While most are expecting that Apple will talk about iOS 6 and OS X Mountain Lion at Apple’s annual Worldwide Developers Conference set to kick off next week, one analyst says that we should brace ourselves for the unveiling of a television set.
This latest prediction comes from Jefferies & Company analyst Peter Misek, who estimates that the television will retail for around $1,250 and be called the iPanel. That price tag might not seem too high, but Misek explores a way to sweeten the deal by getting cable providers to offer a $500 subsidy. He claims such a subsidy “would certainly improve the value proposition” for consumers.
Misek says that while attitudes to subsidies are negative, he believes that an Apple television “presents a new and unique opportunity for the telcos to gain market share in a mature television market”.
“Hypothetically,” writes Misek, “if Verizon offered a $500 subsidy to new FiOS subscribers (but no triple play discounts) along with a $20/month Wireless video fee, the payback period would increase to 13 months. In our view, this modest increase in payback period would still be value accretive with higher customer stickiness and market share gains vis-à-vis competitors that may not offer iTV- like functionality”.
This article comes from:http://www.zdnet.com/blog/hardware/analyst-apple-to-debut-tv-set-at-wwdc/20693
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