Brightcove's CEO Jeremy Allaire predicted that Apple will make both a set top box and a TV. Big whoop - I predicted that months ago.
In addition to making my prediction I also explained why that strategy is genius for Apple. Everyone connected to the industry knows that there are billions of dollars worth of legacy MPEG2 set top boxes that would be ripe for upgrading. An Apple TV STB product could help accomplish that with the added bonus that the subscriber may actually pay for the box on their own.
It is the TV, however, that could be the real game-changer. When's the last time you thought of your PC monitor? An Apple TV could be a combination TV / computer monitor and videoconferencing unit. If the product could just grab 10-20% of the markets in those segments then you're talking a product that would be as revolutionary as the iPhone.
An Apple TV would give people reason and incentive to upgrade their TV's at home and their monitors at work. Pure genius.
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