So, what's next? The demand is still there, I have a couple of other aquaintances who I've recommended TiVo to, but they now can't find one. If there is a new, larger model coming, where is it? And how much will it be.
Right now (well, over the last 6 months) TiVo has been a no-brainer - you just cannot buy a better, or equal, PVR for less than $300. If and when a new one turns up, its price point will be vital to its marketability. If its more-or-less the same TiVO with a bigger hard disk, they'll be hard pushed to sell it for more than $300-$400 - disk is cheap. As soon as the price gets over $400 or so, then you can start comparing TiVo with other options; it may still be the better choice, but there's something to compare it with anyway.
There's got to be a marketing textbook somewhere with a case study on TiVo in NZ as a 'how not to do it' lesson.