This is an interesting rumor. Not entirely sure how it would work. Perhaps you could simply access your Tivo box via an app on the new Apple TV? The need for 2 boxes would kind of suck, but like the article says, 90% of people still rely on pay TV so it kind of makes sense.
http://newteevee.com/2010/07/28/tivo-apple-theres-an-app-for-that/
http://newteevee.com/2010/07/28/tivo-apple-theres-an-app-for-that/