What’s going to happen with TiVO? The pioneering Digital Video Recorder company is still in business with around a million subscribers and it has lately been settling patent infringement cases with big companies like Echostar and — just this week — with AT&T, but the longer term prospects for the company are dim. Yes, they’ll likely rake in hundreds of million more in settlements from companies including Verizon, but at the same time their subscriber base is dwindling and a point will come when their hardware will simply disappear as the company loses manufacturing economies of scale. That is unless they want to start shipping each new unit with a $100 bill attached — something […]
If you were Verizon CEO Ivan Seidenberg, faced with suddenly becoming the number two mobile phone company in America following an AT&T/T-Mobile merger, what would you do? You could try to buy Sprint, and for all I know Seidenberg will do just that. You could make a counter-offer for T-Mobile, but that would just be too darned expensive. If I was Seidenberg, though, I would try to poach customers — millions of customers — from T-Mobile.
Apple has a long history of milking early adopters. Even the crappy products (remember the Newton? the Mac Cube?) would sell a few hundred thousand units to the faithful before those faithful learned the sad truth. But just as they were learning that truth, along would come Steve Jobs (okay, not in the case of the Newton, but generally) gleefully proffering the real fantastic product people had been expecting months before. Then those same early adopters, reenergized, would buy all over again, whether it was an iMac, iPod, MacBook, iPhone, whatever. Why should we think this week’s Verizon iPhone announcement is any different?
Last weekend a 
