Anyone even halfway paying attention to developments in technology in the last decade can point to the growing trend of convergence. Voice, data, and video are now being delivered via an Internet protocol-based platform, and the result is that it's getting harder to tell the difference between cell phones, computers, and music players.
The partnership announced recently between Yahoo!
But it's Yahoo! that stands to be the real winner, especially if the deal is only a first step. Yahoo! has been venturing into original content more and more these days. While the agreement includes no provision for TiVo subscribers to watch video via Yahoo!, it's certainly possible that this might be added in the future. If the partnership expands in that direction, Yahoo! will essentially have a back-door entrance onto TV sets that bypasses cable.
True, Internet on TV crashed and burned in the past under the leadership of none other than Microsoft
It looks like the ball is in Yahoo!'s court. Admittedly, there are some obstacles in the way. TiVo has a major distribution arrangement with DirecTV
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Fool contributor Brian Gorman is a freelance writer in Chicago. He does not own shares of any companies mentioned in this article.