One says Apple's iTV is already in production. Another says it won't arrive before 2014
FORTUNE -- Jefferies' Peter Misek is full of confident predictions in a note to clients issued Friday. Based on his supply chain checks and sales data out of Taiwan, he believes:
iPad builds for Apple's (AAPL) September quarter have been increased to 25 million from 18 million and to 30 million from 22-25 million for December.
That the MORE
A filmmaker makes a strong case that the cable guys will never strike a deal with Cupertino
FORTUNE -- Of the 53 responses posted before noon Wednesday to the Wall Street Journal's latest piece about Apple's negotiations with the cable TV operators -- including TechCrunch's "Everyone has known this for months" -- the most nuanced may have been Victor Agreda, Jr.'s Apple's toughest nut yet at TUAW.
"The cable industry is still MOREPhilip Elmer-DeWitt - Aug 16, 2012 12:07 PM ET
The likely hold-up: Apple's 30% cut. The breakthrough: AirPlay on the Mac
FORTUNE -- Like many Hulu Plus subscribers who use the $7.99-per-month service to catch up on TV shows they've missed, I have no shortage of ways to get it. It's on Roku, PS3, XBox and the Wii. There's a Hulu app for the iPad, the Mac, Linux and Microsoft (MSFT) Windows. It even came pre-loaded on my Internet-ready Panasonic MOREPhilip Elmer-DeWitt - Jul 31, 2012 12:33 PM ET
Hulu finally comes to Apple TV; is the social web IPO window closed?
YouTube to double down on its 'channel' experiment [THE WALL STREET JOURNAL]
The company says it will put in another $200 million to market the channels as it attempts to upgrade its content from simple user-generated videos and to lure more viewers and advertising. The site has launched nearly 100 new channels so far this year, attracting talent such as MOREJP Mangalindan, Writer - Jul 31, 2012 12:28 PM ET
Outfits like NimbleTV and Aereo want to finally fulfill the promise of web TV. But disrupting the massive home-entertainment industry won't be easy.
FORTUNE -- Since the advent of the Internet, web TV has perpetually lingered over the horizon. Years after major cable companies unveiled "TV everywhere" initiatives and giants Apple (AAPL), Google (GOOG), and Microsoft (MSFT) began peddling hardware to beam the Internet to televisions, the merging of the Net MOREJessi Hempel, writer - Jun 8, 2012 5:00 AM ET
There's more than one way to interpret the broad hints he gave at All Things Digital
FORTUNE -- Many commentators listened to Tim Cook's remarks about television at the All Things Digital conference Tuesday and concluded that he let the cat out of the bag.
"Let's be real: There's enough smoke here that there is some sort of fire," wrote SplatF's Dan Frommer, Reading Between the Lines. "Apple is probably going to make a TV,"
"If MOREPhilip Elmer-DeWitt - May 31, 2012 11:43 AM ET
Steve Jobs' successor is making his mark and trying to keep the Apple magic going.
FORTUNE -- In February of this year, a group of investors visited Apple as part of a "bus tour" led by a research analyst for Citibank. The session started with a 45-minute presentation by Peter Oppenheimer, Apple's chief financial officer, and the 15 or so investors who attended the session were treated to Apple's unique brand MOREAdam Lashinsky, Sr. Editor at Large - May 24, 2012 5:00 AM ET
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
The yellow Post-it is the universal sign that Apple (AAPL) is brewing something new
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