Based upon the story I have just read I will predict the demise of these two companies within 2 years. It seems they have agreed to implement changes that would embed code in their machines that would limit the amount of time you can store a pay for view movie and limit how often that movie can be watched.
All I can say is they are a bunch of idiots. [Silicon Valley Mercury News]
Sorry, this just sounds like Tivo and Replay are implementing the Broadcast flag, as mandated by the FCC (though the article seems to completely ignore that point). I agree, it is stupid, but at this point,it is required if they are going to continue to sell their product.