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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: Road Walker who wrote (1564)3/16/2005 7:16:12 PM
From: MartinDane  Read Replies (1) of 2093
 
Copied from post 1564:

"But until the financial deal with Comcast is visible, accurately forecasting TiVo's financial future is hard. If it amounts to just $1.50 per month (DirecTV pays $1.30/month) per subscriber and TiVo gets 100% of Comcast's 8.5 million subscribers with digital cable, the total revenue would be $32 revenue quarterly. While that is double current revenues, 100% penetration is impossible. It implies that TiVo needs more of these cable deals - a lot more. They have made the right strategic shift, but they still have a long way to go. Its probably still better to just "TiVo" the stock chart and watch it later, unless you like the Speculative channel a lot. - Robert V. Green
Briefing.com Back to Stock Summary"

I have non-digital cable service with Comcast and Tivo.
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