All of this talk about DVR and CableCARD makes no sense. Apple is in the business of selling you content from the iTunes store. Why would they make a device to let you get your content from someone else? There is absolutely no way they would consider adding a DVR/CableCARD. Furthermore, why would they add a Blu-Ray player? So you can buy your Blu-Ray discs from Walmart instead of buying/renting from iTunes?
It cracks me up to see this kind of thinking. When ipod came out, did Apple lock us into just music purchased from iTunes? No, we could take advantage of content we already had. Do you think ipod would have been nearly as big if we would have had to pay (again) for songs we already had in our CD collections because Apple wanted to lock us into content only from iTunes?
I would think just about everyone who owns an

TV or would be interested in owning one, probably has a cable or satt subscription now. If

TV emulated the DVR/VCR (an ability to record such signals), it would immediately gain a very popular feature many BUYERS want to see added to it. Yes, if we are given the ability to record a TV show or movie, we probably would not buy that movie from iTunes, just like if we could record (import) a CD we already had into iTunes, we'd be unlikely to buy that same music (again) from iTunes. Still, if we could get some of our content for "free" (cable/satt subscription costs are costs we probably pay anyway),

TV for television programming becomes a lot more like iPod for music "programming"- POPULAR.
Apple would sell more
TVs if they had features that people want. Trying to withhold desirable features won't move the world to an iTunes content model for video distribution unless Apple sells a whole lot more

TV units. Waiting on the world to see the (Apple just buy everything from iTunes) light is going to be a very LONG wait.
Would a DVR kill all sales/rentals from iTunes. NO! Just like the ability to import any music that we can lay our hands on hasn't killed iTunes music sales, leveraged desirable technology into a next-gen

TV so that Apple can sell a whole lot more of them will simply lead to more people being enticed to rent a movie on

TV, or subscribe to the commercial-free season of their favorite shows, instead of putting up with the commercial-loaded versions recorded on the DVR.
As to BD discs, I also wouldn't be that excited about them building in a BD player, but I would like an

TV that can match BD video output specs (meaning full bandwith 1080p). However, again, a lot of people finally getting around to buying an HDTV are probably buying one that is "true HD"

at 1080p. Since iTunes HD is handicapped 720p, they can't really show off their new toy to the fullest unless they BUY something else that lets them show 1080p.
Unless they're satisfied with what they can get from cable/satt HD, that means they're going to buy a BD player. A BTO option

TV with built-in BD drive means Apple could get that money instead of some other company. So, while I personally wouldn't be interested in a BD option, I can easily understand the idea of wishing they would build one into the next-gen

TV.