2 Stocks Banking on Apple TV

The following video is from Tuesday's MarketFoolery podcast, in which host Chris Hill, along with analysts Austin Smith and Andy Cross, discuss the top business and investing stories.

In this segment, Samsung delivered a monster quarter with an enormous number of phones sold, and the guys wonder what this might mean at Apple (NASDAQ: AAPL  ) headquarters. They talk about how Apple's margins are so enormous that it can afford to sell fewer phones and still dominate in terms of profits, and they discuss whether 2013 will finally be the year of Apple TV. If so, will it be a set-top box, or a full-sized smart television? Companies such as Cirrus Logic (NASDAQ: CRUS  ) and Corning (NYSE: GLW  ) would love to know the answer to that, too.

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The relevant video segment can be found between 9:38 and 15:14.