|Originally posted by John Silver|
Lots of people thought advertising would carry "Free ISPs" and one-by-one they dropped like flies. So I don't think we'll ever see advertisers picking up the cost of the hardware and service.
|To me what keeps these boxes expensive is the small customer base.|
|As I understand, there are only 1/4 million or so customers.|
|Tivo is a long way from break even and while the loss, according to their last quarterly is narrowing, it's still burning through cash to stay afloat. Lowering the cost alone, you get further away from profit, the stock tumbles, and you run out of money.|
|So in my mind, they need to race to profit ability by getting the customer base up to their break even target, and I don't have a clue what that is. Maybe a million customers? Part of doing this is to lower the cost of the box, and market the hell out of it.|