Comment Parent Post is Uninformed (Score 4, Interesting) 77
It's only a matter of time now until Tivo will go away
FUD!!!!!!!!!!!!
1. Tivo showed their HDTV box at CES 2005, and again at 2006. It isn't a technology issue, it is a wait for the Cable Card standards and certifcation (2.0 which allows up and down stream still isn't finished!)
2. Comcast and Tivo are working together. Comcast is paying Tivo to port their software to the Comcast Motorola box. The status as of CES 2006 was that key functionality was working. Tivo will get recurring revenue for every subscriber that chooses Tivo interface and Tivo and Comcast will split advertising revenue generated through Tivo's advertising services.
http://news.com.com/TiVo,+Comcast+reach+DVR+deal/
3. Business is fine. Rogers (CEO) said during last Growth Conference in December that the company could ad 500k subscribers on break even cash flow. There are plenty of other networks besides Comcast/Dish/DirecTV that cannot afford to build and design their own DVR.
DVR is evolving. Tivo SA2's all have broadband through USB. Series 3 (shown at CES 2006 and rumored to be in beta) will have built in broadband. Generic DVRs do not talk to your network. Play your MP3s, show your picture collections, let you view RSS feeds, etc...
Tivo defends their "Time Warp" patent in Texas this March against Dish. That is one of the patents in the Patent Office's Museum.
Tivo has a 1% churn rate, a rare feat in cable and television services.
Tivo is going worldwide (TGC).
