Originally Posted by sfhub
I would think the same. Some people have theorized the PVR (from the cable company's point of view) is not intended to compete with VOD, which it might if the # hrs increased significantly.
The PVR will never conflict with the money-making aspect of VOD. In fact, expanded storage will reduce the need by the cable company to provide a lot of free VOD. Regarding the Moto 6412, it is true enough that the basic storage can be doubled to 160 GB which is far too much for me. I believe that the firmware is supposed to be updated during the end of 2007 to allow for the addition of external drives.
However, Motorola already is pushing to the cable companies a different machine that will allow a variety of other inputs, remote programming and multi-room viewing. As U-verse and FiOS are already offering these capabilities, I think that Comcast and other cable companies will go that way soon.
My guess is that the 2nd generation of the Moto boxes will be far better than the current one and they will sport improvements in functionality and interface. Again, my guess is that they will be available sooner rather than later. If you figure in the price of a Tivo subscription, these boxes are essentially free, to they are $500 cheaper than the S3.
Users buying the S3s are actually hurting Tivo. Tivo should follow the the gaming console or printer manufacturers who sell the hardware for peanuts and make money from games or cartridges. If Tivo gives a dual-HD tuner bi-directional box for $100, then it will accrue a huge user base and with these boxes at homes, it can start selling other services (iTunes through a Tivo box??). Unfortunately, this company is just too dumb!