Apple's (NASDAQ: AAPL ) investments in television and movie content don't match up with the popularity of its services. For example, iTunes and iCloud came out on top in a recent study of digital lockers performed by Strategy Analytics.
For a company that prizes its ability to make "whole products," Apple hasn't made a "whole product" for Internet TV as Google (NASDAQ: GOOG ) has with software, devices, and fiber to the home, says Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova in the following video. Broadband service is a key piece of the puzzle.
What to do? Expand beyond the Airport router, Tim says. Enhance the A4 chip to accept ultra-fast wireless broadband signals and upgrade wireless gear to broadcast at gigabit speeds. Or even go so far as to partner with the likes of American Tower to blanket major metropolitan areas with fast wireless signals. Google Fiber is a peek into the future, and Apple needs an alternative.
Do you agree? Please watch the video to get Tim's full take, and then let us know if you would subscribe to a gigabit wireless service if Apple were to offer one.
There's a debate raging as to whether Apple remains a buy. The Motley Fool's senior technology analyst and managing bureau chief, Eric Bleeker, is prepared to fill you in on reasons to buy and reasons to sell Apple, and what opportunities are left for the company (and your portfolio) going forward. To get instant access to his latest thinking on Apple, simply click here now.