Verizon's IP push is geared towards their impending internet-based TV service. A separate service from Fios. For Fios, Verizon opted to start muxing channels 3:1 and phase in new h.264 channels (sometimes) rather than blow up their existing QAM infrastructure. I don't think big changes are likely anytime soon since they will have to play ball anyway with the technology that replaces cablecards that is currently in the works. But yeah, Tivo needs to get on the ball with mpeg4 Stream support.