[opendtv] Re: Fwd: Apple Inc. (AAPL): iTV Will Boost Apple - Seeking Alpha
- From: Mike Tsinberg <Mike@xxxxxxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Thu, 2 Jan 2014 16:08:03 +0000
Apple can introduce 4K as nobody else in CE business using iTunes. They can
assemble high rent/sale 4K titles that can non real time download into iTV on
demand. This way they can jump start 4K iTV retail with demo program and entice
early adopters as well.
Best Regards,
Mike Tsinberg
http://keydigital.com
> -----Original Message-----
> From: opendtv-bounce@xxxxxxxxxxxxx [mailto:opendtv-
> bounce@xxxxxxxxxxxxx] On Behalf Of Craig Birkmaier
> Sent: Thursday, January 02, 2014 10:51 AM
> To: opendtv@xxxxxxxxxxxxx
> Cc: opendtv@xxxxxxxxxxxxx
> Subject: [opendtv] Re: Fwd: Apple Inc. (AAPL): iTV Will Boost Apple -
> Seeking Alpha
>
> > On Jan 2, 2014, at 10:25 AM, Mike Tsinberg <Mike@xxxxxxxxxxxxxx>
> wrote:
> >
> > I think there is no doubt that if they enter it will be "retina" or
> 4K display, very sexy UI and supporting apps from App store. I think
> Apple is hesitating because margins are quickly evaporating from Smart
> TV business. They still may do it and start at $4,000 to attack only
> the high end.
> >
> > Best Regards,
> > Mike Tsinberg
> > http://keydigital.
>
> I'm in general agreement with Mike here.
>
> For the next few years there will be a premium 4K display market
> focused on "profitability."
>
> But 4K LCD panels will replace 2k panels in a few years at current TV
> prices. The issue then will be how to take advantage of this
> resolution. 4k video will find a niche, but the primary"digital video"
> market will be feature films not sports and TV entertainment. None of
> these applications will drive future TV upgrades.
>
> This is where Apple may step in, showing the way again with the
> applications that will justify the investment. It will be Internet
> driven apps, not TV entertainment that will drive the next revolution
> in the family room.
>
> Regards
> Craig
>
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