Close

Here is the Next Industry Apple (AAPL) Will Destroy...

May 15, 2012 12:45 PM EDT
The carnage left in Apple's (Nasdaq: AAPL) path within each market the company has entered is nothing short of astounding.

iPod - killed record labels, record stores, Sony Walkman, embarrassed Microsoft, etc.

Mac/MacBook - dominated and stole share from Dell (Nasdaq: DELL), HP (NYSE: HPQ), etc.

iPhone - killed RIM (Nasdaq: RIMM), Nokia (NYSE: NOK), Motorola, etc.

iPad - killed laptop makers like Dell (Nasdaq: DELL), HP (NYSE: HPQ), etc.

Now there is a new industry Apple could destroy: cable. Watch out companies like Comcast Corporation (Nasdaq: CMCSA) and Time Warner Cable Inc. (NYSE: TWC).

Although Apple is mum on talk of an iTV, rumors keep popping up every day. And where there's smoke there's likely fire. While Apple might not release a full-fledged TV this year, rest assured it is coming.

Entering this seemingly commoditized market does not look like an easy feat for even Apple. Who wants another TV? What improvements can possibly be done that will change the game...

While an iTV is expected to have amazing features like gesture and voice control, iCloud, Safari web surfing, app store, gaming, premium resolution and audio, there is one thing Apple can do to change the game...

Getting rid of the cable providers.

Just think if Apple can manage to come up with a way for users to dump cable providers (and the $150/mth bill) by having favorite channels pumped right through to the TV. You want your ABC News - you got it. You want your Housewives of New Jersey - you got it. You get the point. If Apple can get all this great real-time and on-demand content to come straight to TV's and get rid of the cable middle-man, this would be a home run.

News headlines Tuesday suggest this might be exactly what Apple has up its sleeve.

ESPN's Ad Sales Chief Sean Bratches said the company is in talks with Apple (Nasdaq: AAPL) related to an authenticated digital TV service. Remember, ESPN is owned by Walt Disney (NYSE: DIS) and Disney's CEO Robert Iger sits on Apple's board.

Apple's iTV could be the company’s biggest success ever if the company can pull off getting rid of the cable companies. If anyone can do it, it will be Apple. Let's go...


Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

Insiders' Blog, Rumors