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TiVo Loses Investors Amid Cable-TV Competition: Taking Stock
Posted 16 April 2004 - 06:06 AM
Watts has instead bought shares of Scientific-Atlanta Inc., a maker of set-top boxes. The company's products, supplied to cable companies such as Comcast Corp. and Time Warner Inc., include recording devices.
Money managers such as Watts have shunned or sold TiVo --the second-best performer in the Bloomberg Hollywood Reporter Index this year -- because the company's stand-alone recording service may become superfluous. Customers can purchase the same product directly from cable and satellite companies as part of their television service.
``It's tough defending TiVo against the competition,'' said Watts, who manages $500 million in small-company stocks for the firm in Boston. ``All set-top boxes in the future'' will have digital-video recorders inside them, he said.
Technology upgrades have overtaken companies' business in the past. Netscape Communications Corp., for instance, charged for its Web-browsing software before Microsoft Corp. added its Internet Explorer program to the Windows operating system. The company, now part of Time Warner's America Online unit, gives away the software.
Posted 16 April 2004 - 10:31 AM
For a standalone, the $12.95 monthly sticker shock is a bit of a turn off especially when the local cable company will give you the box for free with a slightly lower monthly fee (but reduced functionality). TiVo was hoping to follow the footsteps of VCRPlus. If you don't remember, VCRPlus started out as a programable remote that would record the programming. The people who made the technology wanted to license the technology into VCRs (which did happen), and eventually, the VCRPlus remotes disappeared.
"In an effort to increase your cable and satellite bills beyond the point of affordability and to further pad the pockets of our executives..."
Check out my list of links.
Posted 16 April 2004 - 10:37 AM
The only place where the analogy breaks down is that TiVo has patents on name-based recording. This is a real technical advantage to TiVo over generic PVRs. It's anyone's guess whether this is enough to push TiVo to the top of the PVR market.
Posted 16 April 2004 - 11:44 AM
Posted 17 April 2004 - 11:10 PM
Posted 19 April 2004 - 09:32 AM
The real first PVR was out in early 1999 before the term PVR or DVR was ever used. Back in the Day Microsoft called it Personal TV. Yes the 7100 was first. While it may not of been earth shattering with a 8 gig hard drive it was the first. And still to this day is the best damn dish network PVR out there. Only the 7x00 (71/7200) have name based recording on there units but again it uses microsoft software licences not Echostars.
Posted 19 April 2004 - 09:47 AM
Posted 19 April 2004 - 10:27 AM
Posted 19 April 2004 - 11:25 AM
Posted 20 April 2004 - 07:44 AM
Posted 21 April 2004 - 05:22 PM
However the 7100 was sold for months before this without the PTV service option. It's possible a 7100 would pause live TV back in June 1999 before PTV was offered on it. Whether pausing without the ability to record counts for anything I leave to others to argue about.
Posted 21 April 2004 - 06:21 PM