“Pacific Crest’s Andy Hargreaves took a deep look Monday at the likely effect on the TV industry if, as widely rumored, Apple re-enters the market this summer — perhaps in less than four weeks — with a new, ‘disruptive’ video service,” Philip Elmer-DeWitt reports for Fortune.
MacDailyNews Take: No need to re-enter a market you’re already in to the tune of 25+ million devices sold (Apple TV). Apple will be adding to their TV entries (Apple TV, iTunes Store, AirPlay, etc.)
“He describes the new service as a medium (as opposed to skinny) bundle of live programming, priced between $40 and $50 per month, with significant ‘stacking rights’ (i.e., entire seasons, not just the last five episodes) and a user-friendly interface,” P.E.D. reports. “‘A well-executed Apple service,’ he writes, ‘“could alter consumers’ expectations for a linear bundle and alter the competitive landscape.'”
P.E.D. reports, “When the dust settles, who wins? Who loses?”
Read more in the full article here.
MacDailyNews Take: Here’s one for the top of Hargreaves’ winners list: Apple Inc.