From Variety Daily 1/28 -

It will be at least a decade before DVRs become popular enough that marketers will cut back on television advertising, according to Fred Dresser, EVP of Time Warner Cable. "There's no revolution going on," he said. "Business models aren't going to change overnight."

I think Fred must be phase shifting in and out of a parallel universe.  Major changes don't take 10+ years anymore.  Remember this quote in about 2-3 years.  Also remember that 80+% of TIVO users skip ALL the commercials when viewing programming. 

Surely this is calm-the-shareholder talk or maybe he is just expressing hope.  But then, hope isn't much of a strategy.