What about IP based Tv?
If they could secure the rights to the programming and manage to "unbundle" it, allowing you to stream the channels to the box via your broadband connection, then THAT in my opinion is compelling enough to compete. It would be contingent on 2 things in my opinion, first being I dont want to wait until the next day for the programming (live programming should be an option). Second, the pricing would have to reflect the unbundling of the channels if they go that route. Alot of people that I know are sick of paying for 200 channels and watching 4 to 10 of them. It certainly would make an interesting products.