What I _do_ know is Apple has unambiguously signaled what they will be doing. They don't have a great streaming solution yet, for music, or movies. So they have

What I _do_ know is Apple has unambiguously signaled what they will be doing. They don't have a great streaming solution yet, for music, or movies. So they have some gaps in their portfolio of offerings - if I'm correct, we'll see a Netflix and Pandora competitive application being offered fairly quickly - possibly in the next release of IOS. It's unclear that apple really wants to enter the pooled subscription content markets. Clearly the main, first target here is Amazon Ebooks and their exclusive content deals. Elsewhere, everything they've done so far indicates that they'd prefer to sell or rent individual content this gives them reliable margins, no large upfront licensing costs and lower bandwidth costs. Instead, they may see services like Pandora and netflix weakening the demand for the music and video stores. Purchased DRM content provides a long term platform lock-in, monthly subscription all you can eat has lower margins and provides less advantages to the platform.