“There are two stories in this market. The first is the 'dorm room' application, which gives users the opportunity to enjoy media using their computer from across the room. The second is having more integration with the television—that would be the next step for Apple.”
“At this point, the state of the online media market is immature enough that they are still a physical goods company and a company that is driven by great engineering and integration. They are still deriving the majority of their revenue from the hardware. I don't think the content is driving the hardware, yet.”
“There is a long future ahead for the Mac. I don't think Apple would switch to a new processor core if they weren't looking to carry the Mac ahead for the foreseeable future.”
