Great insiders look at the struggle for Tivo's soul. What's clear is that the choice for a company that had a revolutionary spirit was to 'drink the cool-aid' and become part of the cable walled garden, or run fast at IPTV (Tahiti) and see if the revenues can catch up. It's brave - and scary for Tivo. What's that line about leaders having arrows in their backs?
TiVo Struggles to Find Its Niche After Quitting a Deal with Cable
By SAUL HANSELL
Published: January 17, 2005
After months of hard bargaining, TiVo reached an agreement last summer to offer its pioneering video recording system to customers of the Comcast cable system, according to several people involved in the discussions.
It was potentially a critical deal for TiVo, because Comcast is by far the biggest cable system and also because control of DirecTV, the satellite system that has been the biggest distributor of TiVo, had been bought by the News Corporation, which also owns a TiVo rival.
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