Apple's entry into the TV market is "imminent," says Jefferies analyst James Kisner. Kisner talks about Apple TV in a note about ARRIS, a cable tech company.
"... at least one major N. American MSO is working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network..." says Kisner.
Content makers have restrictions in their deals with cable companies on their content, which could limit what Apple would like to do. Apple has to negotiate with both groups simultaneously to crack the TV market.
And, even when Apple figures that out, the TV market is not like the smartphone market. People aren't going to buy a new TV every year, or every other year. So, anyone looking at Apple attacking a huge new market, should temper expectations.
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