Gemstar-TV Guide International Inc. (GMST)

All Comments on GMST

  • commenter
    Markham
    Apr 09 07:06 PM
    My Website
    The Changing Magazine Industry [view article]
    Criticism is more valuable when you point out the actual flaws in the thing you're criticizing, as opposed to merely saying: "The individual doesn't know".

    What I do know is that Time and Newsweek are having trouble selling magazines to my generation and their response is to berate us for thinking their magazine as old and stodgy, as opposed to looking at the way we actually consume news media.

    I.e. My generation is telling Newsweek how to reach us, but Newsweek is ignoring the message.     Reply
  • commenter
    User 152859
    Apr 09 09:35 AM
    The Changing Magazine Industry [view article]
    When consumer of media decide that they have some expertise in a market because they consume, it somehow comes across as fact via the internet. Thankfully, magazines like Time and Newsweek have a process called fact-checking which keeps them and their stories on-target and relevant. What Mr Lee doesn't know about the magazine industry is clear from his "analysis", which he should hold to cocktail party observations and not share with an investing audience. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:17 AM
    My Website
    General Discussion on GMST
    Is this a buy or a sell? Reply
  • commenter
    User 159900
    Mar 04 08:02 AM
    Magazine Websites: A Wasted Opportunity [view article]
    This is not an article - it's a paragraph. And a waste of my time. Reply
  • commenter
    FT Review
    Mar 01 10:21 PM
    Why All Consumer Magazines Should be Free Online [view article]
    good article Reply
  • commenter
    billddrummer
    Feb 26 02:29 PM
    Under The Radar News - Friday [view article]
    Re/CC-Wattles sees an opportunity to make some money after he replaces the board with his own people, gets Schoonover out of the executive suite, and makes the chain a RadioShack clone. I don't think he's bullish on the company, just bullish on the upside that will result after he's done chopping heads. Reply
  • commenter
    Tom B
    Feb 06 01:29 PM
    Under The Radar News - Wednesday [view article]
    "Microsoft shareholders come to Yahoo's aid. Microsoft shareholders have sold off the stock,"

    The stock price of potential acquirers in M&A's usually goes down. The fact that MSFT has slipped only a bit in a bear market, if anything, implies that MSFT stockholders are delusional and fail to comprehend how negatively a Yahoo deal will erode shareholder value, especially over the long term.     Reply
  • commenter
    Tom B
    Jan 26 09:13 PM
    Under The Radar News - Friday [view article]
    "IBM/AMD tie-up "nothing but speculation."&quo...

    Even IBM couldn't be THAT dumb, to buy AMD.

    "Interesting that Walt Mossberg, a huge apple fan, gave it a very mediocre review"

    Mossberg's a "lawful neutral" (to use D&D jargon); not a huge Apple fan. The MacBook Air is for road warriors ONLY. I'm not in that group, either.

    iPhone shortfall: I think they'll make the 10M by the end of 2008 without breaking a sweat. But, they need to hit additional markets. Note Nokia did well by tapping Asia, EU, and Latin America; the iPhone is still mostly US.     Reply
  • commenter
    Lisa
    Jan 26 05:08 PM
    Under The Radar News - Friday [view article]
    Re. the macbook air:

    Interesting that Walt Mossberg, a huge apple fan, gave it a very mediocre review:

    Apple’s MacBook Air Is Beautiful and Thin, but Omits Features

    ptech.allthingsd.com/2.../     Reply
  • commenter
    Frank Li
    Jan 26 05:05 PM
    Under The Radar News - Friday [view article]
    The Gordon Brown comment is interesting. Wonder who widely it was reported here, and whether the traders saying the market has bottomed are aware of it. Reply
  • commenter
    Davis
    Freeberg
    Jan 10 01:41 PM
    My Website
    Macrovision Upgraded to Buy, Shares Jump [view article]
    The problem with them buying Gemstar is that the real value is embedded in Gemstar's years of tax losses. Assuming that the merger goes through, it will be very difficult to spin off these assets for at least two years without invalidating the tax benefits from Gemstar's losses. I suppose that there is always the chance that the merger doesn't go through, but to make a bet that they are going to start spinning off businesses seems pretty foolish given the comments that Macrovision has made regarding the Gemstar purchase. Reply
  • commenter
    Shane
    Milburn
    Dec 07 10:47 AM
    My Website
    Gemstar: Writer’s Strike Creates Buying Opportunity [view article]
    Can you help with some historical perspective. Why did GMST lose money from 2000-2004, becomeing slightly profitable in 2005? It's not really showing the consistency I'd like to see, but current business looks better. Reply
  • commenter
    E1
    Sep 29 03:14 PM
    Gemstar-TV Guide: Four Catalysts For The Share To Rise [view article]
    Thoughtful and thorough. A solid read with many points at least worth considering. The clarity of the piece is remarkable and is a valuable addition to any conversation on the company. Reply
  • commenter
    Davis
    Freeberg
    Jul 05 12:12 PM
    My Website
    Gemstar-TV Guide International: Exponential Growth Ahead [view article]
    I'm not sure that I buy into this. I look at GMST's numbers and compared to their competitors their valuation looks pretty rich. You did a good job of focusing on the highlights, but don't mention their problems with the VCR+ technology. Already, Dish was able to force the company to drop their guide data patent claims by bringing an anti-trust suit against them and recently Moxi has also filed suit. If they can replace their VCR+ royalties with DVR royalties than they should make a smooth transition, but at a $2 billion market cap, what is really the upside, even if they are able to maintain their licensing relationships.

    The company does have some tax losses that would be nice for a potential acquirer, but I'm not sure that I'd want to make this type of bet when the risk/reward seems so off balance to me. If they had really amazing technology or some kind of a lock on the television advertising space, I could see paying four times sales for the company, but without any decent barriers to entry, this one looks lofty, even though it's basically been dead in the water for the last five years.     Reply
Loading...
Symbols:
Authors:
Quick Links: