Tivo (TIVO) Interactive TV Message Board

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Technology Stocks : Tivo (TIVO) Interactive TV

TIVO 6.090

0.0%

Jun 1 5:00 PM EST

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To: Road Walker who wrote (1998)	12/10/2007 5:11:30 PM
From: Andre Williamson	of 2093

In typical attempt to spin something as 'new and different,' this reporter hasn't a clue. These are all long-term developments coming to fruition, not some sudden 'logical strategic shift.' It only looks that way to the folks - the reporter included - who haven't been paying attention. Tivo has been trying to work with the providers for years. Only now it's getting some traction/leverage as there's some pull for their product, their patents with some teeth are holding up under pressure, and they're treading near profitability. a few misguided gems: may be getting a second chance by thinking outside the box - what exactly has changed? new emphasis on subscriptions and media services Come again? The money has always been in the subscriptions, and the media services have been growing for years now. Now, with the increased emphasis on software and advertising data, “TiVo’s strategy at the financial level is to license its intellectual property and attract revenue streams” from both media providers and their advertisers. This is not right. This is not some huge shift - at least in its effects on the financial performance of the business - it is marginal in effect at best - subscriptions are the bread and butter. And the licensing isn't new - they had a deal with DTV from near the beginning. What is really happening here is that the DVR is really becoming widespread and traditional 15/30 second spot revenues are under threat. And Tivo is offering some alternate solutions to time-wasting ads, giving advertisers a way to get their voices heard provided they are relevant to the viewer. Andre

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