Rumored Apple tablet more for video, than for print publications?

“In a report to clients issued Friday, RBC’s Mike Abramsky ticks off the key takeaways from his meeting with Eddy Cue (vice president for iTunes and Internet services), David Moody (vice president for worldwide Mac marketing) and CFO Peter Oppenheimer,” Philip Elmer-DeWitt reports for Fortune.

At one point, “they were talking about Apple TV, but it was as if they were thinking about future tablet computers,” Elmer-DeWitt writes.

Here’s what Abramsky reports, in analyst shorthand, about that portion of the conversation: “Video/Content Opportunities. After music, video content is expected to be the next “exploding” opportunity, but requires overcoming industry rights dysfunctionality, competing with subsidies (cable box, video), and developing the right consumer ‘offer.’ Apple TV, while still a ‘hobby,’ is well positioned to benefit from evolving market dynamics. Apple was less enthusiastic about the online book/newspaper market, given unattractive industry structure.”

Elmer-DeWitt writes, “Sounds like they expect an Apple tablet — should they be building one — to be used a lot more for watching movies than for reading novels and newspapers.”

Read the full article, with other highlights of the Apple execs’ remarks, here.

40 Comments

  1. @OctoberMac,

    No kidding. This is where I think online news kicks all other forms of news right in the ass. When I want news, I want to decide what I’m interested in – not what the network schedule dictates or the editor thinks I should be interested in.

    I think we’re in the early stages of another revolution, and I don’t necessarily mean because of any impending device that Apple may- or may not be shipping (though that could certainly have a profound effect on what I’m talking about).

    Out with newspapers and cable news, and in with a redesigned, accessible medium that puts the viewers in charge of deciding what news is important to them and when and how they consume it.

    Think about how mp3, iTunes and the iPod fundamentally changed how people buy and listen to music. That’s what I’m talking about.

  2. It is going to be a very mobile multi-touch wireless Mac computer. We will do what ever we wish with it. Think half breed between a iPod touch and a MacBook. Give me an iChat on the thing and the ability to run the iPhone apps and programers will tell you what people will be doing with it!

  3. Yet it is the Games and Browser that will be the killer functions. We watch video (who has time?) and read newspapers (even less time) a fraction compared with playing for many and surfing for all.

    Give me a decent browser and I can get all the Office apps I need from the Cloud. iPhone apps will fill in any remaining gaps.

  4. That’s because the traditional newspaper/news magazine format is dying. Newspapers were more about selling ads than reporting the news. Now that advertising revenues have fallen off a cliff, and people are in front of their computers for several hours a day, newspapers are irrelevant. Why build a new device based on a dying business model?

  5. …”When I want news, I want to decide what I’m interested in”

    This approach to news has generated news sources such as DrudgeReport or NewsMax (as well as Huffington Post or AlterNet). And when one gets all their news from such sources, one becomes increasingly misinformed (or dis-informed).

    People’s tendency to become more extreme after speaking with like-minded others has become known as “group polarization,” and it has been documented in dozens of experiments. Cherry-picking news source to one’s own liking is what has caused such severe political polarisation in the US, and similar symptoms are appearing elsewhere in the developed world. Unlike the two-party dictatorship of the US, however, other countries have genuine multi-party democracies, which makes polarisation much more difficult.

    I’m not quite convinced that the abundance of news sources and easy access to them has made us better informed. If a device (made by Apple or someone else) that simplifies even more the access to all these sources becomes popular, the end result might even be an even more polarised populace.

  6. Is it bigger than a bread box? What is this: Twenty Questions?

    Talk about a waste of electrons! And MDN is helping to fan the flames of idle speculation by reprinting stuff like this.

  7. @Tim Flint,

    One can read just as passively as another can watch video. Reading can be like walking – you can absolutely do it without thinking. How many times have you read an entire chapter of a book, only to finish and realize you don’t remember a damn thing?

    By the same token, I can watch video just as actively or thoughtfully as I read (and I do). I could even make the case that video is actually far superior to a book for engaging knowledge transfer.

    Whether, book, video, or some other experience, the onus is on the individual to learn.

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