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Apple TV said to be worthy of overtaking both TiVo and Netflix

post #1 of 115
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Although AppleTV has ceded the limelight to iPhone and similarly been overshadowed by the buzz preceding the launch of Leopard, it could prove to be as disruptive to legacy video purchase-and-consumption behavior as the iPod has been to traditional music business model, one Wall Street analyst says.

"We believe the potential is huge for this small device," ThinkEquity analyst Jonathan Hoopes, who maintains a bullish outlook on shares of Apple Inc., said on Monday. "Apple TV is an ideal conduit for multiple services including DVR, paid-for content, gaming, or advertising."

In a note to clients, Hoopes reiterated his Buy rating and $120 price target on shares of the Cupertino-based company, explaining that the combined value of the business opportunities presented by Apple TV could be worth $5.3 to $11.4 billion.

"In addition to sharing digital content within the home, we believe investors should understand the value of the various potential business models that Apple TV could enable," he wrote. "As a digital media content delivery vehicle positioned in users' living rooms, we think the AppleTV/iTunes combination could become as disruptive to legacy video purchase-and-consumption behavior as the iPod/iTunes combination has been to the traditional music business model."

In addition to the higher average selling prices offered by movies over music tracks, the analyst believes there is potential for Apple TV to eventually target gamers and feature TV guide-like services, presenting interesting opportunities for high-margin and recurring subscription or advertising revenue models.

Calling it a "network computer in disguise," Hoopes said AppleTV could easily see hardware and software enhancements that will allow it to do more than just stream media from the home Mac or PC.

"Apple TV can, in our opinion, be easily turned into a DVR with little or no hardware modification and a software upgrade," he wrote. "We think Apple's brand, established distribution, marketing power, over 100 million total iPod unit shipments, and 22 million active Mac users would create more than enough energy to propel an AppleTV TiVo-like service to a higher subscription base than TiVo's current 4.4 million users."

Similarly, the analyst said that Apple TV has already established itself as a direct competitor to Netflix even before the first commercial unit is connected to a TV monitor. "Whereas Netflix brought 'Blockbuster' to your mailbox, we believe AppleTV will bring Hollywood to your living room," he told clients. "Moreover, we think this device is well-positioned to quickly overtake Netflix as broadband Internet access becomes more ubiquitous and the Internet becomes the de-facto channel for content delivery."

Among the potential revenue-generating strategies said to be available to Apple under a Netflix-like model are: a movie subscription service, pay-per-view downloads, and advertising opportunities in the living room. Given time and focus for the details of such strategies to fall into place, Hoopes believes Apple TV could eventually flourish as a rental platform.

In his note to clients, the ThinkEquity analyst also spoke at length about the potential for Apple to flex its muscle in the video game market if Apple TV is able to achieve central status as a next-generation home entertainment enabler. However, he warned the company would face still competition from the likes of Sony, Microsoft and Nintendo, should it embark on such a journey.

"That said, Apple could use its AppleTV to join the gaming game given the margin-rich opportunities that reward game designers who successfully meld a solid understanding of what users want with software design skills," he wrote. "We note that Apple CEO Steve Jobs founded Pixar, a successful animation film studio. While we acknowledge that making popular cartoon movies is not the same as making video games, we do see some links in terms creativity and animation skills."

The first shipments of Apple TV are expected to begin making their way to stores sometime this week.
post #2 of 115
Um, Jobs didn't found Pixar. He bought it from George Lucas. I mean yeah, he founded it in the sense that he renamed the newly independent company Pixar, but it's not like he made it from scratch. This nitpick brought to you by the letter 7 and the number Q.
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post #3 of 115
Good job Earnie!!!
post #4 of 115
So this analyst reads Mac rumor boards and is repeating the speculation we've already done.

- Jasen.
post #5 of 115
"As a digital media content delivery vehicle positioned in users' living rooms, we think the AppleTV/iTunes combination could become as disruptive to legacy video purchase-and-consumption behavior as the iPod/iTunes combination has been to the traditional music business model."

Really?

Like it's going to account for about 3% of all video purchases after 5 years of being on the market?
post #6 of 115
what a tool. No way Apple TV takes off in a way that Tivo and OR Netflix have to worry.

Less than DVD quality with no extras for nearly same price as DVD , no TV to speak of at all and this tool think its going to take over Tivo ? Get real.
post #7 of 115
The analyst puts too much faith in Apple being able to do what it takes.

For Apple to really take off enough to effect TiVo and Netflix they would have to do the following.

1) Turn the aTV into a quality DVR (not sure Apple is interested in doing this. If so, why not already?)

2) Provide a Rental and/or a subscription service. (Apple is known for being hard headed about things, and they have stated they think people want to own content. Hopefully, they know that movies are different than music, but one never knows. How long did we have to live with 1-button mice.
post #8 of 115
"Apple TV can, in our opinion, be easily turned into a DVR with little or no hardware modification and a software upgrade"

I don't think adding a TV Tuner and CableCARD qualifies as "little or no hardware modification" but that's just me.

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post #9 of 115
Quote:
Originally Posted by 1984 View Post

"Apple TV can, in our opinion, be easily turned into a DVR with little or no hardware modification and a software upgrade"

I don't think adding a TV Tuner and CableCARD qualifies as "little or no hardware modification" but that's just me.

how about if it sat on top or below the apple tv, was the same size / shape as the apple tv and plugged into the USB port, $99. ?
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post #10 of 115
Well, one argument against Apple shipping a DVR was/is that it would be rather a problem to ship a global solution. Too many tuner/signal technologies to try and handle with one unit.

Make it a USB breakout box, however... no hardware modification needed to the AppleTV unit, no? Buy the one that matches your system, plug it in.
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post #11 of 115
Quote:
Originally Posted by wally007 View Post

what a tool. No way Apple TV takes off in a way that Tivo and OR Netflix have to worry.

Less than DVD quality with no extras for nearly same price as DVD , no TV to speak of at all and this tool think its going to take over Tivo ? Get real.

Hold on there billybob. This is still version 1.0 and the game has just begun. Once content distribution systems have matured, fast (>30 Meg) broadband adoption rate goes up, and more households have HDTV, you will HD quality offered on ITMS. It's about addressing the major segment of your market.

For example, I'm geeked up beyond your average home. I've got a 60" Panny 1080P plasma, a DLP 1080I capable projector, Blu-Ray, Mediacenter, 100Meg DOCSIS 3.0 cable based broadband (FTTH coming soon) etc, etc. Apple is not targeting folks like me. Most folks have standard def CRT's still with perhaps component video inputs at best. This is where Apple is targeting. Once the HD owners segment increases (along with faster broadband speeds) you bet that Apple will have AppleTV HD edition for sales. It is part of the plan.
post #12 of 115
I am already starting to encode my entire DVD (300 plus movies) collection to get ready for the AppleTV but it will be some time before I get one.
post #13 of 115
Until Apple offers a rental option for movies on the iTMS, I can't see it becoming much of a threat to NetFlix, etc.

I had a similar reaction after signing up for the Amazon Unbox trial with my TiVo. Very few recent releases were available for rent. I considered Borat, The Departed, and Casino Royale, but none of those movies had a rental option -- only the $14.99 purchase option. Screw that.

Instead, I chose Idiocracy (they were talking about it last week on TWiT for almost the entire show), which was available for rental $3.99. This was a decent movie, but not one that I would want to own or watch more than once.

Same with all of those other movies. I only want to watch them once. If I did want to own them, I would pay the $15-$18 for the DVD, which typically has 6+ hours of extras. Plus I can lend a DVD to friends; no can do with a DRM'd digital file.

Also, my Tivo only has a 40 GB hard drive (much like the Apple TV). I don't want a 2+ GB movie file taking up permanent residence on my TiVo. After I watched the rented Unbox movie, it was gone; I would have appreciated 72 hours, rather than 24 hours to view it. However, for $3.99 this was a service I would consider using again if the rental selection was better.
post #14 of 115
throw in an mpg4 DVR encoder and Im sold!
post #15 of 115
"Conduit" was the only really useful descriptor in the article. The aTV will only be big IF it comes bundled with all of the other stuff or if iTunes somehow gets every movie ever made and allows a 2 play rental.
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post #16 of 115
Quote:
Originally Posted by eizzumdm View Post

Until Apple offers a rental option for movies on the iTMS, I can't see it becoming much of a threat to NetFlix, etc.

Agreed.

I'd pay up to $5 for the convenience of renting movies via download-on-demand, but I have zero inclination to start stockpiling 1GB+ movies (that I can't burn to DVD). Don't have the HD space, and don't particularly to want to keep most movies I see.

Oh, and that analyst doesn't know what he's talking about. I don't see Apple adding DVR to the Apple TV anytime soon. For good or bad, it just doesn't fit in with their strategy to replace scheduled programming with content that's ad-free and download-on-demand. Providing DVR would only decrease iTS sales.
post #17 of 115
Quote:
Originally Posted by IQ78 View Post

The analyst puts too much faith in Apple being able to do what it takes.

For Apple to really take off enough to effect TiVo and Netflix they would have to do the following.

1) Turn the aTV into a quality DVR (not sure Apple is interested in doing this. If so, why not already?)

2) Provide a Rental and/or a subscription service. (Apple is known for being hard headed about things, and they have stated they think people want to own content. Hopefully, they know that movies are different than music, but one never knows. How long did we have to live with 1-button mice.

The old Apple was certainly hard-headed... but the new Apple? Intel chips, Windows running on Apple hardware, iPods with video, iTunes on PCs. These are things the old Apple wouldn't have considered, but Apple is a new company these days. They like marketshare and making lots and lots of money, while producing really great products. With this said, I believe you make some good points... and I believe Apple will incorporate both your ideas into the Apple TV... it just might take awhile.
post #18 of 115
Quote:
Originally Posted by aegisdesign View Post

"As a digital media content delivery vehicle positioned in users' living rooms, we think the AppleTV/iTunes combination could become as disruptive to legacy video purchase-and-consumption behavior as the iPod/iTunes combination has been to the traditional music business model."

Really?

Like it's going to account for about 3% of all video purchases after 5 years of being on the market?

That was my thought exactly when I read that line. The only reason that Apple has climbed the list of music distributors is because they are the practically the only source for digital downloads for the iPod whereas there is a huge number of distributors of CD's.

And the AppleTV is a no-go for me until it go do something other than act as an expensive iPod video cable.

A DVR add-on would be nice and might make me consider ditching Tivo. At $1.99 an episode, if I watch just 7 episodes of TV a month (a VERY safe bet), Tivo is more cost effective.

A networked 300-disc CD/DVD changer would be nice too. At $9.99 for movies you can probably find for less on the bargain shelves of Wal-mart, iTunes isn't very attractive.

And there's the problem of storing all the files. If the solution is to back it up to DVD and clear it off, that begs the question why I didn't just buy it on disc to start with. Buying an Airport Extreme and USB hard drives seems an expensive solution. It may be cheaper in the long run, but the up-front costs are a bit prohibitive.

As soon as the iTunes Store takes over as the majority distributor of music, then I'll believe the AppleTV can directly compete with Tivo and DVD.
post #19 of 115
300 plus movies !!! good luck dude :o )

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post #20 of 115
Did I mention that I won't buy one unless it comes with a crossfire GPU.....
post #21 of 115
Quote:
Originally Posted by jnaina View Post

Hold on there billybob. This is still version 1.0 and the game has just begun. Once content distribution systems have matured, fast (>30 Meg) broadband adoption rate goes up, and more households have HDTV, you will HD quality offered on ITMS. It's about addressing the major segment of your market.

For example, I'm geeked up beyond your average home. I've got a 60" Panny 1080P plasma, a DLP 1080I capable projector, Blu-Ray, Mediacenter, 100Meg DOCSIS 3.0 cable based broadband (FTTH coming soon) etc, etc. Apple is not targeting folks like me. Most folks have standard def CRT's still with perhaps component video inputs at best. This is where Apple is targeting. Once the HD owners segment increases (along with faster broadband speeds) you bet that Apple will have AppleTV HD edition for sales. It is part of the plan.

Totally agree. All the naysayers out there think that everyone's a tech geek. They also talk as if the AppleTV, once released, will never ever be upgraded. Those of you who are tinkering with your TIVO, cable card, Windows MCE or what have you --the AppleTV right now is not for you. The AppleTV is meant for the large segment of consumers who were intimidated by the complexity of all those gadgets but found the iPod/iTunes quite manageable and so they passed on the former and bought the latter.

Slightly off-topic: The value of the Apple Store as a venue for teaching customers how to use their Apple products is being severely overlooked. No other consumer tech company offers this much handholding for its customers. I mean they don't just teach you how to install and set up your iPod or Mac. They'll even teach you how to make Home DVDs using iLife, or how to tweak your photos with iPhoto. For free! When was the last time you can walk into some store somewhere and get someone to explain to you how to edit Home DVDs on Windows? This type of handholding is a crucial advantage for Apple's living room invasion plans.
post #22 of 115
Quote:
Originally Posted by wally007 View Post

what a tool. No way Apple TV takes off in a way that Tivo and OR Netflix have to worry.

Less than DVD quality with no extras for nearly same price as DVD , no TV to speak of at all and this tool think its going to take over Tivo ? Get real.

I agree with your statement as of Today.
Hopefully version 2.0 or 3.0 will address many of the concerns and then maybe it might be a treat to my home DVR and Netflix. Until then I think AppleTV is just a cool device to add to my entertainment arsenal but not a replacement to it at all.
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post #23 of 115
Quote:
Originally Posted by sandau View Post

how about if it sat on top or below the apple tv, was the same size / shape as the apple tv and plugged into the USB port, $99. ?

Hmm. you mean like this ?
post #24 of 115
Quote:
Originally Posted by Hobbes View Post

Oh, and that analyst doesn't know what he's talking about. I don't see Apple adding DVR to the Apple TV anytime soon. For good or bad, it just doesn't fit in with their strategy to replace scheduled programming with content that's ad-free and download-on-demand. Providing DVR would only decrease iTS sales.

You are correct. Every time I see some reference to Apple TV as a DVR waiting to pounce, I scratch my head. Apple doesn't want you to record "Grey's Anatomy"; it wants you to download it from iTunes.

Also, I fully expect to see within the next two years (1) a movie PPV plan -- $5 for new releases and $4 for catalog films, and (2) a TV subscription plan that will be priced comparable to cable.

There's so many ways to do TV subscriptions -- all content, network plans, x shows for x dollars, etc -- but Apple will be gunning directly for high-end cable and satellite customers to switch and bring their disposable income to iTunes/Apple TV.
post #25 of 115
Quote:
Originally Posted by jnaina View Post

Hold on there billybob. This is still version 1.0 and the game has just begun. Once content distribution systems have matured, fast (>30 Meg) broadband adoption rate goes up, and more households have HDTV, you will HD quality offered on ITMS. It's about addressing the major segment of your market.

For example, I'm geeked up beyond your average home. I've got a 60" Panny 1080P plasma, a DLP 1080I capable projector, Blu-Ray, Mediacenter, 100Meg DOCSIS 3.0 cable based broadband (FTTH coming soon) etc, etc. Apple is not targeting folks like me. Most folks have standard def CRT's still with perhaps component video inputs at best. This is where Apple is targeting. Once the HD owners segment increases (along with faster broadband speeds) you bet that Apple will have AppleTV HD edition for sales. It is part of the plan.

As I understand it, Apple TV is only able to work with an HD TV, that is exactly who they are targeting! - it has zero support for a traditional SD CRT TV. It will deliver 720p right out of the box via HDMI or component and considering many so called HD tvs are not true 1080i I am betting the picture will look pretty darn good. The Netflix et al set up is currently only SD (they may now also offer Blue Ray and HDTV ... but not many players out there yet) so I can see ATV blowing them away in quality immediately at 720p..
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post #26 of 115
Quote:
Originally Posted by sseaton View Post

The old Apple was certainly hard-headed... but the new Apple? Intel chips, Windows running on Apple hardware, iPods with video, iTunes on PCs. These are things the old Apple wouldn't have considered, but Apple is a new company these days. They like marketshare and making lots and lots of money, while producing really great products. With this said, I believe you make some good points... and I believe Apple will incorporate both your ideas into the Apple TV... it just might take awhile.

I don't see how any of these signify Apple is less hard-headed. Once Apple made the switch to Intel chips, Windows running on Apple hardware was inevitable. Apple didn't create Bootcamp to assist in the process; it was created to kill off whatever 3rd party hacks got Windows onto Mac hardware (as you might notice, it was released immediately after the first confirmed Windows-on-Mac hack). As for iTunes on PC's: Would the iPod be the dominant portable media player today if it was still stuck being Mac-only?

And getting back to the one-button mouse, it was, what, barely a year ago that Apple actually made the switch to having the two-button mouse as the default.

I know Steve Jobs says a lot of stuff that he doesn't really mean but that supports Apple's current marketing strategy (no video on iPods, etc.). But if they stick to the "people want to own their content" strategy with TV, it will fail. If I have a day off from work, I enjoy watching "The Price is Right" but it doesn't mean I want to own that episode forever. And I certainly wouldn't fork over $2 for the privilege. American Idol is huge, but I doubt there are many people archiving it forever (but there are probably more than I'd like to believe). I generally like to own movies, but there are many movies that aren't good for repeat viewing like "The Sixth Sense" or "The Illusionist."
post #27 of 115
Quote:
Apple TV said to be worthy of overtaking both TiVo and Netflix

ROTFLMAO!

I mean please folks. April Fools Day isn't for two more weeks.
post #28 of 115
Quote:
Originally Posted by pmjoe View Post

ROTFLMAO!

I mean please folks. April Fools Day isn't for two more weeks.

He who laughs last ....
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post #29 of 115
Quote:
Originally Posted by IQ78 View Post

2) Provide a Rental and/or a subscription service. (Apple is known for being hard headed about things, and they have stated they think people want to own content. Hopefully, they know that movies are different than music, but one never knows. How long did we have to live with 1-button mice.

I would agree that people want to own their movies, hehehe if they are so cheap that it makes no sense to rent, make the movie 5 bucks to own and most people will buy instead of rent. IMHO Most people will not purchase a movie at full or even 1/2 normal price unless they are sure that they are going to want to view it multiple times, like the kids movies for example.

Outside of that, most people would prefer to rent a movie instead.

I think this analyst is dreaming or smoking the good weed.
post #30 of 115
Yeah............

I doubt that AppleTV will be released with DVR capabilities... but there has to be a reason they put a HDD in there. I mean, if you can stream with 802.11n, there's no reason to store anything onboard.

Apple may or may not give it the opportunity to become a DVR, but they were right that all it *should* need is a Firmware update to make it possible.

You can almost gaurantee, however, that someone will hack the unit, teach it to run linux, and write some DVR software for it. I mean, look at what they can do with the iPod and the PSP. Lots of crazy stuff.

So AppleTV will someday have DVR capabilities... the only question is whether they will be Apple-endorsed.

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post #31 of 115
Quote:
Originally Posted by caliminius View Post

I don't see how any of these signify Apple is less hard-headed. Once Apple made the switch to Intel chips, Windows running on Apple hardware was inevitable. Apple didn't create Bootcamp to assist in the process; it was created to kill off whatever 3rd party hacks got Windows onto Mac hardware (as you might notice, it was released immediately after the first confirmed Windows-on-Mac hack).

That suggests causality because one event happened after another, but I think it was a coincidence. The problem is that a while before the release of Boot Camp, Jobs hinted at something that was going to be released on April 1 (30th anniversary of Apple's founding), which was the release of Boot Camp. His words sounded to me like they'd have something bigger, like an anniversary Mac, but Boot Camp is all we got on that day. I have yet to run it. If I'm going to run Windows on a Mac, it will probably be through Parallels.
post #32 of 115
No really...why hasn't ANYBODY thought of this.... IPTV !!!! deployed by AT&T, yeah the same ones that are with Apple in that little project iPhone or something like that....hehe ok... so take IPTV wich Microsoft as of CES 2007 said it will have on XBOX 360 by December 2007, let Microsoft create the market for IPTV and let Apple upload an update to make ur 1st generation AppleTV IPTV enabled. Noooooo hardware upgrade necessary (Ethernet port) and its 40GB will make a perfect DVR plus ur installed base (every AppleTV 1G owner), will be . Soooo u still have the same cost of hardware, no TV tuners or cable cards which give Apple the same gross margin as of launch with a greater value. If nobody has noticed...it's what's been happening to the iPod and how Apple has extended it's lifespan: minimal hardware updates (mostly to minimize cost) incremental memory upgrades and added value powered by tiny hardware and software upgrades. After IPTV upgrade I believe Apple could seriously have a competitive piece of hardware for Media Centers, Media Center Extenders, Tivos, Sling Players whatever.... juusst with a software update and counting on AT&T...right now the AppleTV is just another iPod to add to ur collection...ooo and remember the casual games... really hasn't ANYBODY thought of this?????
post #33 of 115
Quote:
Originally Posted by 1984 View Post

"Apple TV can, in our opinion, be easily turned into a DVR with little or no hardware modification and a software upgrade"

I don't think adding a TV Tuner and CableCARD qualifies as "little or no hardware modification" but that's just me.

Apple doesn't even enable all the features available that are in the iPod, there a few exceptions for when you attach $50+ add-ons. However, if it could accept an existing TV tuner, then I'd be interested.

CableCard is a nice idea, but it seems as if the cable companies are trying to extinguish it.
post #34 of 115
1) TiVo is cheaper, faster, has a larger selection, and is higher quality
2) Netflix is cheaper, faster, has a larger selection, and is higher quality
3) Netflix and TiVo require boxes cheaper than Apple TV
4) Netflix and Tivo support HD


AppleTV is not a replacement, it's just a supplementary technology for iTunes DRM victims.... er.. customers

OK, so 50 million TV shows/movies have been downloaded from itunes. I bet a BILLION TV shows/movies have been viewed through netflix and TiVo

AppleTV will probably only expand the market for iTunes shows. I don't think TiVo or netflix will suffer as a result, nor do I think iTunes will "overtake" either, let alone both PVRs and Rental services.

I'm sure iTunes store will amke more PROFIT than TiVo and Netflix, but I don't think that's what was meant by "overtake"
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post #35 of 115
Quote:
Originally Posted by slughead View Post

OK, so 50 million TV shows/movies have been downloaded from itunes. I bet a BILLION TV shows/movies have been viewed through netflix and TiVo

Netflix alone exceeded that. Netflix already claims 1 billion rentals. They've been doing that a little longer though.
post #36 of 115
Quote:
Originally Posted by tundraboy View Post

Totally agree. All the naysayers out there think that everyone's a tech geek. They also talk as if the AppleTV, once released, will never ever be upgraded. Those of you who are tinkering with your TIVO, cable card, Windows MCE or what have you --the AppleTV right now is not for you. The AppleTV is meant for the large segment of consumers who were intimidated by the complexity of all those gadgets but found the iPod/iTunes quite manageable and so they passed on the former and bought the latter.

While you may be correct about the tech geekery of the naysaysers getting in the way of their analysis (no tech geek, myself included, thought much of the iPod when it was released), the trouble here is that Apple TV is supposed in the article to be a "Tivo killer" or a "Netflix killer". Unlike the early, clunky MP3 players the iPod replaced, these two services are very easy to use already and they fill needs that Apple TV simply can't (DVR and rental, respectively).

Also, while Apple could conceivably add a rental service with a simple software patch, or perhaps not even that, I would think adding DVR functionality (which would benefit the iTunes store.. how??) would require a hardware upgrade, which again falls into the "tinkering tech geek" category.
post #37 of 115
Am I the only one who thinks the Apple TV might be a huge flop? After the initial coolest factor of Apple's newest toy is gone, I can't really see the point of this product.

- Nobody is going to cancel their Netflix/BlockBuster DVD subscription over this.
- Nobody is going to cancel their TiVo/Cable Company DVR service over this.
- I can't imagine that many iTunes users buying as much TV/Movie content as they do Music content.
- At best the iTunes/Apple TV is an awkward solution to a personal on-demand DVD center.

Even if Apple adds a DVR and rental services (and that is a very big if) will they be enough for you to cancel your membership to another service?

I just don't get it?? What I am missing?

Dave
post #38 of 115
Ok no really any thoughts on Apple + AT&T = iPhone and visual voice mail, Apple + AT&T = AppleTV + IPTV = DVR
post #39 of 115
Quote:
Originally Posted by Dave K. View Post

Am I the only one who thinks the Apple TV might be a huge flop? After the initial coolest factor of Apple's newest toy is gone, I can't really see the point of this product.

- Nobody is going to cancel their Netflix/BlockBuster DVD subscription over this.
- Nobody is going to cancel their TiVo/Cable Company DVR service over this.
- I can't imagine that many iTunes users buying as much TV/Movie content as they do Music content.
- At best the iTunes/Apple TV is an awkward solution to a personal on-demand DVD center.

Even if Apple adds a DVR and rental services (and that is a very big if) will they be enough for you to cancel your membership to another service?

I just don't get it?? What I am missing?

I don't see it being particularly successful. For those who already download movies off iTMS they may sell some but I don't see it bringing in any new users. If I want to watch a new movie why should I pay full price to download it instead of ordering it On Demand for far less? I really don't see the attraction but then again billions of dollars worth of ringtones are sold each year so people will buy anything.

     197619842013  

     Where were you when the hammer flew?  

 

MacBook Pro Retina, 13", 2.5 GHz, 8 GB RAM, 256 GB SSD

iPhone 5 • iPad 4 • CR48 Chromebook • ThinkPad X220

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     197619842013  

     Where were you when the hammer flew?  

 

MacBook Pro Retina, 13", 2.5 GHz, 8 GB RAM, 256 GB SSD

iPhone 5 • iPad 4 • CR48 Chromebook • ThinkPad X220

Reply
post #40 of 115
It's obvious that Apple TV is a device for a niche market. It offers no competition to Netflix/DVD because the iTunes store only has 500 movies or so, they are not for rent but for sale and it takes awhile to download them (4-5 hours for the average dsl/cable customer).

Unless Apple unveils a movie rental service where you can schedule iTunes to rent 3 movies a week and pay $20/mo, there's really no competition. Movies are not like tunes, most movies we watch are crappy and not even worth seeing once and most of the ones worth seeing are only worth seeing once.

There'll be a small number of people buying Apple TVs compared to the people buying iPods.
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