This interesting syndicated article on Forbes "Tivo at crossroads, needs cable partner-analysts" comes right before TiVo's third quarter earnings report, which is set to be released tomorrow. My favorite quote from the article:
The danger, Forrester Research analyst Josh Bernoff says, is that Tivo could end up like Apple Computer Inc. -- a highly profitable company with a fervent crop of users but whose market share lags far behind others in its market.
It's exactly the same point I outlined in August of this year: TiVo's Apple Problem. The problem for TiVo is that they probably do (and should) ask for a pretty stiff licensing fee in exchange for their software and brand, while cable companies would rather cut costs and write their own DVR software or purchase off-the-shelf generic units.