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Msg  107139 of 123120  at  10/27/2011 5:23:41 AM  by

sbiller1

The following message was updated on 10/27/2011 6:46:09 AM.

 In response to msg 105749 by  sbiller1
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Re: Updated Subscriber Growth Model

 I've updated the SGM last posted 8/25/2011 to reflect significantly higher penetration rate for VMED. This confirms that TiVo will turn significantly net subscriber positive at their next earnings release. Next big even from a business model perspective is the release of Charter's earnings next Tuesday which should provide an update on TiVo. Charter is about the same size as TiVo and I've got to believe they may see this VMED growth as new incentive to quickly deploy their advanced television platform.
 
 


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