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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: Andre Williamson who wrote (1711)	6/27/2005 6:12:45 PM
From: Road Walker	of 2093

re: FTR, I said no such thing. I said it is not necessarily a sign of desperation (your contention), and that it might actually be a smart move. My WAG is that you are correct, that the 40 MB units are about to be discontinued. Most companies would have to discount them to a loss, and eventually liquidate them in bulk for pennies on the (cost) dollar. TiVo is in the enviable position that they can give them away, probably claim a passive loss on the hardware, and still ultimately make money on the transaction (through subscription fees). Comcast comes on board in '06, with the new tivo software approach. I imagine other cable companies are waiting to see the finished software product, but beta's shouldn't be too far off. If it's a home run, us "civilians" won't know it, but the stock will start climbing (of course the reverse is true). I would buy on any "bad news". John

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