In my opinion, what Apple needs to do is get into the content business. I'm serious! I've seen wholesale prices of cable TV (direct from the satellite network feeds, used to operate a small cable distribution) They are pennies a month.
What apple should do with their $100Bn is BUY a cellular company, outright. Like T-Mobile(or Metro), invest in expanding their cellular infrastructure. Make their Apple TV product that can connect to the Apple Cellular and stream IPTV directly to the TV's. Apple could probably bundle Cellular for your Iphone, ITV, Ipad, and Cellular-enable airport(I know doesn't exist yet) plus TV direct streamed to any I-device for like $100/month, maybe less.
They don't need to "MAKE" money with this.
Apple is its strongest at making profits on hardware manufacturing, I don't think ANYONE else can come close.
Google, Amazon, Etc. are selling their devices at a Loss just to make up the profits on Content. They are subsidizing their cut into apples stronghold.
if apple could get into the content business, they could sell the content at a slight loss, or break even. And undercut Amazon and Google... and use their superior hardware manufacturing profits to subsidize their cut into the content business, which already has razor-thin margins, and strangle their competition.
The real cost of standard TV cable is approximately $7/month per subscriber, add ~$2.00 per "premium" channel package, like HBO
and these were my "small potatoes" prices, I wasn't a bulk customer, apple could probably get ~15% off.
T-Mobile currently charges $70/month for unlimited cellular, But a good part of that is profit. Metro PCS is even less at ~$40 month.
Add this together for ~$75-$100 month for Premium IP "Cable TV" with "on-Demand"(I-Tunes Streaming), I-Tunes Radio Streaming, on any device, I.e. TV & radio on Ipad, Ipod touch, etc... Family Cell-Phone service, and Home internet, there would be enough profit in it for apple to "break" even on the service, and would be a "Steal" for the consumers.
And of course this all "should" work together.
Ipad, Iphone, Ipod touch as remote for the ITV. Play video games on the ITV from your Ipad, Ipod, etc. as a controller... "Take" the video game, or Movie, or tv show with you away from the ITV, on the bus (if you have cellular device)
I message on ITV, Phone Call/Voicemail notification on ITV (and Ipad etc..)
Movie rentals, on all these devices, "move" the rental to any other device, I.e. Watching a movie on my 4g Ipad, while on the train, walk into my house and pick it up on my ITV. etc..
Even expand this to the Mac. Think of the possibilities....
This would of course be contingent on 4g Coverage, and maybe Im too optimistic on bandwidth on cellular...