Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Harmond who wrote (965)	5/5/2003 9:01:26 PM
From: Ron	Read Replies (1) \| Respond to of 2093

ROCK AND ROLL. Another nice move on double average volume today... cheers

To: Bill Harmond who wrote (965)	5/6/2003 1:26:26 PM
From: Road Walker	Read Replies (1) \| Respond to of 2093

William, re: As a result TiVo generates a lower payment for those subscribers, but also carries none of the costs of maintaining those subscribers. We estimate that TiVo receives the equivalent of $3.30 per month for these OEM subscribers. If the incremental cost of additional subscribers is really that low, then an all out push for the cable operators, with the same cost program, could be what would push Tivo into net net profitability. Is the Tivo brand and service worth $5 a month to the end user? I think so. Is it worth ~$350 plus $12.95 a month? It is, but to a MUCH smaller group of potential end users. Time Warner sold our cable area to a company called "Bright House", that is planning to sell proprietary DVR & service in the near future. Once the cable operator chooses a path in the DVR market, it will be difficult to switch directions; consumers would not want to switch machines and learn a new interface. Tivo needs to get these guys now. John