Munster talked to Bloomberg about his predictions...
The core of the debate is an improved set-top box… a hockey puck that attaches to your TV, or an actual television. Based on our work, in part, with talking to suppliers in asia, to talking with people in the industry, we think its an actual television. Specifically, the basic thing it fixes is the remote control problem… We think fixing that is going to be an important part of it. And the second piece down the road is content, content on demand. That’s essentially what apple television is.
You can listen to the clip here.