They had the vital shelf space in the living room, but as IP video becomes the norm, they stand to lose that space to a more IP-centric device like Apple TV.

Ironically they had all the components, but never really realized that the fact that they were a bridge between web and television.

They should have embraced the web video and I see that as an opportunity lost.

Cheaper TiVos will not greatly help in the “mass” marketplace against what cable and satellite companies offer in DVRs. It will still be too expensive and a pain to integrate a TiVo STB into the average person’s cable system.

They need to do a better job of seling their software to the cable and satellite guys to reach a “mass” market or they will remain a “niche” player in an ever growing crowded STB market. Apple, Intel, HP, the list goes on with none becoming mainstream anytime soon.