Originally Posted by Freshmaker
Go Apple go! I don't care if they update the AppleTV or if they make a full-fledged television set. I just want to get away from DirecTV (and I love them compared to Dish and Comcast) and get to a la carte pricing. Willing to sacrifice however many chickens is necessary to make this happen.
I feel the same way. Compared to cable in my area, DirecTV is simply the best (or better) option at this time. But I've been with them for roughly 18 years and other than watching my bills steadily increase, I can't say that much has changed in that time frame. I certainly don't feel that I'm getting acceptable value for the amount that I'm paying each month. So within the next 12-18 months, I want to divorce DirecTV and move on to something else, the cost of which must better reflect the amount of programming that I actually watch.
Originally Posted by gwmac
Are you actually serious? It may differ depending on who you use but very simple to go into menu settings and edit your favorite channels and choose your channel list and choose not to display certain channels in your guide. I removed all the channels I don't subscribe to as well as about 100 more I can watch but never will.
That's not what he's talking about. What he means is, in order to receive things like HBO Go, ESPN3 or Speed 2, you must be "authenticated" by your cable or satellite provider to verify that you're paying the mob... I mean, a cable or satellite company for the channel already. And there are now cases where providers may authenticate you for one type of device, but not another! So DirecTV may authenticate you so you can receive HBO Go on your iPhone or iPad, but maybe not on your Apple TV. And maybe Comcast will let you have HBO Go on your iPhone and your Apple TV, but they might decide that you aren't allowed to watch ESPN3 on your Apple TV. That's insane! And it's maddening to the nth degree! How this is legal, I have no earthly idea!!!
Originally Posted by digitalclips
I still wonder if Netflix might not be a good acquisition for Apple ...
Jim Cramer has been shouting for this for at least a year now. I'm not sure how I feel about that. One advantage of owning Netflix would be picking up their subscriber base and the proprietary technology that they have developed for making viewer suggestions - which is a world better than anything that iTunes does right now (IMO). But on the flipside, Netflix has to pay for content, just like Apple would have to... short of the in-house content that Netflix is now producing, like House of Cards. And from what I've read, there *may be* some sort of legality, a contract wrinkle, that would negate some of Netflix's deals should the company be taken over.
But just for S&G's, assuming a 20% premium over the current market cap, Netflix could possibly be had for about $20 billion. Big money for most, but Apple could write that check and still pay dividends. But now, the acquisition that would set the market completely on its head would be Time Warner/TWX (HBO and Cinemax). That one, at a 20% premium, would probably run in the neighborhood of $70 billion. A lot more money. A lot more risk. And a lot more issues to deal with, including regulatory, I would think. But that (or a similar major content provider acquisition) is what would truly take Apple across the Rubicon. And if Apple had to do something rather drastic, such as discontinue the dividend for a time, in order to make that feasible, I would be more than OK with it.
P.S. A side benefit of such an acquisition is that it might make both Jim Cramer's and Michelle Caruso-Cabrera's heads explode. So, so, so many positive things might come of that...