1 Reason You Won’t Get Better Apple TV Anytime Soon

Three Fools take to the air to examine the prospects for a team-up between Apple and Comcast.

Mar 30, 2014 at 12:00PM

Reports that Apple (NASDAQ:AAPL) and Comcast (NASDAQ:CMCSA) are talking about creating a custom, Apple TV-delivered service that includes not only live TV but other top of the line Comcast programming had the Internet abuzz last week. Should investors care about the chatter?

Host Ellen Bowman puts the question to analysts Nathan Alderman and Tim Beyers in this week's episode of 1-Up On Wall Street, The Motley Fool's web show in which we talk about the big-money names behind your favorite movies, toys, video games, comics, and more.

According to reporting by The Wall Street Journal, the deal would create a custom streaming TV service delivered via Comcast's network and Apple TV. Streams -- including live broadcasts -- would essentially bypass the general Internet and find their way to viewers via a specially designed Apple set-top box.

Nathan says the deal can work if Comcast allows Apple to be the front man, dealing with customers and handling the user experience. Areas the company knows extremely well from years of simplifying once-complex technology systems, such as smartphones.

Tim agrees, but notes that Comcast isn't well-known for giving up control of anything. To the contrary; Comcast has spent billions on big-ticket acquisitions such as NBCUniversal  to consolidate control over the extended areas of its business. An in-process deal for Time Warner Cable (NYSE:TWC) only promises to tighten the cable giant's grip.

There's no reason to believe CEO Brian Roberts would offer the sorts of concessions Apple CEO Tim Cook would demand in order to get a deal done, especially when you consider the Mac maker's limited experience in the television business, Tim says.

Now it's your turn to weigh in using the comments box below. Would you like to see Apple and Comcast team-up for better TV? Why or why not? Please watch the video as Ellen puts Tim and Nathan on the spot, and be sure to check back here often for more 1-Up On Wall Street segments.

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Ellen Bowman owns shares of Apple and Netflix. Nathan Alderman owns shares of Apple. Tim Beyers owns shares of Apple, Google, and Netflix. The Motley Fool recommends Apple, Google, and Netflix. The Motley Fool owns shares of Apple, Google, and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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