FORTUNE -- We can't vouch for anything on the attached timeline -- even its provenance -- but according to AppleInsider and MacRumors it comes from KGI Research's Ming-Chi Kuo, a shadowy Apple (AAPL) analyst based in Taiwan with a track record that's better than most.
"Each month that passes," writes Piper Jaffray's Gene Munster, "reduces our confidence."
FORTUNE -- Pity Gene Munster.
It's been five years since Piper Jaffray's chief Apple (AAPL) watcher first alerted investors that Steve Jobs' "hobby" -- the Apple TV set-top box that launched in 2007 -- was merely a precursor to a more ambitious project: a full-blown Apple television set.
"While Apple downplays the possibility," he wrote in a February 2008 note to clients, "we expect the MOREPhilip Elmer-DeWitt - Apr 2, 2014 10:55 PM ET
With the $45.2 billion Time Warner Cable merger facing antitrust scrutiny, why now?
FORTUNE -- The Wall Street Journal was getting a lot of echo-chamber play in the tech press Monday for its report that Apple (AAPL) is in talks with Comcast (CCV) about building an Apple TV-type Internet set-top box that would get special treatment on Comcast's rapidly growing cable network.
Has everybody forgotten what happened last month?
On Feb. 12, the MOREPhilip Elmer-DeWitt - Mar 24, 2014 9:15 AM ET
Fortune breaks down the winners and losers in the biggest telecom deal of 2014. The findings may surprise you.
By John Patrick Pullen
FORTUNE -- The knee-jerk reaction to the unexpected news that Comcast (CMCSA), one of the world's largest telecommunications companies, plans to purchase its nearest competitor, Time Warner Cable (TWC), in exchange for $45 billion in stock is largely that the deal is great for the two (or one) MOREFeb 14, 2014 11:39 AM ET
This is Comcast's Xfinity TV on the X1 platform. Judge for yourself.
FORTUNE -- There are two theories about what happens to Apple (AAPL) if Comcast (CCV) is allowed to swallow-up Time Warner Cable (TWC) and become the world's largest provider of cable TV and home Internet service -- a deal Comcast's Brian Roberts cheerfully describes as "pro-consumer, pro-competitive, and strongly in the public interest."
Be that as it may, the news MOREPhilip Elmer-DeWitt - Feb 14, 2014 6:51 AM ET
No wonder Apple didn't want an antitrust monitor crawling around the company right now.
FORTUNE -- Testifying in the e-book antitrust trial last June, Apple's (AAPL) senior vice president Eddy Cue estimated that in the 24 years he's been signing up digital content for the company he's negotiated not hundreds or thousands but tens of thousands of contracts.
In the case that put him on the stand last June -- as star witness for MOREPhilip Elmer-DeWitt - Feb 12, 2014 9:01 PM ET
Get out your handkerchiefs for Apple's annual holiday "home movie."
FORTUNE -- What would the holidays be without a sentimental Christmas ad from Apple (AAPL)?
This one, titled Misunderstood, is a movie about a movie that was shot on an iPhone 5S and presented via Apple TV and AirPlay by the fictional Harris family's teenage son. The title is not explained. Perhaps it's a given that all teenage sons feel misunderstood, especially MOREPhilip Elmer-DeWitt - Dec 17, 2013 7:37 AM ET
New iPhones? New iOS? New deals? Sure. But Wall Street has deeper questions.
FORTUNE -- To readers paying close attention to press reports, there may not be many surprises Tuesday when Apple (AAPL) hosts its big September three-ring circus for analysts and the media.
The critics will be unforgiving if the event's tentpole announcements don't include:
The Phone 5S, a speedier iPhone 5, probably with fingerprint recognition for ID purposes, possibly with near-field MOREPhilip Elmer-DeWitt - Sep 8, 2013 7:28 AM ET
Is Google's $35 dongle a match for Apple's $99 set top box? The Verge's tale of the tape.
FORTUNE -- Google (GOOG) took another crack at television this week, having failed to get much traction with the Google TV solution it introduced three years ago.
The new entrant is a $35 dongle called Chromecast that plugs into the HDMI port of a high-definition TV and receives audio and video content streamed over MOREPhilip Elmer-DeWitt - Jul 26, 2013 6:50 AM ET
More people stream video over the Internet via Apple TV than with any other device.
FORTUNE -- I took a crack at a pie chart like this a couple months ago with limited success, so I was pleased to see how the professional market researchers at Frost & Sullivan do it.
Like me, they left off Microsoft's (MSFT) Xbox, which has some of the same media functions but is primarily a game machine. MOREPhilip Elmer-DeWitt - Jul 17, 2013 1:45 PM ET
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