Here's what Abramsky reports, in analyst shorthand, about that portion of the conversation: "Video/Content Opportunities. After music, video content is expected to be the next "exploding" opportunity, but requires overcoming industry rights dysfunctionality, competing with subsidies (cable box, video), and developing the right consumer 'offer.' Apple TV, while still a 'hobby,' is well positioned to benefit from evolving market dynamics. Apple was less enthusiastic about the online book/newspaper market, given unattractive industry structure."
Elmer-DeWitt writes, "Sounds like they expect an Apple tablet — should they be building one — to be used a lot more for watching movies than for reading novels and newspapers."
http://macdailynews.com/index.php/weblog/comments/22895/MediaMemo today reported that Apple has been shopping a $30/month, all you can watch TV service to the networks that would compete with Hulu and to a lesser extent cable. The service would be built into iTunes and run across all of Apple's products. To me this has tablet written all over it.
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Apple also has a new very lightweight HTTP web streaming protocol that adjusts bitrates on the fly, depending on what kind of speed you are getting. Apple also released a new file format recently called iFrame that is 1/4 of 1080P. This size isn't going to impress anyone who wants to watch full length movies, but watching TV shows at this resolution (which is better than standard 480P) would be a good experience. Especially if the device had a screen bigger than an iPod, say around 10 inches?
That's right, I think this TV thing Apple is on is about the tablet. Would it be the killer app? Probably not, but it would certainly be a great addition to the tablet's package. Taking your TV on the road and watching your favorite shows outside or in the car would be the benefits. The anti-couch potato.
http://blogs.computerworld.com/15027/apples_30_per_month_tv_service_woudl_fit_tabletOf course the books are coming too...
While the iPhone platform has proven attractive to game developers, e-books have begun to dominate the latest apps, according to data collected by Flurry. From August 2008 to August 2009, most of the new apps were released into the Games category. Starting in September, however, the Books category took the lead for the first time in the App Store's history.
http://www.macnn.com/articles/09/11/02/iphone.to.be.formidable.opponent.to.the.kindle/Remember Disney buying Marvel Comics?
http://panelfly.com/