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Television Media

Slate Predicts The End Of TiVo 696

wiredog writes "Slate has an article about why TiVo (the company, not the idea) is destined to fail. It suffers from the same first mover disadvantage that did in the Newton and the Amiga."
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Slate Predicts The End Of TiVo

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  • XBox? (Score:3, Interesting)

    by Bill Kendrick ( 19287 ) <bill@newbreedsoftware.com> on Wednesday October 09, 2002 @02:31PM (#4418748) Homepage
    It's an article from Slate (a Microsoft publication) saying TiVo's dead. (Microsoft had DVR plans for XBox, last I heard.)

    Whatever... I'll still buy a TiVo once I can afford it. And sit it down next to that Amiga500 I've always wanted to get. :^)
    • Re:XBox? (Score:5, Insightful)

      by dildatron ( 611498 ) on Wednesday October 09, 2002 @02:44PM (#4418878)
      The only thing that keeps my from buying a TiVo is the reoccuring fees. I understand that it is how they make money, but I just don't want or need another monthly bill to continually drain my income. If I just had to buy the device and that was it, I would buy one in a second.

      Of course, I don't watch a lot of TV (more of a movie guy), and when I usually do it's usually the history channel or the learning channel. I guess it just isn't important enough in my case to make the jump from progrogrammable VCR to Tivo.
      • up front (Score:5, Informative)

        by cheezus ( 95036 ) on Wednesday October 09, 2002 @02:49PM (#4418929) Homepage
        you can get the box w/ a lifetime subscription for $250 more.

        It's a lot up front, and I think they offer monthly for the sake of people who would rather buy a $400 box than a $650 one.

        But as a happy TiVo subscriber, let me tell you this:

        I would play twice the current $13/month for the TiVo service. It really is worth it!

        • Re:up front (Score:3, Informative)

          by marhar ( 66825 )
          you can get the box w/ a lifetime subscription for $250 more.


          Note that this is for the lifetime of the equipment and not your lifetime...their disclaimer [tivo.com]

        • Me Too (Score:3, Informative)

          by cybrpnk2 ( 579066 )
          I bought the lifetime subscription for $199 on sale and folks, its worth every penny. People, if you don't have a Tivo, you CANNOT understand what all the fuss is about. Trust us. Get one. It Is Worth It. The lame ads about pausing live TV are stupid. TiVo is about sitting down once to program the thing - takes an hour pushing buttons on a simple menu - and then (1) you come home to things you want to watch (2) that you can watch whenever you want to (3) without commercials or (4) without worrying about setting up the programming for next week's stuff. This is FUN. TiVo mentally changes what you think about how to watch TV. You have to be nuts to channel surf or watch commercials after using a Tivo for just one week. Even my WIFE is sold on the TiVo. Just get one, you'll see!!!
          • Me Three (Score:5, Insightful)

            by SiliconEntity ( 448450 ) on Wednesday October 09, 2002 @05:25PM (#4420197)
            I've had TiVo for almost three years, and it's crazy to compare it to a VCR. They are nothing alike, the quantitative difference between what they can do is so great that it becomes qualitative.

            With TiVo, TV is no longer a time-oriented medium. You don't watch shows when they're on, you watch them when you want to. The only way time matters is that a new show is only available on or after a certain time. It's more like a webcast, or a magazine-type site like The Onion. You're not required to sit there in front of your computer at 6 AM Monday every week to watch the new update of The Onion. You can watch it any time you want, it's just that you know a new one is available on a regular basis. All of TV is that way once you have TiVo.

            Of course TiVo isn't the only way to get this. You can use Replay, or Microsoft's new box, or with a lot more effort you can set up a computer to do it. Any of these will give you those improvements.

            But whatever you do, don't make the mistake of thinking it's a VCR. It's not, it's a device that turns TV into something that's more like a subset of the web, in that you have instant access to many, many hours of content, whatever has been updated since you viewed it last.
        • ut as a happy TiVo subscriber, let me tell you this: I would play twice the current $13/month for the TiVo service.

          Don't worry; you will.
      • Re:XBox? (Score:5, Informative)

        by Zaknafein500 ( 303608 ) on Wednesday October 09, 2002 @02:53PM (#4418974) Homepage
        Get a DirecTiVo with DirecTV. Perfect picture quality, and the service is only 4.95 a month (vs the 12.95 for a standalone), or free if you have Total Choice Premier.
      • Re:XBox? (Score:5, Interesting)

        by Fig, formerly A.C. ( 543042 ) on Wednesday October 09, 2002 @03:26PM (#4419281)
        The only thing that keeps my from buying a TiVo is the reoccuring fees.

        I'm with you there. Unfortunately, that business model is spreading. I won't pay a recurring fee for an OS, I won't pay a monthly fee for a MMORPG (no matter how cool), and I refuse to pay for XM or Sirius when I can get radio for free.

        So why should I buy a subscription based VCR? So far, I have not seen 1 thing that the TiVo will do that you cannot do with a VCR for less, not to mention a good computer with the right software.

        I think TiVo would become more universal if they dropped the subscription fee, or at least allowed the device good functionality without it.

        Just my $0.02

        • Re:XBox? (Score:5, Informative)

          by ryanvm ( 247662 ) on Wednesday October 09, 2002 @05:42PM (#4420286)
          So why should I buy a subscription based VCR? So far, I have not seen 1 thing that the TiVo will do that you cannot do with a VCR for less, not to mention a good computer with the right software.

          Try pausing a live television show so you can go take a shit. Then fast-forward through the commercials when you get back until you're caught up with the live signal. Seamlessly.

          Try asking your VCR what episodes of South Park are on in the next two weeks. And ask it for a brief summary of the episodes, too.

          Tell your VCR to record every episode of 50 different shows - indefinitely. Oh, and tell it to account for time changes and scheduling changes by itself.

          Ask your VCR what shows it thinks you would enjoy based on your previous viewing habits.

          There's a lot more to TiVo/ReplayTV than being a glorified VCR. Trust me.
        • Re:XBox? (Score:3, Informative)

          by rtaylor ( 70602 )
          The good computer with right software (FreeVo) is better. Canadian support :)
      • Re:XBox? (Score:3, Interesting)

        by Alien Being ( 18488 )
        The producers/broadcaster want us to watch the shows. They spend millions promoting them. Isn't it be in their best interests to make the program info as available as possible?

        What would happen if I started a free tv listings service offered in XML over usenet? ISP's offer dialup Net access for $10/month, so they could offer restricted access dialup access to alt.tvlistings.* for much less.

        If I could convince a small number of producers and consumers to use the service, then wouldn't it snowball to the point where a producer would be stupid to *not* list their programs?

        Tvguide.com offers listings in html. Their business model seems to be online ads. Couldn't they offer the grid in xml with ads embeded in the "program description" page?

        From what i see on sourceforge, it seems like the situation is better in Europe. Is that true? Any suggestions for fixing this prob in the U.S.?
      • Re:XBox? (Score:3, Insightful)

        by jazman_777 ( 44742 )
        The only thing that keeps my from buying a TiVo is the reoccuring fees.

        The only thing that keeps my from buying a TiVo is the total loss of life that TV-watching is. I think /. is a much better way to spend an evening.

      • I was a movie buff. I really only watched movies. Getting a ReplayTV changed that.

        If you watch dramas without commercials, it is often similar to watching movies. I upgraded my Panasonic Showstopper's (rebranded ReplayTV) harddrive to 120GB, so I have 120 hours. 120 hours is rediculous, but its 40 hours at high quality. With 40 hours, I can grab for 6 hours of programming that I want each week, another 4 hours of garbage that I watch occaisionally (I have some cartoons that I occaisionally watch), and 20+ hours of movies being recorded.

        With DirecTV, I have 12 Starz channels, plus another 18 or so movie channels. I have the box grabbing me 4 star movies, etc.

        It's great, as there is always something to watch.

        Before my ReplayTV, I would never catch prime time shows, but when I would get home late I would watch garbage while vegging. Now, when I come in and want to unwind, I have something good to watch.

        It's really nice to be able to fire up the ReplayTV for a little programming.

        I recently adding an HDTV STB, that's a weird change. Now there are a bunch of shows that I watch live, commercials and all, to enjoy them in HDTV goodness. However, its only a few shows, and if I get home late, the ReplayTV has them waitting for me.

        At some point I will probably go and explore some of the programming on the history or discover channels (I have like 6 of them), but it won't be live.

        Getting the hard drive update was key. In the past, I would go through the channels once a month to grab movies. Now they are just waitting for me.

        If I had a Tivo, it would be even better (I got the ReplayTV as a graduation gift), as the Thumbs Up/Thumbs Down would probably get me more targetted stuff to watch.

        Time is my most critical commodity. I don't want to plan around a movie time, or returning videos. As a result, I buy DVDs to have stuff to watch, and have a ReplayTV. As a result, when I want entertainment, its just waitting for me, which is really nice.

        Alex
    • by Ungrounded Lightning ( 62228 ) on Wednesday October 09, 2002 @02:56PM (#4418997) Journal
      It's an article from Slate (a Microsoft publication) saying TiVo's dead. (Microsoft had DVR plans for XBox, last I heard.)

      Which explains the pile of baloney very nicely.

      First mover DISadvantage? Never heard of THAT before. But I bet we'll hear it a lot from now on - as Microsoft (and other established companies) promote the meme, especially with venture capitalists.

      Spread that around enough and it starves upstarts of funding - especially those with competitive tech breakthroughs that might break MS's strangleholde. Then absorb 'em, or clone their tech, suck out their market, and dare them to sue.

      As for Amiga - IMO that died strictly because Commodore failed to promote it. Remember those flashy Amiga ads? (Right - WHAT Amiga ads?) Remember all that followon support? Upgrades? Add-ons? Alliances with software and hardware makers? (Ditto.)

      There are a lot of ways for a company to fail, and a startup only has to find one of 'em. A biggie is counting on the quality of the product to sell it in competition with something that is worse-but-adequate for the perceived need, while being cheaper, better-promoted, or with tie-ins. (Commodore, Apple, Betamax, ...) Another is resting on your laurels and becoming a one-trick pony. (Commodore, Osborne, ...)

      There IS a STARTUP disadvantage: no infrastructure, no established cash-cow to milk while developing the next generation, no reputation for success, unseasoned management with little and/or WRONG knowlege on how to run a company. But that's not a first-mover DISadvantage. (Startup/established and first-mover/follower are not correlated.) It's just that sometimes a startup disadvantage is enough to overwhelm the actual first-mover ADvantage and kill the first try at commercializing new tech.

  • by Skyshadow ( 508 ) on Wednesday October 09, 2002 @02:32PM (#4418759) Homepage
    Microsoft's going to be able to price TiVO out of the market. When I went to get my DirecTV system a few months ago, going with TiVO would have been at least $150 more than UltimateTV. The whole UTV package, complete w. dish, reciever, a non-UTV reciever for the den and installation came to a grand total of only $300. Tough to beat that. Anyhow, MS can afford to sell these things at cost forever if it means cornering the market. Furthermore, when they start releasing UltimateTV/xBox combo boxes, they'll own whatever market TIVO had eeked out. Just a prediction. Hate to see it happen, but I don't see how else it could go.
    • The UltimateTV product was killed about 6 months ago, so you probably got fire sale pricing.

      Besides, the next version of the integrated DirecTV/TiVo due out in the next week or so will sell for $199 for new subscribers.
    • by Foosinho ( 87829 ) on Wednesday October 09, 2002 @02:37PM (#4418817) Homepage
      Man, I got my DirecTiVo system (as a new D* subscriber) for a net total of ZERO dollars back in February. D* heavily subsidizes the cost of equipment for first-time buyers. You just have to hit it when the cycle is right.

      Best money I never spent. TiVo has changed my life.
    • While its true MS can afford to sell the things at cost to try and gain market share, this, like the gaming console market that they are employing similar tactics in, isnt going to get them as far as they hope.

      UTV, like the XBOX, will gain some market share, but isnt going to drive out all the competition. They cant (or at least haven't as far as I know) tie it to their desktop monopoly, so they have to compete with everyone else. :)

      siri
    • by JofCoRe ( 315438 ) on Wednesday October 09, 2002 @03:00PM (#4419044) Journal
      The whole UTV package, complete w. dish, reciever, a non-UTV reciever for the den and installation came to a grand total of only $300. Tough to beat that

      That's strange... because when I bought my directv setup w/integrated TiVo receiver back in february, I only payed $150 for the entire setup. And that was for a TiVo receiver, dish, extra (non-tivo) receiver for the bedroom, splitter box (needed for 2+ receivers, and since the tivo uses 2 technically i have 3), and home install kit.

      When I purchased this unit, I priced out the same sort of thing with UltimateTV, because I was curious to see which would be more affordable. I believe @ the time the UTV unit was more expensive, but I don't remember how much. Couple that w/the fact that it was owned by MS, and the TiVo community is _much_ more developed, and the choice was pretty easy for me. Besides that, TiVo is a _lot_ more tolerant of "tampering" with the units than I would believe MS would be. TiVo doesn't "officially" sanction the modifications, but unnofficially they don't seem to mind. I believe even a few employees of TiVo contribute to the TiVo community forums...

      So anyway, they have good deals on the TiVo units too, and I don't think DirecTV is going to go away from them too soon, since they just re-branded the units as DirecTV DVR powered by TiVo or some such crap (basically a TiVo with DirecTV branding.)

      Of course, I must also point out that my tivo unit is still out for repair for the 2nd time since I've had it.... So if you do buy a directv / TiVo combo, don't buy a hughes :)
    • I ordered my DirecTiVO from American Satellite. Complete kits were the exact same price as UltimateTV. In fact, I originally had UltimateTV, but when it crashed in the second week of operation and lost all recorded shows in the process, I swapped it for a DirecTiVO.

      PVRs have to run stably 24x7, and no Microsoft-based product I have ever owned or used has been able to do that.

  • Loyalty counts too (Score:4, Insightful)

    by CySurflex ( 564206 ) on Wednesday October 09, 2002 @02:32PM (#4418765)
    TiVo may suffer from the first mover disadvantage, but it also enjoys the same kind of product loyalty that Apple products seem to have. TiVo (the company) has managed to give TiVo (the home appliance) a personality. That combined with a usable product and very large user base sets it apart from Newton and the Amiga.
    • My Tivo is the closest thing I have to a pet, only I don't have to remember to feed it. (I've got a Lifetime Service...)

      "Aww, look, the TiVo is recording something again. I wonder what it found..." (usually yet another Law & Order episode, but...)

      "Hey, look what the Tivo recorded over the weekend! I never would've thought of that!"

      " Good TiVo! thanks for finding the schedule change for my favorite program and automatically recording it for me! If I had relied on your older brother the VCR to record the show at its normal time I would've been really bummed out..."
      • If you are recording every Law and Order episode and every variant with your TV, I'd like to know what kind of NAS you have. Shit, Terraserver probably doesn't have that quantity of storage.
    • by Splork ( 13498 )
      loyalty doesn't matter if they have only 500k customers while everybody else gets the other 300 million.

      that aside, the article needs some updating: tivo recently sold more shares, raising another $25 million in cash. their CEO claims that they will be profitable by early next year. (which, given the amount of cash on hand, they need to be). they aren't stupid. they realize that making widgets of their own that don't integrate well into the things the bulk of comsumers understand won't scale.

      the directv-tivo (directivo) integration is a perfect example of where they need to go to succeed. it is a truely excellent box by being your tuner with an additional pause, ff/rw, and record buttons and all of the real tivo features (season passes!).

      [yes, for better or worse I own some TIVO stock]
  • I doubt it. (Score:5, Insightful)

    by SpookyFish ( 195418 ) on Wednesday October 09, 2002 @02:32PM (#4418766)
    Someone would buy them way before they'd go under, even if only for the name (though their technology and expertise has plenty of value)

    TiVo is to DVR like Kleenex is to "facial tissue"
    • Re:I doubt it. (Score:3, Interesting)

      by dildatron ( 611498 )
      For some odd reason, I think either Microsoft or DirecTV would buy the name if they got the chance. While it's not known everywhere (like kleenex), it is known enough to be valuable.

      Of course, I think the real future is to build TiVo-like capabilities inside the actual device. For instance, a TV you buy in 2 years may have a hard drive in it. Or maybe the next PlayStation. Or DVD player, etc. Hard drives are so damn cheap, they can almost give them away, and charge for the monthly service. As usual, it is a constant effort to incorporate more and more (what are now) 3rd party features into your device.
  • Just like the Ford Motor Company ...oh wait
  • ROFL (Score:2, Funny)

    by quakeroatz ( 242632 )
    A site owned by a wannabe PVR maker, bashing the most successful PVR in history. Shocker!

    Tivo is dead! What's next? Broadband? Linux! Say it ain't so Billy!
  • by Adam Rightmann ( 609216 ) on Wednesday October 09, 2002 @02:35PM (#4418800)
    Right now, Time-Warner is offering Digital Video recording with their set top boxes, if they can seamlessly intergrate that with their regular cable and make it much easier to use than a Tivo, for the same price point, good bye Tivo.

    It doesn't matter for me, though, I have my VCR programmed to record Mother Angelica every day.

  • Does the author (writing at the behest of the Microsoft entity Slate) expect that while Tivo will fail, UltimateTV (another Microsoft entity and Tivo competitor) will succeed?
  • by supun ( 613105 ) on Wednesday October 09, 2002 @02:36PM (#4418807)
    People have started saying, "I'll just TiVo the show." The name TiVo is directy connected to it's function. Right now, I don't know any other company that does what they do. When I go to a Best Buy, Circuit City, etc. looking for a device to digitally record TV show, I'm going to go look for "TiVo".
  • Too Complicated? (Score:5, Interesting)

    by SimplyCosmic ( 15296 ) on Wednesday October 09, 2002 @02:37PM (#4418814) Homepage
    From the story:

    And compared with a VCR or DVD player, a TiVo is difficult to set up and maintain.
    ...
    When a British media consultancy recently distributed some TiVos, 30 percent of the recipient households "never really got to grips with them"--or, in other words, they preferred to let the pricey boxes gather dust rather than waste another second figuring out the labyrinthine menus.


    I suspect that those same families still have their clocks flashing 12:00AM and do little more than read email on their P4 2GHz computers.

    You're always going to have people who simply aren't going to make use of technology due to phobia.

    However, the opposite side to their figures is that 70% of the people given TiVos ARE using it.

    And I honestly can say that once you teach someone initially how to navigate through the menus, having the TiVo automatically catch your favorite shows whenever they're on, despite most schedule changes, is far easier than the hassles of putting in new tapes all the time and manually programming a change in a particular week's showtime.
    • by dildatron ( 611498 )
      Right. I'd venture to say if you buy a Tivo, it is because you want/need one, and you know how to use it. They're target market it not (right now) your grandma, but probably the slightly tech-inclined average joe who likes to watch tv without all the cruft. I don't think they are hard to setup for most people, certainly not those who know what they are and want one.
    • by mstra ( 38238 ) <matt,stratton&gmail,com> on Wednesday October 09, 2002 @02:51PM (#4418949) Homepage Journal
      I suspect that those same families still have their clocks flashing 12:00AM...

      Well, my VCR keeps flashing 12:00, but that's because I have no reason to set it anymore, since I've got a TiVo :)

      m.
  • .. I signed up for the yearly subscription thinking that I probably wouldn't use it for more than a year so why pay 200 bucks for a lifetime membership.

    Well, over two years later and I'm still loving my Tivo. I use it more than any other AV component I own and I couldn't imagine not having it.

    The devotee will even use TiVo as a verb
    You can't buy that kinda of brand name recognition. ie q-tip, xerox

    And compared with a VCR or DVD player, a TiVo is difficult to set up and maintain

    Difficult to setup is accurate, but I'm not sure what is hard to maintain. All you have to do is watch TV shows and click on delete if you don't like them. Hit Thumbs up to stuff you like and thumbs down to stuff you don't. Not generalizing women, but my wife, who isn't that computer saavy has already learned how to bump her Season Passes over mine. I don't think it's difficult at all.

    If TiVo does fall by the wayside, it will leave behind a throng of adoring fans

    *sniff*
  • by Tassach ( 137772 ) on Wednesday October 09, 2002 @02:39PM (#4418828)
    The Amiga failed in the marketplace not because they were the first mover, as the article suggests, but because the management at Commodore was hopelessly inept and corrupt. Instead of spending money marketing the Amiga and creating markets for them, they instead blew hundreds of millions of dollars on executive perks like private jets and company yaghts, not to mention obscene bonuses and stock option deals. It's failing had far more to do with Enron-style executive hubris than it ever did with market forces.
    • by Rantastic ( 583764 ) on Wednesday October 09, 2002 @02:53PM (#4418972) Journal
      Add to that the fact that the author seems to have no clue as to the history of the Amiga. It wasn't Comodore's vision at all. It was the vision of Amiga, Inc. Comodore bought the Amiga only after the company was cash strapped and hurting. Then they marketed it into the ground.

      Giving the impression that Comodore had some grand vision is taking credit away from the true visionaries at Amiga. Also, they didn't design it to be a video editing machine. That was the contribution of a third party company, and came much later.

      Nice to see how well researched Slate articles are.

  • Well we were looking at buying an amiga(years and years ago) for control software development and playing games etc.... But opted for a PC and built a ISA DAC/ACD card out of a kit instead.

    I can honestly say that I never looked back, I won't buy an X-Box or PS2 because, I have a PC. I won't be buying a Tivio, I'd rather by equivilent hardware and put it into my PC.

    I use my PC to play DVD's, Music, Watch TV, Play games (though not so much now adays) unless someone comes up with a serious contender to the PC that's what I'm sticking with.
  • DirecTV/TiVo (Score:5, Informative)

    by clutch110 ( 528473 ) on Wednesday October 09, 2002 @02:39PM (#4418842)
    I just received a notice that DirecTV will be taking over the TiVo service for my unit. They also mentioned that the graphics will change on the interface, but none of the functionality. Does anyone know more about this?

    Also to get a cheap DirecTV/TiVo unit, hit www.americansatellite.com and if you are a new subscriber they have the Phillips unit for $150. I bought mine about 7 months ago at $99. This included the unit, the dish and two installation kits.
    • Re:DirecTV/TiVo (Score:5, Informative)

      by RedX ( 71326 ) <redx@wideo p e n w e s t . com> on Wednesday October 09, 2002 @03:18PM (#4419202)
      I just received a notice that DirecTV will be taking over the TiVo service for my unit. They also mentioned that the graphics will change on the interface, but none of the functionality. Does anyone know more about this?

      Yes, this is true. DirecTV is going to be handling all of the billing for the combo DirecTiVo boxes, and the graphical changes you mention will basically remove the TiVo name and logo from the menus. The good news is that DirecTV will be charging less for the TiVo service now, $4.99/month as opposed to $9.99/month. DirecTV has essentially licensed the TiVo software and service, which is how TiVo hopes to make money from here on and has been their plan on how to do business once they had a somewhat established base market.
      There are many posts above saying that TiVo will die because cable companies, etc. will offer their own product. TiVo's hope is that the cable companies will license the TiVo software and service for their set-top boxes.

  • So your little Ultimate TV crap failed, so now you write an article about how they're all doomed to failure.

    "Tivo is doomed for failure! And remember, when it dies, you won't be able to use it anymore."

    "Hmmm, then, " says thoughtful consumer, "I had better put off that Tivo purchase then."

    "NEW FROM MICROSOFT: The X-Home Media Workstation, with PVR and X-Box compatibility!"

    "Wow! Microsoft, eh? Why, sign me up!"

  • by AtariDatacenter ( 31657 ) on Wednesday October 09, 2002 @02:40PM (#4418850)
    I don't think the Commodore 64/Amiga analogy is quite accurate. Somewhat of a slam (apologies), but the Commodore 64 was a very successful product, even by the article's own numbers. 22,000,000 units sold, versus 500,000 TiVos. While Amiga failed on the heel of a successful product, you can't say "Look! TiVo's going to fail! They're trying to make a followup to a successful product! Look at the Commodore 64!"

    Okay, I agree a bit in that the TiVo is difficult to extoll the virtues of (in a small number of words), perhaps in the same way as an Amiga. We (consumers) don't have the vocabulary to describe what TiVo does, and that really really has hurt TiVo. Most people just don't get their mind completely wrapped around the product. "Oh. That's the thing that pauses live TV?" "Yeah. Isn't that some kind of television set?"

    Perhaps TiVo is more Jack Tramiel than Commodore/Amiga. Jack though that word-of-mouth would carry him through. So much for the Atari home computer division! TiVo needs to educate people on its product.

    About the difficult of install? I'd think the learning curve for America Online would be as difficult as a TiVo. But that's its greatest blessing and its greatest bane. It is a very different device.

    Probably the best into line I can say when describing a TiVo is the effect: "It completely changes the way you view television at home, and for the better."

    Really, in reading this article, I really don't see how they go about providing their title, that it is destined for the trash heap of history. While that might be true, they don't get into any real fact. Just neat stories.
  • If TiVo (the company) closed down, the "500,000" users (as this article claims) will have a useless appliance..... UNLESS they hack it. Getting the program guide through the Internet would become the acceptable method of usage for TiVo (whereas right now it's a taboo idea only whispered in the dark corners of TiVo hacking message boards), and old TiVo's would sell on eBay for more than what they sell today in the store.
  • by Bill Kendrick ( 19287 ) <bill@newbreedsoftware.com> on Wednesday October 09, 2002 @02:43PM (#4418876) Homepage
    How was the Amiga "not a success?" Sure, it's not around and popular today, like PCs, but then again, neither are Apple IIs, Commodore 64s, Atari 8-bits, Atari STs, etc. It's called progress.

    With TiVo, we're talking about a VERY simple concept. To the end user, all it does is record and play back (and all that other good stuff). It's not something you have to go out and buy software for, and hope that the latest and greatest Laser printer will work for it.

    Comparing TiVo to (un)successful computer platforms is like apples to oranges.

    Also, I didn't really understand this part:
    Joe Six-Pack, however, was stumped. VCRs and video-game machines had just recently made a splash in the mass market.

    Umm... "Recently" as in "8 years before?" (The Amiga 1000 came out in 1985 [emugaming.com]. The Atari VCS (aka 2600) came out in 1977.)

    This, too:
    he Amiga, which featured such revolutionary perks as a full-color screen (a big plus in the age of green-and-black Apple IIc monitors) and stereo sound.

    Let's see - we what else had full-color screens? Atari 400/800 (1979), Commodore 64 (1982), and hey! Apple II! (You just needed the right monitor, I believe.)

    Apple II's [apple2history.org] came out in 1977 and was still in production through 1993.

    I can nitpick further, but I actually have something productive to do... somewhere... (checking pockets) No, not there...
  • Lame.. (Score:4, Insightful)

    by Sc00ter ( 99550 ) on Wednesday October 09, 2002 @02:45PM (#4418888) Homepage
    First off, compairing a DVD-R to a TiVo is stupid. It's like compairing a VCR to a TiVo, they're not even close to the same thing. Perhaps when DVD-Rs start getting "season passes" and suggestions there might be some kind of compairison but you still have to change disks.

    The examples they give would be the same for any PVR, not just TiVo, this includes ReplayTV and XBox2. And a TiVo is really not that hard to use. My mom that has a hard time with email can use my TiVo with no problem. They'll be more scared of a DVD-R because they won't want to waste a blank DVD (yes, even if it's rewritable).

  • by Bill Kendrick ( 19287 ) <bill@newbreedsoftware.com> on Wednesday October 09, 2002 @02:46PM (#4418903) Homepage
    Sorry GameBoy, but the Atari Lynx, Sega GameGear, Sega Nomad and TurboGrafix16 are throwing you into the ash heap of history.

    Oh wait!
  • by tezzery ( 549213 ) on Wednesday October 09, 2002 @02:46PM (#4418905)
    when i see it.. nice try Microsoft.. how come they can predict the end of Tivo.. yet never saw the end of webTV, ultimateTV, and possibly the ?Xbox?.. Let's believe them for a second.. All Tivo has to do is roll out a less expensive unit ($150-$200 price range) and keep up with the times (how about an hdtv-compatible tivo in the coming years).. I think there's a good possibility that Tivo's will be around for a while..
  • by smartin ( 942 ) on Wednesday October 09, 2002 @02:48PM (#4418915)
    I predict the end of Slate before the end of Tivo.
  • by SuperRob ( 31516 ) on Wednesday October 09, 2002 @02:50PM (#4418941) Homepage
    Slate made a pretty big mistake in their analysis of why TiVo is going to fail. They mostly chalk it up to that "first mover" disadvantage that kills good products.

    Only, TiVo wasn't the first mover. Panasonic was with the Showstopper ... which is now dead.

    Some of the other tidbits are accurate, such as TiVo's difficulty in explaining what a "PVR" is, but that would be true of ANY device in the market. However, they really aren't trying to compare it to a VCR. The ads have always touted features VCRs just don't have, like the "Trick Play" features that come with having a Live TV "buffer".

    There's also one other thing that they neglect to mention (probably because it didn't fit in the author's view), when they mention that other machines will have DVR capabilities too.

    TiVo SERVICE is what makes the PVR so popular with TiVo customers. The hardware is all fine and dandy, but it's that software that is easy to use, and the features in it that make it special. TiVo's "Season Passes" can follow programs around when they switch time slots on the same channel. No other competitior can do that, and it's a godsend!

    Regardless, TiVo is doing a lot of things right. They MAY go under, but it won't be for any other reason than the mass market just not being ready for it yet.
  • Number One Reason (Score:3, Interesting)

    by Tadrith ( 557354 ) on Wednesday October 09, 2002 @02:53PM (#4418976) Homepage
    Honestly, I think their number one reason for failure will be the price of their product, and their insistence on pushing loads of services with it.

    I know a lot of people who have been interested in it, but can't justify the price. I myself would really enjoy one because my work schedule makes it very difficult for me to catch shows. However, I don't like being forced to buy into a bunch of other stuff just to buy the product, and for what it does, I can't justify the price in my mind.

    It's really just an example of consumer preference dictating the market... clearly the product is not placed in a position where the public needs it.
    • My number one reason is my fiancee.
      But HER number one reason is price. :^)
      • by SuperRob ( 31516 )
        Anyone with a TiVo will tell you that it has the absolute highest "Wife Acceptance Factor" of any piece of home electronics. Don't get "permission" first ... just bring it home, set it up, and show her how to skip commercials and record something like Law and Order. Trust me, that will do it.
        • In fact, the biggest problem with a Tivo is the infamous "Wife Theft Factor", which occurs when your wife figures out how to use it, and decides that recording her shows over yours and axing your Season Passes because Sex In The City is in that time slot is just fine.


          Disclaimer: I'm not married, but my girlfriend was living with me for over a year in which I had a Tivo in my living room.

  • by lightspawn ( 155347 ) on Wednesday October 09, 2002 @02:55PM (#4418987) Homepage
    People who don't have a TiVo belong to at least one of these 3 groups:
    * Can't afford it
    * Don't know what it is
    * Don't watch TV.

    I believe the second group is by far the largest. To support TiVo, educate everybody you know about it. Hey, it's Linux based, it's really cool, and they actually perform - GASP, SHOCK! - usability testing.

  • Untapped Potential (Score:4, Insightful)

    by 4of12 ( 97621 ) on Wednesday October 09, 2002 @03:05PM (#4419085) Homepage Journal

    Doncha just hate to see good sound products have to struggle slowly up the market acceptance curve while various cruddy products get to be a lot more ubiquitous than they deserve? I do.

    I own 2 TiVo's that I've upgraded so combined they hold about one third of terabyte of disk space. I love `em. My wife loves `em. I didn't mind shelling out the $500 for 2 lifetime subscriptions. I find the interface simple and intuitive. There are only minor inconveniences, like the plus and minus few minute automatic buffers on the ends of shows colliding in an non-intelligent way when shows on the same channel and type (eg, marathon sessions of back to back episodes).

    I think you find astounding satisfaction with TiVo's from their owners.

    At the same time, people outside the geek community are generally unaware of the entire concept of digital PVR and have never heard of a TiVo.

    Word of mouth advertising is precious, but slow. It will be really interesting to see if TiVo gets enough growth in its customer base to bring it into profitability or (more likely) to where it gets bought out by some M&A hungry firm and the techy founders can retire wealthy and stop worrying about important but boring business issues. They desperately lack a big general advertising push. OTOH, one of the big selling points, speeding through commercials at 20x or 60x seems like it might raise a few eyebrows in the same advertising community!

    I'm curious if TiVo's growth rate is increasing, whether there is any acceleration in TiVo's market.

  • Thank you Microsoft (Score:5, Interesting)

    by KFury ( 19522 ) on Wednesday October 09, 2002 @03:12PM (#4419146) Homepage
    Last year TiVo spent almost nothing on advertising, and it's interesting why:

    It turns out that MS was pumping millions into Ultimate TV advertising, and enthused customers were flocking to Circuit City and Good Guys, only to be told that they'd have to also get a satellite dish and service, regardless of what they already had.

    Seeing their frustration, salespeople show them the TiVo, which works with whatever service they already have. Every dollar spent by Microsoft generated more TiVo revenue than UTV revenue...
  • by astrashe ( 7452 ) on Wednesday October 09, 2002 @03:18PM (#4419201) Journal
    The point isn't that PVR will fail -- just that the long term prognistics for this company aren't good.

    I bought a PVR card for a pc. It sucks, the software is no good. But the card was $50. There's no reason why the software couldn't be good -- it just isn't. There are 3rd party apps that tie into tv listings just like TiVo does.

    TiVo is nice, and they make it work, but you pay an awful lot for the storage space. TiVo is vulnerable to pressure from the big media companies, too, in a way that other solutions won't be. And I have to say that it's very nice to be able to record to Divx files that can be saved or shared.

  • by hbean ( 144582 ) on Wednesday October 09, 2002 @03:19PM (#4419209)
    I particularly liked the ad for a tivo i got at the bottom of a page predicting tivo's demise.
  • by davinciII ( 469750 ) on Wednesday October 09, 2002 @03:26PM (#4419278)
    OK, maybe I'm a little biased. I was a happy TiVo owner for almost a year -- until the modem broked. TiVo only offered a 60 or 90 day warranty, so I would have had to send them the box, wait a few weeks, and pay them at least $99 to repair it.

    So I bought an Ultimate TV. Since MSFT was shutting down the division, you could get them for $99 including the dish and installation.

    Plus, with the UltimateTV, I can record 2 shows at once, in original quality(including Dolby Digital).

    The reason I say it should die is their service policy. The failing modem is an extremely common problem with the units (just read any TiVo board), and they fail to recognize it.

    TiVo has a far superior and faster interface. Their service releases give great new and timesaving features, and they listen to user feedback and do usability. If it weren't for their lousy service, I would be their biggest advocate.
  • by dh003i ( 203189 ) <dh003i@@@gmail...com> on Wednesday October 09, 2002 @03:33PM (#4419353) Homepage Journal
    Where are all of TiVo's competitors? I don't see them. TiVo is the only company that offers what they offer in so far as I've seen.

    They have a good name associated in the public's mind with excellence. Anyone who owns a TiVo will tell you its great. They also have excellent customer relations; refusing to cave in to he MPAA's demands and standing up for their customer's right to skip commercials endeared them to their customers.

    I don't see TiVo failing anytime soon. Yes, they haven't made a profit...yet. Being realistic, its only a matter of time before such devices begin to become common-place. They'll be sold with TV's standard and in computers. And as that starts to hapen, TiVo will be the one who's products will be used for it. Why TiVo as opposed to MS' products? Because TiVo has a name associated with excellence, and a good reputation.

    There is no such thing as first-comers disadvantage. Quite the opposite, there's a finder's reward for the company that comes up with an innovative and original idea or product. Eidos sold 30-million copies of Tomb Raider games (from their introduction till today) off of such a finder's reward, because no one else had a product which even compared.

    There is, however, such a thing as a startup disadvantage, because you have nothing to fall back on and have to claw your way up from the bottom. TiVo may be an upstart, but they have a viable business model which will rake in plenty of money soon enough.
  • TiVo will fail (Score:5, Insightful)

    by Rantastic ( 583764 ) on Wednesday October 09, 2002 @03:55PM (#4419534) Journal

    TiVo will fail because most people cannot understand what it it.

    Most people fail to understand that what they see on the TV screen does not control what their VCR records.

    Most people do not understand that when they dial the phone, a bunch of computers are digitizing their voice and routing it around, converting back to sound, and playing to the person they called.

    Most people do not understand why the refridgerator gets cold inside.

    Most people do not understand that modern "Analog" clocks are also digital.

    Most people have no idea how a thermus knows when to stay hot and when to stay cold.

    Most people in places where snow is uncommon do not understand that it makes the roads slick.

    Most people pay for expensive water when it is free at water fountains everywhere.

    Most people do not understand that the Coke in the can costs less then the can itself.

    Most people don't understand what is wrong with Microsoft software.

    Most people don't understand the difference between a surge protector and an outlet strip.

    Most people (in the USA) don't vote.

    Most people don't understand that silica is not edible.

    Most people don't understand that they should not touch hot surfaces.

    Most people don't understand that coffee is served hot, unless the word "iced" appears in front of it.

    Most people don't understand the game of chess.

  • by AtariDatacenter ( 31657 ) on Wednesday October 09, 2002 @04:04PM (#4419612)
    Microsoft? Someone? They're going to build it. Here's my picture of it.

    The most elemental function is that of a DVR. It wraps a user interface around the whole home television experience. And once you control the user interface... (points over to The Book of Microsoft)

    Now, people have a computer that, for the first time, is running 24x7 and they don't shut it off. They don't turn their DVRs off when they are done watching television. It is always on. All television commands (record this, channel up, etc) are received by the DVR, and then forwarded to other devices (DSS receiver) as needed.

    Now, this DVR has a broadband input. How can we sell software and services? Answer: Game Console.

    A game console you know has to have enough computing power (or at least graphics processing) to be pretty advanced. Add a decent hard drive. Know what the next step is?

    Games-on-demand. Think Yahoo! Games on Demand. I actually tried this service, and I liked it. For $15 (I cancelled immediately after subscribing so I'd just have 30 days server), I am able to play 15 games up to a month.

    How does it work? It downloads a good bulk of the game onto my local hard drive. Then, my hard drive works like a cacheing filesystem in front of an NFS filesystem. That is, the game runs off of the local hard drive cache, and anything not in the local cache is downloaded from the central server and placed in my local cache. For all my game knows, it is running off of the CD or a real filesystem on a real hard drive.

    This means more revenue because now you don't have to trouble with the distribution of software over the shelves. Microsoft (or X company) is going to take off where the music industry has failed... online software distribution or rental, and for a nice profit.

    You might add in some tangents. Video on demand is somewhat interesting. There could be a good market there... if done correctly. Various lifestyle 'services' (local weather maps available at the touch of a few buttons).

    Of course, remember that this is all in a very friendly menu system of a video computing device... not a personal computer. It is wrapped up with a bow on top for the masses who want to play a game or watch tv, but not have to manage or figure out a personal computer.

    So, I'll argue that TiVo could be at a disadvantage being a first mover. It has pioneered the DVR space. The DVR space is the very KEY to getting people to put an operating system on their television set. The problem is that TiVo doesn't have the muscle to fully leverage that position. (And why Microsoft competes in that territory.)
  • Completely Off Base (Score:3, Interesting)

    by IEEEmember ( 610961 ) on Wednesday October 09, 2002 @04:27PM (#4419783) Journal
    The author of the article is saying, as far as I can tell, that TiVo as a company will fail because their hardware is in the market too soon. The author has failed to understand some basics of the TiVo business model.

    First, licensing is not something that may save TiVo, it is one of the main focuses of their business. With partnerships with Sony, AT&T and DirecTV, and the technology in use in America, Asia and Europe, TiVo is well positioned to benefit from the continued rollout of this technology, not suffer from competition.

    TiVo doesn't really make and sell the hardware, so they are not like the hardware based companies (Apple, Commodore) they are compared to in the article. Yes, they do subsidize the stand alone units, but standalone units (and competing standalone units like XBOX) are destined for the garbage heap. Integrating the technology into set top boxes (satellite/cable) and letting the service providers subsidize/support the equipment is the model that will succeed. This completely invalidates the authors arguments of complicated setup and being hard to sell in a retail establishment.

    TiVo plays nicely with content providers. TiVo has gone out of their way to try to stay on the good side of the studio's IP lawyers. The clearest example is that it takes some intelligence to turn on 30-second skip; it is not enabled by default from the factory.

    TiVo actively pursues other revenue sources. TiVo is using its service to deliver targeted advertising (Best Buy, Lexus).

    Now, I am not saying that TiVo as a company will succeed in its current form (my crystal ball is at the cleaners), but if it fails it is not going to be because of some mythical disadvantage from being in the market first.
  • I just got digital cable with the PVR capability. Time Warner is using the Explorer 8000 from Scientific Atlanta. I had wanted a Tivo but had never got around to buying one. I had been hoping to see the functionality get integrated into the cable box. When they came out in my area, I ordered one.

    From what I hear, the Tivo software is definitely better. The Explorer 8000 has some quirks. You can set it up to record all episodes of something from the interactive guide. At the end of watching the episode, you get asked if you want to delete the show. You do (since you watched it) and it deletes the scheduled recordings of the other episodes! Definitely not intuitive!

    It does not have the thumbs up/down or some of the other nice Tivo features.

    The advantages are:
    1. The digital cable box rental is $5.95 per month. This is the same as regular digital cable boxes.
    2. The PVR service is $10 per month (a little cheaper than Tivo).
    3. There is no $299+ outlay for the box. If it dies, Time Warner replaces it. Yes, you would lose what you had taped.
    4. No need to phone or ethernet hookup. The Guide is pulled in over the already attached cable connection.

    While I am sure Tivo is better in many ways, I am happy with my digital cable box with PVR functionality.
  • Newton (Score:3, Funny)

    by theLOUDroom ( 556455 ) on Wednesday October 09, 2002 @06:39PM (#4420577)
    The Newton failed becuase it sucked, not because it was first.
    The handwriting recognition was incredibly bad.

    The handwriting recognition was basically unusable. I know, I have one of the original models. From what I hear people say online, the later models were much better. I guess they just couldn't recover their image after nelson made fun of them on The Simpsons :)
    A friend of mine has a Tivo and aboslutely loves it. There's a big difference from being the first one to put out a shitty product and being to first one to put out a product that gets rave reviews from its owners.
  • by eyefish ( 324893 ) on Wednesday October 09, 2002 @07:11PM (#4420716)
    I think the author made a few mistakes on his article.

    1. It is not true that being first on a new market usually leads to failure (the author seems to imply that). Exactly the opposite, history has shown once and again that being first is most of the time to your advantage, and most of the time leads to success. Is this the case with TiVo? Judge by yourself

    2. The author of the article gave a bad example with the Amiga. What killed the Amiga was not the industry or the users or the competition, it was Commodore itself. It had the most awful marketing department in the world (and this is an understatement).

    3. The newton's failure was not being first, but being over-engineered to an excessive cost (the author does imply something to this respect). The market was not prepared for such an expensive and large unit at that time.
  • by WickywiK ( 232751 ) on Wednesday October 09, 2002 @11:44PM (#4422000)
    I've been a happy owner of a ReplayTV for over a year now and I'll second everyone's conclusion that it changes your viewing habits. Gone is the time that you zone out in front of the tv. Now, anytime I sit down to watch, I have something I really want to watch (minus the commercials). Not having to suffer through lame commercials means for every hour-long tv show I watch, twenty minutes are not spent watching commercials.

    Want to watch a football but don't want to spend the nice afternoon? Record it and watch it that evening in one hour (I know it's not the same but if you want to watch pure football, it's the fastest option).

    I ran across this article that shows how someone put together their own TIVO for fairly cheaply (if you don't want to drop as much money on a tivo or replayTV). Personally, I think there are more ways to cut corners on his PVR to further drop the price but it's a good attempt--especially with the software that he chose.

      • http://www.gamingnexus.com/Article.asp?ID=1

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