Remember DIRECTV owns replay now... I dont see them suing TIVO.
Dish will pay off TIVO and license the patents. It's inevitable.
They're not going to cut off DVR service. They're not going to replace millions of receivers with new one's in 30 days or whenever the injunction starts. Only option is to pay TIVO off.
The only bad news for all us Dish customers... we're about to get screwed big time with programming fee increases in the next year. On top of what I already got screwed on the new receiver lease fees.
I thought News Corp. owned reply And it went to NDS Corp. When they sold DIRECTV News Corp still owns NDS Corp And we know who ownsRemember DIRECTV owns replay now... I dont see them suing TIVO.
Dish will pay off TIVO and license the patents. It's inevitable.
They're not going to cut off DVR service. They're not going to replace millions of receivers with new one's in 30 days or whenever the injunction starts. Only option is to pay TIVO off.
So, with TIVO stock up and now holding steady for a day at about 17.50, ( heck, I thought it would make it to 18 )did anyone here cash in on this jump? Or, do most of you just watch on the outside while others have cashed in on this legal announcement? Jim Cramer's advice, if you made some on TIVO cash in now and buy Dish stock.
Seriously, I always wonder what the emotional motivation is with many posters here to take a side. Some are rather passionate about it. Are they investors in the companies involved? Or, do they just own the questionable products? If I had to bet on what IS the emotional drive behind some of these followers of a side it is that they love a good fight and just want to cheer on their team, be it because they own the equipment or own stock in the company but bottom line is they just like the fight.
Personally, I am rather neutral because I have made some money on both these companies in the past few years. I did miss this last move with TIVO because my investment cash pile was all tied up in Apple ( which is doing well this week too ) Plus, this didn't really affect my DISH stock I am holding on now.
The one argument I won't buy is that you favor a side because they are right. IMO, there is no right or wrong here. There is only who wins and who loses. I don't think either of the parties are clean and pure. Likewise, I think the patent system has too many flaws as well so there is no right and wrong, just winners and losers. In the end it really is all about money.
Anyone can request anything, but E* does NOT have a constitutional right to have the case reheard by the full appellate court. The court of appeals seldomly does so and they could tell E to go pile sand up their collective @$$es. Same goes for the Supremes, you can file there, but by no means do you have a right to have it heard there. Only issues that are of a constitutional nature are usually heard by the Supremes and would love to hear how you think this would qualify as a matter of constitutional law. A stay could be asked for, but since this matter has been litigated and E has already been found in contempt of court, don't hold your breath for one to be issued.
After looking at the ruling, who knows what the court will decide next. All E* DVRs could be turned off. Painting a banana purple does NOT mean its no longer a banana.
Agreed. And this is something I have been saying for a long time now. Both companies could be working on something amazing together, instead they waste their resources on this lawsuit which has taken forever.
I understand Charlie believes he is right, but at sometime you need to know when to say when. I believe that time is NOW.
I wonder how many of the infringing DVR's are in service? Dish could (although probably not in a month) change out all of the infringing DVR's for ViP series DVR's. This would help speed up the conversion of everything to 8PSK and MPEG-4.
Last number I remember reading was 8,000,000 units - could be wrong - but if that's even close that's a MAJOR investment in replacements and you don't do that in a few weeks.
Picture this - Charlie bent square over a barrel - pants down - tivo........
I believe that the 8,000,000 would be EVERY DVR that either Echostar has ever produced, and or the current number of DVR's that Dish Network has in service. Dish Network has 14,000,000 customers, that would be 57% having a DVR. I am sure that a lot of the customer base still is SD with 301's, 311's and 322's, plus even older receivers.
Agree with your logic, except I read about folks here who have 4 or more DVRs on their account - so doing straight line math probably wouldn't be very accurate.
That said, the 8,000,000 number does seem high to me, but it wasn't my number to begin with.
I'd be surprised if it was not significant with all the upgrades to HD in the last two years, not to mention EA replacements.Just over 4 million DVR's are subject to the disable order. That number most likely went down by simple attrition over the past 23 months, but not by a lot.
Just over 4 million DVR's are subject to the disable order. That number most likely went down by simple attrition over the past 23 months, but not by a lot.