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Intelligent Set Top Boxes

The next great wave of On Demand Video will be controlled by the box on your TV. Whether it's cable, satellite, or some new technology we haven't dreamed of yet, two companies that could partner well in this new world of entertainment are TiVo and Netflix.

Here's my theory:

First, TiVo is the market creator of Digital Video Recording. Now there are many companies that have DVR boxes (Time Warner among them), but TiVo is the household name. TiVo is also trying to expand their range of products. Video On Demand would be perfect.

A great complement to the service from TiVo would be another household favorite, Netflix. With a single strike, Netflix has threatened the customer base of mighty Blockbuster. Blockbuster is shooting back (hence the "No Late Fees" campaign), but Netflix could throw a second parlay if they can get around the Video On Demand obstacles the way they did with their rental business.

Choice is what counts for the consumer.

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