Comcast announces partnership with Tivo !

On Wed, 16 Mar 2005, Tony Clark wrote:

So does this change your prediction of the demise of Tivo? As I recall you

No, it won't. He'll say that the deal will never close. When the deal
closes he'll say it's too little too late. When TiVo is turning a healthy
profit, he'll come up with some other reason why the company is doomed.

I can just picture what went down with Sean when this was announced...

Get out of bed (careful not to wake mom up)
Eat bowl of Fruity Pebbles (seems appropriate)
Is it March? Shower.
Call in daily bomb threat to TiVo HQ (they know it's you...)
Call Cable company and tell them how great their service is
Check if cable DVR recorded 'Sesame Street' yesterday...dang.
Open paycheck from ReplayTV for being a good troll in a.v.p.t
Read newspaper - OH NO!
Run upstairs to computer
Begin wildly posting to a.v.p.t
Re-post personal ad in alt.sex.sheep
Post some more drivel in a.v.p.t
Scan usenet archives for any posts that could possibly help you
Re-post irrelevant messages from years ago and convince yourself that they
backup your argument
Get completely ridiculed...

But ultimately, he is right. When the sun runs out of hydrogen in 5
billion years, TiVo will cease to exist. But CONcast will still be
around. They love their customers so much, they'll use their vast wealth
to build a new solar system and move their subs to it. That way they can
continue to anally rape us with our monthly cable bills.

Seany, please don't leave the group - my killfile will starve!

On Wed, 16 Mar 2005 11:37:05 -0600, Adam Maloney
wrote:

On Wed, 16 Mar 2005, Tony Clark wrote:

So does this change your prediction of the demise of Tivo? As I recall you

No, it won't. He'll say that the deal will never close. When the deal
closes he'll say it's too little too late. When TiVo is turning a healthy
profit, he'll come up with some other reason why the company is doomed.

I can just picture what went down with Sean when this was announced...

Get out of bed (careful not to wake mom up)
Eat bowl of Fruity Pebbles (seems appropriate)
Is it March? Shower.
Call in daily bomb threat to TiVo HQ (they know it's you...)
Call Cable company and tell them how great their service is
Check if cable DVR recorded 'Sesame Street' yesterday...dang.
Open paycheck from ReplayTV for being a good troll in a.v.p.t
Read newspaper - OH NO!
Run upstairs to computer
Begin wildly posting to a.v.p.t
Re-post personal ad in alt.sex.sheep
Post some more drivel in a.v.p.t
Scan usenet archives for any posts that could possibly help you
Re-post irrelevant messages from years ago and convince yourself that they
backup your argument
Get completely ridiculed...

But ultimately, he is right. When the sun runs out of hydrogen in 5
billion years, TiVo will cease to exist. But CONcast will still be
around. They love their customers so much, they'll use their vast wealth
to build a new solar system and move their subs to it. That way they can
continue to anally rape us with our monthly cable bills.

Seany, please don't leave the group - my killfile will starve!


You dolts are more dense than I thought.

I bitched for months in this NG about Tivo not having a HD Cable
product.

All you geniuses told me to shut up and stop being a troll while you
had your noses firmly placed up Mike Ramseys ass.

After bitching about Tivo not offering a Cable HD product I then made
the prediction that without one, Tivo was a dead company walking.

Again, all you Tivo Rumpswabs told me I was just a troll and Tivo
didn't need a Cable HD product, which then morphed into "Tivo will
have a cable hd product next jan with cablecard".

I still insisted that Tivo was destined to be crushed by the likes of
Comcast.

So, what happens?

Someone replaces Mike ramsays brain with a much smarter one (has
anyone seen Michaal Jacksons chimp lately) and Tivo finally does a
deal with Comcast.

Give me a minute while I pat myself on the back for being 100% right
all along.


OK, I'm back.

The only thing left to determine was how much groveling did Ramsay
have to do to save his company? We won't know that until the finances
are announced.

By whaty twisted Tivo Rumpswab logic does that make me wrong about
anything?

Sean

He'll just ignore this post as usual. He doesn't anwer posts where he
can't pretend he was right in the first place.

Randy S.



Oh, I ignored it all right. Except for my post yesterday
Titled Sean Was proven right.

Geeze what dolts you are.

As I said in the initial post months ago about Mike Ramsay ...

Maybe he can now devote all his time to begging cable companies
to return his phone calls.

That's the only hope for this company, otherwise it's ...

TIVO - Dead Company Walking

So, what happens. Ramsay does what I said he should.

He begged the cable co's to come back to the table.

It remains to be seen if all this is is a replacement of 1 bad deal
(directv) with another.

Sean

See? He completely ignored the relevent portion of where he was
completely wrong. The more he refuses to acknowledge reality, the
funnier it is! ;-)

Randy S.

After bitching about Tivo not offering a Cable HD product I then made
the prediction that without one, Tivo was a dead company walking.

Sean, please produce one verifiable post where you said this. You never
made any exception along the lines of "unless they get a Cable product".
Until you can produce this your protestions of "I was 100% correct" is
complete bull****.

Randy S.

On Wed, 16 Mar 2005 13:53:52 -0500, "Randy S."
wrote:

After bitching about Tivo not offering a Cable HD product I then made
the prediction that without one, Tivo was a dead company walking.

Sean, please produce one verifiable post where you said this. You never
made any exception along the lines of "unless they get a Cable product".
Until you can produce this your protestions of "I was 100% correct" is
complete bull****.

Randy S.

Read it and weep, dumb****.

I'll wait for your apology.

http://groups-beta.google.com/group/...4?dmode=source

Sean

On Wed, 16 Mar 2005 13:32:43 -0500, "Randy S."
wrote:


He'll just ignore this post as usual. He doesn't anwer posts where he
can't pretend he was right in the first place.

Randy S.



Oh, I ignored it all right. Except for my post yesterday
Titled Sean Was proven right.

Geeze what dolts you are.

As I said in the initial post months ago about Mike Ramsay ...

Maybe he can now devote all his time to begging cable companies
to return his phone calls.

That's the only hope for this company, otherwise it's ...

TIVO - Dead Company Walking

So, what happens. Ramsay does what I said he should.

He begged the cable co's to come back to the table.

It remains to be seen if all this is is a replacement of 1 bad deal
(directv) with another.

Sean

See? He completely ignored the relevent portion of where he was
completely wrong. The more he refuses to acknowledge reality, the
funnier it is! ;-)

Randy S.

Apparently what I ignored was so "relevant" that you snipped it out of
your post.

I'm beginning to think that you are doing this on purpose. Noone is
that dumb.

Sean

* Sean Wrote in alt.video.ptv.tivo:

Apparently what I ignored was so "relevant" that you snipped it
out of your post.

I'm beginning to think that you are doing this on purpose. Noone
is that dumb.

Apparently you are. If you wanted to answer it, you know where to find
the post.

--
David

"Randy S." writes:

But the actual NUMBERS from the Comcast deal are still secret. There
is zero public information about how much revenue this deal will
actually represent for Tivo. Maybe it's $1 per subscriber per month;
maybe it's 20 cents per year. We don't know. So how do you justify a
quarter billion dollar jump in valuation?

You probably can't. Markets don't work rationally in the short term
(and perhaps not even in the long term), there's a lot of emotion
involved.

My question was partly rhetorical :-). Although I was kind of
wondering if anybody would correct me about the numbers being secret.

I'd say there's two factors contributing here. One, Tivo is a
*loved* company with loyal followers not based on financials. Fans
often see owning stock as one method of supporting a company they
like (which isn't necessarily wrong). Any sign of good news,
particularly after a long period of bad or no news will likely cause
many of those fans to purchase stock, regardless of valuation.

Two, after such a long period of bad or no news, Tivo's stock was
probably depressed below what it really should have been.

Well, the above logic suggests those same fans (e.g., myself) were
also holding their Tivo stock irrationally long, artifically INFLATING
the price.

I hate to say it, but prior to this deal, Sean kind of had a point.
Tivo really needed this. Now the company will almost surely survive,
although what their revenues will be is anybody's guess. Buying or
even holding the stock now is sheer speculation.

Not that I'm planning to sell. Who knows? Maybe this deal will
strengthen the (already strong) Tivo brand to the point that other
suitors will come knocking.

Also, remember that the stock market typically buys on the rumor and
sells on the news.

Yeah, people are pretty stupid.

- Pat

My question was partly rhetorical :-). Although I was kind of
wondering if anybody would correct me about the numbers being secret.

Sorry, tone is often hard to express in a news post. But everything
I've read says that the numbers of the deal are undisclosed, meaning
anything concerning expected revenue/profits is blatant and
unsubstantiated speculation.

I'd say there's two factors contributing here. One, Tivo is a
*loved* company with loyal followers not based on financials. Fans
often see owning stock as one method of supporting a company they
like (which isn't necessarily wrong). Any sign of good news,
particularly after a long period of bad or no news will likely cause
many of those fans to purchase stock, regardless of valuation.

Two, after such a long period of bad or no news, Tivo's stock was
probably depressed below what it really should have been.


Well, the above logic suggests those same fans (e.g., myself) were
also holding their Tivo stock irrationally long, artifically INFLATING
the price.

I'd say there was some of that too. It's all just pure speculation on
my part. But it may be that there are now many *more* Tivo fans then
there were, so a much larger audience was just inspired to buy stock.

I hate to say it, but prior to this deal, Sean kind of had a point.
Tivo really needed this. Now the company will almost surely survive,
although what their revenues will be is anybody's guess. Buying or
even holding the stock now is sheer speculation.

First of all, "Sean" was far from the only person who thought Tivo would
be really helped by having a Cable deal. I've said that many times, as
have many others. Giving credit to Sean for that is undeserved. What
differentiated Sean's view was that he said that without one Tivo could
not survive. Most of us disagreed with that.

But buying or holding Tivo stock now is strictly a gamble until the deal
numbers come out, there's no arguing with that. What may be worth
arguing is how *good* of a gamble it is ;-).


Not that I'm planning to sell. Who knows? Maybe this deal will
strengthen the (already strong) Tivo brand to the point that other
suitors will come knocking.

See, you think it's a good gamble! ;-). I hope it pays off. It did for
Google IPO buyers!

Also, remember that the stock market typically buys on the rumor and
sells on the news.

Yeah, people are pretty stupid.

Well, stupidity is part of it, certainly. But part of investing is
guessing (hopefully an educated guess!) what the market will do *before*
other people make the same decision. In such an environment buying on
rumors is naturally encouraged. That doesn't mean it's successful.

Randy S.