TiVo (TIVO)

[Nomo123]

Some great observations about Tom Rogers' speech today.

Just listened to Roger's dog and pony show...
He blames the retail failure of TiVo on "inferior" boxes the cable companies provide. Says people got disenchanted.

He blames "litigation" for not being to roll out new products in a timely manner

He blames "cable cards" for being "a pain in the ass" to retail subscribers.

What a **** clown!! This **** blames everything and everyone but his own POS company and overpriced product nobody wants or needs.

Rogers claims they get an "average" of $2 on a US MSO and "substantially less" on all other MSO's.

Rogers admits TOTAL of overall DVR penetration to be at 50%, yet claims TiVo has "tremendous upside" for more subs.

Rogers sidesteps question on STELA bill to do away with Cable Cards by claiming Comcast and TiVo have filed "AN AGREEMENT TO WORK TOGETHER" with the FCC. No details on licensing, cost, standards, etc.

Rogers says the Romio is just like Aereo in the essence that it can "time shift over the air signals" and has become a VERY POPULAR selling point despite them not "marketing that fact"