Four Years later...Netflix on TiVo

I remember when TiVo and Netflix first announced that they were going to work together, in what seemed like the most logical extension of both of their businesses - rent movies, and stream them to your Tivo. I was excited, until it never happened, and TiVo partnered with Amazon Unbox. That was kind of cool, except for the fact that I had to pay $3.99 for most movies.

Four years later, it looks like it is actually going to happen. The best part is that existing customers of the individual services will be entitled to free downloads, so the next question consumers will ask is if they can get a packaged deal on subscription.

These are two of my favorite companies. Both created blue ocean opportunities and have been pretty successful at fending off generic attempts at competition from traditional industry players. When I finally set up an etrade account, these might be the first two stocks I purchase.