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$10 or less for unlimited streaming of comparable Netflix content for all devices on your iTunes account or GTFO.

Meh, I have NETFLIX. I don't need another netflix - I need something BETTER!! Give me the ability to stream an extensive content selection of shows - give me the ability to drop my cable subscription and I'll gladly pay $30/month.

Apple has shown us over and over that they are apparently the only company that can come in and shake up an entire industry. Please Please PLEASE do this to the Cable/TV industry Apple. We need it!
 
I can't wait to see iTunes Replay deliver the deathblow to Netflix. By no stretch of the imagination can a one-trick pony like Netflix have a higher valuation on Wall Street than Apple. Someone has got to put an end to Wall Street's wacky valuations based on absolutely nothing substantial. How the hell can Netflix have a share price of $250 or so with a P/E of 63 based on some streaming capabilities that I'm sure even Amazon can beat? Netflix is has a decent service and all that but to have it priced that freakin' high is all out of proportion with sanity. They claim that Apple's share price is freakin' overvalued and yet Netflix isn't. WTF are these market manipulators trying to pull?

Apple could easily build a better infrastructure, cut all the content deals and use just a portion of the iTunes account holders participation and absolutely blow Netflix out of the water. There isn't even anything that Netflix could fall back on as a safeguard. If iTunes Replay can't put pressure on Netflix then Apple is just wasting its time in the content delivery business. Apple should simply spend $5 billion or so of its reserve cash and quickly buy up some major studios and that will end the free ride of Netflix. Apple won't even have to grab any outside subscribers with 200 million iTunes accounts on tap streaming to an easy 200+ million iOS devices. How the hell can Wall Street even compare Netflix to the size of iTunes is totally beyond my understanding.

This makes no sense. You want to punish Netflix for its DJIA stats and not as an actual company. Ok...

Sounds like you're bitter about the stock market and how things get valuations. Little need to focus that anger on killing a company.
 
I'm not entirely sure what you mean. So I'm not sure my reply is relevant to your post.

But Hulu is niche. They aren't into music, books, etc. Yes - Universal has their own music publishing and literary division. But they don't deal with EVERY other entity/publisher.

Imagine you see 3 different chocolate bars on a shelf in a market all made by 3 different companies, but ultimately all 3 belong to one big company X.

That's what it is and as someone already said in the end it belongs to content makers.
 
Broadband Data Caps

Just curious if anyone out there who has cut the cord has had issues with their broadband data caps from their ISP?

I cut the cord three years ago and am a customer of AT&T Uverse broadband. They recently instituted data caps on their service though they haven't actually implemented them on my account as of yet. However, given my family's viewing habits of Netflix and HuluPlus, I'm concerned the cost advantage of going cable-free will be negated by data cap overage fees.

With that in mind, I'm also wondering how companies like Hulu, Netflix, and possibly Apple respond to the data cap policies of ISP's. Surely if these caps remain and are rigourously enforced then it will drastically slow the growth of these streaming services.

Any thoughts?
 
If it can get new movies via streaming then I may consider switching.

Netflix is great for watching old seasons of TV shows, but most movies it gets come way after they are on DVD (Which is why they still have DVD mailing).

Most of what Netflix has added to streaming in the past few months has been junk, so if Apple can get better content I am fine with switching as I already have an Apple TV.
 
Sooner or later the government will step in as Apple becomes a monopoly.

The way Apple is doing things it will never happen (or not in this century at least).

You see all these services are here to enchance Apple Mac/Mobile experience. For people outside it's not much of a use or no use at all.

As long as Apple marketshare is low it will never happen. Basically Apple needs to reach Nokia dumb phone and microsoft marketshare levels to be monopoly of any kind.

Not going to happen. Sorry.
 
But think about it, it does make sense. Apple wants 100% control over what is sold for their devices. They want a 100% closed, Apple owned and operated system. They want all of your money, not just some of it. And that is what their goal is and they are quickly moving in that direction. They will offer many service for a monthly or yearly fee. All software will be purchased thru the App store, etc, etc.

I can listen to ripped mp3's on my iPod, and read Kindle books on my iPad; so WTFAYTA?
 
Meh, whatever it is, it will be crippled by the movie studios and have limited selection, just like all the other options right now (Netflix, Hulu, Amazon, Crackle, etc.). Unless Apple is willing to pour money into their pockets, which I highly doubt, I can't see why Apple would get into the online streaming market, especially when they've long said that the AppleTV was just a "hobby."

This is the biggest tiff I have with Netflix. Their selection isn't that great but they do have a few good nuggets that are worth the monthly subscription. If Apple could negotiate a better deal that included a lot more higher quality shows/movies with the studios (just for being Apple) I would be 100% in. Maybe $100/yr for unlimited iTunes streaming (not purchasing) :)? Or even $200/yr. It is still cheaper then cable. Most likely wishful thinking but just a thought...
 
Depends ....

As others are saying, it's ALL about 2 things; price and variety.

If Apple can get it right on both of those counts, Netflix will be a non-issue. Leaving it on the AppleTV as an alternative will simply educate users on why it's an inferior choice to Apple's own option (and at the same time, boost sales of the hardware to those who are already committed to using Netflix and only want to buy a set-top box that supports it).

Right now, a *lot* of people are mad at Netflix for the recent price increase, so they'd gladly jump ship if something comparable but cheaper came along.

And my own experience with Netflix tells me that they're really struggling to secure streaming rights to a lot of their content. That's why they're suddenly talking so much about wanting to concentrate on their "core" service of mailing out physical DVDs to people, etc. etc. The streaming is the part 3/4th. of the Netflix subscribers I know are most interested in, BUT the content just isn't there. You're essentially FORCED to do physical rentals from them instead in most cases, because you want to see movies they don't offer as streaming.

Apple very likely bargained for far better streaming content rights (since among other things, they've been helping SELL video content for years via iTunes, while Netflix only loans out content - technically *harming* the potential number of sales).


Unfortunately, I think they would have to kill off Netflix. If it is a true direct competitor, then keeping it would only encourage people to choose Netflix instead.

I guess if Apple was confident it had the superior streaming experience and a much better library, then they could leave Netflix access in place. But if they have very similar libraries (size and content deals) then Netflix would get the axe for sure.
 
so you mean junk right? that would be comparable to what Netflix offers for streaming.

In Canada, I'm paying $8/month for Netflix streaming, and the selection is fairly scant. Enough that I have stuff to watch, but definitely missing the bigger titles. On the other hand, what's $7.99 a month?

If Apple could provide me full access to its current movie and TV show collection -- which is far better than what Netflix is offering me -- I'd be willing to pay more than $8/month. $15-20/month would be fair.
 
Look at all the rumors a while back about an all you can eat music streaming service that didn't come to fruition. I'm very skeptical they will pass on the music only turn right around and offer offer it for video.
How do we know they don't have a music streaming service in the works? I don't see how iTunes can NOT have a streaming plan coming soon now that Spotify is here. For all we know, this could be the "one more thing" in the upcoming iPhone announcement. iTunes Replay could be an umbrella name for the entire streaming service - music, movies, and TV.
 
I guarantee if this service is real, it will be USA only. Canada blows when it comes to content licensing and distribution. Stupid CRTC!
 
Look at all the rumors a while back about an all you can eat music streaming service that didn't come to fruition. I'm very skeptical they will pass on the music only turn right around and offer offer it for video.

Except that people like to own music and listen to it over and over again. Most pop songs are only ~4min long so it is easily repeatable entertainment. The problem with iTunes and the brilliance of Netflix is that most movies and TV shows are watched once or twice so subscription models work better.

I think the big challenge is Netflix (yes, I am saying this although I am a subscriber) has undervalued the service. When they started ala carte streaming it was for shows the rights holders were happy to risk because no one was really watching them anyway. Then Netflix got in with Starz and now people are cutting their cable because the selection is *almost* good enough for a lot less. The trick is that the missing 10-20% of selection that people *really* want are the movies they used to pay $10-20 to own or $5 to rent.

I can see Apple doing a stream-what-you-own service (they basically already do in iCloud beta) but I'm skeptical they've struck a deal with the studios. However the studios could be more afraid of Netflix then they are of Apple right now. Heck if its true Apple may be offering them better rates and Apple is known for sticking to prices unlike their competition (Amazon, etc.) who slash prices.

Regardless of whether it will SWYO or ala carte now is a great time to bargain with studios. The aftershock of the Netflix price increase will be pressure and expectations on studios to release recent and top-grossing films on to streaming services. If Apple really has found a way to do that, make money, and charge what people are willing to pay (which is going to be more than Netflix if its ala carte) then this really could be just the beginning.
 
This had better be under $10 or it will not be a competitor.

Just like the Air needed to be priced like a netbook or it was going to fail? Yes, they sell better now that they are lower priced but the trick Apple pulled was redefining the market: PC Builder's complain they can't match Apple's Prices Not matching the market's price. IF they do ala carte streaming and not just SWYO they won't do it for $10/mo. but it will also blow away everyone's selection.
 
Likely to be minimally useful

Apple has taken a position on streaming and access which will always leave them as a second-tear banana.

Apple believes people are willing to pay for, in time and money, "high quality" content. Using their AppleTV, the only movies are HD quality. HD quality costs more the STD, and takes an overnight download before watching over my 2mb/s pipe. HD has no value to me. It's waste of bandwidth and money.

Netflix off of the AppleTV is the right price and I can watch a movie or TV show within seconds of requesting it.

The same is true, or promises to be true for the music in their iCloud. If I back up my purchased music to the cloud, Apple claims I will get the benefit of their high quality versions of the music.

I don't want that. I cannot tell, nor do a care to become more "sophisticated" to distinguish, standard quality music from high quality. I don't want to wait for the extra bits being downloaded. I don't want to take up valuable disk storage with all these extra bits of quality, and I don't want to use up additional bandwidth to listen to music with an almost imperceptible improvement of sound quality.

High quality is a net loss to me.
 
competition is good, if Apple can provide a better service than Netflix for the same price point. Why not?
 
That's precisely why I don't think this story is true. Why would they add Netflix to the AppleTV when they knew this was in the near future? It doesn't make sense.

I think this is just more analyst BS.

Er to start off with, if you leave the US bubble, The UK and the rest of the world, including the hugely profitable 'emerging markets' haven't got access to Netflix... so to answer you Q:

A: To get people onto the newly relaunched Apple TV, now they've got them you know it'll be a better deal

B: Netflix are about to change their whole subscription content and pricing frame work... and they aren't very good

Once again, in steps Apple with a better deal that will go across all of their platforms... Katching!!! cash till open
 
competition is good, if Apple can provide a better service than Netflix for the same price point. Why not?

Er to start off with, if you leave the US bubble, The UK and the rest of the world, including the hugely profitable 'emerging markets' haven't got access to Netflix... so to answer you Q:

A: Get people onto the then newly relaunched Apple TV, now they've got them you know it'll be a better deal

B: Netflix are about to change their whole subscription content and pricing frame work... and they aren't very good

Once again, in steps Apple with a better deal that will go across all of their platforms... Katching!!! cash till open
 
I can't help but wonder if Apple will remove Netflix from their software update one this thing gets under-way. After all, they are notorious for not putting up with any form of competition (just look at the iOS rules for any app that does something an Apple app already does).
 
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