TiVo’s president Marty Yudkovitz just quit, two weeks after chief executive Mike Ramsey was kicked up to the chairman’s office. Wall Street Journal speculates that the company might be up for sale – either to Microsoft or DirecTV.
TiVo executives, though, insist no deal is in the offing. “TiVo is not for sale,” Mr. Ramsay says. “We intend to remain an independent entity.”
I don’t see it happening either. Why? Microsoft finally has a decent PVR offering, and DirecTV just developed its own, and they are both might fine – if you can overlook the interface shortcomings. But that’s an addressable problem. TiVo, the article says is counting on technology that allows TiVo users to download video off the Internet. The company also is working on DVR with a cable-television tuner, so that users won’t need a separate box from the cable company, the Journal says.
“The world is littered with innovative companies that wound up innovating for somebody else,” says Tom Wolzien, an analyst at Sanford C. Bernstein & Co.
Bonus Reading: Ta-Ta Tivo