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Technology Stocks : Tivo (TIVO) Interactive TV
TIVO 6.0900.0%Jun 1 4:00 PM EDT

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To: TimF who wrote (2064)11/18/2010 11:38:36 AM
From: i-node  Read Replies (1) of 2093
When the cable guy came to install the cable card in my new one, I said, "Gosh, bet you don't see many TIVOs these days". He said, "Actually, we're seeing more of them. Everyone wants them for Netflix".

And I have to tell you, the Netflix capability is attractive. We have a Netflix DVD we've been sitting on for 3 months. But streaming movies on TIVO is convenient, and works well. With Netflix having expanded its streaming content, I wouldn't be surprised to see a boost. Except for this $20/month thing.

There has been some complaining about the $20/month arrangement because it would appear that although they haven't done so yet, the game plan is to raise prices to $20/month. That big a jump is dangerous to their business plan. They might go to $15/month without a lot of complaining, but $20? I'm not sure.

The real play, of course, is Netflix, which promises to save as much in postage as the increased streaming content is costing them, over time.
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