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03

Strategic Inflection: TiVo in 2005

   
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Title: Strategic Inflection: TiVo in 2005
 
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Subject: Technology
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Date: August 14, 2001
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Length: 3 / 582
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I believe that if TiVo could become a driver of paid content consumption (perhaps a three party agreement between Netflix, TiVo and the cable/satellite network) which is perfectly in line with the trend to the personalization/customization of content to individual users' tastes...
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If an agreement of this type could be struck then the business model would work and TiVo would fit in the same spot that Microsoft fits in the PC value chain. Microsoft has a very smart business model where it grabs significant value from every PC sold by being the prevalent software platform and the unchallenged consumer choice...
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