The thing about Roku, Boxee et al is that you have a bridge over the gap between the present and the time when the connected tv is the norm. The connected tv real estate is being carved up right now.
These devices give you a head start in terms of the brand awareness landgrab. Brands that dont build up a presense will be at a disadvantage in the future.
ALL of our development resources are currently focussed in this area. I particularly like Roku, I can instantly see who is watching our channels, their geographic location, which feed they are watching etc.
Obviously we have always had this info with websites, but with a TV audience it is absolute gold.
