Beleaguered TiVo is ripe for an Apple takeover
"Everyone who has TiVo loves TiVo; it is to
television what Macintosh was to computing -- a revelation," John Battelle
writes for Business
2.0.MacDailyNews
Take: The Macintosh still is a revelation, John.
Just ask anyone forced to use Windows at work who chooses to use Mac OS X at
home. "Which is exactly why Apple should
buy TiVo and once again redefine the intersection of culture and technology,"
Battelle writes. "Folks love TiVo for
the same reason they loved the Mac in 1984 and the iPod in 2001: It gives
control back to the end user. TiVo viewers call the shots regarding when, how,
and -- soon -- even where they watch. Once content or access is purchased, the
end user is in charge, just like with the iPod," Battelle writes. "But unlike
the iPod, TiVo and systems like it are in serious trouble. The culprit is the
entertainment industry. TiVo has an abeyant Napster-like quality -- and the
content business is scared silly that it will not only destroy advertising
revenues but become the platform for video swapping on the
Internet." "With a depressed market cap
and nearly 625,000 customers, TiVo is a steal. Jobs would have to unwind some
messy licensing agreements, but he's done that before. His next step would be to
apply Apple's design elegance and create an 'iTV' device that integrates with
Macintosh OS X, the Internet, and your cable or satellite box. Talk about a
revolution. Once Apple turned on the marketing and PR offensive, we'd have one
hell of a Hollywood drama unfolding. And with Jobs in the lead role, it'd be
awfully fun to watch," Battelle writes.
Full article here.
Posted: Fri - August 13, 2004 at 11:57 AM