Originally Posted by TheOtherGeoff
your 'potential' appears to be 'it could play games natively and be cheaper.' I see the potential more as an extension of the apple ecosystem with a compelling 'one remote' interface (people want to veg in front of their TV)
Why do you think console gaming is better than 'gaming that displays on a TV.' Apple's strategy is a personal game player, that displays on a TV. problem solved.
Chromecast: I want netflix on my dumb TV and I own an android phone and I'm cheap, for a few people (your market research redux). Hardly a strategy for profits. It's a gapping feature. And I see it's gaming strategy the same.
fireTV: much more impressive... as it ties into the amazon marketplace, and can run standalone. It's not ground breaking... but it's credible and tied to a singular ecosystem.
growing the iPhone market by 10 million (you said millions... not '10's of millions) a year is less than 5% YoY growth. I agree that larger phones are a good niche... but it's just that. a niche. I see the niche as the over 50yo crowd with presbyopia and/or don't want to replace their desktop with a laptop/iPad. It's a growing niche, and should be addressed, but it's not going to compete in Asia if it's over $700 ASP, and still be the quality of an iPhone.
Looking at rumors is hardly a predictor of what Apple will do....
A bit late but hopefully you will see this:
Read this link and tell me that >4'' phones are small. Apple will release a 4.5+'' iphone and watch sales figures climb even further, proving me right. While Apple will never follow the cheaper phone trend, a larger phone is the way go to, along with a 4'' screen. I predicted with the release of the iPhone 5 that the iPhone 6 will mark a 4.5+'' screen, whether I was wrong or not remains to be seen. But market pressure is everything. Apple competes only in the high-end market and there is still more of it to be attacked by Apple. Additionally, surveys suggest a large iphone will help in China. Just too many factors for Apple to ignore, you watch, rumors so far are on my side. Grab some popcorn. Larger iPhone this year (hopefully along side a 4'' iPhone). These are internal documents directly from Apple. They are aware of the next segment to attack, defense won't help. The room for the iPhone to grow is shrinking and Apple needs to expand to raise profits, which afterall is always their task.
We shall see whom is correct.
As for the AppleTV, more than just games, apps, anything more than just a netflix machine. You refer to me a "cheap", seems a bit on the offensive, as though your argument can not stand on its own. Usually the side of a losing argument. It is actually more of a: buy what I need, not what I want kind of thing. I could take the 65 bucks and put it toward something else. Everyone has a system to justify what they buy and AppleTV failed mine. My macbook pro retina and iPhone did not. To attack my system is silly and rather stupid. One thing I would like us to teach in schools again is when to buy something because its needed (I use the needed word kind of losely because no one really needs a Chromecast) and what someone just wants for no reason. Saving is a beautiful thing.
Anyway, I will be back to check on this post, for a couple of days, and in September.