AppleTV Needs Recording Add-on Capabilities: Does Miglia Hold the Key?
-
Font Size:
Well it sounds like the folks over at The Apple Blog have figured out a reason. Remember how critics of Apple TV have complained that it can't record ? Well, it turns out the makers of the Miglia mini HD have been chatting with Apple in a friendly way for a while now. Further, all Miglia products are now gone from the Apple Store. So what is up with that?
Here's our marketing-colored glasses speculation: Apple may be planning to buy Miglia to add TV recording add-on capabilities to iTunes and Apple TV.
Let me explain what I mean to the people who just went, "iTunes? I thought this was about Apple TV?"
Think about the typical application for Apple TV. It goes in the living room, and connects directly to your HDTV. What else is in there? Your TV antenna or cable connection, almost certainly. What better place to put a TV recording device?
The problem, though, is that Apple TV only has a 40 GByte hard disk. That's not going to store much HDTV content; you're going to get two or three movies at most. That doesn't make a great DVR experience. But if the a Miglia TVMini HD+ could export the HD content it is recording back to a bigger disk on an iTunes-enabled Mac using Apple TV's 802.11n Airport Extreme wireless network? Ah, now you're talking.
The fact that the Miglia TVMini HD+ is an external USB device allows Apple to integrate the function without having to send the Apple TV back to the FCC for recertification. But why buy the company though?
Well, you're going to need some serious software integration on the iTunes end to recognize the Miglia device and use it properly. That's not exactly in Apple's interest if Miglia remains completely independent. Further, if the function becomes popular, Apple might want the flexibility to build the device into future Apple TV products. It makes a whole lot more sense for them to lock up the company now and get them developing on Apple's roadmap.
Apple wants Macs to be the hub of your digital life. Steve Jobs has been building that vision piece by piece for more than five years now. Miglia would be just one more piece of the puzzle -- and a pretty clever one at that.

Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
-
Editor's Picks
-
Most Popular
- New Middle East Oil Kingpins ETF: More Concentrated, Slightly Pricier
- Seacoast Banking Corporation of Florida: The News We've Been Waiting For
- MEMC Electronic: Glass Half Empty or Half Full?
- What's Behind the Slide in Oil and Commodities?
- In a Vulnerable Bond Market, Two ProShares ETFs To Consider
- AOL To Shutter a Slew of Products
- Full list of Editor's Picks »
- Three Stocks To Be Held To Infinity and Beyond »
- Wall Street Breakfast: Must-Know News »
- Things You Would Never Have Said Eight Days Ago »
- Making Sense of Wachovia's 27% Bounce Amid Record Losses »
- Apple vs. Bank of America: When "Whisper Numbers" Come Home to Roost »
- Four Long-Term Winners Selling at Deep Discounts »
- FCC Commissioner Copps Votes "No" to Radio Merger: No Surprise »
- AT&T Comments on Apple's 3G iPhone »
- Financials: How - And When - We Reached the Bottom »
- The Agriculture Boom Goes Bust »
- E*TRADE FINANCIAL Corporation Q2 2008 Earnings Call Transcript »
-
Long Ideas
-
Short Ideas
-
Cramer's Picks
- Time For Wall Street to Get Back on the POT
- Finding Value in the Aerospace and Defense Sector
- Seacoast Banking Corporation of Florida: The News We've Been Waiting For
- GeoEye: Interview with the CEO and CFO
- MEMC Electronic: Glass Half Empty or Half Full?
- Equinix 2Q Results: Solid Numbers
- Opportunities in Small-Cap Asset Management Firms
- Alexco: Interesting Emerging Silver Producer
- The Hardest Trade - Fast Money Recap (7/24/08)
- TUP Up - Cramer's Mad Money (7/24/08)
- Full list of Long Ideas »
- ESCO Technologies: Bound to Fall?
- The Hardest Trade - Fast Money Recap (7/24/08)
- Collateral Damage From the War on Shorts
- Is the Gold Uptrend Over?
- Response to Raymond James' Q3 Conference Call
- eBay is a Not Com - Cramer's Lightning Round (7/23/08)
- Get True Religion - Cramer's Lightning Round (7/22/08)
- Principal Financial Group Vulnerable to Commercial Real Estate Softening?
- Increases in Shorting, Only for Some
- Is a Ban on Short Financial ETFs on the Horizon?
- Full list of Short Ideas »
- TUP Up - Cramer's Mad Money (7/24/08)
- Buy Rent-A-Center -- Cramer's Lightning Round (7/24/08)
- Citi vs XTO Energy -- Cramer's Stop Trading! (7/24/08)
- eBay is a Not Com - Cramer's Lightning Round (7/23/08)
- Buy Costco, Get Sirius - Cramer's Stop Trading! (7/23/08)
- Soup Target; Cramer's Mad Money (7/22/08)
- Get True Religion - Cramer's Lightning Round (7/22/08)
- Copper Down Low - Cramer's Stop Trading! (7/22/08)
- Banks Hit Bottom – Cramer’s Mad Money (7/21/08)
- Ends In X - Cramer's Stop Trading! (7/21/08)
- Full list of Cramers Picks »
Most Popular Feeds
-
ETFs
-
US Market
-
Long Ideas
-
Alt. Energy
- Full list of feeds »
Hedge Fund Jobs
Job Seekers:
- Search jobs by category
- Get job alerts by email or live feed
- Apply online
Employers
- See all recruitment options
- Get applications online or by email




This article has 7 comments:
Great article. I have one observation. This isn't only about taking over the living room w/ Macs.
iTunes runs on PCs, too. This is about an installed base of 100 million iTunes Mac and PCs taking over the living room. The irony of Apple using Windows to own the living room is delicious, no?
Regards,
Alvarado
One other thing.
Have you discovered RoughlyDrafted.com? Daniel Eran writes chapters on Apple's (and MS') history, strategic aims, and probable futures. I love your columns for their brevity and clearness; Daniel's for his encyclopedic breadth and clarity.
He's definitely an unabashed champion of Apple, but almost all he writes has the power of extraordinary insight, credibility, and knowledge. May each of you prosper! (I hold a long losition in Apple!)
Here's Daniel's latest, an essay on the approaching demise of the MS monopoly and Apple's ascendancy.
www.roughlydrafted.com...
El Gato has a long relationship with Apple, having (I believe) participated in video development for various Apple products in the past.
iano
That said, I don't subscribe to the idea that Apple would want to add DVR functionality - they want us to purchase shows to support their relationships in Hollywood and their new paradigm around iTunes. Steve Jobs has a lot of incentive to make sure that we purchase shows directly from this new channel - he makes money both on our iTunes purchase and from our purchase of shows from Disney. It's a win-win for them and something defeated if you can just record your existing content.
can this tranfer the recorded videos to the PC, so the people who use windows operating system watch them on their own pcs?