I don't know, the way CNet tells it, it sounds like they're repositioning themselves _completely_ out of the consumer market. With Panasonic (and hopefully Sharp someday) making set top boxes, I'm more confident about customer support for all of us here. If ReplayTV decides to focus even harder on the software licensing of things, they may make another shift in strategy that affects us more directly. Still, it sounds like they are gearing up for round 2, not going down for the count.
For those trying to watch this report, it starts 16 minutes 40 seconds into the 59 minute streaming video file.