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11:00:00 AM

valgeo
Yet more rumors are surfacing about Apple's plans for a set-top box
that would provide access not only to traditional iTunes content, but
traditional TV content as well. Interestingly, for the second day in a
row, the report comes by way of the Wall Street Journal's Jessica E. Vascellaro and Sam Schechner:
The Cupertino, Calif.-based company proposes giving viewers the
ability to start any show at any time through a digital-video recorder
that would store TV shows on the Internet. Viewers even could start a
show minutes after it has begun. Time Warner Cable Inc. TWC -0.25%
offers a limited version of this feature called Start Over.
In addition to the cable operators the WSJ mentioned yesterday, they
now say Apple is also approaching entertainment companies directly, with
outlines of the rumored device's rumored capabilities. These are
reportedly a simplified, iconic interface akin to that on the iPad (or,
um, Apple TV?), the ability to engage in social networking on-screen,
and, of course, support for existing Apple technologies like AirPlay.
Some of the features Apple has discussed are improvements, but not
radical changes, to those already available. For instance, Apple wants
viewers to be able to access all episodes of current seasons of TV
shows, whereas existing video on demand services from cable operators
generally often offer only a few episodes of a current season. Apple's
proposed device would also provide access to older seasons of shows,
which are already available through Apple's iTunes media store.
The WSJ points out, again, that this is a departure from Apple's
previous strategy, which amounted to an end run around cable companies,
similar to the end-run around record stores Apple pulled off with iTunes
music. In both cases entrenched brokers controlled the supply of
content, but while record stores were brick and mortar businesses, cable
operators literally own the pipes that bring content to our doorsteps
and into our living rooms. They also have agreements in place that
aren't so easily worked around...
Again, however, two reports in the WSJ on two consecutive days is
interesting. Or positioning. Why now, when there's already a plethora of
Apple product rumors concerning the iPhone 5, iPad mini and the rest of the iOS device line up ahead of the rumored September 12? Why the repeated references to changed strategies and cable-engagement? Why....? /Plinkket
Given Apple keeps the, by their standards low-selling, Apple TV
"hobby" on the market is evidence of how serious Apple is about the
living room. These rumors are likely indicators of how serious they
continue to be. We'll still have to wait and see what, if anything,
actually emerged by way of an Apple DVR.
But as I've said numerous times, my cable company's terrible
Scientific Atlanta box hasn't been updated in a decade. It's in
desperate need of innovation -- of revolution -- and if Apple can do it,
I'll throw money at them in a heartbeat.
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