I'm quite familiar with Vudu, and I'm not sure it's going to have any significant impact on DVRs as we know them. Vudu, for a simple explanation, is a movie rental/purchase service. You get their equipment, set up an account, browse a pretty massive library of movies, and rent/purchase films directly. Movies are streamed to your Vudu box, and in most cases (depending on your download speeds, etc.) are available to begin viewing instantaneously. It's a lot more like Akimbo and Moviebeam than it is a DVR.
Given Vudu doesn't really record anything, I'm not sure the impact it will have on DVRs in the short term as long as their focus doesn't change.
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