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  • A Muted Reaction to Apple TV Becomes Apparent



    While there is certainly no shortage of excited Apple fans and digital media consumers about the refreshed Apple TV rolled out yesterday by Steve Jobs at his company's annual September event, the reaction today among Wall Street analysts is anything but exuberant. In fact, most appear to view the forthcoming Apple TV revision as anything but a "game changer" for living room entertainment.

    In addition to introducing a new fleet of refurbished iPods (many of which will now sport long-awaited features), Apple also spotlighted iOS 4.1 and iOS 4.2, and the new iTunes 10 with the Ping social music network. But the "hobby" reserved for last at yesterday's event was the rumored second coming of Apple TV, a cloud-centric $99 shell of its former self. And while many on Wall Street still think it will be a huge seller (especially this holiday season), they're tentative about calling it anything other than just a likely popular product. Here's what some of the "big boys" have to say:

    Piper Jaffray analyst Gene Munster says Apple is certainly on the right track and taking a "step in the right direction," but Apple won't truly have a living room revolution on its hands until it releases a "full-fledged connected HDTV set." For now, Munster believes Apple TV will move 1.5 million units in fiscal year 2011. "We see the new Apple TV as a meaningful change in Apple's efforts in the digital living room. The addition of new content, such as Netflix, in combination with the $99 price (down from $299) will drive higher unit volumes compared to the previous version of Apple TV."

    Using one word to summarize Apple's Apple TV announcement, Kaufman Bros. analyst Shaw Wu called the unveiling "underwhelming," citing his view that Apple TV still looks and feels like a "hobby" or just another "work in progress," not necessarily something that is ready for prime time. "The main capability we were hoping for was the ability to run apps from the iTunes App Store and it looks like AAPL decided to leave this out for now," Wu wrote. In Wu's opinion, the introduction of the iTunes Ping social media service was, by far, the "most intriguing" Apple revelation on Wednesday.

    In theory, Gleacher & Company analyst Brian Marshall is at least impressed that the new Apple TV represents "dramatic improvement from its 2006 origins," but Marshall won't truly be impressed until Apple TV gets with the program and begins running iOS and, consequently, lets users run applications from the comfort of their living room recliners. "While we were impressed with the iPod and Apple TV refreshes, in our view, Ping stole the show and represents AAPL's maiden voyage into the uber growth world of social networking," Marshall said.

    Wall Street Journal
    Apple Insider
    This article was originally published in forum thread: A Muted Reaction to Apple TV Becomes Apparent started by Michael Essany View original post
    Comments 47 Comments
    1. sziklassy's Avatar
      sziklassy -
      Quote Originally Posted by organik View Post
      Apple TV rocks! I use it every day. Ordered the new one just for Netflix really, and I'll use it every day as well. To everybody complaining about the lack of features, just remember more isn't always better, in fact it rarely is. I prefer my devices to do specific things really well, not everything poorly. And AirPlay is really very cool, too bad we have to wait until Nov.
      LOL what? All of my gaming systems can run netlfix really well already. Hell, so can current smart phones. Quit justifying this POS...
    1. defdad's Avatar
      defdad -
      I agree about the comment above regarding 1080p. I have a 65" DLP and the only thing that supplies 1080p to it is my Blue-Ray player. I recently updated my Internet speed and have seen a huge difference in Netflix streaming picture quality. It now looks better than an upconverted DVD and rivals my U-verse HD channels, which are nearly as good as Blue-Ray. On a daily basis, I am completely happy with the sub-1080p picture quality.
    1. jeepfreak1983's Avatar
      jeepfreak1983 -
      Well if anyone wants 1080p get the wd tv live much better
    1. eg6motion's Avatar
      eg6motion -
      Quote Originally Posted by sziklassy View Post
      LOL what? All of my gaming systems can run netlfix really well already. Hell, so can current smart phones. Quit justifying this POS...
      Why POS? It's priced exactly like the other Netflix streaming boxes. It's not really any sort of game-changer, but it's a decent offering to compete with other products. The Roku player has slightly more features, but been around slightly longer. I do agree that it should have had app-support though. Would have immediately added Hulu + and the ABC player, along with several DLNA streaming apps to stream anything from any PC.
    1. nautical79's Avatar
      nautical79 -
      not interested.
    1. kadernal's Avatar
      kadernal -
      I was really excited to pre-order one... but it pretty much does everything my ps3 or xbox can already do. so I had to pass. The price is so tempting tho.
    1. BennyPR's Avatar
      BennyPR -
      Vudu
    1. tudtran's Avatar
      tudtran -
      @ $99 is not a bad deal.
    1. GmAz's Avatar
      GmAz -
      let me subscribe for $10 a month and be able to stream all the HD content i want and sure, I'll buy one right now, but I'm not going to pay .99c for a tv episode or $3.99 for a movie.
    1. nave3d's Avatar
      nave3d -
      Quote Originally Posted by politicalslug View Post
      As soon as the Apple TV allows me to wireless stream ANY media to my TV (from a PC) in the same way as I can with my xbox360, then I'll pick up 2-3 of these little beauts.
      Yeah once or if it can do this, im getting one also.
      I always stream movies from my iPhone to my ps3 but its in a different room. Having one of these stream movies from my PC or iPhone would be great.
      Burning DVDs is getting ***, and this will make it so I can get rid of the old junky (and huge) DVD player I have
    1. brian5s's Avatar
      brian5s -
      Just what we need, a proprietary network device that doesn't do much, except to stream media to your TV from iTunes...Boxee will be the game changer we are all looking for. November will bring the boxee box, open linux server (With a hard drive) that will allow you to stream almost anything to your TV, including Pandora...yay!
    1. unison999's Avatar
      unison999 -
      Quote Originally Posted by defdad View Post
      I think it is a step in the right direction. I may get one just for the Netflix feature. I'd like to move my xbox into the game room where it belongs and I don't want to buy another blue-ray player just for Netflix. I can't really think of any apps I would run on it anyway, so that's not a big deal. The rental content would add up quick without the Netflix player and streaming content will be nice(like I do with my xbox now).
      $99 you get Apple TV to use as Netflix player in 720P...
      $99 you can get Blueray player in 1080P WITH Netflix streaming!
      Really do not see any advantage of Apple TV over Blueray player.
    1. Bluprint's Avatar
      Bluprint -
      My phone can export 720p, it supports avi formats, and installed is a hulu app.I have a hard time deciding what to do with $100 dollars....
    1. unison999's Avatar
      unison999 -
      Quote Originally Posted by southfrisco View Post
      That is a push actually (I am being generous to Comcash) and you forgot the TV after Apple because I don't think you meant as a company Comcash is better than Apple.
      • Overpriced cable packages
      • Overpriced broadband (and phantom advertised speeds)
      • Horrible customer service outside of "unplug and plug back in"
      • Constant billing problems
      • A monopoly (no competition) in every location they provide cable to
      • No ala carte network packages
      • Slow to make any type of positive change for their customers

      There is not much to like there.
      And you think the price for the service from Apple TV is going to be better? Apple cost more in just about everything they are involved in, and you think your HBO package is going to be cheaper when it is on AppleTV?
      Apple TV does not provide broadband, unless they decide to go into broadband business. Which means you will still pay for broadband price probably more since Apple TV will demand more so you have to buy higher tier service.
      I can live with pulling plug to reset the hardware once every few months, the equipment is free so who am I to complain Apple have to buy the hardware plus subscription.
      Monopoly? not quite because you can get satallite services, DirectTV or DishNetwork.
      Yes they are slow to make advances, but what advances do I really need. Give me a DVR and reliable signal I am a happy camper.
    1. Tyronal's Avatar
      Tyronal -
      Quote Originally Posted by pyro41787 View Post
      It doesn't even do 1080P WTF apple? way to offer product that is automaticly inferior to the market standard. i prefer my WDTV live. or the WDTV plus for netflix access.

      and no way to attach external storage for already downloaded content? PFT screw that.

      i was hoping this was going to be a great upgrade to my WDTV live but now im thinking ill get a popcorn hour media player instead....
      1020p is not a "market standard", get your facts straight. The only true media that's available to view in 1080p is blueray. HDTV is broadcast at the lower resolution of 720p. There's nowhere in the world that broadcasts free to air HDTV at 1020p only a few cable channels which you need a a proprietary box. [ame=http://en.wikipedia.org/wiki/1080p]1080p - Wikipedia, the free encyclopedia[/ame]

      Telco's around the world are using this type of box connected to their servers to stream content. The future is with cloud based content not storage devices. iTunes will eventually go this way too. Netflix does not stream in 1020p as one person states. The broadband infrastructure cannot deliver the quality bluray does. http://gizmodo.com/5467011/netflix-s...-update-or-not

      So what's your complaint about inferior product or market standard? 720p is the standard, 1020p is the premier format.
    1. CodeSmoke's Avatar
      CodeSmoke -
      All they had to do was make this an IOS device. You can watch tv shows on your iPad for free with the ABC app but you have to pay $.99 to watch it on an appleTV? I also agree with the other poster, I would pay $.99 a month to watch unlimited shows from each abc, then another $.99 to watch unlimited shows from fox and so on but not $.99 per episode each time you watch it. My wife normally falls asleep in the middle of watching tv at night which means it would cost us another $.99 the next time she wanted to finish the part she missed.

      Elgoto EyeTV has an app for the iPhone and iPad to allow you to stream and watch recorded and live tv using a Mac and their hardware to capture HDTV from the cable box. If this would have the ability I would buy a MacMini to connect the EyeTV to two cable boxes and replaced the 4 xbox 360s I have in the house with appleTV's. I hope this is something they decide to fix soon with a software update.

      This was so close, shame on you Apple. I'm willing to bet this had to do with the tv companies nit wanting their free apps on the tv competing with hulu+ and cable companies.
    1. dsg's Avatar
      dsg -
      we have freeview in the uk, also a lot of providers have a +1hr on there most viewed channels, we can even watch on line with the bbc iPlayer and other channel provider equivalents

      so want I'm saying is there is no point to the AppleTV in the uk, so I'll never get one
    1. z3r01's Avatar
      z3r01 -
      i hope that they also release an update to the old apple tv to support netflix....
    1. FURBY8704's Avatar
      FURBY8704 -
      i was waiting on a new apple tv but as soon as they rolled up this "$99" joke i went out and bought me a 160gb apple tv for $80 and hacked it...im happily streaming and playing all my media from pc and external hard drive =]
    1. allanes5's Avatar
      allanes5 -
      Preordered today.

      Gonna give it a try.

      $99 seems reasonable.