Tivo Stock
News that will impact Tivo's stock and how to trade on it
Important Things
Tivo is just $19 after a $150 mail in rebate at Amazon.com
Tivo will be at CES with demos of new things Jan 5, 2006
Tivo goes back to Court in the suit vs Echostar March 2006
DirecTV to report quarter results late Jan, early Feb
Tivo reports Q4 results sometime around the end of Feb
Echostar suit vs Tivo and Comcast-Tivo release late 2006
Predictions
Think Secret Right about Apple having a PVR at Macworld, Jan 9, 2006.
Tivo will lose the case of the Time Warping patent vs Echostar
DirecTV will report the new DVR took considerable share from Tivo
WRONG-Tivo extends $4 fee increase promotion past Nov 29, 2005.
Stock Rating
Sell the stock before Macworld Jan 9, it should sell off a lot
The stock should trade sideways below $5-5.50 until Macworld
There maybe a slight uptick with news of new features at CES to $6
Tivo will sell off on the next DTV report saying Tivo sales are down
Tivo will sell off on loss in the suit to Echostar over Time Warp

Sunday, December 18, 2005

CES starts Jan 5 and ends 8. I added that to important things. Sorry about that. CES is just before the start of Macworld. Also, I listed the suit in important thing but not a prediction and trading advice. I am still looking at the patent. From what I have read so far, it looks like a patent that covers stand alone devices and not combo. The Dish lawyers are also very good. I will hold off on many any short term trading advice even when I have a full opinion because there may be delays, etc. Investing on the outcome of a lawsuit is not good idea as say a Think Secret rumor.
Comments:
Why don't you google "doctrine of equivalents". A combo device isn't going to protect them from ripping of TiVo's IP.
 
btw, what claim number in the patent stipulates "stand alone device"???
 
Post a Comment



<< Home

Archives

September 2005   October 2005   November 2005   December 2005   February 2006  

This page is powered by Blogger. Isn't yours?