Apple (NASDAQ:AAPL) recently announced that users of Apple TV will be able to directly access content from Time Warner's (NYSE:TWX) HBO GO and Disney's (NYSE:DIS) WatchESPN. While the enhancement may be welcome by users of Apple TV, the biggest near-term winner may be Comcast (NASDAQ:CMCSA) and other cable companies -- in order to get access to this content, you must already have a subscription to the various channels through your "regular" TV provider. Long-term, the picture could be different.

In the video below, Fool.com contributor Doug Ehrman discusses both the near-term and long-term ramifications of the news and whether or not it should matter to investors.

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Fool contributor Doug Ehrman has no position in any stocks mentioned. The Motley Fool recommends Apple and Walt Disney. The Motley Fool owns shares of Apple and Walt Disney. 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.