They also just announced a new revision of their standalone HD box with the remote of the Series 3 and a lot more recording space. $600 plus subscription.

I have a strong feeling TiVo would have done a lot better had they advertised their product plainly as a tapeless VCR and skipped the subscription model.

They still have the cleanest and most consistent UI in the business, but that's not enough for me. There's no way I'm paying anyone a subscription for TV listings. If a small time player like SageTV can work the listings costs into their "for-sale" business model, so too can TiVo.