TiVo Soars After $103M Court Victory Over Dish

He also thinks it might make competitors more interested in buying TiVo to gain control of its DVR patent, either "out of fear or greed."

Shares of Dish Network sank $1.79, or 10.4 percent, to $15.45.

Collins Stewart analyst Thomas W. Eagan said in a note to clients that the company could be hurt if customers depart once the company disables the DVR function on patent-infringing cable boxes.

Eagan, who rates Dish Network shares "Hold," said the company has been ordered to turn off this function on all but 192,000 of the infringing boxes within a month, which he thinks amounts to about 4 million boxes.