[opendtv] Re: Google and Apple TV

  • From: Craig Birkmaier <craig@xxxxxxxxx>
  • To: opendtv@xxxxxxxxxxxxx
  • Date: Sat, 5 Jun 2010 09:59:53 -0400

At 7:54 PM +0000 6/3/10, Kilroy Hughes wrote:
Going head to head to head.

Just rumor of course, but a $99 set top shim would probably be as real as a $99 cell phone, only with Apple wearing the AT&T hat and holding the service contract that amortizes the hardware. Apple is doing just fine with a closed ecosystem and veto power over the apps that volunteers write.

Are these guys volunteers too?

http://d8.allthingsd.com/20100604/donahoe-ipad-digital-wallet/?reflink=ATD_mktw_quotes

So E-Bay developed a free App for the iPhone and it enabled $600,000,000 in business last year. Donahoe states in this video that they expect $1.5 to $2 billion in the coming year. And they plan to launch several vertical market apps for the iPhone and iPad.

Near as I can tell, these apps are delivered via Apple's "walled garden" App store, but all of the e-commerce takes place on the E-Bay web-site. In other words, Apple is enabling e-commerce on the iPhone and gets NO REVENUE, as the app is free.

Maybe we need to re-examine the term "walled garden," or come up with a better term for what Apple has done via the iOS ecosystem...

Regards
Craig



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