It'll be a sloooow, painful, kicking and screaming death... like a trainwreck, I can't look away!!!


Here are the facts: They’ve had two senior executives leave in the past month. DirecTV, which drives most of their subscriber base, is more or less just letting the clock run out on the rest of their deal. TiVo’s stock is trading near its 52-week low (it’s around $3.75 a share today, a year ago it was trading north of ten bucks), and they continue to lose money quarter after quarter. Except for their acquisition of Strangeberry last year and some vague plans about launching a video-on-demand service with Netflix, they’ve given no indication of how they’re going to turn things around in the face of stiff competition from all sides. |
DirecTV, which drives most of their subscriber base, is more or less just letting the clock run out on the rest of their deal. |
Originally posted by bpratt Yes, but DirecTV has announced that they will produce their own DVRs which should be available by summer 2005. I guess they decided they wanted all the profits rather than sharing with Tivo. |
Originally posted by alextse Second, I believe there is intellectual property to be had. Many of the cable co DVR's are severely crippled and my understanding is that it is due to the fact that Tivo and (now) DNNA control the vast majority of patents related to DVRs with Microsoft owning a smaller share. |
Originally posted by davester2 I'm hoping that Apple buys TiVo and comes out with a killer application, just as they did with the iPod/iTunes music store. Of course, where would that leave me, with the competitor's product?...being a machead I'd be virtually compelled to switch. |
Originally posted by rugby Funny you should mention that. I'm in the same boat as you. http://yahoo.reuters.com/financeQuot...3627852_newsml |
Originally posted by j.m. Average (at best) hardware and features + ridiculously high price tag + flashy/trendy looks + great marketing + devoted fans who refuse to see through the aforementioned ruse = Apple A case in point is the iPod shuffle--an almost laughable MP3 player by today's standards that will still sell millions. |
Originally posted by oldnacl Tell me more about the average hardware and features as I write this on my Mac that runs 24/7 and I reboot, maybe, once a month compared to my XP PCs that I have to shut down after each use while I pray (and pay) for virus/hacker immunity. Yes, Mac-heads are loyal, but there are reasons, and, when you're making price comparisons, measure Apple's price against like-equipped PCs. It takes a lot more than a $399 Dull to compare to the most minimal Mac. And don't let me get started on Windoze bugs - I have to deal with them every day at work (thank Open Source for Linux on Intel boxes). BTW, Microsoft employees with players are wearing iPods - something like 80%. http://www.wired.com/news/mac/0,2125...=wn_story_top5 "About 80 percent of Microsoft employees who have a portable music player have an iPod," said one source, a high-level manager who asked to remain anonymous. "It's pretty staggering." Let's all be nice. |
Originally posted by j.m. A case in point is the iPod shuffle--an almost laughable MP3 player by today's standards that will still sell millions. |
Originally posted by j.m. Average (at best) hardware and features + ridiculously high price tag + flashy/trendy looks + great marketing + devoted fans who refuse to see through the aforementioned ruse = Apple A case in point is the iPod shuffle--an almost laughable MP3 player by today's standards that will still sell millions. |