Scott Berry

Will TiVo Become Software Inside Your TV?

I beg to differ. There are a few models (LG did this as far back as 05 or 06, I think) with Hard Drive but I don't see it as a trend that consumers will ever adopt. Can you point to many new models that are actually getting sales traction?

Mfrs will price their sets out of the market unless they all conspire to have hard drives. Similar to built-in DVD and VHS players--a niche only. People won't want to repair/replace TV if disc drive fails. Just can't see it.

Will TiVo Become Software Inside Your TV?

While it's true TiVo is going increasingly to an IP licensing business model, they still are working to differentiate their boxes. Furthermore, until they start putting disc drives inside TVs (and I see no reason why mfrs would drive up their prices by doing so), separate DVRs aren't going away.

Incorporating a cable box (tuning, decoding) is a different prospect than incorporating a DVR.