Personally I can’t take the “Will X buy TiVo?” stories that seriously, since I’ve been seeing them for years now – Apple, DirecTV, Sony, Google, the names just change over time. Though, in this case, I could see synergy between TiVo and Google for targeted ads, demographic info, etc. And we know Google is interested in such things based on their proposal to supple the city-wide WiFi for San Francisco, in exchange for the usage data. But they don’t have to buy TiVo to do that, they can partner with TiVo, even just license the platform of they wanted, like DirecTV, Toshiba, Humax, etc.
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