Tuesday, November 27, 2007

Paperstand (TIVO, GOOG, ODP)

The WSJ reports that General Electric’s (GE) NBC Universal has become the first major TV broadcaster to strike a deal with TiVo (TIVO) for the right to use TiVo's TV viewership research and interactive advertising products. The agreement, to be announced as early as today, reflects rising demand in the TV industry for detailed audience viewing information. TiVo, a provider of digital video recorders, about a year ago started offering advertisers second-by-second ratings of programs and commercials based on the viewing habits of its subscribers, as well as other services. Earlier this month, the co added demographic data about the viewers themselves, such as age, income, marital status and ethnicity.

According to the WSJ, Google (GOOG), wants to offer consumers a new way to store their files on its hard drives, in a strategy that could accelerate a shift to Web-based computing and intensify the co's competition with Microsoft. Google is preparing a service that would let users store on its computers essentially all of the files they might keep on their PC HDD. The service could let users access their files via the Internet from different computers and mobile devices when they sign on with a password, and share them online with friends. It could be released as early as a few months from now.

Barron’s Online highlights fundmanager top holdings, including: HRB, AIG, C, GNW, PRU, MET, WFC, BAC, AOC and STI.

“Inside Scoop” section reprots that Ziff Assset Mgmt is building a significant stake in Office Depot (ODP). Ziff disclosed a 6.4% stake in Office Depot Mon. Ziff now owns 17.6m, making it the co's 2nd-largest holder. (Barclay's Global Investors owns 10.2% of Office Depot stock.) Ben Silverman, of InsiderScore.com, says he knows Ziff to be a long-term focused investment manager. "They're not activists."

DigiTimes reports that Taiwan Semi (TSM) and United Micro (UMC) are clearly slowing down expansion of their 12-inch capacities amid an industry downturn. Judging from the delivery schedules TSMC and UMC have set with equipment suppliers, the industry recovery will have to wait until after 2H08. Both foundries have announced that they will have significant cuts in their ‘08 capex although neither of them has provided concrete figures of the decreases.

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