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Interest in purchasing an iTV (AAPL) is more than twice the initial interest in buying an iPhone...

Interest in purchasing an iTV (AAPL) is more than twice the initial interest in buying an iPhone or iPad, says Morgan Stanley's Katy Huberty, with many consumers willing to pay a "meaningful premium." Success of the product, she says, could mean about $50B in revenue upside for Apple. Shares +0.5% premarket.
Comments (14)
  • pagreen1966
    , contributor
    Comments (573) | Send Message
     
    This product could be really big for Apple. Have been a shareholder since 2003 and seen massive gains but believe me the best is yet to come!
    11 Dec 2012, 07:51 AM Reply Like
  • nguyenvanphuoc
    , contributor
    Comments (366) | Send Message
     
    If they can do to TV what they did to music they will revolutionize yet another industry.

     

    I hope they can - I want to have a 60" iPhone hanging on my wall...
    11 Dec 2012, 08:15 AM Reply Like
  • losmarinos
    , contributor
    Comments (24) | Send Message
     
    Interestingly there is a TV Channel in the UK who are a Content provider that is Called "iTV" (ITV.L) 101.90 Up 0.40(0.39%) 9:22AM EST
    It would not surprise me if AAPL picked it off. Trades on London Stock exchange see http://yhoo.it/RmZyuH
    11 Dec 2012, 09:39 AM Reply Like
  • NV_GARY
    , contributor
    Comments (1766) | Send Message
     
    More likely, they will make Apple pay thru the nose for any use of the iTV name. They've been around since 1955. They do seem to use only lower case letters though -- itv
    11 Dec 2012, 12:39 PM Reply Like
  • Longaapl1200
    , contributor
    Comments (20) | Send Message
     
    Amazing! Morgan Stanley puts a specific value on a product that does not yet exist. They must use a crystal ball.
    11 Dec 2012, 09:43 AM Reply Like
  • rocback
    , contributor
    Comments (975) | Send Message
     
    Time magazine just named the I phone 5 gadget of the year. This is the first time since 2007 Apple had the no 1 gadget by Time.
    11 Dec 2012, 10:16 AM Reply Like
  • emburns
    , contributor
    Comments (218) | Send Message
     
    MS and other i-banks grasping at thin straws to support price, imho. They're probably unwinding their trades.
    11 Dec 2012, 10:53 AM Reply Like
  • BRUCE LM
    , contributor
    Comments (42) | Send Message
     
    What exactly do people think Apple can do with TV? An expensive flatscreen to watch survivor and NFL games? If it's just the OS, they already have that failure; remember, even Jobs couldn't get this one right.... Why not just let iMac run TV?
    11 Dec 2012, 11:37 AM Reply Like
  • Kevin Murphy
    , contributor
    Comments (62) | Send Message
     
    Maybe it's just a big iMac? With apps specific for entertainment, purchases, texting in a small window, games, interactivity with teachers/friends/cooks.

     

    They already have the form factor, they need a better keyboard. Maybe the keyboard is an iPad Mini?
    11 Dec 2012, 11:49 AM Reply Like
  • Lance Finke
    , contributor
    Comments (112) | Send Message
     
    I just submitted an article titled 'What the Market is Missing with Apple's Potential' and also provide some iTV conceptual predictions. Looking forward to the commentary on the possibilities.
    11 Dec 2012, 12:25 PM Reply Like
  • John1138
    , contributor
    Comments (161) | Send Message
     
    I suspect at least a portion of the "keypad" would be hoped to be SIRI. In the era with a daunting number of channels forming an endless scrolling list "Tune to the Weather Channel" would be a lot more intuitive than "619".

     

    "Play The game", "Pause" "Rewind 30 seconds".... with the new multiple microphones to do noise canceling and command enhancement the television audio wouldn't be a problem to eliminate from interfering.
    11 Dec 2012, 12:31 PM Reply Like
  • NV_GARY
    , contributor
    Comments (1766) | Send Message
     
    $50 billion over how many yrs? At $1500 ea, that's over 33 million units. Looking forward to it.
    11 Dec 2012, 12:33 PM Reply Like
  • Rbongni
    , contributor
    Comments (33) | Send Message
     
    I would love Apple to create an awesome product for my living room. Interacting with my Time Warner cable box is an absolutely miserable experience. However, as an AAPL shareholder my big concern with an iTV is the frequency that consumers will upgrade their device. With iPhones, iPads and iPods, consumers can reasonably upgrade every 1-3 years. However, with a big sticker item like a TV, I don't see them upgrading nearly as frequently. What is the iTV update cycle going to look like?
    11 Dec 2012, 05:41 PM Reply Like
  • kevin woodward
    , contributor
    Comments (4) | Send Message
     
    Maybe it will be more like a super tivo box and several tv's as clients, playing all your content, recording tons of shows, pay per views etc.
    12 Dec 2012, 02:54 AM Reply Like
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