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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: $Mogul who wrote (43683)12/12/1999 10:17:00 PM
From: Smiley  Read Replies (1) | Respond to of 108040
 
FUDGE > New Linux play. It is cheap and fun to eat.
GET IN NOW!! I am pounding on the table.
OOOPPPS. I fell down.
Call 911.
Oh Fudge.



To: $Mogul who wrote (43683)12/12/1999 10:44:00 PM
From: kcmike  Read Replies (1) | Respond to of 108040
 
I agree. Linux or no Linux, TIVO is the real deal, and cheap at these prices. It may be a while though before the street recognizes this. IMHO, TIVO will change the way we watch TV. When we are not trading stocks online that is! :)



To: $Mogul who wrote (43683)12/13/1999 2:23:00 AM
From: lightfoot  Respond to of 108040
 
I think the institutions like TYC! IDC may catch fire if they have some additional news Monday. LPTHA goes higher every news release, some real players are stepping up to provide funding for this company. I'm thinking the hype has slowed on NTPL and it may be the week that it jumps over $10 Held SBAS overnight and added after hours, also played MAGR afterhours and kept a few shares for Monday.

It looks like the pennies are moving. IVOC, SOCT, watch CHOD, they are tied in with TRAC who announced a 2-1 split!

thomsoninvest.net

thomsoninvest.net

thomsoninvest.net

thomsoninvest.net



To: $Mogul who wrote (43683)12/13/1999 3:12:00 AM
From: vagabond  Respond to of 108040
 
(OT) Re TIVO: Without venturing any opinion on how the stock will do in the near-term, I must say that I have a hard time understanding the enthusiasm for the product itself. Guess I must be horribly old-fashioned, but nothing I've read about TIVO so far convinces me that it's better than a VCR for the way I and most other people I know like to record programs.

I'd probably feel differently if TIVO recorded its programs on some kind of removable/replaceable drive that allowed one to record several hours of programs, pull out the drive to save it for future viewing at one's leisure, and then stick in a new (and economical) drive to record further programs. In other words, if it offered the kind of storage-versatility of videotapes. And maybe that's in the works, down-the-road. But for now, as I understand it, you can only record 14 hours or so or programming (30 with some models) before the hard-drive is filled -- and then you HAVE to start watching (or erasing) some of it in order to clear space for additional recordings. Not very flexible, to my mind (I can easily record 10-12 hours of stuff in a single week, which I might want to watch weeks or months later -- but don't want to be forced to "view it or lose it" in order to be able to record additional material).

Plus, of course, TIVO won't play any tapes rented from a video-store -- so you'd STILL need to have a VCR anyway, for that purpose.

And, finally, TIVO's ability to pause/freeze/delay/playback programming in "real-time" seems to me like pretty much a gimmick with limited practical applications -- except, I'll admit, for die-hard sports addicts who use it for nothing but football or basketball games. I won't say it would NEVER come in handy for regular programming -- but that limited possibility certainly doesn't strike me as a good enough reason to buy the thing.

Again, I'm not saying I don't think the stock will perform -- at least in the near-term. But I'll be very curious to see how these products really do in-the-marketplace -- and am tempted to think most people won't find them as attractive as the manufacturers hope...

Just my 2c worth...

Vagabond