“David C. Bailey of Goldman Sachs reiterated an ‘in-line’ rating on Apple Computer, but said the company could face stiff competition in digital video in 2006,” Maya Roney reports for Forbes. “Viacom unit CBS and General Electric unit NBC have reportedly agreed to provide on-demand TV shows to cable and satellite companies within hours after their premiers. The initial content from the networks will be limited to only a few shows, as in Apple’s deal with The Walt Disney Co. unit ABC.”
“Bailey said the more-aggressive price of 99 cents per episode (compared with Apple’s $1.99) and the ability to watch the shows on a TV (instead of a computer or iPod under Apple’s agreement) are strong indications that Apple will not be able to easily replicate its digital audio dominance in the nascent market for digital video,” Roney reports.
Full article here.
Advertisement: The New iPod with Video. The ultimate music + video experience on the go. From $299. Free shipping.
The $1.99 price for video from Apple offers video that can seamlessly be played on iPods, Mac and Windows computers, and Apple’s new iPods can display audio and video on any TV or other video device using a US$19.99 Apple iPod AV Cable. An Apple iPod Universal Dock ($39.99) plus an Apple Remote ($19.99, included free with the new iMac G5) are a nice solution for using your iPod to play video on any size screen. You can also use Apple’s $19.99 VGA Display Adapter to connect the mini-VGA port on many Mac models to any VGA-equipped monitor or external projector for video-mirroring. The VGA cable plugs into the VGA video-out port built into your Mac. Or use Apple’s Apple Video Adapter to connect the mini-VGA video output port on your Mac to any S-video or Composite enabled device (TV, VCR, or overhead projector’s S-Video or RCA (composite) cable).
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this Goldman analyst has his head up his ass
they have been consistantly wrong since they started coverage
does anyone think he understands the technology or consumer behavior ?
i don’t see any indepth financial analysis (of course that would be haaard)
Evil_MS_User,
(Don’t you just LOVE having to put underscores in your name because spaces are beyond the ken of MS programmers? How truly pathetic.)
At any rate, when you blathered…
“But that won’t happen because we all know that M$ needs Apple alive and kicking for appearances’ sake.”
… you were partially correct. MS does, indeed, need Apple, but not for appearances’ sake. For IDEAS, sir or madam. For IDEAS. MS wouldn’t know one if it flew out of Steve Ballmer’s ass . . . which, given its size, one just MIGHT someday!
As for your prediction that AAPL will eventually lose 60% of its value in your ludicrous scenario, don’t you understand that its new price would STILL represent a growth rate MS hasn’t seen in seven (7) years! Undeniable fact of life: The stock of your vaunted company has lain stagnant for three quarters of a decade, and, despite a profitable quarter recently, shows absolutely no prospects for appreciation anywhere in the next year. (Yeah, like VISTA will be out in 2006 unless it’s gutted completely!)
Go away, little troll, and write Dell asking why ITS stock is tanking as well, OK? You’ll feel much better if you do, I’m sure.
Until all content is availible at the same place to be used in the same manner, no one method will dominate the rest, and there will not be any wholesale change in how we watch tv. Just imagine if iTunes only had one or two labels’ catalogs, and other services had others. You would have to go all over the map to find what you wanted, and it would have different pricing structures, DRM schemes, and limitations. Who would bother? Until any one video service, for better or worse, has the scope that iTunes does for music, nothing will change.
I agree with Quevar. There is no way that I can presently recieve video on demand without added cost or equipment. Front Row would be less upfront cost and easier. Not to mention more cool!
VinitaBoy
Spaces are beyond the ken of Windows programmers AND Unix programmers. Oh! I forgot – you fanboys use AppleScript, where spaces RULZ! (giggle, giggle…)
Apple as the “Idea Factory”? Hmmmm… Their best idea was putting that GUI over a *nix base they basically STOLE – without paying a cent of royalties! Now that they’ve got it – what’s NeXT? (hint, hint).
And the iPod? Good job. But it was marketing (to the inner snob in all of you iPodders) – not technical superiority that made it a success. Now that everyone – from hardware shops to content providers – are ganging up on Apple let’s see how far it goes.
So you might as well shut up, fanboy. Apple’s been around a long time – but you fanboys are new on the block. The Apple old-timers I respect. You – piss off.
here’s where they get it wrong and don’t understand the distribution model. with itunes you own the download. with cable or the dish it’s on demand, which is a nicer way of saying pay-per-view.
Please, my fellow Mac fans, do not bother to post a rebuttal to the Windows trolls on this site. To do so is to give them exactly what they want. What they deserve, on the other hand, is to be totally ignored. I do not visit pro-Windows sites with the intention of harrassing people there and I will not participate in slug fests with Windows trolls here. Thanks in advance for your cooperation.
evil ms sufferer,
I’ve been using Apple products since the very early 80s. I have also had the unpleasant experience of working on Windows machines. Sure you can get a lot done on a Window computer. You can get a lot done with a pencil and paper too. There’s no comparison to the incredibly great experience you get using a Mac. You are wrong. Apple is on the way up and MS is on the way down. It will be fun watching you sufferers squirm.
Mr. Rice:
When Apple reaches 20% world market share we’ll talk. I sincerely hope you live long enough to see that day.
As for me suffering on Windows – don’t you fret. Windows is my playground. I tell this baby to jump and it asks me “How high?”
Try doing that with OS X. After you get to console mode don’t forget the sudo…
The tv shows for $.99 are one-time only. It is pay-per-view. And they include commercials!
Doh!
MW: body
Don’t feed the trolls.
I would think that every cable network would break down Apple’s doors to get their content on iTunes. Maybe the Disney deal was exclusive for a month or two.
This thread is the dawn of a new day — old, tired Microsoft fantasy troll posts almost completely ignored! Amazing to witness the train leaving the station.
Evil_MS_User,
I must confess at this point that I, too, am an MS-User, for my software company develops products for both platforms, Windows and Mac. Therefore, unlike you, I am fully conversant with both platforms and their operating systems.
And when my coders and I tell our Wintel boxes to “Jump,” we first have to see if they’re still running at all. Between the spyware, adware, trojans, worms, and viruses (into the 90,000’s now) that so easily and felicitously infect our machines, we waste hundreds of man-hours patching our patches, updating our virus def’s, and disinfecting our hard drives–not to mention re-formatting them entirely at least once every six months. If you have never had this experience, sir, you are either the luckiest PeeCee user on earth or a liar.
On the other hand, not one of us has wasted as much as one hour in the above pursuit of security and stability on our OS X systems. Would that Windows can or ever will be able to boast that kind of experience.
As for market share being the measure of a product, well, you got me there. I’m about to knock off for the afternoon right now, driving home in my Porsche Carrera GT. I wonder what ITS market share is? I guess I shouldn’t care until it reaches 20%, huh?
hmm for 99cents you should own the TVshow, otherwise just download it from the net in HDTV resolution FOR FREE without commercials
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I wouldn’t pay for TVshows unless they offer something the net can’t give me for free!
Here troll, here troll,
I’ve got a nice file for you…
NiceDocument(Virus).exe
Evil_MS_User,
Are you an evil user of MS products or a user of evil MS products?
Goodness me. Is that THE Sputnik back??
Things must have been tough for you since you left a while ago what with all the good Mac news about..!
Look forward to your inimitable humour..
Evil_MS_User, I love you. Thanks for waking me up. Visit anytime…
me: Forget the $1 difference and the rent vs. buy – the number one issue I have is that I don’t want all my media on different devices. I want it in one place – a RAID file system – and I want it available on any device I choose – iPod, home computer, home theater – and I want to pay for it one time and have unlimited usage of it.
I just wanted to read it again; makes a lot more sense than cousin Annal’s comment.
hung one wrote: “With Apple you don´t “own it” – one can only play it on a proprietary player.” So which one is proprietary? Mac or PC? what a dope!
quevar is right. both the CBS/Comcast and NBC/DirecTV schemes are pay-me-twice experiences. can’t see it being a good reminder for people who wind up doing it.
and finally, analyst bailey is forgetting three things about 2006:
1. the Airport Video Express is coming, and with Front Row, it’ll make the TV a seamless networked display.
2. the new mac mini with direct connection to TV is coming too.
3. the Apple remote will access the iTMS directly via Front Row. it accesses apple.com movie trailers today from the iMac. it’s a short jump to other entertainment content from the TV.
one more thing.
some sort of subscription thing is coming from Apple. you don’t steal the subscription marketing expert who is a high-level executive from Microsoft (Xbox Live) and then give her nothing to do. of course, they could have her working on marketing .Mac.
.Mac or some video thing. which do you think is more likely?