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#1 |
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Kasper's Automated Slave
Join Date: Nov 1997
Posts: 6,151
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Don't expect Apple TV as cable set top box, Apple exec says
Though rumors have persisted for years that the Apple TV might transition from a media streaming solution into a cable box competitor, a new report said an Apple executive "killed that concept."
In its latest note to investors, Caris & Company said Tuesday that its analysts recently met with Apple Chief Financial Officer Peter Oppenheimer, who gave insight on a number of subjects. Among the topics discussed: the Apple TV, which has been long-rumored to receive some cable box-type functionality, including live TV recording and integration with cable providers. But according to analyst Robert Cihra, Oppenheimer effectively doused that rumor with a clear statement that the move doesn't make sense for Apple. "While some have wondered whether Apple might ultimately try to integrate traditional cable set-top box (decoding) functionality into its Apple TV product, Mr. Oppenheimer pretty much killed that concept and said that it just doesn't fit Apple's business," the report said. Though there had been speculation that a possible refresh or price drop of the Apple TV could occur at the Sept. 9 event, one report said industry watchers should not expect an appearance by the hardware at Apple's media-centric keynote. Caris' conversation with Oppenheimer covered a number of other subjects. In one point, the company's research notes states that Apple's chief financial officer implied that the company would continue to lower prices on its Mac lineup -- or offer new products at lower price points. However, Cihra noted that he does not expect Apple to join the low-end PC market. The report also noted that the popularity of the iPhone has made it difficult for Apple to keep up with demand. Though Oppenheimer did not provide any specifics to Caris, he did say that the company has had trouble keeping its new iPhone 3GS in stock. Caris predicts that Apple will sell 27 million iPhone units in 2009, bolstered, in part, by the upcoming upcoming debut of the handset in China. "Mr. Oppenheimer said he was simply happy to now be able to 'check that box,' with iPhone's launch into China have been a long-awaited milestone," the report said. "And while the vast majority of China's cell phone market is pre-paid, Apple sees no reason why iPhone should have any disadvantage taking share of pre-paid markets vs. its post-paid success." The one downside the Caris note mentioned from the company's meeting with Oppenheimer was that supply of components for devices remains "tight," and costs continue to rise. Cihra said he does not see this as a major concern for Apple, but it is noteworthy because it demonstrates that no one in the tech industry is immune to the ongoing component supply issues. Cihra reiterated his "Buy" rating for AAPL stock and maintains a price target of $200. With iPhone and Mac sales "tracking strong" this quarter, the Caris note said that only tight component costs could hold back Apple. "We continue to believe Apple has proved itself the single most innovative and profitable consumer technology company in the world and continue to see headroom for growth via both iPhone and Mac (market) share gains." |
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#2 |
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Registered User
Join Date: Oct 2008
Location: Detroit, MI
Posts: 123
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After this experience with ATT and the nonsense Tivo HD customers have to deal with to get CableCARDS, who can argue?
Besides, there are plenty of more-important shortcomings they need to correct. |
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#3 |
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Registered User
Join Date: Aug 2009
Location: Brussels
Posts: 1
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Next up.. iMac please!
By "continuing to lower prices", I am hoping this means that now that Apple has 'dealt' with thier macbooks/macbook pros (and presumably freed up some engineers mid-iphone cycle, and what-not) they could move on to the iMac..
I'm very keen on buying one - but don't want the existing model - I'm hoping for something with a bit of 'boom'. That said, I think Apple have probably adjusted their product cycles slowing the current one down a bit to keep prices down rather than go for the exiting but equally expensive successor.
William
iPhone 3G 16 / iPhone 3GS 32 / Waiting for a proper rev of iMac.. |
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#4 |
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Registered User
Join Date: Jul 2003
Posts: 2,481
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Interesting, I have to winder what those tight components are.
Is it Flash that is holding up iPhone production? I wonder because that could negative impact the roll out of new iPods. I'm really hoping it is an issue with the 3G chipset as this would not be a negative with respect to the iPods, especially iTouch. The last thing we need is another round of 16 & 32 GB touch devices.
As to lowering the price of it's Macs this should be very easy. If they can't do it then I will offer up myself to replace Ive and take Apple forward with easy to produce and service hardware. As innovative and compact as the Mini and iMac are I'm amazed that Apple can't do better with the layout of the hardware. Especially the iMac which is a bit of a servicing joke. Even the Mini concept is ripe for overhaul. Dave |
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#5 |
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Registered User
Join Date: Jun 2008
Posts: 655
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i have always seen the Apple TV as a way to promote video on the itunes store. so anything that cuts into that (hulu integration etc) is unlikely in my opinion.
as for the product cycle and such. I have to wonder if they aren't in the process of shifting the calendar. before they did laptops in the fall and desktops in the spring. which to me doesn't make a lot of sense. would it not be better do to laptops in the late spring so the students (or rather parents) aren't griping about ripoffs when a new machine (or at least cheaper) comes out 3 weeks after the back to school ends (the price adjustment/return period being 2 weeks after purchase). and then do the desktops in the fall since the imac is more the 'something for the family to use together' machine. i mean come on they put imacs on their kids game demo table even. they want folks to make that connection. and given the june refresh and February's refresh on desktops if they aren't moving that way. as for what they might do. I don't see them ever going cut rate on the prices but certainly as component parts drop they will upgrade HDs, drop prices, offer bigger solid state etc. though I suspect that we have probably seen the lowest prices we'll ever see (maybe another $100-200 off but that's it). it will be bigger and better insides. at least for the foreseeable future. but a $200 mini and a $600 imac ain't gonna happen. |
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#6 |
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Registered User
Join Date: Dec 2006
Posts: 46
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ok no set top box for the Apple TV, but PLEASE a refresh tomorrow with full HD support for my full HD camera.
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#7 | |
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Registered User
Join Date: Oct 2007
Posts: 18
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Quote:
My advice to you is to buy a current or previous generation Macbook. If you scan the Apple online store you can generally find a top of the line refurbed unit at a significant discount. On the other hand if you've got infinite patience and are filthy rich then feel free to wait for your dream machine and the premium price it will typically command. |
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#8 |
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Registered User
Join Date: Oct 2008
Location: Austin, TX
Posts: 40
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So assuming this is true and not just misinformation from Apple about unnannounced products, then here is what I am concluding to not be in a future Apple TV.
-No cable card slot(s) -No TV Tuner -Likely no DVR functionality Personally, I am fine with no DVR functionality, as long as Apple comes up with some new offerings in the streaming category. I think they could secure some partnerships, with Netflix/Hulu/Boxee or something similar and offer ad-supported free streaming. They could avoid cannibalizing iTunes sales of movies/tv shows by continuing to charge a la carte (or a new subscription model) for the HD quality versions with no advertisements, and then offer the free versions as ad-supported and lower quality (near or just below DVD). They cound just add in Hulu or any of these other services or a combination of them as new "channels" within Apple TV like they do with YouTube. I also think they should add in facebook/twitter support for the social media hounds, and internet radio feeds. They already have free radio feeds in iTunes, so just add it as another channel to ATV, Pandora maybe, or LastFM? Finally, upgrade the hardware with newer more powerful SOCs so that it runs extremely quickly and smoothly, and so that it doesn't generally operate at molten lava temperatures. Maybe even an overhauled UI that takes it to the next levewl and has all the gadget blogs drooling over its beauty and simplicity. Some of these (if not all) are what I want/need to see in an Apple TV to justify the purchase and to know Apple plans to sitck with this product and give it the TLC it needs. |
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#9 | |
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Registered User
Join Date: Oct 2007
Posts: 18
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Quote:
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#10 |
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Registered User
Join Date: Oct 2007
Posts: 6,115
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iTunes Jukebox
At least he didn't rule out a blu-ray drive or internet access. Locking it into iTunes alone is its biggest mistake. We should pay so much for Apple's jukebox that only wants to take more of your money continually? And the public is supposed to buy into this? Absurd.
Once you go Mac, you never go back!
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#11 | |
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Registered User
Join Date: May 2009
Posts: 602
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Quote:
Like duh, the cable companies control the signal type and any encryption, thus they control the device at the receiving end. The Apple TV isn't going anywhere in my opinion, because Steve Jobs is on the board of Disney/ABC and so on. You need the content, nearly all of it, so you need a neutral distributor. I wish the Apple TV would become like the Roku, a $100 device that lets you stream Netflix's 12,000 movie library to your TV. $15 a month for 12,000 movies, all you can eat, cancel at any time. SWEET!! But that's not going to happen. So Apple can only go so far with the AppleTV.
Glossy screens will errode consumers interest in computers because it makes it harder to see the screen around the reflections.
People forced to use glossy screen computers for long hours will have physical problems eventually. See here |
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#12 | |
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Registered User
Join Date: Dec 2006
Posts: 46
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Quote:
Forget the integration of Hulu, this web site was created to avoid a total control of iTunes over the video section like Apple did with music. Apple does'nt need other for that, they will offer their own solution for sure |
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#13 | |
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Registered User
Join Date: Dec 2006
Posts: 46
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Quote:
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#14 |
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Registered User
Join Date: Oct 2007
Posts: 6,115
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Forget everything and anything that competes with iTunes and that includes your own music and videos. Your own music and movies for crissake are listed at the bottom of the menus. The search function is not for your files but throws you into iTunes to buy their crap. I've had the ATV for over 2 years and have only spent roughly $20 on iTunes content. I had no idea that it would have morphed into an iTunes Junkebox. May it die a painful death unless it is opened up and optimized for the owners music and video files now.
Once you go Mac, you never go back!
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#15 |
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Registered User
Join Date: Aug 2008
Posts: 96
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#16 |
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Registered User
Join Date: Sep 2007
Posts: 369
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I can say with almost certainty that IF ATV is refreshed tomorrow it will Dump the P4-M 1.4ghz CPU and chipset in favor of either Atom Z5-- series on an nVidia chipset OR ULV Core Solo. I'm betting Atom Z series on nVidia since that is Low heat, Low power and capable of 720p (and according to some owners of netbooks using these chips 1080p).
An OS refresh may not see the light of day but certainly the 160gb HD becomes the base and a 250-320gb becomes the high end... Why? Those chips and HD's are OUT OF PRODUCTION. And these make logical sense. |
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#17 | |
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Registered User
Join Date: Oct 2007
Posts: 6,115
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Quote:
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Once you go Mac, you never go back!
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#18 | ||
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Registered User
Join Date: Feb 2009
Location: Somewhere in the Cheese
Posts: 456
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Quote:
Apple seems to prioritise the United States market ahead of everywhere else, and Europe is second in line from what I've heard. Outside of that, 3Gs's are as rare as hen's teeth. I've been trying to get one in Canada since launch day and been on the official waiting list for about two months now. Last word is that in mid September they will finally get some stock and I know of a couple of people in Australia in the exact same situation. Apple is probably right to do what they do though, as if they distributed them more fairly, there would be shortages in the States as well and the media would eat them alive. If it's Canada or Australia, no one in the tech media (the US tech media), cares, but if someone in California or New York couldn't get one it we probably wouldn't hear the end of it. Quote:
![]() I use and service these computers all day every day and I can tell you there is nothing they can do other than lower the margins that would lower the price of these things. The most common criticism is that they use "laptop" parts or that the parts are somehow sub-standard, so going for even cheaper parts is also a non starter. I would agree that the aluminium iMacs are a pain to get inside of, but then one never really needs to. Minis are perhaps the easiest to service, but they are a totally packed cube inside. There's no room to change anything and nothing can be made much smaller than it already is.
It was a widely held belief by the smartest people in late 1400's Europe that human knowledge and indeed civilisation itself, had advanced to such a nearly complete and perfect state, that the "end times" were certainly almost upon them.
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#19 |
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Registered User
Join Date: Oct 2006
Posts: 474
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I was going to ask the same question. Comcast happily gave me a 2-channel CableCard. The only issue I had was getting it set up right on my account. Once that was fixed (took a couple repeat calls to the help desk over a few days), I've had zero issues. And it was well worth it to rid myself of their crappy HD box. And the TiVo does so much more than the AppleTV: DVR, Rhapsody streaming, streaming music, personal video playback, Netflix, picture viewing Amazon On-Demand, YouTube, etc. Why would anyone want the extremely limited functionality of an AppleTV?
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#20 | |
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Registered User
Join Date: Oct 2007
Posts: 6,115
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Quote:
Once you go Mac, you never go back!
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#21 | |
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Registered User
Join Date: Feb 2009
Location: Somewhere in the Cheese
Posts: 456
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Quote:
They might use an Atom simply because it's almost a stock part at this point, but why would they re-design the hardware with Atom, when they have licenses for ARM hardware that's faster and performs better, and are currently working on their very own chip (rumoured to debut in just months), that makes even those ARM chips look slow? Unless they did the Atom redesign earlier this year, or unless it's a drop in replacement that's cheaper by volume, I would bet they would wait until their own chips mature next year and completely ignore Atom altogether.
It was a widely held belief by the smartest people in late 1400's Europe that human knowledge and indeed civilisation itself, had advanced to such a nearly complete and perfect state, that the "end times" were certainly almost upon them.
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#22 | |
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Registered User
Join Date: Jun 2005
Posts: 463
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Quote:
The nVidia chipset and Intel CPU option is simply too expensive for this type of device. An nVidia Tegra would be more logical, however ... ... most likely is the iPhone SoC running at full speed, or the PA Semi SoC when it is ready. These will have all the necessary hardware accelerators for media processing. The PA Semi chip is what I would put money on. OT: Why did I arrange a date/cinema for tomorrow evening (UK time, i.e., new iPod time)?!! |
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#23 | |
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Registered User
Join Date: Feb 2009
Location: Somewhere in the Cheese
Posts: 456
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Quote:
Apple won't get into anything that they don't control the experience of. You had no troubles you say, (although you describe *some* troubles actually), but other people might have had that nightmare from hell experience with the "help desk." If Apple got into this, they would be selling a product that could possibly drive users crazy and that they themselves would not be able to control or fix for them. That's a recipe for bad press and PR. Microsoft's okay with this stuff since no one ever expects their stuff to work seamlessly or to not have major problems. For Apple, this would be a huge PR disaster. You only have to look at the post on this forum (and Apple's) about Exchange support in leopard to see that. People are having immense problems with it, none of it is Apple's fault, yet Apple is getting all the blame. They usually try to steer clear of those kinds of businesses.
It was a widely held belief by the smartest people in late 1400's Europe that human knowledge and indeed civilisation itself, had advanced to such a nearly complete and perfect state, that the "end times" were certainly almost upon them.
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#24 |
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Registered User
Join Date: Feb 2006
Location: Ireland
Posts: 8,557
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This has nothing got to do with Apple offering an iTunes TV Show subscription service, which ultimately they very may well do, if they get the licenses. Record TV? Why record anything when you can just stream it. So no DVR, but yes to subscription, with perhaps some live content in the future like news and sports.
This shit is a no-brainer.
Collecting my SSD iMac Fry-die. :D
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#25 |
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Registered User
Join Date: Mar 2009
Posts: 652
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it would cost me a lot more to pay via itunes for all the shows i DVR than through my cable company
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#26 |
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Registered User
Join Date: Apr 2009
Posts: 1,243
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It seems I'm not the only one who thinks the current set-top boxes suck, and having to rent these crappy boxes from the cable provider just rubs it in. Apple is probably the one company that could improve this experience, without even breaking a sweat. But I can see why they aren't interested. Who'd want to deal with the cable providers?
What have you done with...
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#27 |
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Registered User
Join Date: Jan 2005
Posts: 167
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I just want greater support for containers, audio and video formats. As well as 7.1 audio over HDMI. Along with a slick GUI that automatically downloads info on actors and directors as well as a show/movie synopsis and cover art. Then it could replace my HTPC.
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#28 |
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Registered User
Join Date: Jan 2007
Posts: 849
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I don't think this was ever a rumor. A wish by end-users, sure. A fantasy by some analysts, yes. But rumor suggests that someone actually had reason to believe Apple was working on this. It's always been nothing more than wild speculation at best.
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#29 | |
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Registered User
Join Date: Oct 2008
Location: Austin, TX
Posts: 40
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Quote:
They were all about the "Digital Hub" philosophy. In some ways I would say they delivered the digital hub of that time period, which was your iLamp. But I think the hub of the average user has expanded exponentially needing terrabytes of storage, and multiple streaming services. Now that most people have HDTVs, and 802.11n wireless networks, time capsules/time machine, and many other evolved technologies in their homes, I think the time is right to deliver the true digital hub. The hub should evolve from being your Mac, to being your Apple TV, or Apple Server, or some other appliance, whatever you want to call it. It can sit centrally in the living room and manage all devices and media content. Not just the iTunes ecosystem, but all components of media that we use everyday. I love iTunes, but I want to use alot of other services and access many types of content that is easily accessible and manageable through the hub. Steve has said it many times, Apple creates the products that they (Steve) want to use. I think Steve wants more. I know I do. |
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#30 |
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Registered User
Join Date: Mar 2007
Posts: 115
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right on, don't expect apple tv to be even a semi advanced player like the hdi dune either.
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#31 |
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Registered User
Join Date: Mar 2009
Posts: 148
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Did anyone really think the apple tv was ever going to be a cable box?
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#32 |
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Registered User
Join Date: Mar 2009
Posts: 148
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Did anyone really think the apple tv was ever going to be a cable box?
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#33 | |
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Registered User
Join Date: Oct 2006
Posts: 474
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Quote:
The big issue with my CableCard was inexperience at the account center. CableCards are a fairly rare thing to deal with. Apple could easily require the same sort of training that AT&T employees were reported to have before the launch of the iPhone. If Apple insists on keeping the AppleTV locked into the shallow pool it is in now, they can fully expect it to continue to flounder like it has. |
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#34 |
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Registered User
Join Date: Jul 2009
Posts: 18
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How about just making it True HD, instead of this toy format? I agree with Steve Jobs, it's a hobby. The minute it goes 1080p, I will buy one.
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#35 | |
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Registered User
Join Date: Oct 2005
Posts: 5,043
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Quote:
1080p content takes too long to push at any decent bitrate. 720 is okay for what they do. I'll get an aTV when it can play iPhone games. ![]() |
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#36 | |
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Registered User
Join Date: Sep 2007
Posts: 369
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Quote:
Either way, the current hardware, according to intel's shareholder reports are no longer in production. That doesn't mean Apple's manufacture did not buy up the last stock, how much, etc etc. The atom is a drop in replacement for the cpu currently in use with the 945 chipset. Nvidia's got a chipset designed specifically for the Atom cpu's and it's dirt cheap, 4x's faster than 945 and does HD with NO PROBLEMS. Still, switching to proprietary would make much more sense. OK, back to vacation... See you all tomorrow! |
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#37 | |
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Registered User
Join Date: Dec 2005
Location: Fangorn forest
Posts: 281
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Quote:
On the processor front there's nothing on the immediate horizon that fits into the thermal envelope of the current iMac. Intel doesn't have its eye on the premium notebook category right now and that's making things tough for Apple Intel's focus right now is Atom chips for netbooks and the Core i5 and Core i7 for desktops. While there is a mobile version of the Core i7 it's hideously expensive and tops out at just 2.0GHz. The older mobile Core 2 Quad is also unsuitable for the current iMac based on power requirements and price. Looking at Intel price lists there is room for Apple to bump Core 2 Duo processor speeds without incurring any additional cost. The 2.8 now costs the same as the 2.66 used to and the 3.06 has the same cost as the 2.93. At the low end I'm expecting a $100 price drop and a speed increase to 2.8GHz. The mid-range machine should get an equivalent price drop and be replaced by the current high end 3.06/GT130. There really isn't anywhere for the high end iMac to go without some design changes to accommodate a hotter CPU/GPU combo. It's sad to see the enormous performance gap between Core i7 desktops and the iMac so I really hope Apple plans to do something about it. At the rate things have been going lately it'll be 2012 before the iMac catches up with today's consumer PCs. |
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#38 |
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Registered User
Join Date: Dec 2005
Location: Fangorn forest
Posts: 281
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Apple never had any intention of building a box that would be dependent on someone else (cable/satellite) for content. Those who thought differently were deluding themselves.
I'm not in the market for the AppleTV because the Canadian iTunes store doesn't list any of the shows I watch and doesn't give me any option for live sports. Besides, my kids would kill me if I cut off their cartoon channels. At $2/day cable still makes sense for us. |
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#39 |
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Registered User
Join Date: Apr 2009
Posts: 1,243
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The least-expensive desktop PC I could find from Dell featuring the i7 sells for $849. I wonder, is that how much most consumers of Windows PCs are spending?
What have you done with...
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#40 | |
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Registered User
Join Date: Jun 2006
Location: SFO
Posts: 368
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And come on Apple, not everyone has to buy from iTunes. I have never bought a movie from iTunes because DVD and Blu-ray are better quality for less or the same price. |
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