Comments on Dave Zatz's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/dave-zatz/articles http://seekingalpha.com/article/124041-will-tivo-s-partnerships-with-comcast-and-cox-pay-off?source=feed#comment-413332 413332 Wed, 04 Mar 2009 17:00:26 -0500
The FCC had to get involved and basically order cable companies to come up with a solution to make their cable systems compatible with TIvo (that shows you how big of a household name the Tivo is). Only now are cable outfits SLOWLY offering SDV converters albeit in some markets.

Whether or not this was a malicious plot by the cable companies to keep customers renting their own box to get more money is another question. If so, it will backfire and the cable industry will be left with thousands of angry subscribers switching to satellite or new phone company TV services. Most cable companies are currently using flawed HD boxes, the very reason for attempting to use a Tivo in the first place.

So now that we are hearing about loss of subscribers and stagnant Tivo HD DVR sales, it doesn't seem surprising at all. The ever mounting number of disappointments adds up after a while.]]> http://seekingalpha.com/article/124041-will-tivo-s-partnerships-with-comcast-and-cox-pay-off?source=feed#comment-413317 413317 TiVo is on bare life support and all set-top box vendors like Vudu, > Roku, AppleTV are fighting for a small slice of savy American consumers > who can afford multiple boxes in their living room and juggle with > complex user interfaces. With a souring economy, TiVo will not even > get a buyer unless Telcos like AT&T and Verizon (FiOS) are interested. > There are no compelling reasons for anyone to invest $140 to $200 > on a device and then continue to pay $20 every month. TiVO should > look at European, Japanese and Korean markets where there are much > better DVRs and set-top boxes. You mentioned DVRs in overseas markets. I'm very curious as to what the differences are. Sounds like you may have seen them first hand. I'm guessing VOD from the cable co is one. Perhaps less restrictions on copying HD from a DVR are another.]]> Wed, 04 Mar 2009 16:52:57 -0500

On Mar 04 10:15 AM Sekar wrote:

> TiVo is on bare life support and all set-top box vendors like Vudu,
> Roku, AppleTV are fighting for a small slice of savy American consumers
> who can afford multiple boxes in their living room and juggle with
> complex user interfaces. With a souring economy, TiVo will not even
> get a buyer unless Telcos like AT&T and Verizon (FiOS) are interested.
> There are no compelling reasons for anyone to invest $140 to $200
> on a device and then continue to pay $20 every month. TiVO should
> look at European, Japanese and Korean markets where there are much
> better DVRs and set-top boxes.

You mentioned DVRs in overseas markets. I'm very curious as to what the differences are. Sounds like you may have seen them first hand. I'm guessing VOD from the cable co is one. Perhaps less restrictions on copying HD from a DVR are another.]]> http://seekingalpha.com/article/124041-will-tivo-s-partnerships-with-comcast-and-cox-pay-off?source=feed#comment-412577 412577 Wed, 04 Mar 2009 10:15:01 -0500 http://seekingalpha.com/article/102988-netflix-finally-lands-on-tivo?source=feed#comment-294312 294312 Thu, 30 Oct 2008 11:32:29 -0400 http://seekingalpha.com/article/93902-comcast-introduces-fancast-video-download-beta?source=feed#comment-245748 245748 Thu, 04 Sep 2008 17:03:13 -0400 But capping people who are paying through the nose sucks.
And sending a "nice" cable guy door to door is not going to make up for being such nasty guys. I say Booo hisss to comcast. ]]> http://seekingalpha.com/article/93902-comcast-introduces-fancast-video-download-beta?source=feed#comment-245380 245380 Thu, 04 Sep 2008 10:28:46 -0400 http://seekingalpha.com/article/93215-parsing-tivo-s-latest-conference-call?source=feed#comment-242038 242038 Fri, 29 Aug 2008 23:18:31 -0400 http://seekingalpha.com/article/93215-parsing-tivo-s-latest-conference-call?source=feed#comment-241489 241489 Fri, 29 Aug 2008 09:03:31 -0400
You know what they say about the squeaky wheel? Not to be a nuisance or anything, but one can only hope that rule applies here.]]> http://seekingalpha.com/article/87016-web-video-is-coming-to-fios-tv?source=feed#comment-214404 214404 Fri, 25 Jul 2008 11:35:21 -0400 http://seekingalpha.com/article/79649-free-starbucks-wifi-launching-this-week?source=feed#comment-178775 178775 Tue, 03 Jun 2008 17:47:12 -0400 http://seekingalpha.com/article/79649-free-starbucks-wifi-launching-this-week?source=feed#comment-178521 178521 Tue, 03 Jun 2008 10:54:39 -0400 http://seekingalpha.com/article/79649-free-starbucks-wifi-launching-this-week?source=feed#comment-177941 177941 Mon, 02 Jun 2008 11:01:48 -0400 www.lompie.blogspot.com]]> http://seekingalpha.com/article/79649-free-starbucks-wifi-launching-this-week?source=feed#comment-177895 177895 Mon, 02 Jun 2008 10:10:53 -0400 http://seekingalpha.com/article/79649-free-starbucks-wifi-launching-this-week?source=feed#comment-177677 177677 Sun, 01 Jun 2008 20:27:32 -0400 http://seekingalpha.com/article/65884-yahoo-video-wherefore-art-thou?source=feed#comment-118865 118865 Mon, 25 Feb 2008 14:58:56 -0500
And now that they've done their layoffs to include all of the innovation teams, there's not much of a chance of anything new coming out that's worth paying attention to.

What a waste.]]> http://seekingalpha.com/article/65884-yahoo-video-wherefore-art-thou?source=feed#comment-118783 118783 Mon, 25 Feb 2008 12:40:55 -0500 http://seekingalpha.com/article/57150-replaytv-sold-to-directv-huh?source=feed#comment-105259 105259 Thu, 13 Dec 2007 19:23:42 -0500 http://seekingalpha.com/article/57150-replaytv-sold-to-directv-huh?source=feed#comment-105144 105144 Thu, 13 Dec 2007 06:48:33 -0500 http://seekingalpha.com/article/49790-did-the-comcast-tivo-really-launch-this-week?source=feed#comment-98600 98600 Sun, 14 Oct 2007 11:54:28 -0400 http://seekingalpha.com/article/49790-did-the-comcast-tivo-really-launch-this-week?source=feed#comment-98598 98598 Sun, 14 Oct 2007 11:30:16 -0400
Here's a chart of the net new TiVo subscribers by quarter.

tvbythenumbers.com/200.../
]]> http://seekingalpha.com/article/49097-tivo-vs-echostar-boredom-in-the-courtroom?source=feed#comment-98021 98021 Mon, 08 Oct 2007 15:44:23 -0400
TiVo's subscriber base continues to fall

tvbythenumbers.com/200.../

and their share of the US DVR installed base dwindles

tvbythenumbers.com/200.../
]]> http://seekingalpha.com/article/37066-tivos-q1-call-series3-lite-comcast-rollout-down-under-deployment?source=feed#comment-87481 87481 Fri, 01 Jun 2007 11:52:03 -0400 http://seekingalpha.com/article/19741-microsoft-s-xbox-360-plan-vod-trojan-horse?source=feed#comment-72944 72944 Thu, 02 Nov 2006 08:22:50 -0500