“Many investors are questioning Apple’s ability to carry its formidable digital music lead into the living room alongside the market size of the digital living room, but Piper Jaffray senior analyst Gene Munster believes the Cupertino-based company is entering that market with a 10x lead over the next closest competitor — Microsoft’s Media Center,” macNN reports.
“The analyst points to iTunes becoming the de facto ‘media center’ application of choice, and estimates that there are 110 million active iTunes users compared to just 12 million active Media Center users. ‘We estimate the digital living room market in calendar year 2008 will be $4.7 billion, and we believe the Street is looking for $1.2 billion in Apple TV revenue in calendar year 2008,’ Munster said. ‘We are currently modeling for Apple to sell 2 million Apple TV units in calendar year 2007. For every 500,000 additional units Apple sells, it adds $0.02 to our calendar year 2007 earnings-per-share estimate.,'” MacNN reports.
More in the full article here.
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I think AppleTV is going to need a good TV commercial.
Piper Jaffray is more in tune with Apple than any other group.
Windows Media Center has been out for how many years now? And it only has 12 million users? Obviously yet another M$ dud…
Your Frustration. Our Fault.
Obviously, Microsoft’s lack of penetration in this market space is all the result of global warming.
BLu-Ray and HD-DVD never had a chance.
And they were such promising platforms…
“Obviously, Microsoft’s lack of penetration in this market space is all the result of global warming.”
Oh no . . .
It’s obvious that Piper Jaffray sees the gates of dawn for TV.
I agree with Apple tv needing a good commercial. Why havent we seen one yet if it supposedly will be shipping next week??
And most importantly, when is that played out iPhone front page on apple.com going to be replaced by a new front page promoting appletv????
“Obviously, Microsoft’s lack of penetration in this market space is all the result of global warming.”
And if you play with bull, you get gored!
Besides, Microsoft’s lack of penetration has more to do with them being micro and soft.
@Hanover “”Obviously, Microsoft’s lack of penetration in this market space is all the result of global warming.”
Oh no . . .”
Maybe Microsoft’s lack of penetration is due to being limp. Or maybe they have their hanover it.
What’s the over-under on “The Great Global Warming Swindle”?
Anybody use or remember the iTunes feature for keeping track of place in Audible.com audiobooks? You can listen on your iPod, then sync and continue listening on your Mac or PC using the electronic bookmark.
AppleTV should have that so I can start watching a show on my flat screen, then finish it (if needed) the next morning during my commute on my iPod video or (soon) iPhone.
That would be cool, and maybe useful for a commercial.
“….What’s the over-under on “The Great Global Warming Swindle”?…
Global Warming .. in the bag … take that to the bank !
(besides, this is just the kind of thing that brings out the best in people ..
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2 million units? Yeah, right. Try 200 units at the MOST. Nobody’s buying these things, nobody needs these things, and nobody wants these things.
I just ordered one (by clicking on the link on MDN). My season pass to the Office is going to look awesome on the Plasma.
MacBill — you’re a true idiot. Are you a global warming cult member?
Apple TV will crush the competition. These published estimates are low. Why? Because almost above all else, people crave convenience. Hell, if I can download for the next few years but it’s not quite HD quality, who cares? I don’t have to slog my ass out to Crockbuster or Moo-vie Gallery and I can stay toasty warm. Then, within 5 years I’ll probably be ble to download HD quality. Works for me.
P.S. Global warming advocates are the biggest dipshits walking. Stop flapping your fat mouths so much and help cut down on the CO2. Morons.
Am I gonna have to explain AGAIN how Microsoft is the CAUSE of global smarming? I mean warming?
I wonder what portion of the Media Center PCs are actually being USED as media center PCs? I’d guess that the fraction is small and that the folks that bought them are mostly using them as a regular desktop, not connected to a TV.
We will never know the actual sales of Apple Tv because they will be lumped in with iPod sales figures, just like Apple Tv is currently lumped into the iPod section at the Apple store online.
The irony of people injecting “global warming” into a conversation that doesn’t warrant it so they can bitch and whine and cry about people who talk about global warming is especially thick.
I think AppleTV is equally as big a deal as the iPhone. The only problem I can see is how much HD space it takes up. I was using my mini as an early form of AppleTV, and the HD filled up very quickly with all my TV shows.
Erm… maybe it’s me, but I don’t quite get ATV.
No 1080, no record, what’s to buy for?
That’s nice.
And in related news, Jeane Dixon predicts that The Beatles will die in a plane crash.
No one is broadcasting in 1080p yet. And Apple TV can do 720p, even if those aren’t available as downloads from iTunes yet. (BTW, 1080i is not really any better than 720p).
Jake
Apple TV is an architecture, not just a single product. Apple needs this piece along with Macs or PCs together with front row, iTunes, Bonjour and what ever some bright third parties can think up. Elgato, perhaps?
Apple will be looking closely at how things work out and, you can bet, will introduce follow up products in the Apple TV line. But the big accelerating kick is going to force the issue. That is the forced changeover to High Definition TV for broadcasters. The prices will drop as the volumes grow large and Apple has to be in the game before that dynamic gets going. That will occur in 2008, so there is no time to delay for Apple.
If Apple can force its vision of the architecture of convergence by selling the most systems, the game will be over. Big stakes, eh?
Remember the Apple TV will play games too, so people should stop complaining.