I was playing devils advocate with my original post. The DTV announcement will certainly complicate the TiVo and Replay business models.

It makes sense for DTV to work with their CAS provider to build their own DVR. With CableHome and other Cable inititiatves we'll see similar functionality from terestrial and Sat providers. But, there may still be some ground for TiVO and Replay as there are millions of viewers that don't have cable or sat service.

For those of you dumping TiVo for a cable DVR you might be able to get some of the TiVotogo functionality from thie Sling Media.

While I'm not real fond of Microsloth, they have positioned themselves quite well for the home media market with their stand-alone, xbox, cable and other capabilities.