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

To: Road Walker who wrote (855)	3/6/2003 7:25:35 PM
From: Ron	Read Replies (1) \| Respond to of 2093

Yes, considering the "killer ap" to take over this market will probably be a garden variety PC integrated as a TV receiver, multimedia center, record/playback appliance as easy to use as a typical TV now.. I figure TIVO has maybe three years left for strong growth. Would really be surprised if MSFT does not make a major move in this area within the next couple years. The combination with HDTV technology makes it a natural... maybe even a TIVO buyout?

To: Road Walker who wrote (855)	3/6/2003 11:36:57 PM
From: Bill Harmond	Respond to of 2093

>>80 million US households It's around 107 million US TV households now.

To: Road Walker who wrote (855)	3/6/2003 11:53:46 PM
From: Bill Harmond	Respond to of 2093

I found a TV market ranking link tvb.org

To: Road Walker who wrote (855)	3/7/2003 2:16:01 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 2093

Even though most analysts are positive today, Thomas Weisel downgrades TiVo based on back-end loaded year, and "in anticipation of further study on Time Warner Cable's roll-out of PVR-cable set-tops made by Scientific Atlanta" ...whatever that means They lower their target from 13 to 8, which is in line with other analysts now.