Apple + Living Room = Logical Marriage + Boon for Stockholders

“If bringing sex appeal to geeky tech gadgets wasn’t enough, Apple (AAPL) made its debut in the living room yesterday. The highly touted “Showtime” event saw the news sold off quickly. However, longer term investors should take the opportunity to note the direction Apple is heading,” financial analyst Michael Church writes for Yahoo! Finance’s Seeking Alpha.

“Partnerships with Google and Disney signal the changing of guard in tech world. Microsoft remains caught in its own monopoly and has demonstrated a complete inability to innovate since it first introduced Windows,” Church writes.

MacDailyNews Take: Creating an upside-down and backwards bad copy of Apple’s Mac qualified as “innovation?”

Church continues, “Meanwhile, Dell continues to display a lack of understanding of the consumer. Apple however has brought fashion appeal to technology and it will continue to leverage its iPod success into other areas. PC market share is only the start. Now Apple makes its move in merging the television experience with the Internet, a quite logical marriage.”

Church writes, “Concerns will abound regarding the device, but ultimately iMacs mounted in living rooms will become a norm and Apple will become the de facto standard in DVD sales, just as it has become for MP3s.”

MacDailyNews Take: Change “iMacs mounted in living rooms” to “‘iTV’ set-top boxes in living rooms, bedrooms, and anywhere else there’s a TV” and it works for us. Not that there’s anything wrong with iMacs mounted in living rooms, of course.

“The potential seems endless, and Apple will be right at the forefront distributing content and selling hardware. Longer term investors will be well rewarded for owning the new face of technology, Apple,” Church writes.

Full article here.

19 Comments

  1. Doesn’t necessarily have to be iTV boxes in living rooms, the thing is small enough to be housed right in the TV set itself…that’s probably where it will actually all end up ” width=”19″ height=”19″ alt=”grin” style=”border:0;” />
    Just like iPod tech in cars, iTV tech in TVs.

  2. There seems to be an unusual amount of FUD being thrown about as a result of Apple pre-announcing the iTV. But it looks like most of Wall Street is starting to get it – Apple is THE face of technology companies, and even Wall Street is starting to see that the Microsoft empire is falling apart.

    MDN MW: Fall

  3. “Creating an upside-down and backwards bad copy of Apple’s Mac qualified as ‘innovation?'”

    I think the innovation he was referring to was the innovative way that the developed to force people to buy (and continue to buy!) such garbage! Give ’em credit where credit’s due! That’s quite a feat!

    “…Apple will become the de facto standard in DVD sales, just as it has become for MP3s.”

    Hate to nitpick, but Apple isn’t selling DVDs, they’re selling digital movie downloads.

    The real question is, how long before all the studios who went with Amazon come to Apple because their solution actually works!

  4. Brits on this side of the pond do get it.

    Journalysts, just like some analysts in the US of A, choose not to get it, for whatever reason.

    Don’t judge the Brits by the headlines in some papers!

    And I’m Irish/Scottish!

  5. ** Change “iMacs mounted in living rooms” to “‘iTV’ set-top boxes in living rooms, bedrooms, and anywhere else there’s a TV” and it works for us. **

    There’s part of the rub (and, as usual, the opportunity). What’s the per capita TV count for the middle & upper-middle class and how long before a household has more than one wi-fi remote-control passthru device (currently tentatively known as iTV). The ultimate clean solution would be to house the passthru technology in a sexy big-screen monitor.

  6. Yeah, it is a bit unfair to judge the Brits by their “journalists.” I certainly wouldn’t want to be judged by the quality of most American “journalists.” At most, there are a handful that understand computers and technology (e.g., Mossberg and Pogue), but ignorance swamps enlightenment in the media.

  7. PXLated makes a good point. Too early to tell, but what’s in the “iTV” box that TV builders couldn’t include as a $200 option? If iTV” is succesful it might just succeed itself out of its own need to exist as a standalone product. Mayhaps Apple could license any proprietary tech for a consolation. I know I’d pay extra for a bonjourable TV!

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