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Agree, Varlot, that the street was hoping for better. But for me, I think it's better enough. When Virgin Media claims great results specifically because of their TiVo relationship, and other providers are just now starting down the same road...I have only one thing to say...recurring income. Following the Leader and Recurring Income. An excellent recipe for steadily improving free cash flow over time. Now is the beginning for TiVo; oodles of cash in the bank and a growing subscriber base.

I predict that there will be an increase in prices realized on e-bay for TiVo boxes, particularly those that include lifetime service. If you pay $150 for a Series II and it only lasts two years, you'll have had TiVo for $6.25 a month. I think TiVo built those boxes to last because they were planning to be in business for a while. Mine is 8 years young and running like a champ. No bells, no whistles, just a vastly improved TV experience (but no recurring income for TiVo, so you can see the hole in that strategy).

Here's the best part- Do you know that I have never seen a political ad on TV since we've had TiVo? How much would that be worth to you?

All the best to you longs out there. I'm hoping to pick some more shares up in the $10 range.

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