If not for the Directv integration, I think there is a very real possibility I would choose Replay.

I do like the idea of commercial skip, show sharing, and show streaming. However, two of these features are probably going to go away leaving show streaming the only feature you can't do on Tivo. That's why the value of the features is questionable. It is likely they won't be there in the future. See this from the link above:

SONICblue reserves the right to automatically change, add or delete functionality when your ReplayTV connects to the ReplayTV server or at any other time with or without notice.

Factor in Tivo's larger user base and I think Tivo (stand alone) would still get my money in hopes that show streaming will be implemented in the future.