Jefferies & Co. analyst Peter Misek in a note to clients today writes that iOS and OS X “would lead to ‘synergies,’ including better gross margins and an ease in licensing of content,” Tiernan Ray reports for Barron’s.
“In particular, Apple customers would be able to then experience TV shows and movies and such, stored in the company’s ‘iCloud,’ across phone, tablet, or, eventually, Apple television, and get the same licensed content,” Ray reports. “‘Users want to be able to pick up any iPhone, iPad, or Mac (or turn on their iTV [sic]) and have content move seamlessly between them and be optimized for the user and the device currently being used,’ writes Pisek [sic]. ‘We believe this will be difficult to implement if iOS and OS X are kept separate.'”
Ray reports, “Hence, ‘We believe Apple is looking to merge iOS (iPhones/iPads) with OS X (Macs) into a single platform for apps and cloud services starting in 2012-13.’ Specifically, Misek sees the Macbook Air gaining Apple’s next processor, the ‘A6,’ as he calls it, in the second half of 2012, or some time in 2013…”
Read more in the full article here.
MacDailyNews Take: Misek’s reason for such an OS merger, to experience TV shows and movies and music via iCloud, is the stupidest thing we’ve heard all summer. Dude is FOS; an ass-talker. If you’re looking to him for investment advice, particularly involving Apple Inc., look elsewhere immediately.
[Thanks to MacDailyNews Reader “JES42” for the heads up.]