We've been discussing this very topic for almost as long as this weblog has been in existence.
"The cable train has left without TiVo onboard, and I don't think they're coming back for TiVo," said Sean Badding, an analyst with The Carmel Group.Then later in the article...
TiVo's code also is missing from Panasonic's combination DVD Recorder-DVR and Mitsubishi's upcoming HDTV receiver with a 120-gigabyte DVR. Sharp is building DVR capabilities directly into some of its LCD TVs, again without TiVo.
TiVo, based in Alviso, Calif., has knocked on the cable industry's doors for years — and admittedly changed its take-my-TiVo approach to now a more flexible tactic of designing its software around the cable industry's needs.Too little, too late? And Marty, is your customer the TV viewer, or the cable companies?
"It's a kinder, gentler TiVo now," said TiVo president Marty Yudkovitz. "It's about building what your customer wants."
But why should cable companies pay more to get TiVo's technology and brand name when they already have apparently good enough DVR features from their entrenched partners?