TiVo is looking pretty good right now. It’s almost unimaginable, but a judge has ruled that Echostar (DISH) must shut off DVR features on its users’ DVRs within 30 days. Our guess is that something else will happen before a shut-off – maybe Echostar will make a licensing deal with TiVo.
But Echostar has let things get out of hand before. They refused to make a deal with Viacom and lost Viacom programming for a while. So maybe they’ll hit their customers with another round of that here.
More info is on the Bloomberg site and many other places this morning. And today should be a very, very interesting day for TiVo stock.