Is Yahoo planting the seeds for a Tivo acquisition? Sure looks like they're getting mighty friendly after Yahoo said today it will provide Tivo users with its TV programming guide and, down the road, other content such as photos, traffic and weather. Is there any doubt now that Tivo's in play, and it's only a matter of time before someone makes a takeover bid. Tivo may have some kind of poison pill provisions that may prevent a hostile bid, which means any offer will have to a lot sweeter than Tivo's $450-million market capitalization. If there is a horse race to buy Tivo and its 3.6 million subscribers, Yahoo looks to have a slight lead. But money talks and rivals such as Google have lots of it.
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