“It would set Apple up to gradually gain more leverage over the cable companies–until the day when Apple has enough households worldwide that it can go direct to the networks and render the cable companies dumb pipes,” Blodget writes. “All that would be excellent for Apple. And the technology could be incorporated into the Apple TV hardware (the “sheet of glass”) and help Apple sell millions more TVs.”
Blodget writes, “Of course, the cable companies aren’t stupid. They know exactly what Apple wants to do to them… In any event, there’s a lot at stake for both sides here, so these will be tense negotiations. But it might be that there’s enough ‘”win-win’ potential that deals can get done.”
Read more in the full article here.
Apple set-top box said to erase distinction between live and on-demand content – August 16, 2012
Apple in talks with U.S. cable operators over transforming Apple TV into set-top box for live television – August 16, 2012