Great but do you ever consider that if TIVO needs to charge $12.95 /mo. on top of the box price that it (no matter how sweet) just might now be financially viable right now? I mean, that happens all the time. I could think of five great business ideas right now but weather or not they succeed will come down to if you can charge something the market will bear.

As a consumer, I wouldn't mind the 12.95 fee personally (although I am more interested in a media PC than a Tivo at this point) but as an investor I know -- without a doubt -- that the vast majority of consumers have a very hard time understanding the value. Esp. when their cable company will front them a PCR for a few dollars extra a month. Yeah, it will suck but that's the point: It will have the price point to be viable. Even if it is an inferior product.

I was a Tivo investor for years but I am 100% out of the stock now. I just don't see (as of today) what the company is doing that can fight against the generic PVR & media PC threats. Maybe the new CEO will have some ideas. Maybe he wont.