The IPOD is mobile where the Apple TV is stationary. They complement each other more than they take each other out. Heck I considered buying an IMac MINI for just the same thing as the Apple TV. Oh yeah and it has a DVD player in it.

The other thing you missed is the fact that Microsoft is a rather large player in the IPTV space. They ay not control the content but they are building the infrastructure for the content delivery. Check out the new FIOS DVR boxes. They are running Microsoft code, which is better than the MOT junk running on the same box I have with Time Warner.

It will be interesting to see how this plays out because where Apple cas the appliance, Microsoft has the content dlivery infrastructure and the appliance (XBOX).

Cheers

(2GB Nano sized, bigger screen, FM radio, voice recorder, 59 euros).
http://www.aldi.be/ALDI_BN/OFFER_BN/OFFER_17/OFF04.HTM

2GB iPod is 159 euros in the same market.

You can see it depends on what Apple delivers in the coming months.

Do you realy think Inventec is the sole manufacturer of the iPod?Inventec’s revenue is dropping for other reasons:

http://www.digitimes.com/news/a20070412PD217.html

‘If you try to convert an Audible file to another file format using the Convert Selection to (MP3, AAC, WAV or AIFF) command in the Advanced menu, the message “Filename could not be converted because protected files cannot be converted to other formats.” appears.’
– Apple.

Right there in iTunes, since Apple released the iPod… the third item in the “Advanced” menu: “Convert selection to MP3″…

Rips your DRM right out. Even if you bought the track from the iTMS. Reclaims the space on your iPod that you say you can’t hear. Lets you copy the file to as many devices as you wish.

–chuck

I saw the same Bloomberg article. When EA is adapting hit Wii titles to the Xbox, you can celebrate your slam dunk.

Thanks for sharing.

This is what happened as these new generation of players (the ones coming into Europe now) came into Taiwan mid 2006:
http://www.digitimes.com/systems/a20060719A7034.html

“The sales volume of Apple Computer’s iPod nano and iPod video players in the Taiwan market has shrunk to below 20,000 units a month since May this year due to strong competition from the latest MP3 players from Samsung and SanDisk, according to local retail channels.”

Sadly this story is members only:
“29 Mar 2007:
Inventec Appliances may see revenues drop 30% in 1Q on declining iPod orders”

You can see how the first gloss is coming off iPod, still growth but not slam dunk.

Also my other prediction for the year, Wiiiiiiiiiii 2007 slam dunk (now with added slam dunk motion).
http://www.bloomberg.com/apps/news?pid=20601087&sid=amWmy6_JG16U&refer=home
(Games companies moving quickly to make Wii titles.)

I’m not disputing Apple’s strong move into mainstream consumer electronics. I’m jump damping the iPod enthusiasm a bit.

I see the iPod clone I bought was sold out the following week and so I’m confident it will take a chunk if their supply problems can be solved.

I see the collapse of DRM, Jobs hoisted by his own petard, that would end the iTunes lock-in (people who bought iTunes tracks have to buy iPods forever because its the only thing that can play their tracks).

25 tracks per iPod max indicates iTunes gets it leverage from the iPod which in turn gets its upgrades from iTunes. That link will be broken.

If Jobs did a major 180 and removed DRM added MP3 iTunes could outlive iPod. Not likely, Jobs will play games with DRM free music, someone else will take the crown (you can have DRM free, but only if you also pay more for higher quality than you can hear that fills your iPod up quicker…??? Ooooo Scammy).

I like appleTV, it’s a clean single function box and I like those and I see a market. But I don’t think that product is quite right yet. It hinges on Job’s next moves. iPhone looks good, but pricey.

Apple likely to succeed but not an absolute slam dunk as that graph suggests.

I think Xbox is their last hope. They have a pretty good platform in place and there does seem to be innovation there. They need to build a $199 Xbox DVR and resell it through the carriers. Give the carriers a slice of the $$$ they get from selling movies and services.

Apple laptops don’t outnumber windows laptops IMHO, but I agree 100% there are many more today than 12 months ago.

OSX appears to chew away at the foundations of the Windows marketplace, and corporations are not that far behind the consumers. I see far more Apple laptops at technical conferences theses days than stuff running Windows.

This data is very compelling, thanks for sharing.