I wonder if the so-called cross licensing is explained by the dummies of the world (me, myself and I)
Mike I assure you this group of dummies is far more encompassing than that as it is at the size of at least two (me, myself and I join you, yourself, and you).
Referring to Tivo's Showcase as IP when, to be totally accurate, maybe it isn't.
There certainly is IP associated with the Showcase, but I think most of it belongs to GMST in its IP to access Showcase via the remote control.
Everything else is just basically ad space this dummy thinks. So I never really did consider the Showcase aspect to be a cross-license, but rather a payoff from TiVo to GMST on what may very well be TiVo's most valuable property.
It is my understanding that TiVo is suing DISH over one patent, and that is the patent that allows a disk drive to pause, fast forward, rewind, live TV. The most basic advanced feature of the PVR. Stew has spoken about how GMST has its own methodology for DVRs to do the same thing. Too late to explain the difference other than, as Stew has stated, a PVR is a subset of a DVR (I think the PVR is simply the added ability to better personalize and automate what is recorded, as the TiVo service and "Season Pass" uniquely does, instead of having to specifically choose what the DVR will record).
Therefore, if GMST holds the fundamental DVR patents, with the exception of the automating/personalization patents, and some way around the fundamental pause live TV patent, then I don't know what else in IP TiVo could offer GMST.
But then again, the dummy aspect of speculation is popping up again.
Worth further analysis. I do agree, however with Stew, that TiVo giving up space on its Showcase is like Fox giving up advertising inventory on American Idol, or perhaps the Super Bowl. It appears to be TiVo's premiere advertising product, and the one that is being most experimented with by Madison Avenue and the like.
But in the end iTV is what David Gardner on the Fool would call an important and emerging industry, and as I would say one nascent enough that it is all speculation as to how it will all play out.
Anyone here have any experience with the way Murdock does this with his network in England and elsewhere? I have read in articles posted here and elsewhere that iTV has taken off well with Murdoch's other non-American properties. Perhaps a clue can be found there. Unfortunately, Murdoch has not seen the need to license or deploy GMST in those other affairs.
Tinker |
