I can't be partial this week. I love my TiVo (Nasdaq: TIVO ) . A few months ago, I finally broke down and became a TiVo shareholder, too.
I realize that there's more red in the ink on a TiVo income statement than in the glow of my TiVo's recording light. I'll concede that TiVo spends too much to subsidize its hardware, and that it was a lot easier to line up subscribers when DirecTV (NYSE: DTV ) was doing all of the heavy lifting.
I'll accept that, but I do so under the premise that there's a bright future waiting to peek out of TiVo's single-digit share-price rut. I believe that it will be a monster in licensing its technology, and that it will transform advertising on TV the way that Yahoo! (Nasdaq: YHOO ) and Google (Nasdaq: GOOG ) have online. Can a TiVo box become the centerpiece of digital delivery for companies such as Blockbuster (NYSE: BBI ) or Amazon.com (Nasdaq: AMZN ) ? It's all possible.
But the dark clouds linger. I thought I was getting a great price on my TiVo shares, yet I, too, ultimately went into the red. So I will gladly turn this battle over to Anders Bylund and Rich Smith. Anders is bullish. Rich is bearish. More importantly, they have each opted to pepper their arguments with timely U2 lyrical references.
One love. One life. Two duelists. One duel.
- Read the bull argument
- Read the bear argument
- Read the bullish rebuttal
- Read the bearish rebuttal
- Sound off in Motley Fool CAPS
- Vote for the winner