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Discussion in 'DIRECTV General Discussion' started by Mike Bertelson, Mar 16, 2011.
TiVo does Netflix and amazon.
so from the top ...
"OK, so rather than asking a question as your response .."
Translation: Please do not post a question in response to my next comment
"Please, explain what modifications in the existing contract (what little we really know) would make things "better" than they currently are."
Translation: Please post an idea that would be better than the status quo and explain why you think it would be better than the status quo
Is it really that hard?
I was talking about the new TiVo/Comcast deal. They are going to offer Comcast on demand via a TiVo. If they allow Netflix and amazon, then Comcast gains nothing.
Standalone Tivos do. But do you think Comcast will allow their Tivos to access those services?
You don't think reducing or dropping the high licensing fee is better than the status quo?
!rolling .. OK, I'm on to you now .. You can only respond with a question .. interesting.
By allowing standalone TiVo Premiere HDDVRs to access the Comcast VODs, Comcast gains new subs because to get the VOD service the TiVo box users must now sub to Comcast first, while TiVo does the hardware manufacturing, software development and marketing for Comcast. This new arrangement seems much better for Comcast than the old one.
Are you incapable of answering it?
you haven't answered my question yet (I've asked twice) .. perhaps we are at a stalemate.
I'm sure DIRECTV would let TiVo DVRs connect to DIRECTV... Oh that's right. TiVo can't connect. !rolling
And without seeing the agreement, do we really know that Comcast isn't paying license fees for the other DVRs? As in Comcast is no longer paying development fees, but now or still paying license fees?
I don't think reducing or dropping the high DirecTV licensing fee requires that a standalone TiVo must be able to receive from a dish. Unlike the Comcast arrangement, DirecTV/TiVo can still use the DirecTV hardware, just reduce or eliminate the licensing fee.
Licensing fee is only assessed on the devices used by the licensee, not on the devices used by the company that receives the fee. TiVo cannot charge itself a license fee on its own DVRs.
Ok, so wait. You are suggesting DIRECTV reduce the License fee to TiVo because comcast has let TiVo use TiVo's receivers on Comcast's network--which DIRECTV can't do?
How does that work again?
And we still don't know if the new Comcast agreement has license fees for any DVRs that are not TiVo but Comcast supplied. That is kinda an important part of the story...
Not at all, what I am suggesting is, TiVo by its willingness to terminate the old licensing agreement with Comcast, showed us TiVo recognized its bargaining power had weakened in the wake of the en banc ruling where by all its appearance, the ruling undermined TiVo's infringement threat against DISH. Keep in mind DISH was a convicted infringer, therefore by such ruling removing TiVo's infringement threat against DISH, other companies are under even less threat.
Even DISH isn't paying TiVo a licensing fee, the settlement pays TiVo a lump sum and in exchange DISH can deploy as many DVRs as they want and use TiVo's technologies as they wish. If after seeing this, Comcast still agreed to continue to pay TiVo some kind of licensing fee assessed against its own DVRs in this new agreement, well what can I say? You have the right to believe what you want to believe.
The question is then, why in the world should DirecTV continue to pay TiVo a licensing fee? Not just a licensing fee, but a "significantly higher fee"?
$500mm is a pretty hefty non-license fee.
@ $5/pop it would take 100-million payments from DIRECTV to match. Even if DIRECTV has 100,000 customers for the TiVo, it would take 1,000 months to equal that - that's 83 years. Let's get a little perspective here.
Remember--it was a "settlement" not a license agreement.
And don't let the fact that it runs exactly as long as TiVo's patents fool you... That doesn't mean anything either...
That is the point isn't it? TiVo would have loved to settle on a licensing deal, instead they agreed to take a lump sum deal, definitely not the winning deal as you and Doug may suggest, at least the investors don't share such sentiment.
In the eyes of some of you, none of the business/legal environment matters, it is only technical issues that mattered. So TiVo is just so stupid that it simply did not have the technical know how to make the new DirecTiVo work, despite the fact they already made the old DirecTiVo work just fine, by many accounts they worked better than the early models of the DirecTV's own DVRs, and again by all account this new DirecTiVo will not be that different from the old one which worked perfectly fine.
But for some reason TiVo could not make the new one work. You'd rather believe this, and refuse to consider maybe there are other reasons than the technical issues?
Umm... you clearly don't understand that TiVo got a combination license, court award, and penalty deal in that settlement. It as all rolled into one series of big payments. A very nice set of payments by the way.
Does TiVo have the ability to make this work? I think so. I've heard some of their programmers have left, but I think that eventually they could. Yet they are way, way behind on all their technical projects: TiVo premier, Comcast DVR, Cox DVR, and DIRECTV DVR.
And I know there ain't no "outside of TiVo" business reason they couldn't deliver the DIRECTV DVR in 3 years (has it really been that long!?) Within TiVo, I don't know enough about the company to understand so many delays.
I also know DIRECTV started from scratch and got the HR20 up in less than 3 years. Much less than having to port from an existing codebase.
Minimal. Seriously doubt it will have much of an impact for new subs. All they will gain is those who already have a TiVo can buy on demand stuff. Anyone loyal enough to the TiVo brand to pay the extra fees for a TiVo is not going to make a difference. Meanwhile, comcast doesn't rent their boxes.
In looking back at the many posts here, and the information that has been shared by some folks who must know more than most of us...it would seem:
1) The HR22-100 HD DVR is the hardware
2) MPEG4 will be supported
3) WHDS (MRV) will not be supported
4) Tivo-developed software will be contained in the unit, and the logo on it as well
5) It's real...coming for sure...and apparently showing up before year end
6) There will likely be an additional service fee
Beyond these things that have already been stated (more than once)...for those who care or are interested...its pretty much wait and see time. :shrug:
Someone has determined that the new Tivo software is going to be provided on Direct's home grown hardware.
So why wasn't the popular Tivo-style DualLiveBuffer ever implemented on the Direct boxes? Anyone know the reason?