None of the current DVR players "get it" - you can rest assured (and I'd put a few dollars on this) if Apple were to introduce a consumer-based DVR (not software to run on a Mac, but a real consumer device), it would very quickly blow away TiVo's market share. It would likely steadily surpass all other DVR products in share as well, depending on how it was packaged and what TV systems it was compatible with. And it wouldn't be because the hardware was that much better. Nor the UI for that matter. But Apple would definitely market it better. Not as simple to do as with an MP3 player (again, think TV system landscape), but if anyone could pull it off, it would have to be Apple.
Bruno