Tivo (TIVO) Interactive TV Message Board

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Technology Stocks : Tivo (TIVO) Interactive TV

TIVO 6.090

0.0%

Jun 1 5:00 PM EST

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To: Road Walker who wrote (1641)	4/4/2005 4:35:20 PM
From: Andre Williamson	Read Replies (1) of 2093

Yeah, I know. What's up with a 14% move on heavy volume today? My best guess is that lots of people expect Tivo to move higehr from here. There is far more good news ahead than bad. Cash is not a problem for Tivo, they're in a very hot category, they now have deals with DirecTV and with Comcast, they have over 3 million subs, of which 1 million are standalones. They have tivo-to-go with DVD burning available. They have photo and music streaming and internet programming free. They have cablecard, netflix video-on-demand, and other interesting stuff coming up. Based on all this, I think that it's a lot of funds positioning themselves at the beginning of the quarter (today is the first day of trading for Q2). They wouldn't have wanted to show Tivo on their books for Q1, but they expect that for Q2 and beyond, they'll look good. Just my 2 cents. Andre

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