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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: Wyätt Gwyön who wrote (1614)	3/28/2005 1:17:53 PM
From: Andre Williamson	Read Replies (1) of 2093

You point out that extenders aren't $300 but $250. But then throw out gems like this one: why should people pay $15 a month to the cable co (or Tivo) for each TV they want a receiver/DVR on? it gets expensive quickly. After the first tivo unit (available for $49 + $12.95/mo), others can be bought for just $49 + $6.95/mo for service. Not $15/month. And DirecTV's 10 million subs have Tivo available at $49 for new units, with only a $5 per household charge for Tivo service - regardless of how many units they have. As is typical, the competition from Microsoft is always "just around the corner." I find that very convenient. Fortunately for consumers, many upstarts refuse to roll over in the face of vaporware threats or second-rate products from Microsoft. Just because something can be done doesn't mean it's the way things will go. Check out today's WSJ article on re-intermediation in the photo industry - everyone thought that home photo printing would be the way of the future - well it looks as if those online photo sites are really where the mass market will be. Andre

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