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TiVo-Comcast Update

TiVo Inc. (Nasdaq: TIVO) CEO Tom Rogers appears to be a tad conflicted these days in describing when he expects Comcast Corp. (Nasdaq: CMCSA, CMCSK) to begin its first commercial rollouts of cable set tops powered by TiVo's digital video recording software and apps. (See Comcast to Kick Off Boston TiVo Party.)

According to a Reuters report, Rogers, who spoke at the Natixis Bleichroder conference in New York Tuesday, said the rollout is a "little behind" schedule, but he expects to get "word any time now that the first non-Comcast employee will begin to get the service."

So, bottom line: It's coming, just not yet.

A Comcast spokeswoman confirmed as much Wednesday. "Things are moving forward and progressing as they should," she said of the product introduction.

Initially, Comcast will offer TiVo on Motorola Inc. (NYSE: MOT)-made set tops. Comcast is also providing funds to port TiVo to Scientific Atlanta boxes. (See Comcast Funds TiVo App Expansion.)

Speaking in late August during TiVo's second quarter earnings call, Rogers said it has taken "real rocket science" to port his company's software to somebody else's hardware.

Now that Comcast and TiVo have "cracked the code" on the Motorola platform, it will take "nowhere near as much rocket science" with SA, he predicted.

Rocket science or not, it appears there's still some work ahead before TiVo's cable strategy truly gets off the launch pad.

— Jeff Baumgartner, Site Editor, Cable Digital News

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