DISH Buying TIVO?
- Thread starter Scott Greczkowski
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That barron's guy is just reporting that their was a change in TIVO's stock price due to the briefing.com rumor. He very clearly avoids the question as to whether it's a credible rumor.
I know that, I am just saying that this Barrons report is the one thats being picked up by all the wires now.
I have no idea if this is a credible rumor or not.
But if it is, them to me it makes sense (as long as it's ECHOSTAR who buys it... not DISH.)
I use the TIVO now with Comcast. If Echostar owned it, it wouldn't make any difference. Unless Echostar wanted to raise the fees on the TIVO.
On the other hand, TIVO GUI is starting to get long in the tooth. Maybe Echostar could update the GUI some. I haven't see the VIP GUi since I had a VIP622 awhile back. I'm pretty sure there has been some change in it. But it was a good GUI also. As was the HR-22. Just differences between them.
To me. They all work well. However, with the new HD Dish is adding, I might have to think about them again. Comcast seems to have stopped here. But they haven't changed over to DOSCIS 3.0 or switched method (forgot what its called) yet.
On the other hand, TIVO GUI is starting to get long in the tooth. Maybe Echostar could update the GUI some. I haven't see the VIP GUi since I had a VIP622 awhile back. I'm pretty sure there has been some change in it. But it was a good GUI also. As was the HR-22. Just differences between them.
To me. They all work well. However, with the new HD Dish is adding, I might have to think about them again. Comcast seems to have stopped here. But they haven't changed over to DOSCIS 3.0 or switched method (forgot what its called) yet.
Fair enough...
The CEO's primary duty is to maximize shareholder wealth and increase the price of common stock. Offhand, I don't know how paying billions for Tivo (a Capital Investment) and "spitting on their grave" would have any direct benefit to shareholders, permit EchoStar to compete and create wealth, or provide shareholders with any meaningful return on their investment. Additionally, the CEO would be obligated to use company and company acquired assets (e.g., Tivo's intellectual property) in a prudent and responsible manner. If using Tivo newly acquired software in Dish Network DVRs will save money and/or increase the company's competitiveness in the marketplace, then the CEO should pursue this course of action...regardless of his personal feelings. Business is business!
Additionally, E* cannot run Tivo by simply "collecting from the ones that have their current setups." If Tivo were a newly acquired company, the CEO has an obligation to provide Tivo customers (a key stakeholder) with quality customer services and perhaps develop and grow (using capital resources) the existing Tivo market segment if reasonable returns can be obtained based on risks. Offhand, the 1.7 - 3.4 million Tivo customers is not an insignificant number - it would behoove E* to retain all existing Tivo customers and use Tivo IP to their advantage. How are my suggestions stupid?
BTW, I never said you or Bob were stupid...
My apology if it came across that way...
Should of bought Tivo 5 years ago. I have said this all along. In the end any licensing deal that DISH has to pay to Tivo ,would be like taking from one pocket and shoving in the other. Then Charlie could blend the best of Tivo software with DISH's. The end result; the DISH consumer wins big time.
It would most certainly be EchoStar, but it doesn't matter since they are joined at the hip with Dish Network - that's why nobody in in the Cable Industry is interested in the T2200S "tru2way" HD DVR. To be honest, other than getting the "legal monkey" off of their backs, I don't see how this acquisition would benefit E*'s shareholders since: Dish Network hardware/software is arguably comparable to Tivo; the returns on Tivo's existing market segment are meager, at best; Tivo's legacy and MSO customers have been defecting to Cable/DBS the past few years; Cable and DBS tolerate Tivo, but want nothing to do EchoStar set-top-boxes; and E* will be assuming Tivo's battles with AT&T, Microsoft and Verizon.
Are the Tivo patents really worth the money and heartache? Personally, I think E* should just pay Tivo's licensing fees and be done with them. Of course, who know what Tivo is demanding after repeatedly beating E* in the courts.
Yeah, it will be harder to turn TiVo around and make it a valuable asset from the position they're in, as the end result is bettering the competition, if they can't/wont use it to better their own offerings.
It's just a legal out. A very expensive one, in lieu of possible longtime licensing fees and the nearly half a billion they're going to have to pay them at the conclusion of this case.
It's just a legal out. A very expensive one, in lieu of possible longtime licensing fees and the nearly half a billion they're going to have to pay them at the conclusion of this case.
Probably not, there are usually penalties for many contingencies in contracts. Not fulfilling that project could result in more $$ from their pockets.
Whichever of the two get TIVO first gets my business. Simple as that. I have not used DISH equipment before, but it HAS to be better than what Directv foists upon their customers. Directv's equipment is embarrassing. I have FTA boxes that work better.
An acquisition by Echostar would certainly give them an in to the CATV STB market.
I agree...but I'm sure both parties could mutually agree to walk-away from this deal if it were in their best interest. Offhand, if E* buys Tivo then I see no reason why they wouldn't honor this contract. Heck, I even see them adding a "Tivo by EchoStar (Dish Network)" label in bold font across the front of the unit.
Great point scott and this will be very interesting as it goes along.charlie let echostar buy it
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