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Strategies & Market Trends : The New Millenium Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (522)3/30/2000 11:31:00 PM
From: John Pitera  Respond to of 540
 
I tend to doubt it as the barrier to entry may not be as
wide. But it's an intriguing question.



To: wlheatmoon who wrote (522)3/31/2000 8:52:00 AM
From: Terrapin  Read Replies (1) | Respond to of 540
 
Re: TiVO,

I agree with John, the device itself offers no real barrier to entry and could quickly become a commodity; but doesn't TiVO include a service for delivering and organizing the programming? That service would be the long-term profit stream.

JMHO,
Terrapin


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