jautor
Also wants a pony
Registered: Jul 2001
Location: Houston, TX
Posts: 342 |
Actually, on TiVo's earnings conference call back in 1Q, Mike Ramsey said they had the deal for the "low cost DVR" in the bag. I think his exact words were "it's a lock".
Given the major components are going to be the same in all D* DVR designs (a hard drive, a CPU, DirecTV tuner, etc.), TiVo could certainly make one cheap enough for D* to subsidize to the point of "zero cost to the consumer".
I'd guess the "free DVR" would have one tuner, and a 40GB drive. Probably runs TiVo Basic. Oh - you can upgrade to TiVo TiVo (so nice you have to say it twice ) for $4.99/month. Oh, you want two tuners, just buy the $99 model instead. etc. etc.
I don't see why people think D* would move away from TiVo, even at the low end. They have a proven revenue stream in the $4.99/month fee that no one complains about (ok, mostly...), and why wouldn't they want to enable that stream on the "free" box, too???
Oh, yeah, and customers with TiVo stick with DirecTV. Period.
Jeff
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