Yesterday, Jefferies & Co. analyst James Kisner reported that at least one MSO (operator of multiple cable television systems) is calculating how much additional capacity will be needed for a new Apple device.
John Paczkowski finds the report interesting but disagrees on the suggestion that a new product launch is imminent.
For starters, Apple has already steered analysts away from the notion that it will have something to say about a TV solution soon. More important: If Apple were close to launching a new service, it would almost certainly be in touch with TV programmers about new arrangements, and we haven’t heard anything along those lines.
In other words, there are still a lot of missing pieces here, and while a major cable provider running what-if scenarios on a rumored Apple product is certainly interesting, it’s not necessarily a trumpet fanfare announcing its imminent arrival.