Originally Posted by bobm
Bring out a $800 box when Samsung, LG, Sony and perhaps Apple???? are offering the same for hundreds less? Let's not forget the MSOs with their no upfront monthly lease options.
You can't float the company by spending huge amounts on R&D, forging your own trail with proprietary software(most others will probably opt for OCAP, ACAP or some derivative) and expect to sell to enough people to survive. Somebody in management at Tivo needs to get a serious bean counter perspective. They just don't have the cash reserves to be stupid for another 12-18 months.
The leasing option comparison is not necessarily an apples to apples comparison as the HD TiVo has residual value which can be recovered if one wants to change out hardware where the lease costs are lost. This is significant in the cost calculation, as I've made money on every PVR I've bought, used, and later sold. Not saying you will necessarily make money, but there is residual value and it isn't just a few bucks.
On the other hand, the lease option is nice with current policies w/r/t RMA process. Exchanging your Moto box at the Comcast office is nicer than RMA'ing to TiVo for repair. I would hope TiVo worked more reliably than some of the stories people have posted on here about the Motorolas but I imagine the first releases will be buggy with updates forthcoming.
Correct me if I'm wrong, but I thought OCAP was middleware for Interactive Services at least partially Java-based. As such these services could run on HD TiVo as long as OCAP middleware is provided (ie the execution engine and APIs) So for example you could still purchase the Home Shopping Network at a push of a button instead of calling it in. I don't think OCAP is requiring the actual PVR application to be built on OCAP. Specifically in the OCAP specs they say OCAP must be able to run on different operating systems. My impression is for future channels folks envision per-channel interactive services as well as global interactive services, kind of like a web-station that downloads various Java or Soap apps.
If I'm interpreting the placement of OCAP correctly, then IMO it doesn't have real bearing on HD TiVo's success, as I think most people would be just overjoyed to have a DVR that reliably records what they tell it to record, which handles time slot changes, not recording previously recorded episodes, Daylight Savings Times changes, etc. In addition, if necessary, TiVo can add an OCAP engine (if they haven't done so already) and run whatever OCAP apps come down the pipe.
For the record, I'm not a TiVo die-hard fan. I've never owned one. Mainly use ReplayTV, but I do respect TiVo for pushing on and trying to offer us an alternative DVR choice. There are many creature comforts TiVo (and other DVRs) offer which the cable companies do not and sometimes will not. If no secondary PVR market is allowed to develop, you will be locked into whatever the cable company wants to give you, which is not always what you desire, but always what they desire. When you pay for your hardware out of your own pocket, the manufacturer inevitably becomes more responsive to your needs.