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Technology Stocks : Tivo (TIVO) Interactive TV -- Ignore unavailable to you. Want to Upgrade?


To: westpacific who wrote (155)10/30/1999 2:42:00 PM
From: westpacific  Read Replies (2) | Respond to of 2093
 
Contemplate this!

hat's not all, says Sanford C. Bernstein analyst Tom
Wolzien. In an Oct. 22 report, he noted that the mass
storage technologies of companies like TiVo
(TIVO:Nasdaq), Replay and GeoCast make the
following possible: Say you have your TV start recording
the Super Bowl. You then show up an hour after the
kickoff, and the TV starts playing the first part of the
game while recording the rest. It zaps right through the
recorded commercials and halftime inanity until
sometime in the fourth quarter, when it catches up to
the live game and you watch the end in real time. You've
seen the whole show, but by skipping all the
commercials, you spent an hour less than you would
have -- and the companies that paid the network for that
ad time got stiffed.

"This new technology could push football and baseball
entirely off over-the-air television and onto pay or
pay-per-view," Wolzien posits.



To: westpacific who wrote (155)10/30/1999 8:11:00 PM
From: PeterR1700  Read Replies (1) | Respond to of 2093
 
West - I started watching at $39, bought at $36 which makes me look smart after Friday.

"Down in the 20's, absolutely possible." Like you, I'm concerned about paucity of subs etc. That said, the reason I bought the stock was because we have the machine and it has transformed out viewing habits and possibilities.

Gonna be gone for a little while, won't be on the threads. Best of luck.

Peter