Democrasoft Holdings, Inc. (DEMO): Posted today from Mike Murphy. Video iPo...

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Re: GordonGecko post# 976

Thursday, 12/27/2007 6:11:59 PM

Thursday, December 27, 2007 6:11:59 PM

Posted today from Mike Murphy. Video iPod MegaShift, I also added his 2008 stock of the year below

Burst.com (BRST) will file suit against TiVO in 2008, unless I have totally misread the real meaning behind the cheap settlement with Apple. Apple will introduce a new version of the Apple TV, a flop so far, that includes a TiVO-like video recorder, and may at that time announce a royalty license with BRST. Burst.com would take that contract and some behind-the-scenes help from Apple's patent lawyers and sue TiVO.

BRST stock would double or triple overnight, and a win against TiVO would mean more royalties from Philips and others. Plus, the streaming video patents that survived Apple's challenge can still be enforced against many other companies. All in all, Burst.com's value is much higher than the market currently thinks, and if you have a place for this kind of speculation, you should buy BRST while it is under tax-selling pressure, with a 50-cent buy limit and a $2 target after they file suit against TiVO.

TowerStream (TWER) is not an equipment supplier, but an equipment user and WISP (wireless Internet service provider). They will add a couple of more cities in 2008, expand their network in a few others, and show rapid revenue growth as they staff up their new 180-seat telemarketing center. TWER is my #1 stock for 2008, and is a Top Buy all the way up to $6 for my $16 target.