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Technology Stocks : Tivo (TIVO) Interactive TV -- Ignore unavailable to you. Want to Upgrade?


To: PeterR1700 who wrote (116)10/15/1999 9:22:00 PM
From: Ohshaw  Read Replies (1) | Respond to of 2093
 
I have a TiVo and think it absolutely awesome. Incredible. I love it. I found out about it by way of a billboard in San Francisco. Piqued my curiousity just enough to mentally store www.tivo.com for the next time I was on the web. But their site was very light on graphics, and though I may be a bit dense, I just didn't get it. Was it a box? Was it a service? Lay it out with a picture for me. Their references to media endorsements led me to replaytv.com. They finally explained it... replaytv has a nice site. Then I want a replaytv, not a tivo. But I decided to study the newsgroups. Ahh, there I found out the subtle ways why tivo is better. Anyway, my whole point is, this is a GREAT, AWESOME product, but tivo has to improve their marketing... first their website, then the big challenge... retail stores... when I picked up my unit at Fry's, they had prime endcap placement but no point-of-sale display. No way anyone is going to figure it out if they see it for the first time at Fry's. Then I checked Good Guys. Same price. Same display problem... nothing. How in the world will anyone get excited by yet another black box with a remote and a $500 price tag. This product will take forever to catch on if they don't figure out how to market within a store, and on their website. I understand there is nothing more difficult than creating a whole new market... I don't regard the Tivo as a new and improved... not at all... this product is a whole new concept. It will change the way you watch tv. But the hefty price requires a thorough explanation of the features and benefits. I don't think TiVo is doing it. Not in the two stores I've seen. And not on their website. Why in the world, for instance, do they not have a promotional poin-of-purchase video recorded and locked onto the harddisk (not the intro video that comes on the first time you plug the tivo in once you have it home)and a looping feature in the software so that the sales people can just have the running. It blows my mind they are just putting this black box on a shelf with a $500 price tag a hoping it sells. How about a little showmanship TIVO?? Conclusion... buy one and you will LOVE it, it will change the way you watch tv, however, I would not buy the stock until there is a sign they can market this wonder.

BTW, for anyone who says, well, their marketing worked on me... I am not a typical consumer... I have more curiousity and technical interests than the typcial consumer. I have no position in this stock, though I have considered a small long position. I'll be watching them....



To: PeterR1700 who wrote (116)10/19/1999 10:20:00 PM
From: Glenn Petersen  Read Replies (2) | Respond to of 2093
 
Peter, I am looking forward to getting some feedback from you in regard to your Tivo service.

I did see a Tivo/Phillips infomercial today and I was impressed by the product. It will certainly be bought by early adopters but it is hard to imagine many people immediately upgrading from their VCR to Tivo. They may purchase it when their VCR needs replacing. If that is the case, the roll out is going to be slow. 1,000 subscribers and a market cap of over $1.1 billion. Hmmm...I think that I will take a pass on the stock for now. It may have a run in anticipation of the end of the quiet period. If holiday sales are disappointing, it may be a real bargain in January.