Like John Gruber, I love my Apple TV(s). The 4th generation is better than the third but both just work. A dongle would be perfect for those who don't see value at it's current price. Thanks to content providers bringing their services to the platform, there are few channels we cannot watch on it and we now rely on just the Apple TV for streaming and catch up services.
If these turn out to be a real thing, I'd look at getting one of these for sure.