TiVo: New HD Box Coming?

Is TiVo about to roll out a new HD DVR? Janney Montgomery Scott analyst Tony Wible pointed out in a short research note today that TiVo’s $250 HD DVR–the primary SKU for its stand-alone business – is out of stock on both TiVo.com and BestBuy.com.

Rumor Revived: Should Disney Buy Electronic Arts?

Last November, the Wall Street Journal ran a Heard on the Street column that proposed that Disney ought to buy Electronic Arts. The following month, they revisited the idea. This morning, Janney Montgomery Scott analyst Tony Wible dusted off the concept in a report in which he launched coverage of Disney with a Buy rating. The logic isn’t that hard to figure out.