Here’s Tim Cook tonight, at The D Conference. He’s talking specifically about Apple and television, but he could be talking about how any company should approach any opportunity:
“Here’s the way we’d look at it. Not just at this, but other areas. We’d look and ask, can we control the key technology? Can we make a significant contribution far beyond what others have done in this area? Can we make a product that we all want? We think we’re reasonable proxies for others. So those are things we’d ask about any new product category.”
This is why people line up to hand Apple money.
Update: Horace Dediu runs the numbers and finds that the Apple TV business is small enough to really matter.
I’m getting that late-2006, staring-at-my-Nokia-candyphone-in-disgust, waiting for Apple to drop the news vibe. You?