Bear Stearns is out today with some TiVo thoughts after a few references in Amazon’s quarterly statement and conference call:
The Company launched “Amazon Unbox on TiVo,” available to over 1.5 million broadband-ready TiVo boxes and offering subscribers a great way to find, download and watch on their televisions thousands of movies and TV shows available through Amazon Unbox.
In addition to prioritizing broadband features such as Amazon Unbox in the upcoming fiscal year as key DVR differentiators, Bear Stearns believes TiVo will unleash a marketing “blitz” in May preceding the Comcast Motorola TiVo rollout. And while they felt Denver might be the first market to receive this unit, they’re no longer as confident. Though they still expect a “late-spring” deployment… somewhere.