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What TiVo Teaches Us
From: David Farber <dave () farber net>
Date: Fri, 09 Jul 2004 08:23:07 -0400
Begin forwarded message: From: Monty Solomon <monty () roscom com> Date: July 8, 2004 1:32:36 AM EDT To: undisclosed-recipient:; Subject: What TiVo Teaches Us What TiVo Teaches Us Sam Whitmore, 07.06.04, 3:58 PM ET How can you not admire TiVo, the Alviso, Calif.-based company that pioneered the use of digital video recorders (DVRs) and built a brand synonymous with the DVR category? Investors might not. Though it is currently cash-flow positive, TiVo (nasdaq: TIVO - news - people ) hasn't made a dime in five years. The company desperately needs a partner to sell DVR service directly to cable TV subscribers, but carriers Comcast (nasdaq: CMCSA - news - people ), Cox Communications (nyse: COX - news - people ), Charter Communications (nasdaq: CHTR - news - people ), Time Warner (nyse: TWX - news - people ) and Adelphia Communications (otc: ADELQ - news - people ) all offer DVRs built by TiVo competitors. DirecTV (nyse: DTV - news - people ), which according to TiVo Chief Financial Officer Dave Courtney generates 900,000 of TiVo's 1.6 million subscribers, last month sold its 3.4 million TiVo shares and is gearing up to offer DVRs built by NDS Group (nasdaq: NNDS - news - people ), a TiVo archrival. TiVo's latest 10-Q statement spells out 36 material threats to the company. ... http://www.forbes.com/columnists/2004/07/06/0707whitmore.html ------------------------------------- You are subscribed as interesting-people () lists elistx com To manage your subscription, go to http://v2.listbox.com/member/?listname=ip Archives at: http://www.interesting-people.org/archives/interesting-people/
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- What TiVo Teaches Us David Farber (Jul 09)