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Pete Baldwin 1/5/2013 | 2:03:41 AM
re: Google Protects Arris From Big, Scary TiVo

If they spent so much time on this question, then the other concerns must be smaller, right? (Maybe.) (Sort of.) (OK, not necessarily.)

Pete Baldwin 1/5/2013 | 2:03:40 AM
re: Google Protects Arris From Big, Scary TiVo

They're doing their jobs. We would do the same.


The bigger question, harder to ask, is the one about swallowing a company this size. Synergies don't happen until after that part's done. To be fair, I don't think there's a satisfactory answer Arris can give here right now -- they'll just have to go and do it.

shygye75 1/5/2013 | 2:03:40 AM
re: Google Protects Arris From Big, Scary TiVo

Synergies usually are no more difficult to find than Bigfoot. And they are usually no more difficult to execute than teaching Bigfoot how to tap dance. Bright side times two!

cmmurrey 1/5/2013 | 2:03:37 AM
re: Google Protects Arris From Big, Scary TiVo

Google and Arris have a pretty good idea of their maximum liability. TiVo has now established some pretty clear parameters with Dish, AT&T, and Verizon settlements on reasonable and non-discriminatory licensing for the '389 patent. I think the ability to force an injunction still exists for TiVo if Moto/TWC won't agree to the parameters established in the other cases. The court, IMHO, would frown on this actually going to trial - hence the reason that Judge Gilstrap has mandated mediation in the case. 

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