rumor: apple to buy TiVo

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Rob

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Rob wrote:
> http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh60398_2005-02-23_20-25-41_n23627852_newsml

TiVo shares rise on takeover speculation
Wed Feb 23, 2005 03:25 PM ET
NEW YORK, Feb 23 (Reuters) - TiVo Inc. (TIVO.O: Quote, Profile, Research)
shares jumped more than 17 percent on Wednesday, fueled by speculation that
Apple Computer Inc. (AAPL.O: Quote, Profile, Research) might make a try to
buy the digital video recorder maker, analysts said.
"What we hear on the street is that Apple is interested in their business
and that they are a takeout target," said analyst Steven Kroll Jr. of
Monness, Crespi, Hardt & Co.

Representatives for Apple and TiVo both declined comment.

TiVo's chief executive, Michael Ramsay, has said the company is not for
sale. But with a market capitalization of only $300 million, analysts figure
the company might be an easy target, perhaps from consumer electronics
makers to media companies looking to bolster their video services.

Several companies have been discussed as potential suitors for TiVo,
including Time Warner Inc. (TWX.N: Quote, Profile, Research) and Comcast
Corp.(CMCSA.O: Quote, Profile, Research) , Sony Corp.(6758.T: Quote,
Profile, Research) and Liberty Media(L.N: Quote, Profile, Research) .

Analysts said that Apple's focus on its immensely successful iPod digital
music player would probably preclude it from going after money-losing TiVo,
whose growth strategy has been questioned due to the rise of cheaper DVRs
being deployed by cable TV providers.

The shares jumped to $4.22, up 53 cents, in afternoon trade after earlier
hitting a session high of $4.45. Volume was 10.7 million, more than double
its daily average.
 
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In article <_ZoTd.31077$ya6.25259@trndny01>, Rob <rob@nospam.com> wrote:

> Rob wrote:
> >
> > http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh60398
> > _2005-02-23_20-25-41_n23627852_newsml
>
> TiVo shares rise on takeover speculation
> Wed Feb 23, 2005 03:25 PM ET
> NEW YORK, Feb 23 (Reuters) - TiVo Inc. (TIVO.O: Quote, Profile, Research)
> shares jumped more than 17 percent on Wednesday, fueled by speculation that
> Apple Computer Inc. (AAPL.O: Quote, Profile, Research) might make a try to
> buy the digital video recorder maker, analysts said.
> "What we hear on the street is that Apple is interested in their business
> and that they are a takeout target," said analyst Steven Kroll Jr. of
> Monness, Crespi, Hardt & Co.
>
> Representatives for Apple and TiVo both declined comment.
>
> TiVo's chief executive, Michael Ramsay, has said the company is not for
> sale. But with a market capitalization of only $300 million, analysts figure
> the company might be an easy target, perhaps from consumer electronics
> makers to media companies looking to bolster their video services.
>
> Several companies have been discussed as potential suitors for TiVo,
> including Time Warner Inc. (TWX.N: Quote, Profile, Research) and Comcast
> Corp.(CMCSA.O: Quote, Profile, Research) , Sony Corp.(6758.T: Quote,
> Profile, Research) and Liberty Media(L.N: Quote, Profile, Research) .
>
> Analysts said that Apple's focus on its immensely successful iPod digital
> music player would probably preclude it from going after money-losing TiVo,
> whose growth strategy has been questioned due to the rise of cheaper DVRs
> being deployed by cable TV providers.
>
> The shares jumped to $4.22, up 53 cents, in afternoon trade after earlier
> hitting a session high of $4.45. Volume was 10.7 million, more than double
> its daily average.

If it happens, I think it would be great.

Apple excels at solutions for video and sound. I suspect they would be
more interested in the Tivo service paradigm with .Mac and maybe
intergrate it into their Mac mini platform, along with iTunes, iMovie
and iDVD to provide a central wireless home media center.

There are also plenty of rumors of Apple and Sony getting very cozy,
also with the home media center in mind as a huge market in the coming
years, so it makes some sense.
 
G

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In article <_ZoTd.31077$ya6.25259@trndny01>, Rob <rob@nospam.com> wrote:

> Rob wrote:
> >
> > http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh60398
> > _2005-02-23_20-25-41_n23627852_newsml
>
> TiVo shares rise on takeover speculation
> Wed Feb 23, 2005 03:25 PM ET
> NEW YORK, Feb 23 (Reuters) - TiVo Inc. (TIVO.O: Quote, Profile, Research)
> shares jumped more than 17 percent on Wednesday, fueled by speculation that
> Apple Computer Inc. (AAPL.O: Quote, Profile, Research) might make a try to
> buy the digital video recorder maker, analysts said.
> "What we hear on the street is that Apple is interested in their business
> and that they are a takeout target," said analyst Steven Kroll Jr. of
> Monness, Crespi, Hardt & Co.
>
> Representatives for Apple and TiVo both declined comment.
>
> TiVo's chief executive, Michael Ramsay, has said the company is not for
> sale. But with a market capitalization of only $300 million, analysts figure
> the company might be an easy target, perhaps from consumer electronics
> makers to media companies looking to bolster their video services.
>
> Several companies have been discussed as potential suitors for TiVo,
> including Time Warner Inc. (TWX.N: Quote, Profile, Research) and Comcast
> Corp.(CMCSA.O: Quote, Profile, Research) , Sony Corp.(6758.T: Quote,
> Profile, Research) and Liberty Media(L.N: Quote, Profile, Research) .
>
> Analysts said that Apple's focus on its immensely successful iPod digital
> music player would probably preclude it from going after money-losing TiVo,
> whose growth strategy has been questioned due to the rise of cheaper DVRs
> being deployed by cable TV providers.
>
> The shares jumped to $4.22, up 53 cents, in afternoon trade after earlier
> hitting a session high of $4.45. Volume was 10.7 million, more than double
> its daily average.

It's absolutely *hysterical* that the same writers who had Apple on its
deathbed in the 1990s are now positioning a reborn and prosperous Apple
as the saviour of TiVo, supposedly on its deathbed in the ought-oughts.

That said, if Jobs could make a company-saving deal with Microsoft
years ago, he can do the same thing now with Comcast or whoever he
needs to do it with.
 
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Guest
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> If it happens, I think it would be great.
>
> Apple excels at solutions for video and sound. I suspect they would be
> more interested in the Tivo service paradigm with .Mac and maybe
> intergrate it into their Mac mini platform, along with iTunes, iMovie
> and iDVD to provide a central wireless home media center.
>
> There are also plenty of rumors of Apple and Sony getting very cozy,
> also with the home media center in mind as a huge market in the coming
> years, so it makes some sense.

You know, I'm not typically an Apple fan, but Tivo and Apple do fit
well. They both excel in Interface and product design. In general I
think Apple would be good for Tivo as long as they don't suddenly start
limiting software releases to the Mac (and yes, I feel that Mac owners
are being shafted right now since TTG is PC only). In fact Apple's
clout could get them in places they can't seem to get right now.

Integrating the Interface and paradigm onto Mac-mini type hardware makes
sense as well. I have generally disliked Mac PC's because they are so
proprietary, but with CE devices that's a moot point. There a reason
that iPod's are head and shoulder's above the competition, and it has a
lot in common with the advantages Tivo has over other DVRs.

Randy S.
 
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Scott Greczkowski Wrote:
> I still would want to see Echostar buy Tivo. The software on Dish
> Network boxes are so bad, they could really use the help and having the
> Tivo name wouldn't hurt at all.

the last ad campaign that dish launched against TIVO pretty much
indicates that it won't happen


--
jeslevine, Posted this message at http://www.SatelliteGuys.US
 
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On Thu, 24 Feb 2005 14:26:28 -0500
Scott Greczkowski <Scott.Greczkowski.1kz37y@satelliteguys.net> wrote:

>
> Rob Wrote:
> > http://tinyurl.com/6jme6
>
> I still would want to see Echostar buy Tivo. The software on Dish
> Network boxes are so bad, they could really use the help and having
the
> Tivo name wouldn't hurt at all.
>

You know, I went to directv just to try it out . . And the box software
just blows away dish boxes . . BUT -- if tivo did go the way of the
dish, I'd happily switch back!

-Dave

--
David Frascone

Confucius say: Those who quote me are fools.
 
S

Shawn

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David Frascone <dave@frascone.com> wrote:

>On Thu, 24 Feb 2005 14:26:28 -0500
>Scott Greczkowski <Scott.Greczkowski.1kz37y@satelliteguys.net> wrote:
>
>>
>> Rob Wrote:
>> > http://tinyurl.com/6jme6
>>
>> I still would want to see Echostar buy Tivo. The software on Dish
>> Network boxes are so bad, they could really use the help and having
>the
>> Tivo name wouldn't hurt at all.
>>
>
>You know, I went to directv just to try it out . . And the box software
>just blows away dish boxes . . BUT -- if tivo did go the way of the
>dish, I'd happily switch back!

Given that DirecTv is going to be making their own DVR eventually
there isn't any reason for Echostar to not use the Tivo software. I
know that DirecTV will keep supporting the Directivo units, but I
doubt if they will be supporting new ones in the future.

If Apple were to buy Tivo I suspect they would have better luck
forging a deal with one of the big cable companies. That's what Tivo
really needs to become profitable.
 
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Gman

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In article <240220051107324743%scudder10@invalid.hotmail.com>, scudder10@invalid.hotmail.com wrote:
>In article <_ZoTd.31077$ya6.25259@trndny01>, Rob <rob@nospam.com> wrote:
>
>> Rob wrote:
>> >
>> >
> http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh60398
>> > _2005-02-23_20-25-41_n23627852_newsml
>>
>> TiVo shares rise on takeover speculation
>> Wed Feb 23, 2005 03:25 PM ET
>> NEW YORK, Feb 23 (Reuters) - TiVo Inc. (TIVO.O: Quote, Profile, Research)
>> shares jumped more than 17 percent on Wednesday, fueled by speculation that
>> Apple Computer Inc. (AAPL.O: Quote, Profile, Research) might make a try to
>> buy the digital video recorder maker, analysts said.
>> "What we hear on the street is that Apple is interested in their business
>> and that they are a takeout target," said analyst Steven Kroll Jr. of
>> Monness, Crespi, Hardt & Co.
>>
>> Representatives for Apple and TiVo both declined comment.
>>
>> TiVo's chief executive, Michael Ramsay, has said the company is not for
>> sale. But with a market capitalization of only $300 million, analysts figure
>> the company might be an easy target, perhaps from consumer electronics
>> makers to media companies looking to bolster their video services.
>>
>> Several companies have been discussed as potential suitors for TiVo,
>> including Time Warner Inc. (TWX.N: Quote, Profile, Research) and Comcast
>> Corp.(CMCSA.O: Quote, Profile, Research) , Sony Corp.(6758.T: Quote,
>> Profile, Research) and Liberty Media(L.N: Quote, Profile, Research) .
>>
>> Analysts said that Apple's focus on its immensely successful iPod digital
>> music player would probably preclude it from going after money-losing TiVo,
>> whose growth strategy has been questioned due to the rise of cheaper DVRs
>> being deployed by cable TV providers.
>>
>> The shares jumped to $4.22, up 53 cents, in afternoon trade after earlier
>> hitting a session high of $4.45. Volume was 10.7 million, more than double
>> its daily average.
>
>If it happens, I think it would be great.
>
>Apple excels at solutions for video and sound. I suspect they would be
>more interested in the Tivo service paradigm with .Mac and maybe
>intergrate it into their Mac mini platform, along with iTunes, iMovie
>and iDVD to provide a central wireless home media center.
>


Hell!!!!! Apple excells at making things proprietary and making them cost 3x
as much!
Someone needs to tell Jobs that the all in one computer design died in the
80's along with the ST and AMIGA systems

>There are also plenty of rumors of Apple and Sony getting very cozy,
>also with the home media center in mind as a huge market in the coming
>years, so it makes some sense.
 
G

Gman

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In article <240220051416066147%affable@no.com.invalid>, Dr. Personality wrote:
>In article <_ZoTd.31077$ya6.25259@trndny01>, Rob <rob@nospam.com> wrote:
>
>> Rob wrote:
>> >
>> >
> http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh60398
>> > _2005-02-23_20-25-41_n23627852_newsml
>>
>> TiVo shares rise on takeover speculation
>> Wed Feb 23, 2005 03:25 PM ET
>> NEW YORK, Feb 23 (Reuters) - TiVo Inc. (TIVO.O: Quote, Profile, Research)
>> shares jumped more than 17 percent on Wednesday, fueled by speculation that
>> Apple Computer Inc. (AAPL.O: Quote, Profile, Research) might make a try to
>> buy the digital video recorder maker, analysts said.
>> "What we hear on the street is that Apple is interested in their business
>> and that they are a takeout target," said analyst Steven Kroll Jr. of
>> Monness, Crespi, Hardt & Co.
>>
>> Representatives for Apple and TiVo both declined comment.
>>
>> TiVo's chief executive, Michael Ramsay, has said the company is not for
>> sale. But with a market capitalization of only $300 million, analysts figure
>> the company might be an easy target, perhaps from consumer electronics
>> makers to media companies looking to bolster their video services.
>>
>> Several companies have been discussed as potential suitors for TiVo,
>> including Time Warner Inc. (TWX.N: Quote, Profile, Research) and Comcast
>> Corp.(CMCSA.O: Quote, Profile, Research) , Sony Corp.(6758.T: Quote,
>> Profile, Research) and Liberty Media(L.N: Quote, Profile, Research) .
>>
>> Analysts said that Apple's focus on its immensely successful iPod digital
>> music player would probably preclude it from going after money-losing TiVo,
>> whose growth strategy has been questioned due to the rise of cheaper DVRs
>> being deployed by cable TV providers.
>>
>> The shares jumped to $4.22, up 53 cents, in afternoon trade after earlier
>> hitting a session high of $4.45. Volume was 10.7 million, more than double
>> its daily average.
>
>It's absolutely *hysterical* that the same writers who had Apple on its
>deathbed in the 1990s are now positioning a reborn and prosperous Apple
>as the saviour of TiVo, supposedly on its deathbed in the ought-oughts.
>
>That said, if Jobs could make a company-saving deal with Microsoft
>years ago, he can do the same thing now with Comcast or whoever he
>needs to do it with.
The only reason Microsoft helped Apple out was to take some of the heat off of
microsoft as a monopoly.
 
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In article <cvljci$8l7$4@news.xmission.com>, GMAN
<glenzabr@nospamallowed.xmission.com> wrote:

> The only reason Microsoft helped Apple out was to take some of the
> heat off of microsoft as a monopoly.


Mostly. So? The fact remains that Jobs struck the deal.

Mac remains a good market for Microsoft.
 
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shawn (nanoflower@gmail.com) wrote in alt.video.ptv.tivo:
> >You know, I went to directv just to try it out . . And the box software
> >just blows away dish boxes . . BUT -- if tivo did go the way of the
> >dish, I'd happily switch back!
>
> Given that DirecTv is going to be making their own DVR eventually
> there isn't any reason for Echostar to not use the Tivo software. I
> know that DirecTV will keep supporting the Directivo units, but I
> doubt if they will be supporting new ones in the future.

One never knows.

The SD DVR that for which NDS is the "prime contractor" is being built by
Humax, who also build TiVos. There is still no official announcement from
DirecTV or NDS regarding the software that these units will run. I suspect
it won't be TiVo, but that's just my guess.

--
Jeff Rife | "I'm reading a great John Grisham novel...it's
| about a young Southern lawyer who fights an
| evil corporate giant."
| -- Dick Solomon, "3rd Rock from the Sun"
 
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* Quiet Desperation wrote in alt.video.ptv.tivo:
> In article <0UoTd.38717$s16.4847@trndny02>, Rob <rob@nospam.com> wrote:


>> http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh60398_2
>> 005-02-23_20-25-41_n23627852_newsml


> I said it first!!!!

Afraid you didnt, its been mentioned in here quite a bit and anyway
Forbes diagrees and so does Apple.

--
David
"Engineering without management is art."
-- Jeff Johnson
 
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Randy S. (rswittno@spamgmail.com) wrote in alt.video.ptv.tivo:
> Yhere a reason
> that iPod's are head and shoulder's above the competition

I keep hearing, this, but having used iPods in the store, they don't
seem to be anything special compared to my RCA Lyra (other than the support
for AAC, which I don't really care about).

I don't build playlists on the device itself (I use J. River Media Center
on the PC and export them to the Lyra), so if that's a lot better, I'd never
notice it. They are physically smaller than my RCA, but I also paid a
heck of a lot less per GB ($270 for 40GB when the 40GB iPod was $499), and
can replace the hard drive if I want to for even more space.

The iPod does have a lot more accessories specific to it available, but
that's not surprising, seeing as how that's where the money is right now.

--
Jeff Rife | "As usual, a knife-wielding maniac
| has shown us the way."
|
| -- Bart Simpson
 
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jeslevine Wrote:
> the last ad campaign that dish launched against TIVO pretty much
> indicates that it won't happen
Now you must ask yourself why Dish was picking on a company that makes
a better product? Why is Dish trying to put TIVO down? What has
Tivo done to Dish Network.

Some good questions yet no real answers.


--
Scott Greczkowski, Posted this message at http://www.SatelliteGuys.US
 
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In article <lcn3f2x534.ln2@news.gates_of_hell.com>, SINNER
<99nesorjd@gates_of_hell.invalid> wrote:

> Afraid you didnt, its been mentioned in here quite a bit and anyway
> Forbes diagrees and so does Apple.

Oh, I was just funnin... geez...
 
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Scott Greczkowski Wrote:
> Now you must ask yourself why Dish was picking on a company that makes a
> better product? Why is Dish trying to put TIVO down? What has Tivo
> done to Dish Network.
>
> Some good questions yet no real answers.


Well for one thing ,Tivo is suing Dish for copy right infringements on
their nbr software.

Charlie should have bought them when he was flush with cash from the
failed merger attempt with Directv. He would have ruled with his dvrs.
He might still do that if he was smart. Add the better software with
Dish's faster guides and you would have one kick ass receiver.

He needs something that really rocks when Directv starts using
Ucentric software. Something tells me that Ucentric software will make
the 522/942 concept look really weak in comparison. :p


--
MikeD-C05, Posted this message at http://www.SatelliteGuys.US
 
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