When you search for a movie, does the googleTV software also scan across your own LAN (looking for NAS shares on your own network)?
If so I think it's more of a threat to devices like HTPC's running WMC, netgear and boxee, and other assorted video/media players. More of a threat to Apple TV. As I'd be surprised if the media and movie barons that control cable television will lie down without a fight...
If GoogleTV offers a good GUI and an easy way to stream my own content, then I can envisage keeping my cable box (it will hopefully pull info from this anyway) and ADD GoogleTV...perhaps in an upgrade of my DVD player or TV set....
So I think it will complement cable. Not compete with it...
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