Sharp is already ramping production of Apple (AAPL) TV sets, claims money manager Susan Kalla, citing checks. Kalla adds an iTV could arrive in 2H, and (backing up a prior rumor) could be subsidized by cable TV providers such as Comcast (CMCSA), BCE, and Rogers (RCI). It's speculated pay-TV providers could benefit from an iTV launch by offering more targeted advertising and costlier broadband plans. (more)
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