Thomas Hawk has a great post about lunching with Stephen Mack, Director of Service Operations at TiVo. In it, Thomas covers a bunch of lingering TiVo news. A few details are mentioned about the Series 3 TiVo (but no launch date), HME apps are discussed, and DirecTV's continued support of the HD DirecTiVo box are also mentioned.
It'll be interesting to see how TiVo will release a standalone CableCARD HD product (that may cost hundreds of dollars) while at the same time releasing TiVo software for the Motorola hardware Comcast offers customers for almost free. I'm guessing that the Motorola 6412 running TiVo will lack a great deal of features that require the full Series 3 box to take advantage of. I hope that TiVo can find a market for the Series 3 and also help existing Comcast customers, but I suspect it'll be a tightrope walk to please both sides.
That said, after living with a 6412 for the past few months I would pay any price to get rid of this unit and get back onto a real TiVo box.