CNET: TiVo: Bound to be bundled?
Sep 07, 2001, 21:07 (0 Talkback[s])
(Other stories by Larry Dignan, Richard Shim)
"...Analysts say that TiVo--which hasn't yet turned a
profit--is likely to become a takeover target or simply wither away
in the face of more aggressive competition. TiVo executives
maintain that the company can survive, but analysts are doubtful.
"The long-term future of TiVo is very much open to debate," said
David Lee Smith, a Dain Rauscher Wessels analyst. "This may be a
case of functionality masquerading as a company. There may be a lot
of revenue streams here, but it's a question of whether they accrue
"In the end, every set-top box could offer TiVo capability," he
TiVo is feeling the heat from Microsoft with its UltimateTV
player and Sonicblue with a resurrected ReplayTV. Microsoft earlier
this year launched its UltimateTV service for DirecTV receivers,
which offers digital video recorder capabilities."