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Company: TiVo (TIVO)
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86%
agree
23 votes

  Deals with Comcast and Cox could help the company gain more subscribers

TiVo's deals with Comcast and Cox, which together account for about 50% of the cable television market, could help the company gain a wider subscriber base in the future.

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100%
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6 votes

  Move to software based business model may lead to growth

The move to a software-based business model, which will allow TiVo to reach customers that purchase third party DVR boxes, has the potential to expand TiVo's customer base significantly.

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100%
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5 votes

  First to market with strong brand recognition

As the first company in the DVR industry, TiVo has an early lead in the market and strong brand recognition.

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0%
agree
0 votes

  The trade on TIVO

The company delivered solid FQ1 results. In Chicago, Comcast will be deploying the TiVo service over the next few months. Also finished the quarter with over $200 million in cash/investments and no debt. I also expect a favorable ruling in the Echostar litigation case. The trade: Sell 10 Nov09 puts @$5.00 for a premium of .60 ($600.00). Requirement on this trade is approximately $2,400.00. Yearly return is 25%, since this trade expires in less than five months the return is 44%. Should TIVO drop below $5.00 by November 20,2009 cost basis becomes $4.40. Last time TIVO closed under $4.40 was March 14,2005, and under $5.00 was December 1,2008. Although past performance is not indicative of future results these are strong support levels as the following day TIVO bounced back to close at $6.70 on March 15,2005 and $5.36 on December 2,2008.

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