On possible Netflix-Tivo tie-up: “It’s an interesting model, to enable a distribution channel for video to a hard drive and circumvent the cable and satellite networks, but I think the method is like using duct tape and crazy glue,” says Bezoza of Friedman Billings Ramsey.
“Over time, as bandwidth rates increase, streaming video could certainly become a viable distribution channel over broadband connections, but then that wouldn’t require a TiVo box.”
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