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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: BANCHEE who wrote (12961)9/30/1999 10:20:00 AM
From: Kaliico  Read Replies (1) | Respond to of 57584
 
Blurb FYI on TIVO ipo, i like it...

plus another 5% Vulcan venture owned.

FROM CBS MKTW :

Of the two, Tivo (TIVO: news, msgs) more closely resembles
an Internet stock since the Sunnyvale, Calif.-based company
focuses on weaving TV technology with Web-like applications.

A provider of interactive, personalized TV programming
services, Tivo is working with America Online (AOL: news,
msgs) on AOL TV.

The company is offering 5.5 million shares at $16 per share,
well above its range of $11 to $13 in a deal lead by CS First
Boston.

The high price indicates strong demand for Tivo, which has already gained about 25 percent
in value as the deal moved closer to its debut.

Tivo makes a video recorder that allows viewers to watch what they want when they want it.
The technology also allows brands to target specific ads to households.

The company has partnerships with DirecTV, NBC, Philips and Quantum.

DirectTV owns a 12.5 stake in the company. Paul Allen's Vulcan Ventures and electronic
giant Philips both own 5 percent.



To: BANCHEE who wrote (12961)9/30/1999 10:52:00 AM
From: Rande Is  Respond to of 57584
 
OT> > Banchee, Don't get me started on the CIA. . .

Think about it. . .a "branch" of our government wants to invest 28 million of its "own" money?? Where did they get that money? Taxpayers, drugs or selling of weapons or secrets???

The whole idea of the top German intelligence leaders cutting a deal with the United States Army intelligence after WWII. . .then getting "set up" with their own PRIVATE agency, with handsome salaries paid by U.S. citizens. . .is in many ways above all laws. . . and can go as far as making their own investments. . . .well. . for 1999, it is a sick thought.

My guess is the sort of companies they would be looking to buy are those that monitor activities.

One way would be via the internet. . . I think they are afraid that communications technology is passing them by. . .if they don't keep up with the cutting edge, teenagers in their basements will have better intelligence of what happens over the internet than the CIA.

Also, companies in the surveillance biz. . . the passive radiators that sympathetically emit data when hit with 150k. . .this is becoming a huge biz since such passive radiators can now be tracked via satellite within a distance of 6 feet commercial and less than 1 foot military.

That strip in your money is a passive radiator. . enter a government building and security knows how many of each denomination $10 and above that you are carrying, based on the frequencies radiated back when scanned. . .ask a U.S. soldier to show you his "MARC" card. . .it has a passive radiator with all vitals, medical history, etc. on that soldier. Every pet in Spain is required to have this same chip injected under the skin.

Soon it will be as prevalent in America. Already American Express is issuing a card with such a chip in it. . .

If you want to know someone's activities, track their spending.

Rande Is



To: BANCHEE who wrote (12961)9/30/1999 3:50:00 PM
From: Wilshire Steve  Respond to of 57584
 
NTSL: Big guys buying. 35000, 25000 an 10000 shares at 17 7/8, which is above the ask price 17 13/16.