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Netflix, TiVo Create Internet Movie Product

Shares of TiVo jumped 7 percent and shares of Netflix rose 5 percent in after-hours trade on the widely anticipated announcement for a set-top box that represents a kind of technological Holy Grailfor the entertainment industry.

Netflix spokeswoman Shernaz Daver said they targeted a 2005 debut for a product that would let consumers download movies onto their TiVos through high-speed Web connections and watch films at their leisure.

But the plan faces the daunting challenges of winning cooperation from Hollywood, which has hesitated to release its movies on the Web without rock-solid security, fearing it could lose control of its products like music industry labels did.

TiVo Looks To Expand Its Digital Services

From TiVo’s press release:

TiVo today announced that it has acquired Strangeberry Inc., a small Palo Alto-based technology company specializing in using home network and broadband technologies to create new entertainment experiences on television. The acquisition will enable TiVo to accelerate its strategy, unveiled earlier this month at the Consumer Electronics Show (CES), to extend the TiVo® service beyond digital video recording to include a much broader, richer entertainment experience for subscribers.

TiVo Unveils New Products

“As a company, we expect TiVo’s expanded presence in the market to lead to a robust 2004,” said Chief Executive Mike Ramsay.

The San Jose, California-based company, whose service enables users to pause and replay live TV, said new products featuring it include DVD recorders manufactured by consumer electronics makers Humax and Toshiba; a high-definition DVRs for satellite TV users; and home networking products.

TiVo also unveiled TiVo-to-Go, which lets users who also subscribe to an additional TiVo home networking service to transfer shows they have recorded on the set-top box to a home computer. The system is kept secure by a unique key-sized memory device that must be plugged into the computer when the recorded content is watched or copied.

TiVo Files Suit Against Echostar

From TiVo’s press release:

TiVo Inc. today filed a patent infringement suit against EchoStar Communications Corporation in federal district court in Texas alleging the satellite television service provider is violating claims of U.S. Patent No. 6,233,389 issued to TiVo in May 2001, known as the “Time Warp” patent. Key TiVo inventions protected by the Time Warp patent include a method for recording one program while playing back another, watching a program as it is recording, and a storage format that supports advanced TrickPlay capabilities (i.e. pausing live television broadcast, fast-forwarding, rewinding, instant replays, and slow motion).

TiVo reaches 1 million subscriptions

“Reaching one million subscriptions is a major milestone for our company,” said Michael Ramsay, CEO of TiVo. “Thanks to the increased growth of both our standalone subscriptions and, especially, growth with DIRECTV, we have reached this milestone ahead of plan. We expect this momentum to continue and look forward to the biggest holiday season ever for TiVo.”

Originally offered to consumers in a single set top box, TiVo is now available in a dozen products manufactured by more than eight leading consumer electronic companies. Toshiba and Pioneer have paired TiVo with DVD, and leading satellite company DIRECTV offers four different integrated tuners with TiVo.

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