According to Jeff Jarvis, the TV industry has already dropped the notion of TV as a "broadcast" medium, and now sees TV as an entertainment category that spans several distribution mechanisms, including broadband.
ABC/Disney announced last week that it will begin distributing several of its major "TV" shows via broadband, complete with embedded commercials that won't be easy to skip over. Fair enough...someone has to pay for Desperate Housewives.
Once again, I will remind my readers not to buy a Tivo if you don't already have one. If you can watch a TV show anytime you want via broadband, you hardly need a Tivo.