I think it should (vs would) be included also but I guess the devil is in the details. If they do it standardized and generic like cablemodems, then it would be better for consumers, but if how SDV is implemented requires different implementations of this dongle for different vendors we'll just have another piece of equipment we need to get from the cable company.
Personally I would hope this is just a low level QPSK or DOCSIS modem and everything else can be handled in software on the TiVo so we can get this thing on our own, plug it in, and expect it to work.
If we have to get the equipment from the cable company, schedule a truck roll, activate the thing, etc., that would compound the existing problems with CableCARD.