Tivo (TIVO) Interactive TV Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Tivo (TIVO) Interactive TV

TIVO 6.090

0.0%

Jun 1 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Wyätt Gwyön who wrote (1675)	5/28/2005 12:52:31 PM
From: Road Walker	Read Replies (1) of 2093

Point well taken. I have a Media Center PC, but for 99% of my TV recording, I use my TiVo. It's just easier and it's there at my TV, not residing elsewhere. But that's a here and now evaluation, not in the future when things will certainly be different. The thing that will give TIVO it's value in the future is it's software, not it's hardware. A lot depends on two issues; can TIVO remain the most elegant solution, and can TIVO defend it's IP? If it can defend it's IP, it's a slam dunk, worth A LOT more than it's current valuation. If it can't defend it's IP, then it's in a horse race with the likes of MSFT, not an enviable situation. In the meantime, it's certainly a great trading stock... and fun to root for. If they were to win (or even settle) the ECHO lawsuit, a double in stock price wouldn't be a surprise. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next