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Maybe it's just me but I think they (the boys in Lee) just find it easy to spend other people's money. Maybe my perspective is colored since I took no salary for the first two years of my company's existence but this proposal still doesn't fly for me. Yeah it'll pass and I think that's a shame.
Snackman-Absolutely! Bravo. EOM
AsISeeIt, It would be a reason that management might (has) put forth but it's weak. If management is enamored of the company's stock they can purchase using a pre-arranged transaction plan.
Best, vickers
Wash, I already said I don't have a problem with employee options (as long as the number is reasonable) although I think 500,000 per year is a tad much.
I've been a "no" on this since my first read of the proxy. For those who say management has deserved everything they've gotten and deserve whatever they ask for going forward I'd like to suggest a novel approach. Let them (officers & directors) buy in the open market. The CEO of Chesapeake Energy has purchased almost $20 million worth of CHK so far this year. Those are actions that scream "I'm in this with you" to shareholders. All I hear when I read this proxy is "give me more!" I realize this is taking the argument for "no" further than it may need to go but I just feel compelled to point out that management has historically been fairly compensated while at the same time the shareholders have received a miserable return on their investment (and this is an investment!)
If our little Wave is to be as hugely profitable (and I fervently hope it will be) as many think then management's "vision" will be rewarded; especially if they buy some stock. By the way, that's the answer to those who feel a huge run is coming shortly and management just wants to be in a nice position to enjoy the run---yup, let them buy stock! But no more options, no more sweeteners, no more perks until shareholders begin to see some fruits from this tree.
Thank you Micro--well put. Much nicer than my "enough" post:)
Results first, tangible, measurable, real results. If it's to be that BIG an apple pie then they already have plenty. Employee options are one thing; increasing officers and directors options is another. Officers are already getting a bonus for doing nothing more than showing up at work!
VeriSign and Lionsgate Announce Launch of the Beta Version of New Online Showcase
http://biz.yahoo.com/iw/070418/0240343.html
LAS VEGAS, NV and MOUNTAIN VIEW, CA--(MARKET WIRE)--Apr 18, 2007 -- NAB 2007 -- VeriSign (NasdaqGS:VRSN - News), the leading provider of digital infrastructure for the networked world, and Lionsgate (NYSE:LGF - News), the leading independent filmed entertainment studio, have teamed to produce an online showcase to demonstrate the next generation of entertainment distribution, tying together a seamless consumer experience across TV, online and mobile devices.
Featuring quality motion picture and television content produced by Lionsgate, the new showcase is powered by VeriSign's highly scaleable and secure digital infrastructure. In addition, another VeriSign partner, Organic, Inc., a digital communications agency, produced the creative and compelling user interface. A beta version of the showcase is available for viewing at the VeriSign NAB booth (C2546) and at www.verisign.tv.
"Our partnership with VeriSign is another example of our commitment to remain at the cutting edge of content innovation for a digital world," said Jon Ferro, Executive Vice President, Television Distribution, Lionsgate. "By combining our filmed entertainment with VeriSign's state-of-the-art technology, we can explore a wide range of opportunities in the networked digital environment of the future."
Lionsgate noted that it now has over 10 active digital delivery agreements for its content and welcomed the opportunity to utilize VeriSign's technology for its filmed entertainment product as a first step in exploring a continuing partnership with VeriSign in digital distribution.
"VeriSign is actively engaged with some of the leading media and entertainment companies in the world, and they all face the same challenge -- how to reach their audience in this rapidly changing marketplace," said Scott Sahadi, Vice President, Media and Entertainment, VeriSign. "We are excited to collaborate with Lionsgate to showcase the next-generation distribution model for media and entertainment companies."
The .tv domain is closely associated with dynamic video content, making this domain a unique destination for consumers demanding rich-media online. Like .com and .net, .tv is a top-level domain managed by VeriSign.
Svenm, as do I. Thanks
Scorpio, you know full well that isn't remotely possible at this juncture.
Re:credibility...it's not debatable. You either have it or you don't. You can not say we will reach B/E by virtue of our bundling deals, without upgrades, by X point in time and then not address the fact that it didn't happen. Shareholders have a right to know WHY it didn't happen.
I wouldn't care if I thought the company was going to fail but I expect the company to succeed and I'm telling you that the street DOES notice. You don't work in investor relations consulting for almost 20 years and not learn a thing or two about what both the sell side & buy side analysts are looking at. When revenues start coming in real analysts will run their net present value calculations based on anticipated cash flows. If the numbers mgmt. provide for future anticipated flows are garbage a lower probability will be assigned to expected cash flow projections and the price will suffer accordingly. Part of the problem with the arguments I'm hearing is that folks are still looking at this as a developmental stage company. When you do that it's easy to say, "hey, 1 big deal and we're off". But when you become a real company the metric that gets used to value a company is cash flow and expected growth in those flows. This isn't even an arguable fact. As for believing that institutions are buying so things must be good, the street is littered with companies that failed and had large institutional holdings. I'm long but I expect management to communicate in a forthright manner. I'm done, have a nice evening. best, vickers
Zen, DRM--re:"over promising" You're both right although I'm not as nice about it. He was less than truthful and that's not acceptable. What's done is done but we are no longer a developmental stage company and from here on he must not engage in stretching the truth (see how nice I'm being!) if Wall St. is going to buy this story and this stock. The street hates uncertainty and if the CEO gets a reputation for being less than truthful (and if we're honest with ourselves he's already getting that reputation)it will be the shareholders who suffer. To that I'd add that the BOD (as well as many shareholders) need to stop being enablers and hold senior mgmt. responsible for statements that are made re:revenues, b/e and profitability. If they don't the lawyers will.
best, vickers
Joel Jarding Appointed New President and Chief Operating Officer of Birch Mountain
http://biz.yahoo.com/prnews/070409/to380.html?.v=17
Monday April 9, 7:27 am ET
CALGARY, April 9 /PRNewswire-FirstCall/ - Birch Mountain Resources Ltd. ("Birch Mountain" or the "Company") (BMD: TSX and AMEX) is pleased to announce the appointment of Mr. Joel Jarding as President, Chief Operating Officer and Director of Birch Mountain effective May 1, 2007. Since 1982, Mr. Jarding has worked with all seven divisions of Baker Hughes Inc. ("NYSE - BHI"), fulfilling a multitude of operational positions that allowed him to conduct business on five continents. He most recently led Baker Hughes Canada as its Business Development Manager. Mr. Jarding earned a Bachelor of Science Degree in Mechanical Engineering from the South Dakota School of Mines and Technology and a Master of Business Administration Degree from the University of Phoenix.
"The Board is pleased to announce Mr. Jarding will be leading our team," says Kerry Sully, Chairman of Birch Mountain. "Joel will be responsible for the overall leadership and operation of the Company and Doug Rowe, our current President and CEO will become Executive Chairman and CEO. In addition to being Board Chair, Doug will assist in the areas of public market development. Joel has recent experience in building the Canadian arm of a large worldwide operating company, expert knowledge of the oil sands business and an understanding of operating a public company. I'm confident in our go-forward position, working together to fulfill Birch Mountain's potential."
"This is a great opportunity to work closely with my established oil and gas customers," says Joel. "Birch Mountain's limestone aggregate and reagent grade limestone will play a significant role in the development and production of the Alberta oil sands. I believe many customers will choose to secure their supply of aggregate and reagent products through Master Service Agreements, a process with which I am very familiar. It is focused on building long-term relationships with a benefit for customers of priority access. As the President, and COO of Birch Mountain, I will have the opportunity to be a leader in the world's most rapid energy expansion at Fort McMurray."
"We now have the infrastructure in place to be one of the top aggregate producers in Canada, with aggregate productive capacity greater than 9 million tonnes per year" states Doug Rowe, President and CEO. "And our regulatory applications are well advanced to position Birch Mountain as a major lime products supplier. We believe Joel is the person to strengthen our capabilities as an operations company."
Based in Calgary, Birch Mountain is dedicated to developing its extensive mineral properties centered in the oil sands area of northeastern Alberta. Limestone is used by the oil sands industry for roads, concrete and flue-gas scrubbing to remove impurities in air emissions that is essential to the continued development and operation of this industry.
DCD, I was involved with this data for years. Technically they're required to file a sale if they sell shares gained on the exercise. Have a great day....vickers
no offense but you are misreading the data and arriving at the wrong conclusion. They exercised the option, converting into common shares and then HELD the stock. They did not sell the shares gained on the exercise. That is bullish.
Insider Buying---these guys have steadily buying on the open market
and also exercising options and keeping the shares after exercise-lots of activity in March and now again in early April, both very bullish signs. best, vickers2
http://www.canadianinsider.com/coReport/allTransactions.php
DCD, no need to apologize re:not posting release. The Yahoo message board has some good posters but in general it's a sewer so I came over here to see if there's any real discussion. Personally after digging deeper into the Birch story I believe Dr. Berry's net asset value calculations are low. For instance, if they begin to do land fill ops for spent scrubbing waste that creates additional rev. opportunities not just for the land fill fees but also for selling the sludge to (once moisture is removed the wall board manufacturers. I ran my calculations and come up with a NPV closer to $18 than $12. Either way I think Birch is a winner. Thanks for hosting this board. vickers2
Birch Mountain Receives Significant Aggregate Order
http://biz.yahoo.com/prnews/070405/to354.html?.v=18
CALGARY, April 5 /PRNewswire-FirstCall/ - Birch Mountain Resources Ltd. ("Birch Mountain") (BMD: TSX and AMEX) is pleased to announce that it has received a purchase order for a significant quantity of aggregate from its Muskeg Valley Quarry for use in an oil sands infrastructure project. The order is for 500,000 tonnes of aggregate with delivery commencing on April 20, 2007. Birch has sufficient material in place to meet this order and therefore will not need to make additional expenditures for blasting and crushing.
This order is the largest received to date and is an important first step towards realizing projected aggregate sales for 2007. Winter break-up in the oil sands region is imminent, marking the beginning of the annual construction season which normally continues until late November or early December. Maximum construction activity is usually from the mid-second quarter through the early fourth quarter.
With the high throughput crushing spread that is now being erected on site, Birch Mountain will have the capacity to produce 9 million tonnes of crushed aggregates and a further 2 million tonnes of uncrushed aggregate annually. Based on the 2006 Technical Report, this capacity is sufficient to meet Birch Mountain's projected aggregate sales to 2020 and, if required, additional crushing capacity can be contracted. Birch Mountain is confident that it is well positioned to meet projected aggregate sales for 2007 and beyond.
oknpv-agreed that inst's are accumulating. Was just pointing out a few minor points. Also remember, fund positions are included in the parent company's 13F report. Best, vickers
re:inst holdings; Not to be a wet blanket but those figures are wrong. Go with the number reported by NASDAQ (5,308,717). That is the latest available info (and I verified it). Any site reporting that they know what's happened in the last month is being dishonest, plain & simple. I was involved in the collection and dissemination of this data for 15 years so I have a few insights. Depending upon the source used the holdings vary from 31 institutions holding 4,423,237 shares to 34 institutions holding 5,308,717 shares. BTW, this only includes those institutions which must file. Institutions with less than $100 mil in holdings and hedge funds are not required to file.
With that said, the fact that institutions have been buying, quarter over quarter is a fact. FWIW vickers
Tampa, did exactly the same. Until pattern changes I'd be a moron not to.
Allshore, yeah, I saw that too. Would be nice for the analyst that covers us to actually know the date of the earnings release!:)
Dutton research notes update
http://www.jmdutton.com/research/WAVX/index.html
Rating: Strong Speculative Buy
03/13/2007
WAVE TDM Shipping With Seagate Notebook PC Hard Drive
Wave announced today that its Embassy Security Center's Trusted Drive Manager (TDM) is featured in Seagate's (NYSE: STX)
Momentus 5400 FDE.2 notebook PC hard drive that is shipping to ASI Computer Technologies. This represents the first meaningful
shipment of Seagate's Momentus 5400 FDE drives incorporating Wave's Embassy Trust Drive Manager and may be the first step
toward broader Seagate/Wave notebook PC hard drive and TDM deployment.
Wave's TDM software provides setup and configuration of the Seagate drives as well as an easy to use password creation and back-up system that can be used in conjunction with the Wave EMBASSY Key Management Server. In addition, along with the Seagate DriveTrust Technology, Wave's TDM enables pre-boot user authenticatication and full disc encryption thus preventing unauthorized access in the event of loss or theft of the system or hard drive.
Following further due diligence, we have derived key takeaways. In our view, the combined offering that will ship to ASI seeks to
address well-publicized customer fears regarding laptop data security, as laptop loss and theft is a significant contributor to computer data breaches.
We note that while the client software revenue generation from this shipment is not expected to be significant, we believe that it may be a harbinger of broader deployments in conjunction with Seagate. For example, ASI is utilizing the Wave TDM-integrated Seagate notebook drive for its new, whitebook (non-brand) system which will also incorporate the use of a biometric device for dual authentication and access control, thus enabling ASI to offer a unique, secure notebook.
Seagate is a strong supporter of whitebook system providers, whose sales are expected to rise by 20% in 2007 to 3.75 million
shipments, according to Gartner Group. Without a clear brand differentiator, system builders such as ASI must provide a differentiated product such as the Seagate/Wave offering. If this offering proves popular, it is possible that ASI and Seagate go beyond getting their feet wet in the trusted computing space and deploy this product further. In addition, other system builders with whom Seagate partners may seek to offer a similar whitebook feature-set.
We expect to receive more clarity regarding revenue from contribution from this deal as well as broader deployment and whitebook market share opportunities in the coming months.
Separately, Wave is releasing its 4Q06 and FY07 financials after the close on Teusday, March 14, 2007, with a conference call to follow at 4:30 P.M. EST. While we maintain current Dutton estimates at this time, we expect to update our forecasts in a post-release research report.
yeah Jazz, me too. Thought it was weird. Guess it's just a Scottrade thing.
What's with the $.50 spread? A few trades all substantially higher than our close and now nothing? Halted?
Ramsey, agreed...EOM
Todays' PR & Enderle
so Enderle gives our little Wave permission to quote him in the PR and effectively endorses their product? Cool, no?
"The Trusted Platform Module is installed in the majority of PCs sold to businesses, and the related standard is now supported by over 150 leading vendors, but most companies still have not turned this critical security technology on," said Rob Enderle, principal analyst for the Enderle Group. "The needed solution was one that would enable and manage the TPM without having to touch every individual PC, and the new Wave Systems remote administrative server is designed to address this critical need. This product gives enterprises that have already begun to deploy TPM technology a useful tool to benefit from it and better secure their enterprise."
Thanks 'shute...was kinda wondering that.
Kant, what was the link they supplied?
Interesting HP Unix Security PR
HP Strengthens and Simplifies UNIX Security
Monday December 18, 7:45 am ET
PALO ALTO, Calif.--(BUSINESS WIRE)--HP (NYSE:HPQ - News; Nasdaq:HPQ - News) today reinforced its UNIX security offering with additions to the HP-UX 11i operating environment that extend and simplify the protection of data residing on HP Integrity servers.
The new features include encryption and hardening capabilities that help address growing data security and compliance challenges facing customers in virtually all industries, including public utilities, banking and healthcare. Fully integrated into the HP-UX 11i v2 operating environment and available at no extra cost, these enhancements allow customers with minimal security expertise to lock down and protect their IT environments.
"HP recognizes the importance of providing customers with rock solid, easily manageable security solutions. Unified protection is critical for companies looking to build a next-generation data center," said Nick van der Zweep, director of virtualization and software, Business Critical Systems, HP. "Our new automated security features proactively mitigate risks, greatly reducing the costs of compliance."
A part of HP's Adaptive Infrastructure portfolio, HP-UX 11i now includes a comprehensive set of security features not found in any other UNIX operating system.
Comprehensive protection for data in-use and at-rest
With easy-to-deploy data protection features, HP helps IT administrators preserve their system's integrity in the face of attack. The latest capabilities on HP-UX include:
* Encrypted Volume and File System - an operating system-based data encryption solution that helps ensure the confidentiality of critical business information by transparently protecting "data-at-rest." The system automatically encrypts data on storage devices to prevent unauthorized use of data obtained through theft. It also allows customers to retain existing storage devices with no additional storage upgrades or modifications.
* Trusted Computing on Integrity - a low-cost embedded security chip option for select HP Integrity servers that offers solid, "machine-bound" protection for cryptographic keys, virtually eliminating vulnerabilities in software-only solutions.
* HP Protected Systems - applies the technology in HP-UX Security Containment to isolate data in compartments and allow customers to automatically configure and deploy more secure systems. By setting up fine-grained privileges and role-based access control, HP Protected Systems reduces configuration time and required customer skill level.
"HP Integrity servers running HP-UX 11i help ABB customers keep pace with the constantly changing, data-intensive regulatory issues found in the utilities industry," said Gordon Woolbert, vice president and head of the Network Management business unit, ABB Inc. "The multiple layers of security in HP-UX increase adherence to stringent compliance requirements, helping to ensure network stability and optimum system performance."
Addressing compliance challenges
To help reduce the rising costs of compliance, HP is expanding its portfolio of operating system-integrated offerings to further simplify common compliance-related tasks.
The latest version of HP-UX Bastille, an open-source software tool for security hardening, now features assessment and drift reporting features that check the consistency of a system's hardening configuration with previously applied hardening policies. With HP Systems Insight Manager - HP's Unified Infrastructure Management software for servers and storage - Bastille provides efficient multi-system deployment that increases the number of systems manageable by a single administrator.
The enhanced HP-UX AAA server offers enterprise customers simplified auditing and compliance for more flexible data base integration and easier user authentication. The server provides authentication, authorization and accounting services using RADIUS and EAP protocols to authenticate users and then account for time and billing use of network services.
More information about HP-UX security solutions is available at www.hp.com/go/hpux11isecurity.
They Want Their Net TV
http://yahoo.businessweek.com/technology/content/may2006/tc20060530_574553.htm
Consumers are getting much more video entertainment online. And that's putting big pressure on cable, telecom, and satellite companies to step up to the plate
by Olga Kharif
SPECIAL REPORT
High-Tech TV
Rob, a systems administrator in Illinois who didn't want his last name to be used, had a video-download dilemma. About four months ago he had missed an episode of his beloved Doctor Who Confidential, the BBC series about the sci-fi classic. So Rob turned to the Web. Sure enough, he found the show, downloaded it onto a PC, and then burned it to a DVD.
While he was at it, he also nabbed an installment of the British TV comedy quiz show Quite Interesting and a slew of other online programming. Rob's newfound penchant for programming downloaded from the Web -- legally or otherwise -- combined with use of online movie-rental service Netflix (NFLX) -- has cut his TV-viewing time (typically two or three hours) in half. "My wife and I explicitly discussed dropping cable," he says. "I am a lot happier getting exactly what I want."
NET-VIEWING SURGE.
So are a lot of other Americans, it seems. In all, some 40% of U.S. cable-TV subscribers are unhappy with their current service, saying it lacks variety of content and features, according to research conducted by software giant Microsoft (MSFT). Like Rob, many are flocking to content delivered directly over the Internet, often shunning programming delivered via traditional cable or satellite systems.
The number of people viewing video online rose 18% in March from October, according to comScore, which tracks Web trends. The average consumer viewed slightly less than 100 minutes of online video content a month, compared with an average of 85 minutes in October.
That could translate to a windfall for Internet companies and service providers eager to serve up video for a fee, or sell advertisements posted alongside that programming. To name a few: YouTube.com, MSN Video, MySpace (NWS), AOL's In2TV (TWX), and Google Video (GOOG) (see BW Online, "The Online Video Revolution").
"BAD NEWS."
Between last October and April, traffic to YouTube.com, whose users post some 35,000 new videos a day for others to watch, grew by more than 2,000%, according to Nielsen/NetRatings. YouTube.com, launched in early 2005, is now the 27th most popular site worldwide, ahead of AOL.com (see BW, 4/10/06, "YouTube:" Way Beyond Home Videos").
Google Video, launched in beta in January, 2005, already boasts a unique audience of 8.6 million. And within one week after Disney's (DIS) ABC began offering Desperate Housewives, Lost, and other shows for free online, traffic to its video-streaming site surged 42%, according to consultancy Hitwise.
But what about the companies whose lifeblood is monthly satellite and cable subscriptions, or the telecom providers shelling out billions of dollars to create their own systems for delivering TV? "It's bad news for traditional television," says Colin Dixon, an analyst with The Diffusion Group, a consultancy in the digital-home markets and new media. "We are educating a whole new generation of viewers that TV is irrelevant."
TV REVOLUTION.
Not if the cable, satellite, and telecom industries have anything to say about it. Of course, some providers, such as Comcast (CMCSA) and Time Warner Cable (TWX) benefit from the Web-TV revolution insofar as they sell high-speed Internet access. Ditto for the telcos such as Verizon (VZ) and AT&T (T), which generate revenue from Net access and themselves are building out TV networks.
But they're also swiftly changing tack in other ways. They're increasing the amount of content they sell in the form of on-demand video and boosting the amount of programming available via their own Web sites. "In the next five years, TV will change more than in the past 50 years," says Ed Graczyk, Microsoft TV's director of marketing (see BW Online, 5/10/06, "Microsoft: Let's Make More Deals").
The industry that could be shaken up most by Web TV is satellite, where the dominant providers are DirecTV (DTV) and EchoStar (DISH). Unable to offer extensive video-on-demand capabilities through their own networks, which are optimized for one-way broadcasting, satellite TV providers are hoping to find salvation online.
COUNTER MANEUVERS.
DirecTV currently offers fewer than 100 on-demand titles a month, compared with 7,500 programs from Comcast, the largest U.S. cable operator. But later this year, DirecTV will release a digital video recorder, to be used when its satellite TV service is resold through telecom carriers such as Verizon. The DVR will plug into the telcos' broadband connection to give users access to thousands of on-demand movies. Early trials show that adding the service increases loyalty, says Eric Shanks, executive vice-president of entertainment at DirecTV. When it's included, churn, or the rate of customer defection, drops by two-thirds, he says.
DirecTV, partly owned by News Corp. (NWS), is also working to make streaming video available through its own Web site. It's also in talks with popular social-networking site MySpace, fully owned by News Corp., on a possible joint video service, says Shanks. MySpace already offers an array of music videos, but analysts believe it could eventually provide a rich variety of video content.
Comcast, which sells a high-speed Internet service alongside cable TV, in December formed Comcast Interactive Media, which will offer a wealth of videos to broadband subscribers online. Eventually, cable customers could end up getting the same content online as they do over their TVs, says Comcast CTO Dave Fellows.
"NOT GOING AWAY."
Telcos are also working to introduce cool, new Internet-based features. Verizon is building out its Web site video-content library. "There's definitely audience fragmentation [happening because of Web sites]," says Marilyn O'Connell, the strategist for Verizon's TV service. "We are trying to face that reality."
Verizon just introduced an application allowing customers to view local weather and traffic information with a click of a button on their TV remote. AT&T, which will introduce its TV-over-Internet service in as many as 20 new markets this year (it's in one market now), is exploring allowing people to go through their television onto Yahoo's (YHOO) site and viewing photos stored there in a TV slide show.
Indeed, many video Web sites could emerge as partners, instead of rivals, of traditional TV services. "We believe that television is not going away," says Julie Supan, senior director of marketing for YouTube.com, which doesn't plan to offer longer videos. "By working with us to promote their [longer TV programs], they could drive people back to the TV."
TOO MANY DEMANDS?
Google Video is already in talks with cable companies to discuss various models of content distribution, says Jennifer Feikin, director of Google Video. For now, though, the service has no wins to report.
Problem is, traditional TV providers may not be switching gears fast enough. "The technology is there, but all operators have a lot of things on their plate," says David Alsobrook, a director of video products at set-top box maker Scientific Atlanta, a division of Cisco (CSCO). "You can overwhelm the consumer with too many things."
Or worse -- you can underwhelm them with too few.
OT TiVo Catches Something Viral
Is TiVo (Nasdaq: TIVO) about to regain its shine by piggybacking on the video sharing revolution?
The DVR (digital video recorder) pioneer is rolling out the latest version of its desktop software that will allow users to have broadband video in a variety of formats transferred over to their TiVo boxes for television viewing. Subscribers would have to pay $24.95 as a one-time fee to purchase TiVo Desktop Plus 2.4 (or receive it as a free upgrade if they had purchased the 2.3 version), but that may be a small price to pay for the ability to put an end to converting and burning DVDs of entertaining viral videos in order to watch them in a more conducive environment than huddling friends and family around your computer monitor.
TiVo isn't the only company leading the way in the convergence of Internet video and your television. Home entertainment appliances like the Hewlett-Packard (NYSE: HPQ) MediaSmart television and the upcoming Apple (Nasdaq: AAPL) iTV are all hoping to make your home networks a little more lively by bridging the gap between PC and TV. However, once again, it is patent-rich TiVo leading the way for blander DVR makers to follow.
Yes, TiVo may be the only brand that matters in the DVR space, but the company is only selling about a third of the boxes out there. Cable programmers and satellite televisions providers have been marketing their own solutions, even though some like Comcast (Nasdaq: CMCSA) and DirecTV (NYSE: DTV) have played nice by licensing the TiVo technology to offer the feature-packed software functionality of TiVo.
I've checked my Sportsline fantasy football scores on TiVo. I've taken advantage of the TiVoCast offering to stream fresh movie trailers. I don't have any digital snapshots uploaded to Yahoo! (Nasdaq: YHOO) but it's good to know that I would be able to stream those as well.
I relish watching TiVo perpetually expand its offerings even as its share price contracts. I realize that the market is just to punish TiVo for its lack of profitability but there are just too many intriguing things going on TiVo to ignore.
Apart from the broadband video announcement, TiVo also announced a widening of its TiVoCast content that includes programming from the likes of Forbes, dLife, and CBS (NYSE: CBS). Gettting edgy CBS Innertube content like the Borat-inspired The Papdits for free on my TiVo? Sweet.
TiVo also announced a partnership with One True Media to allow subscribers to edit and share their home video movies on TiVo and a marketing campaign through the ICM talent and casting agency to create TiVo user guides starring the firm's celebrity clients.
Is it just me or does this last guy seem a bit dense?
the tenor of the conversation seems much different than in the past (in a positive light)
Will check later but pretty positive it was Oppenheimer Funds as my ears perked up at that. More important, yhis CC most questions asked by analysts instead of Wavoids
this guy talking is from Oppenheimer Funds....nice upgrade in the firms being represented. Sounds like road show (and SRA) may be bringinfg new, more established firms to our door
Guess It depends on where you trade but either way it's immaterial. She's dropping on the bid & offer
"After Hours 4:15 - 8 p.m. EST from Scottrade & e-trade" where I have accounts
Ramsey, FWIW-after hour session doesn't start 'til 4:15 (unl;ess that's changed from when I used to trade a lot)
If you shorted at $2 you're sick to your stomach right about now:)