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: pyslent who wrote (1635)	3/30/2005 7:43:53 PM
From: Andre Williamson	Read Replies (1) of 2093

I completely see where the "Ramsey torpedoed the deal and got canned for it and now they have a Comcast deal line" of reasoning comes from, I just think it is not fully supported by the facts. The Comcast deal was still negotiated on Ramsey's watch (he's still CEO), and from what I've seen, it looks like a good deal for Tivo, which can continue pushing standalones and now could conceivably get millions of "easy subs" if Comcast pushes for them. He may not have been fired, but i would speculate that there were factions that disagreed with the strategic direction of the company. I agree. Still, it's not clear to me that the "partner with cableco/satellite players" faction is winning - or that they ought to! It may be that the deal that supposedly fell through last summer would have given Comcast the keys to the hen house. Andre

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