Jim Louderback of PC Magazine believes that Tivo will die as a company due to: Moore's law, HDTV, and DirecTV. I agree that a $1000 HDTV Tivo box is a non-starter if the cable companies will do something for 1/100th the price. But Tivo's intellectual property and experience is more valuable than Louderback thinks it is. As 2004 plays out with more PVRs everywhere and HDTV slowly taking off, we'll see if Tivo will have a seat at the table or not.
Over the years I've observed that the more arrogant and less responsive a company gets, the more likely it's about to fail. Oddly, when the going gets tough, most companies don't do a gut check and rededicate themselves to service. Instead, they circle the wagons and go into a preventive defense—and search for someone to sue.
In the early years of TiVo, I'd get instant service. TiVo even gave me the name of a special ambassador—a strategy meant to ensure that the company got a fair hearing in the press, on the Web, and in other public forums. Today my inquiries go unanswered—or even worse, I never receive a promised response. Hold times on the help lines are interminable: It took me over half an hour last week to determine why the company had charged me $14.
TiVo Will Die [pcmag.com]