Why Apple does not care about your living room

Apple does not care about your living room | ZDNet: " . . . Apple's model with iOS has two strands -- apps, and content. Apps don't belong on a TV at all, other than those that frame delivery of audio/video content. This is because apps are very intimate, very private affairs. Your Facebook stream is your Facebook stream, no one else's. Tablets are consumed in the same way that people consume a good book. (In fact, tablets only became popular when we learnt how to make them about the same size, weight, and have the same level of simplicity as a book.) Think reclining on a sofa with either a tablet or a book -- both are equally pleasant. In a living room on their own, no one is going to want to throw Twitter up on the TV screen X metres away when it's more comfortable right in front of your face. . . ." (read more at link above)

more news below

Follow @expriorg

Defending the Living Room from Apple

Defending the Living Room from Apple | MIT Technology Review: "One comment of his in particular during his LBJ talk is attracting a lot of note. One would think that the natural competition for a new console would be the legacy players in the console business. Not so, says Newell:

“The threat right now is that Apple has gained a huge amount of market share, and has a relatively obvious pathway towards entering the living room with their platform… I think that there’s a scenario where we see sort of a dumbed down living room platform emerging — I think Apple rolls the console guys really easily. The question is can we make enough progress in the PC space to establish ourselves there, and also figure out better ways of addressing mobile before Apple takes over the living room?” . . . ."

Netflix stock: Fold this house of cards - The Buzz - Investment and Stock Market News: " . . . If you've stuck with Netflix shares since those dark days of price hikes, subscriber defections and the ill-fated (and quickly abandoned) plan to rebrand the slowly dying DVD-by-mail service as Qwikster,  you must be happy. Vindication may soon be here. Or will it? I've written several times about why I think Netflix is overvalued. If you want to say that I'm wrong and don't know what I'm talking about because the stock has continued to surge, go ahead. But I'm Tom Petty. I won't back down. Netflix is trading at 160 times 2013 earnings estimates. That is not sustainable. Sure, analysts have been busy raising their earnings forecasts now that the company has stopped the subscriber bleeding. But any investor looking to buy Netflix now, thinking that it's nothing but clear skies ahead, should look closely at this next series of charts. . . . "

more news below

Follow @expriorg