Tivo possibly? Taken from Cnet
http://news.com.com/Whos+on+Ciscos+shopping+list/2100-1036_3-6032452.html?tag=st.prev
http://news.com.com/Whos+on+Ciscos+shopping+list/2100-1036_3-6032452.html?tag=st.prev
That is the mainstream media's standard adjective for TiVo. Most of these "reporters" just regurgitate what they've read elsewhere. It is unlikely to happen, but TiVo would be a good fit for Cisco, who bought KISS last year (a european maker of DVRs and DVD players).davezatz said:It's hard to take the speculation seriously when they call TiVo "troubled."
Ya because we all know that companies that don't make money are just fine.ChuckyBox said:That is the mainstream media's standard adjective for TiVo. Most of these "reporters" just regurgitate what they've read elsewhere. It is unlikely to happen, but TiVo would be a good fit for Cisco, who bought KISS last year (a european maker of DVRs and DVD players).
Don't feel bad. I use a Mac. "Troubled" "Beleagured" "Struggling" You name it. Apple's been called it. Given that Apple now has a larger market cap (or at least it did a few weeks ago) than that company run by Michael "Apple should dissolve and return the money to the shareholders" Dell I wouldn't worry about what the media calls TiVo.davezatz said:It's hard to take the speculation seriously when they call TiVo "troubled."
This was the line of "reasoning" used against Amazon.com for years, and somehow Amazon.com is doing just fine now.....because those early losses were part of their business plan and were deliberate.Kanyon71 said:Ya because we all know that companies that don't make money are just fine.![]()
TiVo is "losing customers"?Then there's TiVo. It has a well-developed software interface, and it has one of the most recognizable brands in the DVR market.
But there are several reasons a partnership with TiVo is much more likely than an acquisition. For one, Cisco already has DVR functionality as part of the set-top boxes it's acquiring from Scientific-Atlanta. Second, TiVo carries a $460 million market capitalization. Third, TiVo suffered a serious blow in distribution when one of its major partners, DirecTV, decided to end a reseller relationship. TiVo now has a distribution deal with Comcast.
"The deal stopper for Cisco would probably be the fact that TiVo is losing customers," said Albert Lin, an analyst with American Technology Research.
LOL! Reminds the reasoning that all perpetual motion machine inventors use - "They didn't believe Einstein either". For each Amazon.com there are at least 1000 of dot.coms like TiVo that went belly up. Believe it or not - most successful companies make money. And believe it or not most companies that lose money go belly up.This was the line of "reasoning" used against Amazon.com for years, and somehow Amazon.com is doing just fine now.....because those early losses were part of their business plan and were deliberate.
Of course correct and unbiased statement would be simple "TiVo is losing market share". But that doesn't have a dramatic spin to it either."TiVo is losing some customers but getting more new customers than they are losing"
1. True. But losing money is not an indicator that a company *will* go belly up, just that it may. Almost all new businesses operate in the red for some period of time, and some companies operate for many years in the red. As long as they can sustain operations and keep investors happy, it is fine. The problem is if investment dries up and you can't redirect the company to cut expensives and live within the available budget. That's what happened when the bubble popped - companies that could restructure are still around, those that couldn't folded.samo said:And believe it or not most companies that lose money go belly up.
Of course correct and unbiased statement would be simple "TiVo is losing market share". But that doesn't have a dramatic spin to it either.
RE: loosing subs-dmdeane said:This was the line of "reasoning" used against Amazon.com for years, and somehow Amazon.com is doing just fine now.....because those early losses were part of their business plan and were deliberate.
As for Cisco TiVo would be crazy to sell with their patent suit against Dish coming up soon. A partnership with Cisco's recently acquired Scientific Atlanta cable box division would make a lot of sense, one more step towards getting more cable companies on board the TiVo bandwagon.
From the CNet article:
TiVo is "losing customers"?
TiVo might be losing the DirecTV partnership, but to spin this into "TiVo is losing customers" is absurd. The money TiVo makes from DirecTV is not that much compared to standalones, and Comcast is coming on board soon so it's hard to see where they get the idea that "TiVo is losing customers" unless they mean "TiVo is losing some customers but getting more new customers than they are losing" which somehow doesn't have the necessary air of doom and gloom to it.
The CNet article is silly. They speculate on Cisco buying Nintendo - not going to happen. In fact they list so many possible companies that Cisco might buy that it reads like someone's brainstorming exercise rather than a serious investigation or insider leak.
-"The deal stopper for Cisco would probably be the fact that TiVo is losing customers," said Albert Lin, an analyst with American Technology Research.
I'm afraid I don't get the connection. The pending lawsuit would be factored into the price that Cisco would offer for TiVo, so it really shouldn't make any difference. Might even sweeten the pot...dmdeane said:As for Cisco TiVo would be crazy to sell with their patent suit against Dish coming up soon.
it would sweeten the pot now as a likely to win. But if TiVo wins it will mean getting a new and bigger pot altogether as the TiVo patents will be worth considerably more. of course if TiVo looses ..........pdhenry said:I'm afraid I don't get the connection. The pending lawsuit would be factored into the price that Cisco would offer for TiVo, so it really shouldn't make any difference. Might even sweeten the pot...