Recall it was Google's financial commitment to WiMax that drew Intel, Sprint ( S), Comcast ( CMCSA) and Time Warner Cable ( TWC) together to fund the ever-so-shaky Clearwire ( CLWR) broadband venture.

Google has a strong position in the confluence of TV and Internet, but it's not necessarily in hardware. It's software. A Google search application on a TV remote could fill a real void -- the need for a better Net and TV programming guide.

The box is dead, long live the box.

--Written by Scott Moritz in New York.

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