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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Id who wrote (7296)	10/2/1999 1:45:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jeff, What are all of your thoughts about TIVO? Well worth watching. The biggest problems I have with the company is that we don't know how well their hard drives hold up, that the cost of their digital recorder I've read about is pretty high, and that their technology pisses off the broadcasters by making it possible to so easily skip past the advertisements. The broadcasters would be good to have in the value chain as in the case of Gemstar, instead of working against the company. --Mike Buckley