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: Bill Harmond who wrote (922)	4/16/2003 5:25:45 PM
From: Bill Harmond	Respond to of 2093

Blair & Co out with a very bullish report tonight citing DirecTV saying they plan to have 1 million TiVo subs by the end of calendar 2003. That's way above TiVo's estimates: * DIRECTV projects to have about 1 million DIRECTV -TiVo customers by the end of calendar 2003. This is in contrast to the relatively conservative 600,000 or so DIRECTV -TiVo customers that TiVo management has been projecting.

To: Bill Harmond who wrote (922)	4/16/2003 5:25:45 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 2093

A D&M spokeswoman said the company does not plan to interrupt subscribers' connection to ReplayTV, the personal digital recorder service that allows users to save television programming to a hard drive and play it back when they choose. However, she said the company has not yet determined if it will continue to offer all of ReplayTV's features, which include the ability to skip commercials as programs are recorded, and to send some saved programs over the Internet. The features raised the ire of major media players such as Walt Disney Co.(NYSE:DIS - News), Viacom Inc. (NYSE:VIAb - News) and the TV networks, which filed lawsuits against Sonicblue claiming that ReplayTV violates copyright laws, and robs them of ad revenue. Rival systems made by TiVo Inc. (NasdaqNM:TIVO - News). and EchoStar Communications Corp. (NasdaqNM:DISH - News) do not feature a skipping option, although users can fast-forward past ads. "We do not believe we are a party to that lawsuit," the D&M spokeswoman said. biz.yahoo.com