Forbes is running a story on the DirecTV move away from TiVo, which has coincided with TiVo's stock taking a recent hit.
"The research firm said DirecTV could begin to transition its TiVo base to new technology, starting with shipments of the first non-TiVo digital video recorders in August or September."
This news is a long time coming, starting in fall of 2003 when speculation began, and last summer it became official. Reports are that new HDTV capabilities would arrive for DirecTV in late summer of this year, but in a flavor of MPEG4 that current HD DirecTiVos can't record.
Financially speaking, DirecTV's million+ customers make up a decent chunk of TiVo's total userbase and when TiVo starts losing all those customers to new non-TiVo DirecTV units, it may effect their bottom line. TiVo's stock may take a dip, but if the partnership between Comcast and TiVo results in either better integrated TiVos or the TiVo software running on Comcast set-top boxes, it could certainly replace any lost revenue from DirecTV. [thanks, Dave!]