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September 30, 2003

DirecTV Growth

In a Motley Fool article about the growth of DirecTV, there are some rumors that may impact Tivo.

Meanwhile, while DirecTV is marketing a digital video recorder (DVR) that's co-branded with the popular TiVo (Nasdaq: TIVO), many are wondering whether that might end soon. The reasoning is that since News Corp. owns NDS Group PLC (Nasdaq: NNDS), which has a similar technology, it might lose interest in TiVo once it controls DirecTV.
Needless to say, if DirecTV drops Tivo as a partner for the DVR service, that would be a tremendous blow to the company.
Fool.com: DirecTV Booming - September 30, 2003

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Comments

The rumors started last week, and the TiVo stock took a nosedive over it.

And a tremendous blow to DirecTV, because I would subscribe to the Dish Network instead if DirecTV didn't offer TiVo.

The thinking is that DirecTV would not drop PVRs, andrew, but would turn from TiVo to their own PVR solution, which they already have onstream in the UK. It's made by NDS, a subsidiary of News Corp.

I don't know if the NDS offering is better or worse than the dish offering (certainly it's worse than TiVo) but if you've already got DirecTiVo, I'm sure they would continue to support that rather than swap everyone out.

They still need to get their overall act together, however! Todd Lokken.

teste

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