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 MORE
Philip Elmer-DeWitt - Oct 24, 2011 6:22 AM ET
An analyst may have put her finger on the conversational interface's killer app
In a note to clients issued Friday, Cross Research's Shannon Cross pivots from the Steve Jobs eulogies to take a closer look at Siri, the natural language interface that Apple (AAPL) unveiled the day before he died.
In particular, she singles out an application that wasn't in Scott Forstall's demos or Apple's slick promotional video, but which fits perfectly MORE
Philip Elmer-DeWitt - Oct 9, 2011 8:02 AM ETSpeculation and rumors about an Apple-branded television are rampant. Here's what most of them don't get right.
FORTUNE -- Thanks to Apple's famous secrecy, when it comes to the company's plans for future products, there's always more speculation than information.
That's the case with whatever Apple (AAPL) might be cooking up for television. It's obviously doing something, but nobody can quite tell what it is. Steve Jobs has publicly stated the company's MORE
Dan Mitchell, contributor - Sep 15, 2011 10:11 AM ET
Media companies that define themselves by distribution channel instead of their content won't succeed.
FORTUNE -- Old media companies are falling behind because they're failing to adapt their business models to what consumers want. That was the consensus among those gathered for a panel on the future of publishing and broadcasting at Fortune's Brainstorm Tech conference on Thursday.
"There are these large institutions that feel like they have lost their way or MORE
Jessica Shambora, Writer-Reporter - Jul 22, 2011 11:29 AM ET
What do TV viewers want in the Internet era? Now that mobile devices offer couch potato a second, interactive screen, Miso is finding new answers to that question.
This story is one in a series leading up to the Fortune Brainstorm Tech conference, which will be held from July 19-21 in Aspen, Colorado. Fortune Brainstorm Tech will round up many of the best and brightest thinkers in technology. Our coverage in this series MORE
JP Mangalindan, Writer - Jul 18, 2011 9:57 AM ET
Piper Jaffray's Gene Munster believes an iOS television will succeed Apple TV in 2012
In the wake of a dubious prediction published Wednesday (DailyTech: Apple to Enter TV Display Business Late This Year) and its dismantling (TechCrunch: That Apple Television Is Coming This August Alongside The iPhone Nano (And Santa)) Gene Munster could hardly be expected to hold his tongue.
No one has championed the idea of an Apple-branded TV set (as opposed MORE
Philip Elmer-DeWitt - Jun 23, 2011 10:57 AM ET
One analyst thinks so, citing unit sales, average prices and thin activity in the TV aisles
Not only has strong demand for tablet computers -- led by Apple's (AAPL) iPad -- cut into notebook PC sales, but it has started to be felt in the market for high-definition televisions.
That's the thrust of a note issued Wednesday by Hudson Square Research's Daniel Ernst. The evidence:
His weekly survey shows the average price per MORE
Philip Elmer-DeWitt - Jun 22, 2011 10:37 AM ET
The cable company CEO previewed a next-gen user interface, but can Comcast really compete with Apple, not to mention Netflix?
FORTUNE -- Comcast (CMCSA) CEO Brian Roberts wants you to know the company is adapting to the times, and that the perception of the cable company as a stodgy provider of bulky cable set top boxes is a thing of the past.
"We recognize that the business is changing and has changed, MORE
JP Mangalindan, Writer - Jun 21, 2011 4:45 PM ET
Four times as many people now visit Apple Stores as go to Major League Baseball games
A throw-away stat on Business Insider last month comparing the number of visitors to Apple's (AAPL) retail stores last quarter (71.1 million, down from 74.5 million during the Christmas quarter) to Major League Baseball attendance figures for the entire 2010 season (73.6 million) got me thinking.
Could it be that Apple is more popular than America's MORE
Philip Elmer-DeWitt - May 8, 2011 8:02 AM ETEvery morning, discover the companies, deals and trends in tech that are moving markets and making headlines. SUBSCRIBE
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