I imagine that the success of the iTunes movie store will only accelerate the development of iTV and a "true" video iPod. I imagine Disney and other partners will be saying, "we could sell even more movies if people had an easy way to play them on their TV at home."
Anyone notice that Disney said they expect to get $50M in the first year, but have only done $4M so far? I wonder if they know something that we don't that will drive this rapid growth.