Apple (AAPL 0.32%) recently announced that users of Apple TV will be able to directly access content from Time Warner's (TWX +0.00%) HBO GO and Disney's (DIS 1.17%) WatchESPN. While the enhancement may be welcome by users of Apple TV, the biggest near-term winner may be Comcast (CMCSA 1.19%) 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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