i think a lot of it has to do with the death of tivo report. i don,t follow tivo i just bought yesterday because of the huge sell off. i got out this morning at the open. I bet btivo will go back up, but when all is done and said tivo/satalite radio, is a flash in the pan. imo
Why a flash in the pan - It looks like they are both growing industries that have a future. both are just a little while away to making money though.
sat radio and tivo both are very cool and will burn bright for a short period of time. I personally do not know anyone or does anyone i know know of anyone that has sat radio or tivo. i admit i live in a small town but that is how i gage new tech stuff that comes on the market. if the item can not get penetration in a small town it will never survive. Flash in the pan, to me means very cool for a short period of time and not very protectable from competitors, give it a year and you will see tivo technology intergated into everthing. problem is i don't think tivo can protect or collect from this.