[opendtv] TiVo, Say It Ain't So
- From: Monty Solomon <monty@xxxxxxxxxx>
- To: undisclosed-recipient: ;
- Date: Fri, 28 May 2004 08:43:44 -0400
TiVo, Say It Ain't So
By adding new services, the DVR company may be making a fatal mistake.
By Phillip Swann
Washington, D.C. (May 26) -- TiVo, the Digital Video Recorder
service, yesterday reported that it added 264,000 subscribers in the
last quarter, bringing its total to 1.6 million. Normally, that would
be good news. However, in a conference call with investors, TiVo CEO
Mike Ramsay said something that could spell doom for TiVo.
Ramsay indicated that his company would spend more time and money on
developing new features for TiVo, such as satellite radio, digital
photo editing and the ability to surf the Internet. The executive
believes that the new services will generate more revenue from
current subscribers, enabling the company to survive despite
competition from unbranded DVRs used by cable and satellite TV
operators. Many analysts believe that the unbranded DVRs will
eventually dominate the market, leaving TiVo with a niche audience of
less than 10 million people.
Considering that the DVR market is getting crowded, it's
understandable that TiVo would seek new revenues. However, the
company's plan to add non-DVR features puts its most valuable asset
at risk -- its brand.
...
http://www.tvpredictions.com/tivo052604.html
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