The Apple announcements today were more or less what people expected, but there were some really nice twists.
New iPods, yeah, that was an obvious move. Selling movies was expected, but I don't think anyone really knew they'd move up to 640x480 resolution for those and the TV shows, which is essentially standard definition resolution. They just hooked me, because that's about as good as a DVD, only without the piece of plastic. It's the quantum shift that music made a few years ago.
Even more impressive is the "iTV" box that they previewed, and will ship early next year. People have been wondering for awhile if they'd introduce a DVR kind of device, and they've totally looked beyond that. A DVR is a broadcast-centric device, that has to do with the old distribution of content, on a schedule, via broadcast and cable. That's old news, and the a la carte pricing of content seems to be working. Let's face it, the best TV shows are like commercials for me to buy the DVD's. And if that new box really does support HD the way the demo did, the whole BlueRay vs. HD-DVD argument is even more pointless than it already is.
There certainly is some danger for Apple. I mean, they have to accept some outside influence now and then. They were smart to work podcasts into the store. They support video of the same as well. As long as they don't close that out, the entire platform is looking positive.