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Friday, 06/20/2003 9:11:50 PM

Friday, June 20, 2003 9:11:50 PM

Post# of 147224
Any of you'se hold or follow TIVO?

I know it has been mentioned as being a good match for Apple

Here is what one fund manage says:

Portfolio manager Suresh Bhirud did just that (fund doubled since the end of 2002) . In addition, his Apex Mid-Cap Growth Fund (BMCGX: news, chart, profile) has been the best performing growth fund since the end of 2002, doubling up his closest competitor.

TiVo for the future

Another favorite of Bhirud is TiVo (TIVO: news, chart, profile), the creator of a television services for digital video recorders.

"I believe people will be more likely to watch TV programming when they want to rather than adjust to when they are broadcast," Bhirud said.

He thinks the company is at the very early stages of its growth, much earlier than even Netflix, but meets his criteria by owning patents on some aspects of recording. The stock slipped 35 cents to close at $9.75 on Thursday, and is up around 94 percent, year-to-date.


Was up today.

http://cbs.marketwatch.com/news/story.asp?guid=%7BDEBE7835%2D4BA6%2D4071%2D865C%2D252C8D6735E4%7D&am...


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