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TiVo Inc. (TIVO) Message Board

  • nevadayankee nevadayankee Aug 30, 2005 10:52 AM Flag

    For a tiny company, Tivo has more...

    deals per share than just about any other company in America.
    It's almost as if they need to catch their breath just to catch up with what they have.
    If Tivo is just 10% successful with just the current deals... we are looking at $$$billions of profits over the years.
    I still don't like the way the "boss" handled the wording of the conference call last week. If we had a CC every other week... a blunder here or there would not be so significant.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Okay, let me check your math here. 86 M shares and growing every day. Much more now that Fuzzy Flip Flopper Tom is on board. Deals? Pioneer is gone. Sony is gone. Who's left. TOSHIBA! Lets say they don't move to Gemstar like Pioneer did today AND Sony before them because they don't want to lose a class action suit or get sued. They make a high end DVD recorder. Low sales. Free service. Some deal. How about Humax? Another high end maker. So that's 43 M share for each deal... your deal average, 10% crap is stupid and you are a loser.

    • In all fairness to the "boss" I think his wording was meant to capture some and much more of what you said. He tried to put things in perspective and the way the market measures SIRI versus TiVo- look at SIRI's ongoing losses and number of subs. So the "boss" was trying to have the analysts view TiVo from a different angle so that the company gets the credit that it should. Instead the analysts were spooked about no longer having a metric (subs) to play around with on their spreadsheet. if there is any blame to go around I would put it on the analysts and their glass half empty perspective.

      TiVo may be going down slowly to the low 4's. But the next move to the upside will pass 5 and 6 in the blink of an eye.

      • 2 Replies to maupa2004
      • absolutely no compunction
        when it comes to lying.
        As a matter of fact... they'd
        rather lie than not lie.
        Tivo is living proof.

      • <<<So the "boss" was trying to have the analysts view TiVo from a different angle so that the company gets the credit that it should. Instead the analysts were spooked about no longer having a metric (subs) to play around with on their spreadsheet. if there is any blame to go around I would put it on the analysts and their glass half empty perspective.>>>

        While I agree with your assessment 100 percent, I think the problem was poor execution. How about if Rogers had said the following for why he would no longer provide sub guidance...

        "Because our business is moving so fast into so many new revenue streams - subscriptions, advertising, intellectual property, content download, product development partnerships, etc - we feel that analyzing one portion of our business does not provide analyst with the full scope of what we will achieve as a company over the next year."

        Instead, Rogers played it as a negative - "Because we don't know what DirecTV is doing and we have no control over them, we ain't saying nothing about subs".

        Communications 101, PR 101 and Presentation Skills 101 all would dictate you turn that statement around, into a positive. Somehow Rogers failed the simplest of CC tests.

    • <<If Tivo is just 10% successful with just the current deals... we are looking at $$$billions of profits over the years. >>

      Silly pumptard, grow a brain. Do you think cable cos will pass up "billions of profits" for themselves? Comcast doesn't even have billions in profits!!! Billions?? Profits??? PUMPTARD!!!!!

 
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