Re: Dissecting the NBCU - TiVo Deal

Robert Seidman — Wed, 28 Nov 2007 17:00:38 -0000

My Bob Dylan, "When ya ain't got nothin', ya got nothin' to lose..." prognostication pays off!

Robert Seidman — Tue, 27 Nov 2007 16:16:12 -0000

I'll go a beer that net losses were less than last quarter. For 2 reasons:

1. they've probably bled most of their DirecTV customer base already

2. Increased (though not "brisk") sales of TiVo HD.

I probably wouldn't go two beers though... ;)

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