Obviously. No matter... the numbers I presented are, in fact, from Tivo's corporate SEC filings.
I didn't make a single personal attack. I don't have any need to. It's not you I'm interested in dismantling... it's your argument, which I dissociate from you just as I dissociate myself from my argument (as soon as I walk away from this keyboard I'll have forgotten this debate, and hopefully so will you have).
But to put a point on it... I'm a financial analyst, and a person who loves to deconstruct arguments just as I break down numbers. I simply find your statement completely incongruous with the financials.
I am passionate about technology just as I am passionate about evolutionary biology, and while I don't care what you stand behind after you leave a discussion (I'm not interested in changing your mind) I am interested in arguing one's case on the basis of the facts.
What I find lacking in your argument are the facts to substantiate your assertions.
You can confuse that for a personal attack if you like... but I'm not calling you stupid. I'm calling your argument stupid.
1) Referring to any one's argument as stupid is indirectly referring to their logic and such as rudimentary and stupid (my BA from Stanford and MA in social organizational psych from Columbia may prove that point invalid). There are other terms in the English lexicon to refer to someone's argument other than "stupid" - we are adults here, right?
2) Assuming that your statistics are sound (no links?), just because internet use has increased nationally does not automatically equate to millions of DVR/Cable users automatically ditching their DVR units for

TV and internet content. There is no correlation between increased internet use and decreased cable television viewership and DVR ownership (or causality).
3) Mediamark Research (MRI) finds that 11.2 percent of U.S. adult households have DVRs, up from 8.6 in the fall of 2005 and 3 percent in 2004. DVRs households record an average 11.3 shows per week, up 23 percent from last year. The number of shows actually recorded on DVRs is low relative to the volume of TV consumed. The report estimates 4 percent of all TV viewing in the U.S. is recorded or consumed through on-demand channels.
DVR owners tend to have higher levels of education and household incomes. College educated adults comprise 36.8 percent of DVR owners, compared to 25.2 percent of the U.S. adult population. Seventeen percent of DVR homes have an average household income exceeding $150,000, compared to 8 percent of the general adult population. Nearly 16 percent of DVR households own homes worth over $500,000, compared to 9 percent of the general population.
The DVR market is still considerably a HUGE market Apple, Inc. is essentially ignoring through

TV.
While the iPod took years to obtain cult status and popularity, the iPod entered a market that was new and undeveloped (digital music content). Many individuals scoffed at the idea of throwing away their CD's for MP3's, and it took a few years for just such to occur. However, comparing CD's to DVD's and DVR equipment is essentially comparing apple's (no pun intended) to oranges, for reasons I will not go into now (such as heavier copy right protection and laws associated with DVD's and the psychology of the average consumer switching from DVD content to even more heavily regulated iTunes video content - is it possible to burn iTunes movies to DVD's?)...
More DVR statistics:
DVR Ownership and Usage
• DVR ownership is growing rapidly: In Feb. 2006, a study by Rider Research concluded that world DVR usage among digital TV subscribers will increase from 7% in 2004 to 61% in 2010.
• Forrester Research generally concurs: the firm estimated in 2006 that approximately 15 percent of US households currently own a DVR. By 2010, Forrester predicts that more than 50% of US households will own DVRs.
• An October 2006 estimate by market-research firm IDC predicts that nearly 20 million DVRs will be sold in 2006, increasing to more than 43 million units in 2010.
• According to figures published in the Hollywood Reporter in Nov. 2005, DVR households watch 12% more TV than non-DVR households.
So how is my argument about DVR usage "stupid"?
