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Technology Stocks : Tivo (TIVO) Interactive TV
TIVO 6.0900.0%Jun 1 5:00 PM EST

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To: Bill Harmond who wrote (1122)8/21/2003 5:54:54 PM
From: Road Walker  Read Replies (1) of 2093
 
I am listening, I like what I hear.

1) Positive comments about MSO's. One falls, you will probably get several more.

2) Increased focus on defending IP. Sounds like they are taking first baby steps in that direction.

The thing I don't like is the gross margin dollars for 3rd quarter. What's up with the "rebate" impact?

John
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