- Apr 12, 2001
Barron's reports on a new research note from Jefferies & Co. analyst James Kisner noting that he believes the launch of an unspecified Apple television product (presumably either a new set-top box or a connected television) is "imminent". Kisner's belief comes from information he has received indicating that at least one major U.S. cable company is assessing the potential impact on its network infrastructure from such a device.
Kisner's research note is actually addressing the impact on ARRIS, a major communications technology that handles much of the network infrastructure for U.S. cable companies, most notably Comcast. Kisner believes that a forthcoming Apple television product would bode well for ARRIS, as it would force cable companies to increase their network capacity to handle such demands as on-demand HD streams from users of the new Apple product.Our discussions with industry contacts suggest that at least one major N. American MSO is working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network. We believe this potentially suggests an imminent launch of the Apple TV, a positive development for ARRIS, who is directly exposed to data traffic growth from incremental IP video streams on cable networks
Article Link: U.S. Cable Companies Reportedly Assessing Potential Infrastructure Impact of 'Imminent' Apple TV Product