01-16-2008, 06:14 PM
"the movie rental market is already crowded with enough players already -- heck, even comcast has the same service for the same price -- including HD movies, and its instant on too"
I think many said the same thing about the iPhone (replace movie rental references with smart phone references).
This decade Apple has made a living not being the first to the table but seeing what others have done and doing it better -- much better.
I suspect that movie rentals will be very successful for Apple, and may be what it takes to finally sell iTV boxes.
The announcements may not have been groundbreaking but they were important. I think that Apple is in very good shape for the longs.
However, the overall market is taking a pronounced bearish turn, which may last 12-18 months. I am definitely not a buyer.
I think many said the same thing about the iPhone (replace movie rental references with smart phone references).
This decade Apple has made a living not being the first to the table but seeing what others have done and doing it better -- much better.
I suspect that movie rentals will be very successful for Apple, and may be what it takes to finally sell iTV boxes.
The announcements may not have been groundbreaking but they were important. I think that Apple is in very good shape for the longs.
However, the overall market is taking a pronounced bearish turn, which may last 12-18 months. I am definitely not a buyer.