Len, I think that the reason GTV would be more has over a tablet is that it doesn’t use earphones. More broadly, the user experience design of a tablet, from hardware on up to UI, is for a solitary user.
In a way this is a profound difference in the computing experience. How do you design so that the system operator is many people at the same time?
We’ll see in a year how the first generation of IPTV apps worked out, given that Pandora, Netflix, etc are ubiquitous on blue ray players and high end tvs. But I’d be surprised if those access were to Pandora and Netflix in the living room wasn’t considered as basic as power and water.