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Market data says they have about 2 million of the five (to six) million DVRs in the US. At least half of those are DirecTV boxes. DirecTV is about to start offering their own NDS box and you can believe they'll stop promoting and selling TiVo-equipped hardware. The NDS boxes offer a lot of features that will capture many new subscribers - TiVo doesn't have anything to compete (and will likely be locked out anyway - their DirecTV contract ends in 2007).


Yeah but how many of the direct tv subscribers got direct tv just for the dual tuner tivo. I am probably in the minority but that was the only reason I even considered getting direct tv.
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Matt