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Can Tivo Survive?

There has been some news of late (here and here) where it looks like DirecTV and Tivo may be on the outs. This matters a great deal to me because I love my Tivo, and it is a strong reason for having DirecTV.

But, that aside, Tivo’s very livelyhood rests on the ability to keep subscribers (and thus revenue) flowing to the company. So why does this matter? Well, DirecTV = 1 million Tivo subscribers. Tivo on its own has only 500K subscribers. I think you can see why it would be bad for DirecTV to leave Tivo in the cold.

I hope that Tivo wakes up and understands that their business policies (read: high pricing) are what is killing deals between themselves and would be subscriber magnets like cable companies. It is only a short time before they are rendered irrelevant by the coming freight train called Microsoft Windows XP Media Center Edition. Do they really want to fight their friends too?