Apple's next big thing, an analyst speculates, is more likely to be mobile payments
FORTUNE -- If I didn't already agree with him, Mike Moskowitz's note to clients Thursday would have convinced me.
"We do not expect Apple TV this year," wrote J.P. Morgan's chief Apple (AAPL) watcher. "Our research does not indicate any looming TV-related product launch, and our model does not incorporate any potential impact from a TV device at this time. MOREPhilip Elmer-DeWitt - May 3, 2012 11:49 AM ET
After four years of speculation there's still not a shred of hard evidence
A lot of analysts talk about Apple's (AAPL) plans to make a television -- an actual TV set, not just a set-top box -- but last week, Jefferies' Peter Misek did something most have been careful not to do.
Citing "increased confidence" that Apple's iTV is coming, he wrote into his published forecasts the revenue from its sales: 2 million MOREPhilip Elmer-DeWitt - Apr 17, 2012 4:30 PM ET
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If, like me, you couldn't make it to San Francisco, you can still get the blow-by-blow
Assuming you're not in actually in the Yerba Buena Center auditorium today, the best way to find out what's going on inside Apple's (AAPL) iPad press event is to watch the live webcast -- assuming there is one. The company occasionally provides a video feed from these special events, but it never announces the fact MOREPhilip Elmer-DeWitt - Mar 7, 2012 7:18 AM ET
What we know, what we don't know, what the gossip sites are saying today
The Wi-Fi in the Dominican Republic was as on-and-off as the hot water showers, but some news from the tech world did manage to reach us on the beach.
With Apple (AAPL) scheduled to reveal its newest iPad Wednesday at 10 a.m. PST (1 p.m. EST), here's a round-up of what Donald Rumsfeld used to call the known MOREPhilip Elmer-DeWitt - Mar 6, 2012 6:14 AM ET
He laid out the reasons NOT to build an Apple television at All Things D in 2010
There's been a lot of talk about Apple (AAPL) launching a full-fledged interactive television ever since Walter Isaacson quoted Steve Jobs saying he'd "finally cracked it."
But before the company can successfully market such a product, it must overcome the formidable hurdles that Jobs laid out the year before he died at All Things D8.
He was asked MOREPhilip Elmer-DeWitt - Dec 23, 2011 8:28 AM ET
All this talk about an Apple-branded TV set may be missing the point
Reading between the lines of the Wall Street Journal's story Monday about Apple's "assault" on the TV business, you can almost hear the desperation of the media executives who asked Apple (AAPL) to brief them on exactly what the wizards of Cupertino are up to.
These media executive -- which included, presumably, Rupert Murdoch, whose News Corp. (NWS) owns MOREPhilip Elmer-DeWitt - Dec 19, 2011 8:23 AM ET
There's a lot more to the relationship than the rumors of an Apple-branded TV suggest
Credit AllThingsD's John Paczkowski for finding the most headline-worthy nugget in the report issued Tuesday by Jefferies analyst Peter Misek on his recent trip to Japan.
The thrust of Paczkowski's story -- Apple Television Could Be Ready for Commercial Production by Feb. 2012 -- was echoed Wednesday by more than a dozen writers who had only his brief item to rely on.
But MOREPhilip Elmer-DeWitt - Nov 24, 2011 8:53 AM ET
Sanford Bernstein's top Apple analyst is dubious about Steve Jobs' television dreams
Analysts have been arguing for ages about whether Apple (AAPL) is ever going to enter the $118 billion/year flat-screen TV market. But two things have changed in the past month:
1. Walter Isaacson's biography of Steve Jobs quotes him as saying he's "finally cracked" the problem of controlling an integrated cloud-based television.
2. The Siri system that Apple introduced on MORE
The solution Steve Jobs said he "finally cracked" could be a $6 billion business by 2014
In a note to clients released Monday, Piper Jaffray's Gene Munster seizes on remarks attributed to Steve Jobs in the biography published overnight as "another data point" to support a thesis he's been championing since 2009.
"I'd like to create an integrated television set," Jobs told Walter Isaacson, his authorized biographer. "It would be seamlessly synced MOREPhilip Elmer-DeWitt - Oct 24, 2011 6:22 AM ET
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