The sense is that Apple will come out with its iTV in 2012. There is a very good chance that it will have DVR functionality built-in. It would make a lot of sense for a MSFT, Google (buying motorola), or Samsung to swoop in and buy TiVO and its patents...if anything to thwart Apple.
I think there is a chance that TiVO will go after Windows media center for its DVR functionality.
How is MSFT not buying up TIVO...it's mostly cash anyway in terms of its sum of the parts value? Can anyone explain this to me?