Apple Inc. (NASDAQ:AAPL) is either being very coy or it is quashing one and for all that the company is not introducing a television set anytime in the next few months. One analysts that follows Apple had a conversation with a couple of senior executives at the company and came away unconvinced that an Apple TV was hitting the market by the middle of next year.
An analyst from Pacific Crest had a discussion with Apple Inc. (NASDAQ:AAPL) CFO Peter Oppenehimer and senior vice president for internet services and software Eddy Cue, and said in his update about the company that the comments indicated that the company, to him, had no plans to make a television because it wants to solve problems in the market, not just be part of the market.
In the analysis note, “Relative to the television market, Eddy Cue, Apple SVP of Internet Software and Services, reiterated the company’s mantra that it will enter markets where it feels it can create great customer experiences and address key problems. The key problems in the television market are the poor quality of the user interface and the forced bundling of pay TV content, in our view. … Cue’s commentary suggested that this would be an incomplete solution from Apple’s perspective unless it could deliver content in a way that is different from the current multichannel pay TV model.”
However, this commentary seems to go against some other perspectives, though admittedly one analyst has been wrong on his Apple TV predictions. Two Piper Jaffray analysts wrote in their most recent note about Apple Inc. (NASDAQ:AAPL), “Our confidence that the Apple Television is real. [It] is primarily based on our checks with component suppliers, as well as Steve Jobs’ biography, and Tim Cook’s comments on the June conference. We expect Apple could launch the TV in mid- to late-2013 and continue to believe the company will announce the TV [around] six months ahead of launch to freeze the market.”
But note that one of the analysts from Piper has been touting a TV from Apple Inc. (NASDAQ:AAPL) for four years, and predcited a TV set by 2011.