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$4.60 -0.48 (-9.45%)
11/21/2008 4:00 PM

TiVo, Inc. (TIVO)

CAPS Rating:
**

The Company is a provider of technology and services for digital video recorders.

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What the Community Thinks

Total Members

741 Outperforms
176 Underperforms
 

All-Stars

129 Outperforms
45 Underperforms
 

Wall Street

12 Outperforms
3 Underperforms
 

Members bullish on TIVO are also bullish on:

Members bearish on TIVO are also bearish on:

Ticker Tags

Small Cap (1354), Software (208), Consumer Electronics (6), Rule Breakers Universe (137)
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TiVo, Inc. At A Glance

Current Price: $4.60
Last Trade Time: 11/21/2008 4:00 PM
Open: $5.16
Previous Close: $5.08
Daily Range: $4.00 - $5.21
52-Week Range: $4.95 - $9.43
Volume: 3,652,167
Market Cap: $519.10M
P/E Ratio: 0.00
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Stock Trends

TIVO VS S&P 500 (SPY)

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Top Bull Pitch

Recs

1

TiVo, Inc. (TIVO)

Avatar FoolShauna (53.44) Submitted: 4/05/08 12:58 AM

After winning the court case against EchoStar, I think Tivo has now successfully cornered the market in digital video recording. They have great marketing and branding and have a lot of room to grow financially in terms of possible licensing and back royalties from companies currently using their ne...More

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Top Bear Pitch

Recs

5

TiVo, Inc. (TIVO)

Avatar whitemonday (< 20) Submitted: 4/27/08 7:54 AM

The business model is dying. DVR technology is easily replicable, and TIVO's software is not absolutely superior or uncopiable. There isn't much in terms of brand name protection, since people choose their cable based on price and service, not brand like for clothing or cars.




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CAPS Members

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Recs

0

 (TIVO)

Avatar tklong (< 20) Submitted: 10/30/08 2:54 AM : Underperform Start Price: $6.25 TIVO Score: 5.34

Tivo was the first to market TV recording wonder, but they didn't lock in their customers as firmly as they should have.





This company didn't update their technology as quickly as they needed to, and worse, they are being outperformed by lock in contracts like direct tv dvr and comcast. You get a tivo-like recorder built into your cable box and the service is all pre-packaged in a nice cable deal when you sign up. These deals are running Tivo right out of the market and negating their product.





The company has not seen much movement up or down, they need a serious overhaul before the once leader, in this awesome technology, is buried and gone. If they don't they'll either be gone or they may turn into the cheap knock off brand and be forced to lower their subscription rates until they're the kmart of the technology world.

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Recs

0

 (TIVO)

Avatar supercoffee (98.19) Submitted: 10/24/08 2:59 PM : Underperform Start Price: $5.24 TIVO Score: -2.48

sell it

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Recs

0

 (TIVO)

Avatar TMFMileHigh (< 20) Submitted: 10/06/08 3:42 PM : Outperform Start Price: $6.29 TIVO Score: 1.17

My research says that TiVo's patents are worth hundreds of millions. Add to that a $105 million settlement from Dish -- at the low end -- and you get a stock with a suddenly deeper moat whose market value is now 33% denominated in liquid assets. I like TiVo as a market beater over the next 12 months, at least.

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Recs

0

 (TIVO)

Avatar jcmpc (< 20) Submitted: 9/04/08 2:04 PM : Outperform Start Price: $7.43 TIVO Score: 1.07

patents it holds vs dvr technology and the gui is much more user friendly then dvr. att slow to deploy uverse

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Recs

0

 (TIVO)

Avatar phwting (73.98) Submitted: 8/29/08 1:38 PM : Outperform Start Price: $5.90 TIVO Score: 25.58

TIVO is no longer just a digital video recorder(best in class), but a digital video retriever. Think of internet portals and search engines for video via your TV. They beefed up Yahoo style expert selection via links to Entertainment Weekly, movie reviews etc. They have the peer ranking of thump up/thump down right on the remote and a history of your preferences to recommend others you might like. And they have the best user interface for DVR software that is hard to reproduce. There are several catalyst for TIVO in the near future.

1- The digital TV transition in Feb 2009 will force people to either add another box to decode off the air broadcasts, go to cable, or buy a digital recorder i.e. a TIVO. Think all the people with blinking 12:00s on their VCR's can handle another tuner in the chain ?

2- The FCC is forcing cable companies to open up their cable boxes. Thus Comcast is expanding it's roll out of TIVO and COX is due to do the same. And TIVO is working with Cable Labs to make sure the Tunning Adaptors for digital switched video is plug and play with TIVO's.

3- TIVO's four year patent infringement battle with DISH is near an end. A contempt hearing on DISH violating an injunction for shutting of DVR functionality will take place on Sep 4, 2008. Regardless of the outcome, TIVO is due around $100 Million from DISH for past damages up to 2006, if the US Supreme Court do not hear the case which it most likely will not. Around another $100 Million is due TIVO for 2006 to 2008 once the damages are determined.
Once DISH is force to either license or shut down it's DVR's, TIVO can license DVR technology to other consumer electronics makers.

4- TIVO is expanding a new revenue stream aimed at targeted adverts. i.e. you see a book, car, camera etc you like while watching a program, you can pause, order it from Amazon, then resume watching. And TIVO is selling a Nielson like service. The advertising market is huge, that's why Google is doing so well since it mostly captured the online market.

5- Last but not least, TIVO is now cash flow positive while paying legal fees and fighting past cheap cable box dvr's.

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Wall Street

Results 1 - 15 of 15  

picks per page. CHANGE Expand All Pitches

Top
Pick		Member NameMember RatingStart
Date		CallTime FrameStart
Price		Stock
Gain		S&P
Gain		ScorePitch
TrackCarisandCo 50.26 09/11/08 Outperform NS $7.89-41.70%-37.90%-3.80
TrackJimCramer 85.65 09/10/08 Outperform 3W $7.82-41.18%-38.71%-2.47
TrackSoros < 20 03/31/08 Outperform NS $8.76-47.49%-42.54%-4.95 Toggle the visibility of 60-Second Pitch and replies
TrackScottBleier 75.69 03/28/08 Outperform 3M $8.70-47.13%-42.34%-4.79
TrackWMBlair 21.13 02/01/08 Underperform NS $8.60-46.51%-45.07%+1.44
TrackCharlesPayn < 20 11/30/07 Outperform 3M $7.49-38.58%-48.99%+10.40
TrackJPMorgan < 20 11/29/07 Outperform NS $6.73-31.65%-48.28%+16.63
TrackAmTech < 20 10/03/07 Outperform NS $7.00-34.29%-50.87%+16.59
TrackSusquehanna < 20 09/05/07 Underperform NS $5.81-20.83%-48.83%-28.00
TrackKaufmanBros 81.73 07/24/07 Outperform NS $6.15-25.20%-50.47%+25.27
TrackFirstAlbany 27.62 06/19/07 Outperform NS $5.82-20.96%-50.29%+29.33
TrackBearStearns 25.14 05/16/07 Outperform NS $5.96-22.82%-49.71%+26.89
TrackJMP < 20 04/13/07 Outperform NS $6.37-27.79%-47.66%+19.87
TrackMaximGroup < 20 02/02/07 Outperform NS $5.59-17.71%-47.60%+29.89
TrackOppenheimer < 20 11/30/06 Underperform NS $6.01-23.46%-45.99%-22.53

Results 1 - 15 of 15  

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