Very bad news for TiVo

I have been a believer in TiVo. It may be because I have had the pleasure of meeting with a few of their executives and I think they have the right strategy. With the recent news that the DirecTV exec on the TiVo board has left I am starting to wonder about the fate of the company. In the most recent quarter almost 75% of all new subscribers came from DirecTV and DirecTV has a sister company in the News Corp empire that makes DVRs. For TiVo to make it they will have to perfectly execute over the next 12 - 18 months and grow their base FAST before the DirecTV funnel dries up.