Peter Misek with Jefferies presented his “what if” analyses related to content on the so-called “iTV” in a note to investors on Monday. In what he sees as the most likely scenario, Apple could gain access to non-exclusive content for its television set and forge deals with existing cable providers.
By potentially partnering with carriers and cable operators, Apple could enter the market on a level playing field with everyone else for content. With access to a variety of content through existing providers, as well as the content already available on the iTunes Store, Misek believes that Apple could package everything with a “superior user interface and ecosystem” and beat out the competition.
Some other options laid out by Misek include Apple hosting exclusive content a’la Netflix and their deal with Arrested Development, or perhaps becoming a “Hollywood studio and produce its own content.”
I don’t think Peter Misek has any idea what he’s talking about.