman12/10/2004 3:31:12 PM
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Gemstar-TV Guide's shares were up 9 percent Friday amid speculation that it could be sold to Rupert Murdoch's News Corp. or Liberty Media Group.
Bye bye,

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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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