This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Sports Opens Door for Apple TV

The physical product is already taking shape.

Think Retina screens in a variety of sizes, up to 40 inches across or more, with the highest possible aspect ratios, brighter than any screen on the market. The new iMac already sports a 27-inch screen, with a full computer inside it, WOOD-TV priced at $1,999. Take the computer out and put that money into the screen.

Imagine a high-capacity DVR inside that screen, connected to the cloud for unlimited choice in programming, with your current iMac, iPhone or iPad used as the "clicker" and WiFi as the glue connecting it all. Now imagine a business model that gives you any programming you want, when you want it, at a fraction of the cost of your existing cable bill.

For a channel like AMC this might be a premium price, compared with what cable subscribers pay. But for subscribers who don't like sports it's a huge savings.

Can Google or Amazon follow Apple through such a market opening? No doubt they could. But they will be followers. It will take something huge to blow through the existing cable business models, and only Apple can offer that something.

My guess is that's what Cupertino is working on right now. It's negotiating with Hollywood, not Korean parts makers.

At the time of publication, the author was long AAPL and GOOG.

This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.
2 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $94.02 0.00%
CMCSA $59.41 0.00%
DIS $93.90 0.00%
NFLX $82.79 0.00%
NWS $11.92 0.00%


Chart of I:DJI
DOW 16,204.97 -211.61 -1.29%
S&P 500 1,880.05 -35.40 -1.85%
NASDAQ 4,363.1440 -146.4150 -3.25%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs