Top Tech Analyst Talks Up the Role of Apple, Facebook, Google, and Microsoft in the Coming TV Revolution (AAPL, FB, GOOG, MSFT, S, AKAM, HLIT, CSCO, DIS)
Without the benefit of the recent news and rumors, Next Inning Editor Paul McWilliams wrote about the concept of Apple (AAPL) merging the worlds of computing and TV about eight years ago. However, with the introduction of the iPad and Apple TV, Apple has largely fulfilled what he envisioned then.
McWilliams first suggested considering Apple as a good speculative investment in June 2003 at the split adjusted price of $9.85. As Apple moved above the $600 level for the first time, McWilliams advised Next Inning readers to consider diversifying away from Apple and locking in the 6,000% profit. In his latest report, McWilliams advises investors as to whether they should consider trimming stakes further on any move above $600.
In NextInning.com’s new report on the future of TV, available free to trial subscribers, goes into detail on Apple’s role in the coming television revolution. The report also includes an in depth discussion of the roles that may be played by Facebook (FB), Google (GOOG), Microsoft (MSFT), and the supporting roles of companies like Sprint Nextel (S), Akamai Technologies (AKAM), Harmonic (HLIT), Cisco Systems (CSCO), and more.
Here is just a tiny sample of what Editor Paul McWilliams wrote in his new report:
“While Apple clearly has talents and assets it can leverage in its quest to broaden its reach into TV, it lacks unique content creation beyond what it might be able to get via its close relationship with Walt Disney Company (DIS) and how that might extended to sources like ESPN. While Google most certainly has holes in its strategic fabric, its YouTube and Google Earth assets put it in a very unique content position…”
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