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
A court's decision not to block live local streaming to iPads could affect Apple TV negotiations
FORTUNE -- The victory Aereo won in a New York federal court Wednesday is only temporary, but it threatens to undermine the delicate contractual structure of American television in a way that could give Apple (AAPL) a boost.
Aereo is a start-up funded by ex-Fox CEO Barry Diller's IAC (IACI) that streams the local broadcast signals of MOREPhilip Elmer-DeWitt - Jul 12, 2012 7:22 AM ET
One is vaporware. The other a rumor.
FORTUNE -- Early voting in Brian S Hall's impudent poll, posted Sunday on his Smartphone Wars blog, gave only slightly more credence to Microsoft's (MSFT) tablet computer, unveiled with great fanfare last week, than to Apple's (AAPL) television set, about which the company has said absolutely nothing.
Will the balance shift as more votes come in? Let's find out. Click here to register your opinion.Philip Elmer-DeWitt - Jun 25, 2012 8:10 AM ET
The TV business may be broken beyond even Cupertino's powers of redemption
FORTUNE -- Does this sound like your household?
We almost never watch television shows when they are broadcast anymore (with the very notable exception of live sports)
We rarely watch shows with ads, even on a DVR
We watch a lot of TV and movie content, but always on demand and almost never with ads (We're now so used to watching shows via Netflix or iTunes or HBO that MORE
Instead, their consumer product expert describes a wall-mounted panel he calls the iHub
FORTUNE -- James McQuivey, writing on his Forrester Research blog about Apple's (AAPL) widely anticipated entry into the full-fledged TV market, had me convinced.
Up to a point.
What he says about the current situation -- except for the use of the word "failed" -- struck me as smart and fair:
"The reason it has failed with the Apple TV so MOREPhilip Elmer-DeWitt - May 24, 2012 9:48 AM ET
Pouring cold water on one of Silicon Valley's hottest rumors
FORTUNE -- Although there is no shortage of iTV speculation -- thanks to rumor sites like Taipei-based DigiTimes -- and plenty of Apple (AAPL) analysts ready to calculate to the penny how much an Apple-branded TV set would add to the company's bottom line, some experts have started to back away from what was once seen as an inevitablity.
In December, Richard Gardner, formerly MOREPhilip Elmer-DeWitt - May 14, 2012 1:27 PM ET
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
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