Yesterday's TiVo conference call shared some interesting details but kept others in hiding. Lifetime service goes away as an option and TiVo is going with a subscription-based model on the Series 2 boxes. Depending on your commitment of one, two or three years, your monthly TiVo service and the hardware will set you back $19.95, $18.95, or $16.95 a month so you can TiVo to your hearts content. What's that? Don't want a monthly fee? No prob, but that will cost you $224, $369 or $469 for the box and service, again based on the length of your subscription.
3 pricing is still unknown, but we should see the new HDTV boxes after mid-year. Our take is that we're really
looking at the fourth quarter, but that's pure speculation.
TiVo goes with subscription model, what about Series 3?
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