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I just sold my stake in TIVO
Bought @ 3.58 ... It was a nice run :thumbsup
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I was contemplating when it was $7.25+ but I got greedy waiting for $8 .. now with the hard truth that 70% of their sales will be slowing down I'm outta here! |
Nice gain
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Smart. Tivo isn't going anywhere, it's a dead model due to there being no barrier-to-entry for any other large consumer electronics firms selling/marketing their own closed system PVRs. They're all simply waiting for Tivo to pay for educating the masses to the new tech, then Sony, Panasonic, and multiple other firms, will market their own, superior, units.
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Plus Comcast has somthing similar in the works, and Dish Network already has a similar tech.
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I feel sorry for Tivo, and ReplayTV before them, because the idea really was revolutionary and ahead of it's time. But that's life in the big city. Sony, and the other companies mentioned, didn't get to the top of the Pyramid without climbing up a stack of dead-bodies, lol. Can't believe it's been six years since I reviewed the first PVR for a tech website...amazing. |
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Pretty nice deal, man. Glad to hear :)
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Comcast has almost the exact same thing right now !
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You should be vamping up for sirius (SIRI) Stern will be going there in a few months. Get it while it's low and be ready to dump after the first major upswing... cause it won't last but it will be a nice upswing.
Also. Look into Latin America and China. I just bought into a Latin company (It's a sleeper) it's quietly doing it's thing. As for China. The Chinks are becoming as fat as Americans. Take advantage of their addiction to KFC!!!! (buy... YUM) History repeats itself. Would you have bought McDonalds when it first went public? Well now you can... BUY YUM!!! If there is one thing we learned in this country, it's that no matter how bad fast food is for us, we will still eat it. The Chinks will follow. If they haven't learned how we got so fat, then they are to stupid to fix the problem until it's too late(just like us). Buy YUM!!! |
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And for the stock... people will buy it regardless of what I say. And the reason is chinks love chicken. It's that simple. LOL... CHINKEN!!! |
SIRI is a joke RedShoe, they're a sexy hooker who has HIV...you don't find out until you're diagnosed months later.
To find out why, check their financials, read their last quarterly report and focus on two acronyms: "CPGA", and "CFBE". Also focus on their CEO's careful and particular wording regarding tapping the markets again with another dilutive share offering (which lowers the value of each existing share proportionally). If you don't know what these issues mean, why they're relevant, and how SIRI doesn't measure up in those areas, you have no business being in the stock. How do I know? I personally advise one of the analysts that covers SIRI for Meryll Lynch, along with three other tech-related consumer electronics stocks that I have personal experience/history in. That's all I'll say here. Howard, and sub growth, means nothing if you're finding new ways to spend money each and every day without a return. Stay away from SIRI, and if you're still a believer despite the warnings, be sure to get OUT of it by 6/1/2006. There are a handful of people I'd respond to in this thread regarding SIRI, you're one of them RedShoe because I like your work. Everyone else...you've been warned on a freebie. Heed my words and good luck. |
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Good point Mako. In order for SIRI to maintain this price point, they would have to double the total satellite user subscriber base. I'm not talking just their users, but the total amount of people currently using satellite radio. It's not impossible, but highly unlikely. The stock is overpriced and it has been for months. :2 cents: |
I'm not one to buy and hold. The only stock I ever had for any great deal of time was when APPL was at about 40 and rode it up to close to 80. Sold it, then it split.
A few months at the most. I'm not going to be in Siri very long. It's definitely a short term investment. I have a real estate fund I've been in for a few years and it's been doing really well since we got into it. My stock portfolio is EXTREMELY small.. I own ICF, PD, SIRI, YUM, and EWW. We have some $$ in cash and that realty fund in my wife's 401K. the stocks I try to watch only once a week. The mutual fund I watch once month... maybe. I tend to be an emotional investor, so I usually ride a little then dump out. Thanks for the advice on SIRI. I'll have to keep that in mind if we're in for very long. |
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Want solid? Go with San Disk.
SNDK I've made plenty already and it's still doing HOT. All you flash memory are belong to us. |
impressive! good job
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Who cares? If you got a lot, then just be ready to dump. 6 months after Stern goes over should be enough to peak the stock. If it doesn't peak by then... it's not going to. |
One of my projects for this week is to turn an XBox into a PVR.
MythTV is ths shit. http://www.mythtv.org/ |
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