Techdirt turned me onto a story about DirecTV launching their own Tivo replacement from CNN: Challenger takes on TiVo, video on demand.
While this is bad news, this still won't kill Tivo. People love Tivo, not the service. In fact, few people know what a PVR is -- even people that own a Tivo. It's that ubiquitous. It also has a UI that defines the industry. Assuming that Tivo can come through on their NetFlix arrangement (for broadband movie distribution), I think they will be around for a while . . .