. . . Wednesday February 23, 2005

Is TiVo on the Block?

Shares of TiVo we’re up on rumors that Apple might be looking to take them out.

It’s not clear that Apple would make such a move (although the combination would be nothing less than orgasmic and give Apple a higher customer satisfaction rating than Cocaine had in the 80s), but TiVo is in trouble and they’re trading on the cheap.

I’m surprised someone from post IPO lock-up Google who’s really into television hasn’t already bought TiVo for fun. A lifetime subscription for about $300 million seems reasonable to me.

Concentration is important!