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I believe this sort of analysis can only be written in retrospect. And I'm not sure it's very accurate.

TiVo faced a wide array of business challenges and I doubt they would have avoided any of them if they had release their device as some sort of "tape-less VCR". It would have seemed silly and probably wouldn't have fooled anyone. The cable and media companies would still have smelled blood in the water and the early adopters would have been put off by the silly positioning.



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