Reads the client note:
Frankly, we think that Apple should enter the TV space. Frankly, we are not surprised and believe Apple should enter the TV space as this is arguably the only major end market the company is not currently participating in a bigger way. Moreover, we have picked up several data points indicating activity from component makers to manufacturing partners as well as Apple's own patent filings from at least 2005.
By far the most notable part of the report is the notion that Apple will start a new streaming platform for HD channels, in which users can pick what they want instead of being forced to buy a bundle from a cable company with hundreds of channels they likely don't watch.
Apple is allegedly in negotations with the major media companies to get licensing for such an endeavor, which would be the first of its kind, and truly a "game changer."
Haha, chips from Samsung? Seriously?