Follow-up: Tivoposted by Robson Lee at 8/31/2006 02:54:00 PM
While I applaud the optimism of the move, I think that Tivo is a long-term play. The losses can't be stemmed for another couple of years if ever. As Eric Savitz points out, "the company came up far short of expectations in adding new subscribers, which is a troublesome trend." The revenue sharing agreements and rebates offered to customers are a substantial burden on Tivo's revenue stream, but they are a necessary cost to expand market share so we won't see an end to them soon. The question is: can Tivo survive long enough to reap the rewards of its long-term, slow-and-steady strategy?