WAG:

Tivo pays good money for the schedule information out 2 weeks and all the 
ancillary information therein.  I believe friends have told me that the Comcast 
and DirecTV receivers had less than a week of program information at any given 
time.

DirecTV paid Tivo about $1.00 per subscriber, which is a lot of $$ per month, 
but they aren't going to go about replacing all those boxes instantly, as the 
payback would be very long.  Also, one could likely still request a Tivo box 
even after their change over for a while.

The market needs another competitor to cable besides Dish, and DirecTV.  My 
Comcast + Tivo bill is over $80.00 a month and DirectTV would be only a few 
dollars less after I get 3 receivers in the house, TIVO, HD channels, 
installation, and equipment costs.

Alan


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