Advertisements I don't want to get into any forbidden stock talk, but would like to get into a discussion of the major announcement made by Tivo on the 2Q results call yesterday that it was taking a one time charge of $11.2M to write off SD unit inventory, presumably S2ST and S2DT inventory. What do you think this means for the future of the Series 2 platform? Obviously, Tivo will continue to support the Series 2 boxes, but are the days of new Series 2 boxes coming to an end? For the sake of disucssion, let's assume that TTG and MRV come to the Series 3 boxes later this year as hinted and take that out of the equation. Here's what I think: 1) Since the Series 2 boxes are the only current boxes to allow satellite subs access to the stand-alone Tivo service, Series 2 boxes will be available, but not emphasized, until #2 happens. 2) I think Tivo and DirecTV may be planning a new DirecTivo that supports mpeg4. Tivo would probably be fine with letting new DirecTV subs go to this box, rather than have an option to use a SA Tivo. When this happens, new SA S2 boxes are essentially useful only to Dish subs. And if Tivo wins the appeal ... 3) There really is no reason (other than the current price difference of the boxes) for a new or existing cable sub to buy a Series 2 box, since the Series 3 box can record any cable channel that a Series 3 can AND do OTA for both analog and digital signals. I think this is the beginning of the end for the Series 2 platform. I suspect that whatever S2 OS development is underway is pretty much going to be it and that the Series 2 boxes will go the way of the Series 1 - they will continue to work and be supported, just not enhanced (with the possible exception of the HME aps like UnBox that could bring in other revenue).