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TiVo Inc. (TIVO) Message Board

  • ubank_1999 ubank_1999 Jan 6, 2012 11:04 AM Flag

    bye bye tivo once and for all

    LG Electronics Inc said on Friday it would unveil its first Google TV next week, joining Sony Corp and Samsung Electronics Co in partnering with the search giant to get a foothold in the emerging Internet TV market.

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    • yourbestfriendintheworld yourbestfriendintheworld Jan 9, 2012 12:52 PM Flag

      I doubt it means bye-bye, but it does mean TiVo has a deep and agile competitor who likely has avoided all the intellectual property traps that other DVR makers stupidly assumed were unpatentable or unpatented.

      It is a good reason to lower TiVo's expected revenue from its own equipment and from royalties going forward, and from subscriber fees as the competition steals customers. Since this competition has no customers, it's not possible for customers to flow the other way yet, so equilibrium is guaranteed to be at a lower customer count for TiVo. In order to retain customers, TiVo will also have to start looking at lowering subscription fees. So equilibrium subscriber revenues will be lower.

      I'm going to think about dumping my TiVo holdings. I won't do it just now. But the argument I've posed here isn't looking weak. I'll decide before close today, though.

    • e_norma_stitz@ymail.com e_norma_stitz Jan 6, 2012 6:09 PM Flag

      TiVo to $50!!!!

 
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