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Technology Stocks : Tivo (TIVO) Interactive TV
TIVO 6.0900.0%Jun 1 5:00 PM EST

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To: Wyätt Gwyön who wrote (1616)3/28/2005 4:31:17 PM
From: Cogito  Read Replies (1) of 2093
 
>>do you want to argue that the actual components in an Extender are more expensive than those in a Tivo?

if the Extenders have cheaper components, then why are Extenders going to be more expensive in the long run? especially when you factor in the reduction in monthly fees to Tivo and/or MSO?<<

Darffot -

TiVo units are as cheap as they are now because TiVo is selling them at a loss in order to bring in customers who will pay either the monthly fees or the lifetime subscription fee.

MCE extenders will never be subsidized like that since there is no additional revenue stream to support them.

I do believe that prices on the Extenders will come down some if MCE becomes more popular.

- Allen
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