“It may not quite have the cachet of the iPhone, but Apple TV has the potential to alter the media landscape and substantially improve Apple’s value as a company, or so says one financial analyst,” Thomas Claburn reports for InformationWeek.
“Apple’s forthcoming wireless set-top box, expected any day now, is designed to bring video acquired from the iTunes Store into the living room and put it on TV,” Claburn reports.
Claburn reports, “ThinkEquity Partners financial analyst Jonathan Hoopes foresees some 25% to 70% of the 22 million Mac users, and many more PC users, buying the device in the next five years, enough to eclipse both set-top box maker TiVo (4.4 million subscribers) and DVD mail service Netflix (8.8 million subscribers).”
Full article here.
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Irrational exuberance.
Apple TV bitch!
I thought it was interesting on the Apple page that the USB2 port on Apple TV is not saying anymore “for service” or whatever. It just says USB2 port. So, looks like you CAN hook up another HD to it. Sweet……
Wow, I would have thought that TiVo and Netflix had many more users than that. Apple TV could probably surpass those two very easily, especially if and when it catches on outside of the US.
Power of having control of the retail store experience will kick in for appleTV. Once everyone sees it, and uses it with all the flat panel tvs they will have at the local Apple Store…these will sell.
I will only if you can rent from iTunes (not music).
Not gonna happen for a good while imo.
I agree Randy. Until you can actually rent movies from iTunes, I don’t see this as getting mass penetration. Even TiVo now lets you rent movies through Amazon’s craptastic Unbox service. It downloads directly to the TiVo.
I tried it out since it was free, and it worked well believe it or not.
Now if it could also BE a TiVo and record TV shows, it would be a bigger hit than iTunes.
Keep in mind iTunes success is due largely to the fact that you can use it to rip your music CD’s, download free podcast, and even listen to internet radio. Not JUST play content you buy from ITMS.
If Apple can make a better TiVo than TiVo, (we all know they can) then Apple could sell more Apple TV’s than Dell sells computers.
Is tv actually in Apple’s stores yet? Can I see it in action?
25 – 70% of Mac users buying the device.
Where the heck did he pull that number out of? I can understand if he gave a tighter range, but that’s a wild range.
Am I the only one who is skeptical of these projections?
I have just imported “The Departed” into my iTunes movie folder and it’s ready and waiting for my Apple TV. I had to convert the Video_TS folder to mpeg4 Quicktime using Toast 8 and I was able to import and play it without a problem. I’m sure that there will other higher qualty work arounds forthcoming.
Buh Buh DVD’s
I foresee some 8% – 90% of mac users buying the appleTV over the next decade.
I speculate that some 99% of all analysts are overpaid!
I’m skeptical. Even if it sells well, soon we’ll be hearing those iPod-esque doom and gloom stories about how they expected it to sell more.
TommyBoy,
Apple is getting them out into the hands of people who ordered one first, then they will put them out in the stores. They pretty much said this in a press release 2 weeks ago when they announced the AppleTV delay. I think the date given for when they will show up in the stores is March 27th.
“Am I the only one who is skeptical of these projections?”
No, I think they are nuts. Now, Apple TV might put Greyhound Bus out of business, or cut sales at John Deere tractor’s plow division, or even hurt tourism to Italy…
LOL, the apple tv is a joke. bring on version 2.0
I love Apple and own lots of their goodies, but for my way of doing things,I kinda like Amazon/Tivo Unbox. Its a very new service and not much selection yet, but heres what I find attractive: Movie rental. I simply don’t want to buy every movie I want to watch…unless its $3.99. Another feature I like is when you do purchase a movie, they store it in your own “digital” library. Thats kind of attractive to me…I guess if you take your DVD’s around with you it wouldn’t be any good. Just depends on your needs.
I agree that Apple TV as it stands now is joke. No way it goes very far without some major improvements.
When I first heard of Apple TV I didn’t understand the concept. I couldn’t understand why Apple didn’t add a DVR. But I think I see where Apple is headed.
Apple does not want to have a DVR attached to Apple TV. A DVR buys no content. It simlly records content that is streaming from cable and satelite companies.
I think Apple wants to control the pipeline from your computer to your TV. They want all of your digital media to be ported through Itunes. They want to wean you from your cable providers and move you to the what you want, when you want, where you want world of Itunes.
It’s a radical concept and it still makes my head spin to consider the implications.
I have a feeling that Apple marketing is at least 2 steps ahead of the rest of us.
iTunes with rentals and/or paid subscription for HD-quality films? Where? Where?
I foresee buying a bluray DVD player in the near future.
I personally know of no one who is excited about streaming video from their computer to their TV. No one.
I just wish that whatever these analysts are smoking would be legalized.
As much as I like Apple, what Falkirk is saying is frankly scary. I will never, if possible, let any single company dictate what I watch or buy. Maybe what was protrayed in Apple’s “1984” commercial will come true after all.
@Jay said: As much as I like Apple, what Falkirk is saying is frankly scary. I will never, if possible, let any single company dictate what I watch or buy.
Falkirk: It’s a good point, Jay. But in the past several years have you really had an option for obtaining your TV content? Most people are locked into 1 provider (Comcast here). Verizon is challenging and Satelite providers have tried to provide an option but I believe they are only niche players.
And you woudn’t have to go with the Apple TV/Itunes combo anymore than you would have to go with the Ipod/Itunes combo. But see how effective that duo has been? I think Apple TV is simply a way to stream Itunes to your TV.
And you’re right. If that works, the leverage Itunes will have will be mind boggling.