Tivo (TIVO) Interactive TV Message Board

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Technology Stocks : Tivo (TIVO) Interactive TV

TIVO 6.090

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Jun 1 5:00 PM EST

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To: Cogito who wrote (1408)	5/27/2004 2:48:06 PM
From: Axxel	Read Replies (2) of 2093

I see what everyone is saying, but the larger the market and the more accepted it becomes, the winner will be the service and the value-added to the consumer. I think Tivo will stay ahead. Cable operators will plug in their own systems but when they find out the capital cost to stay ahead of programming, I think they will eventually fade. Also, insurance companies were worried in the 30's about the advent of Social Security. SS did not kill them, it expanded the business...I think cable is cooked long-term anyway as a delivery mechanism.

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