The latest "confirmation" that Apple is building a TV set turns out to be another soufflé
FORTUNE -- It is perhaps a measure of how badly broken today's commercial TV viewing experience is -- the cookie-cutter sitcoms, the ridiculous reality shows, the ever-shifting channel line-ups, the relentless, merciless commercial breaks -- that the tech press is so desperate to believe even the slimmest rumor that Apple (AAPL) is getting ready to solve MOREPhilip Elmer-DeWitt - May 14, 2012 8:16 AM ET
A giant solar array? An huge fuel cell facility? A second 500,000 sq. ft. data center?
I'm not sure I buy the main reason Jefferies' Peter Misek gave today for raising his Apple (AAPL) price target to $800 from $699: His "increased confidence" Apple is going to release the much-rumored iTV in the fourth quarter of 2012.
My own confidence that Apple is going to get into the television manufacturing business is MOREPhilip Elmer-DeWitt - Apr 5, 2012 11:42 AM ET
Jefferies' Peter Misek takes a deep dive into the problem of acquiring quality content
Amid all the chatter this week about Apple's (AAPL) putative plans to build a standalone TV set -- from Best Buy's leaked customer survey to the Globe and Mail's report that Canadian telcoms are already testing the thing in their labs -- the 23-page report produced by Peter Misek's team at Jefferies International stands out.
Rather than get MOREPhilip Elmer-DeWitt - Feb 7, 2012 11:29 AM ET
The hardware is the easy part. The trick is to get Hollywood on board
"Apple enters markets to reinvent them," wrote Piper Jaffray's Gene Munster in a note to clients Tuesday reiterating his oft-repeated conviction that Apple's (AAPL) next big thing is an Apple-branded television set.
To be sure, Munster has scaled back his expectations since he predicted that the company would sell 6.6 million Apple TV set-top boxes in 2009 and MOREPhilip Elmer-DeWitt - Feb 1, 2012 7:02 AM ET
As rumors of a "real" Apple TV heat up, ideas that could upend the industry resurface
In late 2009, the Wall Street Journal ran a story that sent shivers through the television industry.
Quoting unnamed sources familiar with Apple's (AAPL) negotiations, the Journal reported that CBS (CBS) and ABC (DIS) were seriously considering Steve Jobs' plan to offer TV subscriptions over the Internet.
One form those subscriptions might take, according to these sources, MOREPhilip Elmer-DeWitt - Dec 28, 2011 4:23 PM 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
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
He had the audience in stitches at a 1998 convention of higher education IT directors
Steve Jobs' thoughts about television evolved in the years since this fuzzy YouTube video was shot at CAUSE 1998, the annual convention of the College and University Systems Exchange. But even then -- one year after his return to Apple (AAPL) -- he was clearly wrestling with the problem of trying to merge TVs and PCs.
The four-minute segment is part MOREPhilip Elmer-DeWitt - Nov 18, 2011 11:15 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
|Much faster Wi-Fi coming soon|
|J.D. Power ranks GM tops in quality for first time|
|Dow sinks 200 points after Fed hints at stimulus easing|
|Fed sets road map for end of stimulus|
|Chinese billionaire buys 007's yacht maker|