"If this hardware structure is adopted by consumers, app aggregators (like AAPL, Android, Roku, Samsung, LG, etc) will become less valuable over time." — Needham analysts Laura Martin
Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. [Read more.]