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Technology Stocks : Tivo (TIVO) Interactive TV

TIVO 6.090

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To: westpacific who wrote (155)	10/30/1999 2:42:00 PM
From: westpacific	Read Replies (2) of 2093

Contemplate this! hat's not all, says Sanford C. Bernstein analyst Tom Wolzien. In an Oct. 22 report, he noted that the mass storage technologies of companies like TiVo (TIVO:Nasdaq), Replay and GeoCast make the following possible: Say you have your TV start recording the Super Bowl. You then show up an hour after the kickoff, and the TV starts playing the first part of the game while recording the rest. It zaps right through the recorded commercials and halftime inanity until sometime in the fourth quarter, when it catches up to the live game and you watch the end in real time. You've seen the whole show, but by skipping all the commercials, you spent an hour less than you would have -- and the companies that paid the network for that ad time got stiffed. "This new technology could push football and baseball entirely off over-the-air television and onto pay or pay-per-view," Wolzien posits.

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