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

To: Cogito who wrote (1408)	5/27/2004 2:35:51 PM
From: 10K a day	Read Replies (1) \| Respond to of 2093

they already hav a digital win with sbc. hello

To: Cogito who wrote (1408)	5/27/2004 2:48:06 PM
From: Axxel	Read Replies (2) \| Respond to of 2093

I see what everyone is saying, but the larger the market and the more accepted it becomes, the winner will be the service and the value-added to the consumer. I think Tivo will stay ahead. Cable operators will plug in their own systems but when they find out the capital cost to stay ahead of programming, I think they will eventually fade. Also, insurance companies were worried in the 30's about the advent of Social Security. SS did not kill them, it expanded the business...I think cable is cooked long-term anyway as a delivery mechanism.

To: Cogito who wrote (1408)	5/28/2004 10:08:40 AM
From: Axxel	Respond to of 2093

orrection-Tivo has been consolidating a major advance in the first six weeks of 2003 when it ran $5.00 to $14.51. That consolidation appears nearly complete and we think that the stock can now again approach and exceed the mid teens. Of course, there has been lots of speculation about cable companies installing their own Tivo-like DVR’s and this bound to happen. Dow Jones News reported that Comcast was going to install Tivo boxes, but Comcast has only gone as far as saying “Tivo-like” boxes, an important distinction to be sure. Time will tell if a major cable provider will opt for Tivo or a do-it-yourself kit. Subscriber strength, earnings, revenues are all ahead of schedule and in our account structure we are not selling any shares at current levels and rate the stock a “strong buy” sub ten dollars.