I can see that (and re: antitrust I don't think the gov would have a problem with an Apple/Disney merger either), but I think Apple see themselves more as the e

I can see that (and re: antitrust I don't think the gov would have a problem with an Apple/Disney merger either), but I think Apple see themselves more as the enabling platform. Why take a risk on the downside of creating content when you can charge a 30% toll across all of it? Also a different type of business and model. It would also leave them in conflict with the other media companies. What I could see is buying Netflix, but Apple would be in a better position to just build that from scratch with better terms (again, the toll for accessing the Apple ecosystem/platform/whatever-you-want-to-call-it). The other one is Akamai - Apple has been a long-term customer (probably one of the largest), they are delivering a lot of content (and ever increasing) but don't have any real hardcore infrastructure in the way Google and Microsoft do.