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February 23, 2005

Apple / Tivo Rumors

PVRBlog.com has been hearing rumors that Apple is interested in acquiring Tivo, sending a mini jolt to Tivo investors.

It would be an interesting marriage, with both companies having a similiar corporate culture of innovation and a focus on user experience. That being said, I'm not sure it makes a good deal of sense from a business point of view.

The million dollar MBA question is what do the two companies combined do to the Tivo equation? If getting cable and satellite operator partnerships is the way to profits, I'm not sure Apple has the relationships and skills to alter the equation. If it's to create a boutique brand of DVR, perhaps it makes more sense, although as I mentioned a couple days ago, I can't see a boutique brand that doesn't include HDTV support, and only Tivo knows when a product like that may make it to market.

Posted on February 23, 2005

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