Sordello on 3/14

by

http://www.veracast.com/webcasts/citigroup/smallmidcap07/56208376.cfm

Some new info. No change in my opinions. 

Re: Q4

Pre pays are 50% of new subs.
3yr pre pay 60% of pre pays -> 30% of new subs
56% of DT subs connect via Broadband – Total 600K
Analog 47% of new subs

—————-

TiVo has increased its budget for ad business this year. Personnel already hired?

Appeals decision might be this year, but could slip to next year with any delays.

Strong HD market hurt sales – I interpret the comments to mean both S2 and S3 sales were hurt by HD trend.

*** mid-priced HD unit later this year.

Comments about discussions with retailers re: HD TiVo and HDTV sales probably will have no value considering history.

Mktg will ramp during year as rebates are reduced.

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