TiVo

We've seen enough tech stock analysts f'up over the years to know better than to take this at face value, but Smith Barney recently upgraded TiVo's stock from "hold" to "buy" based on the company's future growth prospects, prospects which they see as much improved due to their recent deal with Comcast and the fact that it could very well lead to similar deals with other cable operators. They don't mention whether or not TiVo is currently in talks with anyone else or not (though we don't doubt that they were able to score some high-level meetings after they announced the Comcast dealie), but the conventional wisdom is that other cable providers willwant to follow Comcast's lead and offer TiVo versions of their DVR-enabled set top boxes because it'll help convince subscribers to cough up a few extra bucks a month for a premium product.

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