Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (143103)	6/18/2002 1:09:36 PM
From: GST	Read Replies (1) \| Respond to of 164684

I have always maintained that huge risk is acceptable so long as the potential consequences are also personally acceptable -- the consequences are based on unknowable returns (risk), meaning there could be some duds and some spectacular winners or they could all be duds (like buying one hundred lottery tickets) -- and if they are all duds you lose all or most of your money. If one or two hit really, really big (a winning ticket), you are looking good. What part of this do you find disagreeable?

To: Bill Harmond who wrote (143103)	6/18/2002 2:17:13 PM
From: H James Morris	Respond to of 164684

>>As I've said many times I consider these investments public venture capital.<< Bill, most VC's don't promote their stocks on a $100 for a life time membership on SI.

To: Bill Harmond who wrote (143103)	6/20/2002 7:05:41 AM
From: H James Morris	Respond to of 164684

>>Let me offer up a vision of the future of television. I'm a director of TiVo, the publicly held company that makes those personal video recorders (PVRs) that allow you to record TV programs onto a hard drive to watch whenever you like. (My venture capital firm, NEA, was an early investor in TiVo but no longer owns shares of the company. I personally own shares.) At last week's board meeting, another director, John Hendricks, the chairman and CEO of Discovery Communications, brought up the phrase "file-served television." I first heard Hendricks say those words two months ago, and they've been bugging me ever since. Last week I figured out why--it's because file-served television seems the only sensible future for television. If I'm right, that's good news for TiVo, and for consumers as well.<< fortune.com