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So Apple's whole theory is to control the hardware and software, which they've done successfully on music and phones. But, they've failed on TV, and I think th
by bluedevil2k 15y ago
So Apple's whole theory is to control the hardware and software, which they've done successfully on music and phones. But, they've failed on TV, and I think that's because content is King when it comes to televisions. The content providers, i.e. software (CBS, ABC, NBC, Fox, Viacom) ultimately dictate the terms to the hardware companies (DirecTV, Comcast, Apple). In order to dominate the TV market, Apple needs to buy their way into the content area, and then use that new combination of software/hardware to pressure the remaining players to play by their rules.
So, here's my proposal - CBS, #1 TV station, tons of good content, with a market cap of $19B. Viacom, $26B in valuation. Probably can get both for $60B. Then Apple controls roughly 1/3 of the TV content, and could throw all their shows on their Apple TV (iTV) bypassing the satellite and cable companies. They could also force ABC, NBC, and Fox to play by their terms.
- steventruong 15y ago1. Steve Jobs did say (according to the biography) that he cracked television. This could include making it work not just on the technology side. 2. Apple isn't really the type of company that wants to own content i.e. the books, the music, etc... They don't need to and I can't see them wanting to, even with TV/Movies. They would rather license. 3. I wouldn't call TV a failure yet. They obviously haven't thrown their hobby into the forget pile just yet.