Appleinsider claims that Apple is in the "intermediate stages" of developing a full blown Movie download service through iTunes.
The information appears to be based on a survey distributed by a research firm asking questions about a potential "iTunes music service" that could be downloaded to your computer or iPod. The survey specifies that users would be required to have a broadband connection and the movies would be offered by monthly subscription.
With the monthly subscription basis, users would have unlimited access to the library of movies. Cost models proposed includes a $9.99 monthly fee, but also considers on a per-movie purchase option similar to the current iTunes song model.
There is no evidence that Apple commissioned the survey or if it means that an Apple movie service is in the works, but several analysts did expect an iTunes Movie service for the February 28th announcement. It was unclear, however, if these predictions were based entirely on speculation or from informed sources.
In January, Vongo launched a similar subscription-based movie service, but is still not available for Mac users.