On Monday Fortune brought word that Apple had entered into a multiyear licensing deal with Rovi, which could cover everything from TV guides to DRM. But what could Apple want with this tech?
Gene Munster, of course, still thinks Apple will build their own TV. I still think that's a leftover rumor from when they were readying the 27" iMac. With a $99 Apple TV on the way, Apple doesn't have to worry about competing with Sony or Samsung in the lower-margin, high cost, premium TV market but can simply piggy back onto any existing panel in the living room.