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To: DukeCrow who wrote (7750)	7/25/2000 11:52:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

abukhari, (late edit below, see p.s. ... sometimes it takes a few minutes for things to sink in ;-) Interesting. However, one would think that if Comcast is going to make either of these available, then they would (if not immediately, then eventually) deliver their PPV, and VoD streams (at least) over the digital portion of their cable spectrum, as well.. using enhanced stb's to do so. Then again, aren't there some stb's, themselves, that are being designed to avail themselves of these features too? Or, am I missing something, and this is what is, in fact, being proposed in the previous example discussed, initially? FAC ps - Okay, now I see. We're not just talking about PPV and VoD, are we? We're also talking (probably primarily talking) about regualr programming. But then what "about" the PPV and VoD features with play back that the stb's will support? Will we have multiple devices/appliances capable of doing the same thing cluttering up the living room or den? The computer room? Or, wherever? Heck, the PC itself with the proper program could even be called upon to take up some of this slack, couldn't it?

To: DukeCrow who wrote (7750)	7/26/2000 12:44:48 PM
From: lml	Read Replies (1) \| Respond to of 12823

abukhari: Thanks for the "addition." I did not know that Vulcan had an interest in TiVo. But then again, its smart to have an investment in other "market participants" As we know, this is what Bill G. (MSFT) did when he funded AAPL a few years back. Nevertheless, Vulcan's interest in Replay is substantial. How substantial is its holdings in TiVo? I can only speculate that it is not relative to the other entities that essentially behind TiVo (i.e. Philips, Sony, AOL, and recently DirecTV). Thanks for citing the Dish Player, Echostar's response to DirecTV's involvement with TiVo. I'm surprised that the DirecTV/TiVo receiver is not yet available. I thought it was. It was introduced at CES in January of this year. While I was disappointed not to see ReplayTV team up with DirecTV, I am of the view that I don't necessarily want a machine to do too many things. If something goes wrong, than everything becomes non-functional. Also, if one wants to make the transition to HD in the foreseeable future (i.e. DirecTV Plus) the TiVo add-on becomes, IMHO, problematic. Thanks again for your contribution. You appear to know much in this area, and I for one welcome your input. How do you see this market maturing? The MSO response to DBS involvement is fascinating.