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

Innovation in the Works, Apple Is Set to Soar Again

NEW YORK ( TheStreet) -- Harvard Business School professor Clayton Christensen is the architect of and the world's foremost authority on disruptive innovation. On Friday he re-tweeted Todd Sherman's forecast that Apple's (AAPL - Get Report) app-enabled television could be the biggest disruption in the video game space since the Wii enlarged the market.

The tweet links to M.G. Siegler's Feb. 14 piece in TechCrunch that reiterates the case made by Xbox team founder Nat Brown who commented, "Apple, if it chooses to do so, will simply kill Playstation, Wii-U and Xbox by introducing an open 30%-cut app/game ecosystem for Apple TV. I already make a lot of money on iOS . . . I will be the first to write apps for Apple TV when I can and I know I'll make money."

Many have questioned the relevance of an Apple HDTV as they observe the commoditization of the market. However, Apple's software solutions seem to be enough to differentiate Apple's offering in terms of disruptive innovation.

The potential of App Store gaming is only one reason for consumers to buy the product. In prior posts at, we've speculated that Apple might be the first to fix the archaic living room infrastructure that contains multiple remote controls for multiple devices unable to communicate with one another.

In an interview with NBC's Brian Williams, Tim Cook mentioned that when he goes into his living room and turns on the TV he feels like he's gone back in time 20 to 30 years. A universal remote application that enables an iPad, iPad mini or an iPhone to control all living room technology would fill a major need.

As a third component to Apple's potential for disruptive innovation, it is widely known that cable and satellite providers charge consumers for large quantities of content that are never viewed. If Apple allows users to cut the cord and purchase television content in an a la carte method, the cost savings will provide incentive to purchase the product.

It's interesting that Clayton Christensen would endorse Apple's potential for disruptive innovation at a time when investors are shunning the stock. Perhaps Christensen sees an opportunity that others are missing.
1 of 3

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 $95.03 0.21%
GOOG $691.02 0.00%
FB $116.73 0.00%
TSLA $248.99 0.52%
YHOO $36.76 0.46%


Chart of I:DJI
DOW 17,830.76 -210.79 -1.17%
S&P 500 2,075.81 -19.34 -0.92%
NASDAQ 4,805.2910 -57.85 -1.19%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs