work together, so what i see happening is any dvrs that virgin was using other than TIVO could be replaced by TIVO's and more subscribers...........don't let the bashers get to you...........like they did yesterday and got weak hands to sell....SMART money brought it backup n google settlement will come soon............alsoMurdock might need to get TIVO'S to keepup with LG or Murdock buying TIVO to be a throne in LG's butt............
Many, perhaps most, assume TIVO will be bought.
This seems likely, however my take based on past experience is that the buyer will cut a sweetheart deal. At a premium but not all that much. Meaning 16 to 22$ a share, with shares in buyer or cash payment option.
I think a deal will happen before March 21. As the lawyer crowd closes in on D day and has milked the situation to the hilt, they will protect their butts by explaining the realities to their clients.
All nonsense gone, the deal is done, using the path of lowest cost. I hope TIVO will resist the offer but I don't believe that will happen.
I would think that anything near a 1 billion settlement would give tivo a boost to 20-22 a share.
I actually think they are worth around 3.5 billion (with the settlement) and 675 million in cash. 30 per share buy out seems reasonable to me...