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To: Bill Harmond who wrote (16457)	3/17/2003 4:14:22 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

Looks like nobody has the guts to short ebay, but yahoo is on there Hopefully this recent rise isn't just short covering though, and the market is telling us we are over the trough at last. Yahoo, Amazon and EBay hit new highs The service, much like RealNetworks' RealOne SuperPass, will include clips of news, entertainment and sports content. It will cost $9.95 per month, or $16.96 for access to additional sports content, such as live video of the first 56 NCAA men's basketball tournament games. marketwatch.com

To: Bill Harmond who wrote (16457)	3/18/2003 11:54:37 AM
From: Mark Fowler	Respond to of 57684

thxs!

To: Bill Harmond who wrote (16457)	3/18/2003 12:14:50 PM
From: Bill Harmond	Respond to of 57684

CHICAGO, March 18 /PRNewswire/ -- William Blair & Company today announced that it initiated research coverage of TiVo Inc. (Nasdaq: TIVO $5.04), the leader in the personal video recorder (PVR) market, with an Outperform rating and company profile of Aggressive Growth. With an approximate 40% share of the market, TiVo is becoming eponymous with a PVR, noted analyst David Farina. "TiVo essentially created and evangelized the PVR market," he said. "We believe its first-to-market status and its superior technology have enabled it to command an impressive share of the market. Moreover, the company has a significant technology lead as well as numerous processes and technology patents that should help it maintain its competitive edge. We believe that TiVo is well equipped to remain the leader in this potentially explosive industry." Farina also noted that TiVo's fixed-cost, recurring-revenue model is attractive. "To use TiVo hardware, a customer must sign up for the TiVo service," he said. "As the company expands and adds customers, the costs are relatively fixed. If the company can continue to add customers at a rapid clip, TiVo potentially could be an extremely profitable recurring-revenue business."