“Gleacher & Co. Apple analyst Brian Marshall went on the tube a little while ago, on CNBC’s ‘Fast Money,’ in fact, to discuss what Apple might do with its more than $50 billion in cash and equivalents, a subject of much discussion of late,” Tiernan Ray reports for Barron’s. “The focus was on rumors about Netflix as a top acquisition target.”
‘I do think that that transaction could make sense,’ said Marshall,” Ray reports. “You know, Apple wants to be the first company to seemlessly integrate the home office and the living room. What’s limiting them now is basically content and better broadband into the home. In terms of content, they have over 10,000 titles on iTunes. Netflix has over 100,000 titles. That would be a pretty interesting marriage right there.”
Ray reports, “It’s certainly not the first time Netflix’s been mentioned as a prominent Apple M&A target, with Kaufman Brothers analyst Shaw Wu listing NFLX among targets in the article referenced above.”
Full article, with the CNBC video, here.
Apple should:
1.Create their own Adobe/Photoshop/CS killer, and do it top notch.
2. Insist that Intuit make Quickbooks FULLY Mac compatible.
3. Clean up iTunes, and do it top notch.
4. Make iWork and iLife kick ass, best of class suites.
5. Make mail best of class.
This is what they should invest heavily in. Don’t let things slip away and become 2nd class.
@Jax
1.Create their own Adobe/Photoshop/CS killer, and do it top notch.
No money in it – how many apps could they sell?
2. Insist that Intuit make Quickbooks FULLY Mac compatible.
How exactly? Only way to do it is to make the platform irresistible.
3. Clean up iTunes, and do it top notch.
Not too sure what your problem is.
4. Make iWork and iLife kick ass, best of class suites.
iLife already is. Nothing matches it. iWork is still a hobby. Again not much money in it.
5. Make mail best of class.
Again zero money in this.
Don’t you get it dude. Apple make great software to sell fantastic hardware. Not the other way round. Most of Apple’s software is given away with the hardware sale.
Apple software and OS is way better than anything anyone others. But the hardware is even better. Apple’s margins on hardware are great because they make value added products. Apple doesn’t yet have the market share to make the same amount of money on software.
@Jax
1.Create their own Adobe/Photoshop/CS killer, and do it top notch.
No money in it – how many apps could they sell?
2. Insist that Intuit make Quickbooks FULLY Mac compatible.
How exactly? Only way to do it is to make the platform irresistible.
3. Clean up iTunes, and do it top notch.
Not too sure what your problem is.
4. Make iWork and iLife kick ass, best of class suites.
iLife already is. Nothing matches it. iWork is still a hobby. Again not much money in it.
5. Make mail best of class.
Again zero money in this.
Don’t you get it dude. Apple make great software to sell fantastic hardware. Not the other way round. Most of Apple’s software is given away with the hardware sale.
Apple software and OS is way better than anything anyone others. But the hardware is even better. Apple’s margins on hardware are great because they make value added products. Apple doesn’t yet have the market share to make the same amount of money on software.
Apple won’t buy NetFlix for a host of reasons. What Apple will buy is a content creator such as Disney/ABC, CBS, NBC/Universal. That way it can control content and have leverage over the cable companies that are trying to restrict content delivery over their pipes by buying content companies.
Apple won’t buy NetFlix for a host of reasons. What Apple will buy is a content creator such as Disney/ABC, CBS, NBC/Universal. That way it can control content and have leverage over the cable companies that are trying to restrict content delivery over their pipes by buying content companies.