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

To: Bill Harmond who wrote (1118)	8/21/2003 5:04:00 PM
From: Burgoo	Read Replies (1) \| Respond to of 2093

Analysis of the Tivo quarter: Company claimed it raised guidance from 62-70 to 65-70 for the full year rev's. Woah! That means they are lowering back half of the year rev's from 38 to 32-36mm, how is that raising. This company is having major pricing pressure problems. Pricing per sub dropped for the umpteenth consecutive quarter this time by 4%. GMHitis, gmh is now 60+ percent of rev's, I wonder who has hand in this relationship. So much more, so little time. Profitless prosperity, come on come all.