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


To: Road Walker who wrote (809)1/28/2003 4:05:57 PM
From: lml  Read Replies (1) | Respond to of 2093
 
RE: "I imagine the same arrangement would be hold true if the cable companies ever got off their collective butts and offered Tivo."

John, the MSOs are not motivated to push PVRs. PVRs are certain to cannibalize demand for VOD offerings by MSOs. I Presume you heard Brian Roberts' (Comcast) speech at the Western Cable. He's pretty much opposed to offering PVRs to his subs.