Comments on: Google Acquires Tivo? http://www.realtechnews.com/posts/2076 Independent Tech News and Product Reviews from former VP and head of CNET.com and Longtime Computer Shopper Columnist, Alice Hill author of the popular "Hard Edge" column. Originally named AliceandBill.com. Thu, 21 Aug 2008 19:59:12 +0000 http://wordpress.org/?v=2.0.4 by: somqzdfhhg http://www.realtechnews.com/posts/2076#comment-206765 Thu, 21 Jun 2007 13:26:30 +0000 http://www.realtechnews.com/posts/2076#comment-206765 Hello! Good Site! Thanks you! cymtjhvaror Hello! Good Site! Thanks you! cymtjhvaror

]]> by: aTypical Joe: A gay New Yorker living in the rural south. http://www.realtechnews.com/posts/2076#comment-5548 Wed, 23 Nov 2005 04:16:50 +0000 http://www.realtechnews.com/posts/2076#comment-5548 <strong>Universal fools</strong> I didn't comment on Monday's TiVo To Go announcement - extending it to iPods and PlayStation Portables - because I thought it a nonevent. Who cares? Apparently, at least one network does: "TiVo appears to be acting unilaterally, disregarding establi... Universal fools

I didn’t comment on Monday’s TiVo To Go announcement - extending it to iPods and PlayStation Portables - because I thought it a nonevent. Who cares? Apparently, at least one network does: “TiVo appears to be acting unilaterally, disregarding establi…

]]> by: Glazi http://www.realtechnews.com/posts/2076#comment-4680 Wed, 09 Nov 2005 16:46:57 +0000 http://www.realtechnews.com/posts/2076#comment-4680 Ralph, i think you position on valuation is wrong. given the current price of the stock and some recent troubles with DirecTV i think the shareholders would accept anything between a 25-30% premium over the current price, or something around $6.25/share. That puts $500m in the right ballpark. The reason i suspect Google may not have pursued this is they have been very careful to choose services and deals that fold into the core competency. Software based indexing is their forte and they are smart enough to realize this. All the deals they've pursued are easily integrated into the primary product. TiVO might be an enticing concept, but it is another market entirely. Odds are they can figure out a way to deconstruct and incorporate TiVo software, but why not just come up with a generic web based tool that anyone from anyservice to upload a list of watching preferences to a Google server? You'd get all the benefits without acquiring $500m of dead weight. Ralph, i think you position on valuation is wrong. given the current price of the stock and some recent troubles with DirecTV i think the shareholders would accept anything between a 25-30% premium over the current price, or something around $6.25/share. That puts $500m in the right ballpark.

The reason i suspect Google may not have pursued this is they have been very careful to choose services and deals that fold into the core competency. Software based indexing is their forte and they are smart enough to realize this. All the deals they’ve pursued are easily integrated into the primary product.

TiVO might be an enticing concept, but it is another market entirely. Odds are they can figure out a way to deconstruct and incorporate TiVo software, but why not just come up with a generic web based tool that anyone from anyservice to upload a list of watching preferences to a Google server? You’d get all the benefits without acquiring $500m of dead weight.

]]> by: Ralph http://www.realtechnews.com/posts/2076#comment-4532 Sat, 05 Nov 2005 16:03:24 +0000 http://www.realtechnews.com/posts/2076#comment-4532 TiVo has a poison pill that would effectively prevent anyone from buying the company on the open market, and the probability that TiVo's board would accept a "friendly" offer of $500M is exactly zero. You would have to offer $1.3B to $1.6B to even get them to consider an offer, and a premium like that would take a lot of justification for the buying company. On the other hand, after what eBay just paid for Skype, anything is possible. TiVo has a poison pill that would effectively prevent anyone from buying the company on the open market, and the probability that TiVo’s board would accept a “friendly” offer of $500M is exactly zero. You would have to offer $1.3B to $1.6B to even get them to consider an offer, and a premium like that would take a lot of justification for the buying company.

On the other hand, after what eBay just paid for Skype, anything is possible.

]]> by: Lockergnome's Tech News Watch http://www.realtechnews.com/posts/2076#comment-4525 Sat, 05 Nov 2005 07:36:45 +0000 http://www.realtechnews.com/posts/2076#comment-4525 <strong>Google Acquires TiVo?</strong> Mark Evans of RealTechNews writes: Should Google buy TiVo? Motley Fool's Rick Aristotle Munarriz thinks it's a good idea because Google could present targeted ads to TiVo users because it would know what you’re watching and where you live - hmm, that... Google Acquires TiVo?

Mark Evans of RealTechNews writes: Should Google buy TiVo? Motley Fool’s Rick Aristotle Munarriz thinks it’s a good idea because Google could present targeted ads to TiVo users because it would know what you’re watching and where you live - hmm, that…

]]> by: eric n. http://www.realtechnews.com/posts/2076#comment-4520 Sat, 05 Nov 2005 03:02:00 +0000 http://www.realtechnews.com/posts/2076#comment-4520 In theory it sounds like a good idea... but what's holding back AAPL, or MSFT from picking TIVO up? TIVO's current Market cap seems insignificant to GOOG. I wonder how this would work. Google uses their system to track users, feed heavily focused advertisements to individual's or family's watching TV. Tie all your google accounts together and use BI to figure out what you're interested in... custom channels created just for you... hmm. I'll stop before I go too far. In theory it sounds like a good idea… but what’s holding back AAPL, or MSFT from picking TIVO up?

TIVO’s current Market cap seems insignificant to GOOG.

I wonder how this would work.

Google uses their system to track users, feed heavily focused advertisements to individual’s or family’s watching TV. Tie all your google accounts together and use BI to figure out what you’re interested in… custom channels created just for you… hmm. I’ll stop before I go too far.

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