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To: rogermci® who wrote (9840)5/24/2001 9:53:09 PM
From: Tom Hua  Read Replies (1) | Respond to of 19633
 
Roger, I'll probably be shorting GENE too, not exactly sure when to pull the trigger. They do have about $70 million in cash and marketable securities while net burn rate is only around $1.5 mln per quarter.

I like TIVO better as a short. TIVO is bleeding cash at an alarming rate and will run out of money in 2 quarters or so. The TIVO concept will not fly, never.

Regards,

Tom