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   Technology StocksTivo (TIVO) Interactive TV

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To: Road Walker who wrote (2054)1/20/2010 12:10:21 PM
From: Jeffry K. Smith
   of 2093
"Ya think it's this?"

No, I don't think it's the MSFT lawsuit (announced today) that would cause TIVO to drop *yesterday*, then close UP substantially, but then one never knows!

Thanks for the heads up. As you say, "trade carefully:"

btw, here's TIVO's reply:

"Microsoft's recent legal actions, including its decision to seek to intervene on behalf of its customer, AT&T, and its recent complaint against TiVo in U.S. District Court, Northern District of California do not bear on whether the AT&T products and services that are the subject of TiVo's complaint infringe the patents asserted by TiVo. Rather these actions are part of a legal strategy to defend AT&T. We remain confident in our position that AT&T will be found to infringe on the TiVo patents asserted."

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From: Road Walker3/3/2010 8:09:20 AM
   of 2093
TiVo to Offer Boxes That Go Beyond the Recorder

SAN FRANCISCO — TiVo, the Silicon Valley pioneer of digital video recorders, is once again trying to get consumers to pay for another set-top box that combines traditional television programming with a vast array of content from the Web.

At an event in New York on Tuesday night, TiVo said it would soon begin selling a new set-top box, called TiVo Premiere. The new device, more slender than previous hardware from TiVo, will put regular program listings from cable and satellite on the same page as related material from the Web.

For example, a prominent search box on the service allows users to look for, say, “The Office,” and quickly find the regular TV listings of forthcoming episodes as well as older episodes for rent on Netflix and Blockbuster, outtakes and deleted scenes from YouTube, and merchandise related to the show for sale at

“This takes broadband and broadcast and puts them all together as a single experience,” said Tom Rogers, TiVo’s chief executive.

“You have your cable box, your movie box, your music box, your Web box and your DVR all in one.”

TiVo, based in Alviso, Calif., has been struggling for years as cable and satellite companies offer set-top boxes with their own digital video recorders that allow people to pause and digitally record live television.

In November, TiVo said its subscriber base fell by 21 percent, to 2.7 million, from 3.5 million the year before.

The new TiVo Premiere, which will go on sale in April, is aimed at reversing that trend. The basic version of the box can store 45 hours of high-definition programming and costs $300. A premium version called TiVo Premiere XL can store 150 hours and will cost $500.

The company charges additional monthly fees for the service, starting at $12.95.

TiVo will sell the new devices on its Web site and through retailers, including Best Buy. RCN, a cable provider on the East Coast, will make TiVo Premiere boxes available to customers in New York City, Boston, Philadelphia and Washington.

With the Premiere, TiVo is also presenting new opportunities to advertisers — while taking some away.

Companies can promote themselves prominently from TiVo menus, which include a bar of suggested programs that appear prominently at the top of each screen.

But the TiVo Premiere remote control also has a new scan button that allows a user to easily zoom through a 30-second ad in just one second — which will give viewers a quick “impression” of the ad, but not much more.

The challenge for TiVo, as always, is to persuade consumers to spend the extra money for a premium service, when they can get a free, if inferior, set-top box from their cable or satellite company instead.

The new device “is of course elegant and wonderful in all the ways TiVo has historically been able to deliver,” said James L. McQuivey, an analyst at Forrester Research.

“The question is, do people need that well designed of a product? That’s got to be very painful for TiVo.”

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To: Road Walker who wrote (2056)3/5/2010 6:03:35 AM
From: Glenn Petersen
2 Recommendations   of 2093
TiVo Prevails in Patent Rights Case Against Dish

March 4, 2010
Filed at 3:03 p.m. ET

TiVo Inc. prevailed yet again in a long-running dispute with Dish Network Corp. over patents for digital video recorders, as a federal appeals court cleared the way Thursday for TiVo to collect hundreds of millions of dollars. TiVo shares jumped more than 50 percent.

Despite repeatedly losing, however, Dish said it will seek a review of the three-judge panel's decision by the full U.S. Court of Appeals for the Federal Circuit.

TiVo said the decision, if it stands, would let it collect at least $300 million from Dish -- about $100 million in damages and interest, and the rest in contempt sanctions that TiVo already has been awarded. That would be on top of about $100 million in damages that Dish had already paid TiVo in earlier litigation.

TiVo has struggled with being consistently profitable, and being able to collect such an amount would help get it into the black. TiVo came out with its DVR in 1999 and ''TiVo'' became a verb synonymous with recording TV, but it has faced intense competition from generic DVRs offered by Dish and other subscription TV providers.

The company also has sued AT&T Inc. and Verizon Communications Inc., charging them with infringing on certain DVR patents. Microsoft Corp. has waded into the fight on AT&T's side.

''The courts have ruled in TiVo's favor numerous times over the past five years, which should help ... in the company's litigation against AT&T, Verizon, and Microsoft,'' Tony Wible, an analyst from Janney Montgomery Scott, said in a research note.

At issue is a TiVo patent on technology for storing and retrieving video on DVRs, which lets viewers pause, rewind and replay live TV. TiVo sued Dish in 2004 for patent infringement for using a similar technology on its DVRs, a case Dish lost on appeal. Dish paid TiVo $104.6 million in damages and interest and was barred from using the technology.

While the case was going on, Dish crafted a redesigned technology that it said did not infringe on TiVo's patent. But the U.S. District Court in Marshall, Texas, disagreed and ordered Dish to pay TiVo additional damages -- this time at $103 million plus interest, along with about $200 million in contempt sanctions.

Dish appealed again, losing that bid on Thursday. Dish said that it is planning a second redesign of its technology and will seek approval from the district court to use it.

Dish said in a statement that it's disappointed in the ruling but gratified that one of the three appellate judges sided with its position and issued a dissenting opinion Thursday.

Two of the judges found that the lower court applied the right standard in analyzing whether Dish's redesigned technology still infringed on TiVo's patent. But the dissenting judge, Randall Rader, said the court is punishing a company that has made a good faith effort at a redesign.

Dish is counting on a better outcome if the entire appeals court grants the review it has requested.

Wible believes Dish would lose before the full appeals court as well and would end up paying a license fee to use TiVo's technology on Dish's DVRs or face having to disable the boxes. Comcast Corp. and Cox Communications Inc. already license TiVo's software.

Analysts have been perplexed at Dish's intransigent stance on TiVo, which Dish has repeatedly. But Dish has refused to give up.

TiVo said the $300 million it was awarded covers Dish's infringement through July 1. The Alviso, Calif.-based company said it will seek damages for Dish's continued infringement since then.

Last August, TiVo sued AT&T and Verizon over the same patent and two others that allow multiroom viewing and correct overshooting when viewers fast-forward TV. Microsoft, whose Mediaroom software is used in AT&T's set-top boxes, sued TiVo in January, alleging that TiVo has violated Microsoft patents related to such things as an on-screen TV guide.

Shares of TiVo rose $5.62, or 55 percent, to $15.83 in afternoon trading Thursday. Dish Network, based in Englewood, Colo., lost $1.01, or 4.7 percent, to $20.70.

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To: Glenn Petersen who wrote (2057)3/9/2010 11:56:14 AM
From: Road Walker
   of 2093
Sorry accidentally hit post private instead of post public....

Google testing TV search service with Dish Network: WSJ

Mar 8 05:41 PM US/Eastern
Internet giant Google is testing a new television programming search service with Dish Network Corp., The Wall Street Journal reported on Monday.
The newspaper, citing "people familiar with the matter," said the service runs on TV set-top boxes using Google's Android operating system.

It said it allows users to search content from Dish, which has some 14 million satellite TV subscribers, as well as Web video like YouTube and to personalize a lineup of shows.

The Journal said users can search by typing on a keyboard instead of using a remote control.

It said Google hopes to link the TV search service with its TV ad-brokering business, Google TV Ads. This would allow the Internet giant to target ads to individual households based on viewing and TV search data, the newspaper said.

The Journal said the test began last year and is limited to a very small number of Google employees and their families. It said the test could be "discontinued at any time."

Google currently makes the vast majority of its revenue from online advertising.

Google last year dropped two other advertising initiatives, its Print Ads program, an attempt to auction off space in newspapers to bargain-seeking advertisers, and its radio advertising service.

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From: malibutradr3/25/2010 9:39:54 AM
   of 2093
Last night Cramer recommended wait for a pullback before buying - wonder what effect that will have on the PPS today...

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From: TimF4/27/2010 6:49:37 PM
   of 2093
Any sign of any of these showing up on the market? Or any strory about them being delayed or canceled?


New DirecTV TiVo HD due in the Spring of 2010
By Ben Drawbaugh posted Dec 15th 2009 3:46PM

In this interesting fate of TiVo piece in Multichannel news this week, littered among all the reasons TiVo may or may not make it through the next couple of years was this little gem about the new DirecTV TiVo HD. Previously promised to be released during 2009 and then delayed until sometime in 2010, Multichannel news now says it is actually anticipated in the spring of 2010. Which means that if it doesn't get delayed again, it will have taken just under two years since the announcement for it to hit the street. Does that sound ridiculous to anyone else?

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To: TimF who wrote (2060)4/27/2010 9:35:24 PM
From: p friend
   of 2093
Tom Rogers, CEO of TIvo, has recently said in interviews they will be out in the second half of 2010. They will have the old Tivo user interface, not the newer interface on the Premier just released. That is the current publicly available info on DirectTivo.

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From: Road Walker5/14/2010 2:13:20 PM
1 Recommendation   of 2093
Wow TIVO down 40%+:

Appeals court gives Dish a chance in TiVo case
By DEBORAH YAO, AP Business Writer Deborah Yao, Ap Business Writer 5 mins ago

A federal appeals court Friday granted Dish Network Corp. a full-court review of a ruling that threatened to force the satellite TV company to disable millions of its customers' digital video recorders because of a patent dispute with TiVo Inc.

The U.S. Court of Appeals for the Federal Circuit in Washington gave Dish a surprise chance for a better outcome in patent litigation that Dish has consistently lost to TiVo. Dish had asked for an "en banc" review of the case while CEO Charlie Ergen resisted paying TiVo damages that have mounted to about $400 million. Ergen had even said the appeals court was unlikely to grant the review.

TiVo shares fell $6.54, or 38 percent, to $10.85 in afternoon trading. Dish rose $1.19, or 5.4 percent, to $23.15.

But it's uncertain whether Dish will eventually turn its loss into a victory, given that TiVo has prevailed in a series of other court rulings.

"It just gives (Dish) another chance to come up to bat," Sanford Bernstein analyst Craig Moffett wrote in an e-mail. "But that doesn't mean that Dish will or won't win."

Standard & Poor's analyst Tuna Amobi said Ergen still is likely to have to settle with TiVo.

Ergen gambled that Dish, which has more than 14 million customers and is the nation's second-largest satellite TV company, would prevail in a lawsuit that now has stretched on for six years. On Monday, Ergen told analysts during a conference call that he was prepared to remotely disable his customers' DVRs. DVRs let people record shows and pause, rewind and replay live TV.

TiVo said in a statement that it remains confident of prevailing in the case but is "disappointed that we do not yet have finality in this case despite years of litigation."

The case goes back to 2004, when TiVo, a pioneer in digital video recorders, sued Dish for patent infringement over a technology that stored and retrieved video on DVRs that Dish leased to its customers. Dish lost the case, paid TiVo $104.6 million in damages and interest and was barred from using the technology.

While the case was going on, Dish redesigned its DVR software so that, it said, the technology did not infringe on TiVo's patent. But U.S. District Judge David Folsom in Marshall, Texas, disagreed and said Dish violated his order of a permanent injunction. He ordered Dish to pay TiVo additional damages — $103 million plus interest, along with about $200 million in contempt sanctions.

Dish appealed the ruling finding it in contempt, but lost March 4. Friday's ruling vacates that decision.

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To: TimF who wrote (2060)11/17/2010 10:01:37 PM
From: i-node
   of 2093
After 3 yrs with the cable company's crappy DVR I finally moved back to TIVO a couple weeks ago.

It is such a better product. Since I tend to invest in companies selling products I like, I had a look at their financial statements for the first time in a few years, too.

OMG. Talk about a train wreck.

I would think someone could turn this company into something.

Maybe a government bailout is order.

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To: i-node who wrote (2063)11/18/2010 11:20:48 AM
From: TimF
   of 2093
Is the ‘Free’ DVR TiVo’s Last Stand?
By Ryan Lawler Nov. 15, 2010, 9:45am PDT 3 Comments

What do you do when you’re a consumer electronics company that depends on subscription revenue and you’re hemorrhaging subscribers? If you’re TiVo, you give your product away for free and raise your subscription rates, hoping to make up for lost sales over the course of a two-year contract.

TiVo, which was once synonymous with the DVR, has seen its subscriber numbers plummet over the last several years as cable companies have undercut its products by leasing DVR boxes of their own to subscribers. The company lost 666,000 subscribers over the past year, or nearly a quarter of its user base.

To combat further subscriber losses, TiVo announced special holiday pricing today, aimed at getting consumers excited once again about owning one of its DVRs, as opposed to leasing one from their cable provider. For the next six weeks — and possibly longer — TiVo will be selling its Premiere DVR for just $99, which is $200 off the usual retail price of $299. But that price comes with a hitch: rather than pay the usual $12.95 monthly service fee, TiVo requires purchasers of the $99 Premiere DVR to pay $19.99 a month for a one year contract. But that’s not the only special promotion TiVo is pushing; sign a contract for two years of service at the inflated rate; and you get a Premiere DVR for free.

The problem with these promotions, as pointed out by the Washington Post, is that they’re not always a good deal for consumers. Getting a TiVo DVR for $99 might seem like good for the first year, but if you continue to shell out $19.99 for three years of service, you’re actually paying more than if you bought your DVR for the non-discounted rate. WaPo runs the math:

TiVo normally sells its Premiere DVR for $299.99 and charges $12.95 a month for service. That yields a total one-year cost of $455.39. After two years, you’ll have spent $610.79; after three, $766.19. If you take the $99.99 offer, your expenses hit $339.87 after one year, $579.75 after two and $819.63 after three.

You’ll do better under another, non-XL offer that TiVo doesn’t mention on its home or product-information pages: Pay nothing for a Premiere in return for committing to two years of $19.99-a-month payments (after which the $19.99 rate remains bolted to the DVR). Under this offer, you’d pay $239.88 after one year, $479.76 after two and $719.64 after three.

It might be difficult for TiVo to convince consumers to pay a higher monthly fee and sign a one- or two-year contract for DVR service when they can already lease a similar box from their cable or satellite provider for less than what TiVo is asking. While most cable DVRs don’t offer nearly as many features or flexibility as what TiVo has put together with its Premiere box, for many cable subscribers, what Comcast or Time Warner Cable has to offer is good enough.

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