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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Fool contributor Anders Bylund owns shares of TiVo but holds no other position in any of the companies mentioned. The Motley Fool owns shares of Microsoft. Motley Fool newsletter services have recommended buying shares of and creating a bull call spread position in Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. Check out Anders' holdings and bio, or follow him on Twitter and Google+. We have a disclosure policy.