Stock O'holics Investing University

[GordonGecko]

Hey Mick..BRST latest update. Not sure if it was posted here. But Mike Murphy wrote an interesting article on the story. Here it is :)


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.