milominderbinder said:
If DIRECTV would give a contract to TiVo, it would be leaked before the ink could dry. At this point TiVo would need to publicize any contract to try to calm users and investors.
We know that the minimum time would be two years from announcement to delviery (Comcast, last time with DIRECTV). But there is not even a whimper.
DIRECTV already has access to all of TiVo's patents for 3 more years. Why buy the cow if you already own the milk.
Right now it takes TiVo 4 months from when they announce tweaks until they say they can deliver.
DIRECTV is able to deliver upgrades to the HR20 almost weekly because they are not waiting for TiVo. There is another HR20 update available thru the CE program coming down right now.
Chase Carey is the one who led them out from under TiVo and got TiVo to give them the portfolio. DIRECTV just signed Carey as their CEO for 3 more years.
In the past 3 months, TiVo lost 146,000 customers. How many will they lose in the next three weeks?
DIRECTV is growing. Why would they hitch their wagon to TiVo?
RS4, I really do admire how you stand by TiVo. Keep the faith.
- Craig
Milo/Craig, that is a great line about the cow.
I'll address some of your points -
Yes, it took 2 years for the Comcast box to be updated, but that doesn't necessarily mean that it will take that long for an HD Mpeg4 DirecTV box. They already have an DTivo HD box, all they have to add is the mpeg4. Then, they can add the vod and/or use the Amazon unbox.
Maybe the cow has some buttermilk and cheese to offer too.
Tivo was focused on the Comcast (and I assume Cox) box. Maybe they have now have freed up some of those guys to work on DTivos. Four months is not a long time to add new features.
The HR20 has been out for a year and still doesn't have basic stuff working (like recording some kid shows), so I'm not surprised that they're throwing the updates out weekly. Think about it - they have this group of folks who are actually paying them to test a box. Why wouldn't they use them by giving them all of this stuff and letting them test it vs. hiring a group of testers. It's quite obvious that DirecTV hasn't had enough testers in the past.

This by the way is a strong indication of the quality of the box - mediocre at best when they put out a box that doesn't even do basic stuff and take a year to get it fixed.
Chase Carey and Tivo folks have also said they are exploring other opportunites - something neither company has even talked about for two years.
Of course Tivo is losing customers - they haven't had a new DTivo box for sometime now and we all know that to get mpeg4, you need the DirecTV house-branded equipment. Tivo's reputation will only grow as more folks from Comcast and Cox start using the box.
Your final question is about why DirecTV would embrace Tivo and of course the question should be why not?
1. DirecTV still has a couple of million folks with a Tivo. The DirecTV boxes do not enjoy a good reputation, so why would you alienate these users? Why not give them a choice - in-house or Tivo?
2. Tivo is growing in reputation with cable companies and is perceived by Tivo users at least as having a great product. Again, why not offer these customers an option that includes Tivo?
3. Is DirecTV growing as fast as it could be if it were offering Tivo products alongside the in-house brand? In fact, the evidence shows that while DirecTV is growing, it isn't as fast as they expected (investors call) and they along with E* are losing more customers than cable to FIOS.
I think DirecTV has a window of opportunity that is getting smaller and smaller. Once Tivo get the SVD working and FIOS lays out more fiber, many more folks will opt to leave DirecTV. The competition does not lock clients in for 2 years and that is a big turnoff for a lot of people. People also don't like paying $300 up front to lease a box. So, that means DirecTV will need an overriding reason to hang onto the customers they are picking up now and a Tivo product would give them one more selling point for keeping the existing customers. Of course, in the next couple of years, IPTV will be the competition.
I believe that DirecTV displays an arrogant attitude:
- no trial program on an 'iffy' product
- 2-year commitment
- announced policy of paying for the lease up front
- charging $99 to watch NFLST when they are already charging an HD fee
- not implementing all of the stand alone Tivo features
- poor customer service.
I am a very long-time customer and would like to stay with DirecTV, but if they don't change, then I will take my business elsewhere. Adding a Tvio product would do a lot for me. It would show me that DirecTV does want to offer me a choice and it would go a long way towards changing their image.