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Thu Aug 14th 19:25 PM
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General Discussion on TIVO

Wow. Good question. I hold the stock and don't know. One thing that would help me decide is if someone could clear up exactly how strong the Tivo technology patents are. Since they've won the lawsuit with DISH Networks (but still haven't collected??), it's been said they have rock solid patents on time-shifting and can go after other companies producing DVRs. It looks like they chose to align with Comcast through software upgrading of the Comcast DVRs, but I can never find news on where that's at.

They'll probably have to collect the ~$100 million from Dish before they can sue other manufacturers, but I thought I also read that Comcast has been granted rights to deliver it's OnDemand service with licensed content delivered by servers... so back to the original question... is this a buy or a sell???
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