Ann: Agreement to Stream to TiVo , page-17

Another bit that caught my eye...

"Quickflix's streaming download to the Tivo media device will replace the exisiting CASPA video on demand service in December"

Sounds like guaranteed revenue to me.... And even if there are only 50,000 Tivos in Australia and 5,000 of those are using PPV services.... We all know what an additional 5,000 subscribers (transactional) will do to the QFX SP.

Please note: those numbers are purely hypothetical. Could be less... Could be more!