--------------------------------------------------------------------- The Evening Bridge - March 08, 2006 --------------------------------------------------------------------- TOP STORY - TiVo reported a net loss of $34.4 million in the fourth quarter, compared to a net loss of $79.8 million for the same period in 2004. TiVo netted 173,000 DirecTV subscriptions during the three- month period, while TiVo-owned subscription net additions were 183,000, compared to 251,000 TiVo-owned net subscription gains in fourth quarter 2004.
Our valued sponsors: Pace Electronics - http://www.pacemso.com/sky/Feb06/VAR/?RefSalesSrc=6003&Referrer=SkyVAR VoIPossibilities Conference and Expo - http://www.voipossibilities.com Applied Telcomm - http://www.appliedtel.com CEDIA Says 'CU on the Road' - http://www.cedia.org/education/on_the_road.php --------------------------------------------------------------------- Hot & Not --------------------------------------------------------------------- Hot Close Pts. + % Chg 52-Week PAX 0.97 0.04 4.30 % 0.37 - 1.56 CSGS 22.59 0.65 2.96 % 15.74 - 24.76 COMS 4.67 0.12 2.64 % 2.96 - 5.27 CTV 25.95 0.57 2.25 % 13.83 - 27.21 CCUR 2.77 0.06 2.21 % 1.45 - 2.88 Not Close Pts. - % Chg 52-Week WGAT 1.68 - 0.18 - 9.68 % 1.06 - 6.03 BDR 2.04 - 0.11 - 5.12 % 1.59 - 4.05 OUTD 11.85 - 0.55 - 4.44 % 12.40 - 17.49 AMIC 12.20 - 0.55 - 4.31 % 10.75 - 14.13 CHTR 1.05 - 0.04 - 3.67 % 0.88 - 2.00 DOW 11,006 25 NASDAQ 2,268 -0 S&P 500 1,279 3 --------------------------------------------------------------------- At the Bell --------------------------------------------------------------------- New York Attorney General Eliot Spitzer filed a lawsuit against Entercom Communications, alleging that the radio giant illegally traded air time for payments --- Microsoft launched a beta version of its latest search engine, called Windows Live Search --- Morgan Stanley upgraded AT&T from "equal-weight" to "overweight" --- Verizon's FiOS TV won a video franchise in Valley Township, Pa. --------------------------------------------------------------------- Analyze This --------------------------------------------------------------------- William Kidd of Ladenburg Thalmann on Cablevision's $3 billion special dividend: "We hardly see the logic in the special dividend. Cablevision has an $8 billion market capitalization and roughly the same level of debt excluding the collateralized indebtedness. The dividend will pressure an already sub-investment grade balance, while significantly reducing financial flexibility, a potential problem if Verizon does emerge as a material foe over the next few years." --------------------------------------------------------------------- PrimeTime Players --------------------------------------------------------------------- Close Pts. + % Chg 52-Week T 26.79 0.26 0.98 % 21.79 - 28.82 BLS 34.15 0.38 1.13 % 24.32 - 35.25 CVC 26.71 - 0.04 - 0.15 % 22.50 - 33.90 CBS 24.14 - 0.22 - 0.90 % 23.85 - 27.45 CCBL 7.01 - 0.10 - 1.41 % 4.77 - 8.82 CHTR 1.05 - 0.04 - 3.67 % 0.88 - 2.00 CSCO 20.86 - 0.01 - 0.05 % 16.83 - 21.48 CMCSA 26.72 - 0.04 - 0.15 % 25.35 - 34.50 CSGS 22.59 0.65 2.96 % 15.74 - 24.76 DTV 15.46 - 0.08 - 0.51 % 13.17 - 16.79 DISCA 14.23 - 0.14 - 0.97 % 13.51 - 16.30 DISH 28.75 0.04 0.14 % 24.44 - 32.33 GMSTE 3.06 - 0.03 - 0.97 % 2.24 - 4.60 GE 33.43 0.28 0.84 % 32.21 - 37.34 IACI 30.09 0.04 0.13 % 23.49 - 55.50 L 8.25 0.01 0.12 % 7.59 - 10.71 LBTYA 19.67 - 0.17 - 0.86 % 19.73 - 52.32 MCCC 5.55 - 0.13 - 2.29 % 4.75 - 7.59 MSFT 27.25 0.19 0.70 % 23.82 - 28.38 MOT 21.28 - 0.41 - 1.89 % 14.48 - 24.99 NNDS 47.55 0.10 0.21 % 29.27 - 49.93 NWS 17.55 0.10 0.57 % 14.76 - 18.63 OPTV 2.42 - 0.03 - 1.22 % 2.07 - 3.45 OUTD 11.85 - 0.55 - 4.44 % 12.40 - 17.49 PAX 0.97 0.04 4.30 % 0.37 - 1.56 PLA 13.69 - 0.13 - 0.94 % 11.80 - 15.88 Q 6.44 0.06 0.94 % 3.30 - 7.02 SSP 47.73 0.11 0.23 % 44.85 - 52.91 SIRI 4.77 - 0.15 - 3.05 % 4.42 - 7.98 STM 16.88 0.00 0.00 % 13.96 - 19.90 TWX 17.27 0.06 0.35 % 16.10 - 19.00 TIVO 5.75 - 0.10 - 1.71 % 3.75 - 7.75 VZ 33.44 - 0.07 - 0.21 % 29.13 - 36.58 VIA 38.05 0.01 0.03 % 37.81 - 43.87 DIS 28.05 0.04 0.14 % 22.89 - 29.00 XMSR 20.61 - 0.74 - 3.47 % 21.01 - 37.31 ===================================================================== For all the industry critical news - see: The BRIDGE War Room - http://www.mbc-thebridge.com/research.cfm SkyREPORT - http://www.skyreport.com SkyRETAILER - http://www.skyretailer.com The BRIDGE - http://www.mbc-thebridge.com -------------------------------------------------------------------- -To modify your subscription to The Evening Bridge, visit http://www.mbc-thebridge.com/register.cfm We welcome your comments and suggestions. Contact the editor at [EMAIL PROTECTED] Data and information is provided for informational purposes only and is not intended for trading purposes. MBC is not liable for any errors or delays in the content or for any actions taken in reliance thereon. --------------------------------------------------------------------- © MBC 2006 165 South Union Boulevard, Suite #280 - Lakewood - CO 80228 - tel. 303-271-9960 - fax 303-271-9965
