After nearly four years of unrelenting subscriber losses, TiVo
Led by a rapid rollout of TiVo boxes to Britain's Virgin Media
Virgin's fiber-optic service, similar to the Verizon
This empire-building strategy rests at least partially on the settlement with DISH Network
I bought TiVo shares 11 months ago, fully intending to sell when the DISH lawsuit and other courtroom dramas had played out. But my thesis is changing. I really like the prospects of a technology-licensing TiVo that can sell its services as a value-added customer attraction feature. I'm still not sure whether I'll own TiVo five years from now as fully digital solutions make DVR technologies obsolete, but I think I'll stay for a while.
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