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Technology Stocks
Tivo (TIVO) Interactive TV
An SI Board Since August 1999
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2093 110 0 TIVO
Emcee:  astyanax Type:  Unmoderated
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1143>>Doesn't make much sense to me<< William - It makes sense to Cogito-8/26/2003
1142Unless you thought the stock was going to go down, you wanted to sell, and you wRoad Walker-8/26/2003
1141Doesn't make much sense to meBill Harmond-8/26/2003
1140FWIW, from briefing.com: 13:30 ET TIVO -- Market chatter that a cable company mRoad Walker-8/26/2003
1139Phillip Swann, the self-anointed guru of television trends... He has invested iBill Harmond-8/25/2003
1138William, In addition I've heard nightmare stories about the reliability of Road Walker-8/25/2003
1137<i>There is no monthly DISH Video On Demand service fee for DVR customers Bill Harmond-8/25/2003
1136>><i>Dish Network's DVR service is included in its subscription Bill Harmond-8/25/2003
1135Posted on Mon, Aug. 25, 2003 Dish Network giveaway puts pressure on TiVo NEWRoad Walker-8/25/2003
1134Stock's up 12% on volume 9x normal. Someone was buying today.JF Quinnelly-8/23/2003
1133This is what Mary Meeker has called "Swinging for the fences." Clear Bill Harmond-8/22/2003
1132Allen, Right. Some would say that Tivo management is fiscally conservative whenRoad Walker-8/22/2003
1131John - Good points all. I would also add that while TiVo does continue to loseCogito-8/22/2003
1130If you tighten to the upside of a range you increase guidance. <i>TiVo noBill Harmond-8/22/2003
1129Burgoo, re: <i>How is 10x sales and losing money (consistently) with declRoad Walker-8/21/2003
1128How is 10x sales and losing money (consistently) with declining prices and margiBurgoo-8/21/2003
1127Uh, yeah. I heard it, they actually cut 2nd half guidnace, but phrased it as incBurgoo-8/21/2003
1126My sense is that they are watching and will move only when it's worth the leBill Harmond-8/21/2003
1125The body language on the IP part was pretty strong. They said they were, paraphrRoad Walker-8/21/2003
1124I was zoning during that part! THe MSO thing is sooo great.Bill Harmond-8/21/2003
1123I am listening, I like what I hear. 1) Positive comments about MSO's. One fRoad Walker-8/21/2003
1122Are you listening to the call?Bill Harmond-8/21/2003
1121And the "increase in second half guidance?" BTW, there is absolutely pBurgoo-8/21/2003
1120Rev per subscriber at GMH is $3, with no costs.Bill Harmond-8/21/2003
1119Analysis of the Tivo quarter: Company claimed it raised guidance from 62-70 to 6Burgoo-8/21/2003
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