Tivus, Inc. (TIVU)

[retired3]

King, you are absolutely correct. These are standard setting contracts and no one company wants to get caught short in cutting a bad deal. I suspect this means that Tivus will take a bit of a hair cut in the first final deal. In any case, it doesn't benefit either Host or Tivus to get a bad deal for either. If Tivus fails in the long run because of a whimpy contract, Host looks stupid because they signed a deal with a small, unknown that failed. If Host gives away the store and Tivus negotiates sharper, smaller cash deals with other hotels, then Tivus risks looking like they undercut Host. Lots of things to be considered, and that doesn't even touch the revenue return on ad insertion revenue. R3