Another more thing

Everyone and their mother is sounding off on Apple’s announcements yesterday. Who am I to buck a trend? I won’t bore you with the details of the announcements, as these have been covered elsewhere. I’m only going to mention the two things that struck me about the announcement that I haven’t seen mentioned much.

First, big media is apparently even more afraid of Apple than I thought. Apple is looking to change video distribution, but the best content providers will allow is music videos and some TV shows, and even that only using one-quarter the pixels of standard TV resolution. You can bet Apple was looking to score deals for more impressive content, this being the year of high definition and all, but couldn’t convince anyone to play. Interestingly, this makes Apple weaker on the music front in some respects, giving media companies more leverage for better iTunes music deals. I suspect this is going to get a bit ugly, and this might be why Wall Street was in a selling mood after the announcement, in spite of a monster quarter for Apple. The fact Pixar and Disney are parting ways won’t help, either.

Secondly, there were signals before, but the introduction of Front Row is the first crystal clear sign that Apple is looking to enter the media center market. Their incremental entry strategy is a bit puzzling. I think the reason for it, and the reason they didn’t use yesterday’s announcement to introduce media center hardware, is that their media center box will be based on an Intel CPU. In fact, it wouldn’t surprise me if it was the first Apple box to do so. It may turn out that this box is just a rev of the Mini, if Apple is only interested in playback and not DVR (which seems likely, given my first point). I’ve been eagerly waiting to put a Mac under my TV, so I’ll probably be first in line to get such a box. In the meantime, it will be interesting to see the inevitable clamor of people trying to get the new Apple remote to work with older boxes.

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