Tivo (TIVO) Interactive TV Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Tivo (TIVO) Interactive TV

TIVO 6.090

0.0%

Jun 1 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Road Walker who wrote (814)	1/29/2003 3:20:40 PM
From: lml	Read Replies (1) of 2093

OK, good "live" programming may cannibalize VOD sales, but only those impulsive purchases, which I believe to be a small segment of the VOD market. Good live programming, IMHO, will only POSTPONE the purchase of non-impulsive VOD product. Yes, TimeWarner has experimented with PVRs. So has AT&T, but obviously, with Brian now at the helm, those are three dead letters. :-) I think the reaction of MSOs is reasonable & expected. They've spent hundreds of millions upgrading their plant to provide 2-way services. They've put a lot of faith, I believe incorrectly, in VOD. They've got a lot riding on its success. Its fair to say that the PVR represents a big threat to that success.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next