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: Sam Citron who wrote (1821)	3/29/2006 1:42:40 PM
From: Road Walker	Read Replies (1) of 2093

re: The costs of the appeal plus suits against the other companies you have named will be quite a cash drain for TIVO. And don't forget the defendants have a lot more $ than the plaintiff. Also, these battles will take a long time to be resolved with many ups and downs along the way. So all in all I think your conservative covered-write strategy makes perfect sense IFF you think $6.55 is a reasonable entry. [This analysis assumes LT-oriented taxable account] If it follows the normal pattern, assuming TiVo wins, many companies would cave and start paying royalties rather than fight it in court. Of course there will be hold outs. The bet is really that TiVo won't close below $6.55 on 4/22 expiration, when I will unwind the position. Or I might sell another set of calls. Or I might roll the Aprils into Mays before then. Win some and lose some. We'll see. John

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