I think the answer has to be that the 60-inch HDTV will offer something that the set-top box cannot, and that's electronic control over the video feed, within the TV, that offers features that an external set-top box, connected via an HDMI link cannot ...
For those people who are ready to replace an older HDTV, this makes the prospect of buying an Apple replacement very attractive ... Apple needs to do something to whet people's appetite, capture their imagination, and nudge them towards its integrated HDTV solution.
So some kind of feature differentiation between these two new products is a must. The features made possible by control over the final display could push many customers away from the the half-hearted, so-called Smart TVs.
A dual product line, an HDTV with enhanced features and a 4th generation Apple TV to capture the rest of the customer base, both with an exciting, new TV viewing experience makes a lot of sense. And it nicely explains why we're hearing rumors, back and forth, about one or the other. The answer could very well be both.Are you listening, Tim Cook? Hopefully, you already know. Follow @rocco_thestreet -- Written by Rocco Pendola in Santa Monica, Calif.