Digital Home Thoughts: Watching the TiVo Effect

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Thursday, March 9, 2006

Watching the TiVo Effect

Posted by Chris Gohlke in "CONTENT" @ 11:00 PM

http://www.toptechnews.com/news/Watching-the-TiVo-Effect/story.xhtml?story_id=013001B3CRPB

"S&P believes the TiVo effect will be felt beyond the company's shares. The increasingly popular use of DVRs could shift the promising fundamentals of media and advertising companies. "Although we do not think the industry has a clear understanding of the impact TiVo will have on how people watch TV, what needs to be determined is the effectiveness of advertisers' reach -- with and without TiVo," Peters says."



If you are a stock trader, you will definitely find this piece interesting even if it does provide more questions than answers. What I found interesting was that 9% of households have a TiVo. I found that surprisingly high. Most of the people I know with DVR's have either a non-TiVo DVR (most with DVD recorders like mine) or a Comcast DVR. So, time for a survey:

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