Wall_St_Geek

Lack of DISH Ruling Disappoints TiVo Holders

If you want a better perspective, check out the investor boards at fool and investor village. Both of those had people who actually WENT to the hearing yesterday and can give you a perspective on what was said and the general demenaor of the judge.

While each of the items mentioned by the analysts COULD happen, IMO the judge just wants to be seen to have considered this matter carefully, given that E* has said they want this to be heard by the Supreme Coury (unlikely). We should have a ruling within 2-3 weeks, and personally I will be adding to my position at these prices in anticipation of a positive ruling for TIVO.

YouTube Coming to TiVo, But Only for Under 750,000 Users

"And out of those 750,000, how many are connected to a broadband connection and not just a phone line? I know of many friends who have a Series 3 but only connect to a phone jack..."

Hardly a scientific analysis. I agree that this is good for Tivo, but with the many different types of content enabled for the Series 3, I think the proportion of the 750K is much higher than you think. Also, consider that the 750K is only going to go higher, while the users upgrade to the latest platform - particularly with the prices for the Series 3 continuing to drop.

Sony's Latest Play for Your Living Room

"None of these have really taken off--largely because each option only has a sliver of content."

On what basis do you believe they have not taken off? From tracking order numbers, we know that the Netflix Roku box sold over 50,000 units within 2-3 weeks, and it is believed they sold over 100,000 before they hit supply difficulties. They have ~ 10,000 titles ready for instant viewing on your TV at no additional cost to the NFLX subscription. I don't call that a "sliver" of content.

Having said that, I agree Sony is late to the game here, and the PS3 has not sold that well, so this may be too little, too late. However, I do think it is a good, strong move to make.

How’s TiVo’s Turnaround?

"In January, it won $94 million in a patent dispute with EchoStar or Dish Network".

To be clear the number now is probably much higher. The $94 million were the damages awarded at the time of the original judgement. Damages continue to accrue while the company remains in infringement. If this is adjudicated rather than settled, many people expect the new number to be > $180-$200 million.

TiVo's New Strategy Appears To Pay Off

"saying EchoStar (now EchoStar Corp and Dish Network) is to pay a $94 million award."

Except that the number now is much higher. The $94 million was the amount due at the time of the original ruling, which was some time ago, and the ruling requires E* to license technology for TIVO - which will be retroactive to the time of the original ruling. While the number may be as low as $94 million if the 2 parties settle (unlikely in itself), several projections now put this at ~ $160-200 million.