Tivus, Inc. (TIVU)

[dmoinvest]

Host, is changing IPHDTV services to Tivus (at least at Host Philly, more to come?). The ad insertion technology of Tivus allows them hospitality industry) to convert a previous expense into a profit center. Lnet is losing the Host contracts over adult content controls. Lnet's revenue has been based on older pay per view models, times are changing quickly. Look at Blockbuster, bust. Look at Netflex, boom. Similar changes to mobile device capabilities have eaten into Lnet's market share. Tivus is positioning to take even more. IMHO.