AppleTV: MSM vs. the Blogosphere, and the Winner Is...

The blogosphere, duh. I read an article in the 3/19 Wall Street Journal titled "AppleTV Could Be Big Opportunity For Apple And Its Stock," re-read my post dated 3/2 titled "IPTV and Asynchrony in the Consumer Era of Computing? The Apple/Microsoft/Sony War Kicks Off," and said to myself, "The blogosphere kicks MSM's butt on issues of speed as well as the breadth of valuable perspectives on new, bleeding edge technologies." Now, the WSJ is a fine publication and there is much I find of value in its pages, but come on, folks. You can't compare their little missive versus the insights I was able to glean by extracting intelligent, reputable, high-value data and commentary from the Internet. Check it out. The analysis is pretty black-and-white. The blogosphere wins, hands down.

This isn't me, folks: it's you. My single stock and thematic posts (basically where I'm not waxing philosophic about either Wall Street or hedge funds) are my simply connecting-the-dots of what's out there. Now as you know I don't trade single stocks, but the trends and issues identified in my posts have by and large been pretty spot on (and I will write a post with some data in the next few weeks). It's kind of like a real-time, dynamic Wikipedia. What's up, what's news, what's deep, RIGHT NOW. This is where my Monitor110 thing comes in handy.

Anyway, congratulations to Apple with the arrival of AppleTV. But I'm not going to tell you about the ramifications of its release. And whom it might effect. And which industries could be disrupted. And how certain companies could get flamed. And why it represents a huge opportunity but is not a slam-dunk. Because I already have.

Comments

[Yaser Anwar]

Sir, did you notice AAPL's stock price since you wrote till a few days back has gone up like 10 points? ;) Co-incidence? M110's secret market clout! lol

[jswede]

Huge apple bull here (I think iPhone will kill), but AppleTV leaves me scratching my head. Without a DVR and access to iTunes directly, why would I shell out $300 for this box? My 2yr old 60Gb video iPod has 20Gb more capacity and plays on my TV/stereo just the same with the help of a $19.99 cable from Best Buy.

I suppose with my set-up I don't get a remote, nor do I see the user interface (menus) on the TV itself, but otherwise all features are the same. However, I solved that inconvenience by buying a 20ft cord, so I hold the "remote" (the iPod itself), and see the menus, in my hand.

Hope vacation good to you.