Comments on: Dissecting the NBCU – TiVo Deal

By: Robert Seidman

Robert Seidman — Wed, 28 Nov 2007 22:00:38 +0000

My Bob Dylan, “When ya ain’t got nothin’, ya got nothin’ to lose…” prognostication pays off!

Bill Gorman — Wed, 28 Nov 2007 21:50:28 +0000

The beer is on me. TiVo lost 130k subscribers vs. 145k last quarter!

Robert Seidman — Wed, 28 Nov 2007 21:00:38 +0000

My Bob Dylan, “When ya ain't got nothin', ya got nothin' to lose…” prognostication pays off!

Bill Gorman — Wed, 28 Nov 2007 20:50:28 +0000

The beer is on me. TiVo lost 130k subscribers vs. 145k last quarter!

Bill Gorman — Tue, 27 Nov 2007 21:44:41 +0000

You’re on baby!

Winner to be declared by Thursday

Robert Seidman — Tue, 27 Nov 2007 21:16:12 +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…

Bill Gorman — Tue, 27 Nov 2007 20:44:41 +0000

You're on baby!

Winner to be declared by Thursday

Robert Seidman — Tue, 27 Nov 2007 20:16:12 +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…