TiVo moving towards being a media-services company?

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charlie @ Dec 17th 2007 11:14PM

it was a stupid article. The ratings business is always going to be a small niche. Unbox/Rhapasody/Music Choice/Photobucket is about product differentiation, not revenue. What nobody is talking about is the ad technology they may or may have developed with Comcast -- if you can add/remove/edit adits in programs that are saved, then they have a real interesting little gizmo. Given that the Tivo cost on Comcast is looking like 2.95 retail, that can't be a lot per sub for Tivo -- less than the DirecTV deal -- but a ad-revenue deal could add to that.

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charlie @ Dec 17th 2007 11:14PM

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