Buzz that Apple Inc. (Nasdaq: AAPL) may be giving MSOs and Netflix Inc. (Nasdaq: NFLX) yet another thing to worry about leads today's cable news roundup.
Apple is gearing up to launch a cloud-based video service that, Jefferies & Co. Inc. analyst Peter Misek says, could be a "game-changer" for the pay-TV industry. He believes the potential for a new super data center in North Carolina smells of a big video strategy and sees Apple supporting a resulting service with a new type of broadband-connected appliance, such as a TV or set-top that's much more capable that the current Apple TV iteration. (See Apple Eyes Direct Video Streaming to TVs .)
It's like a CableCARD… only smaller. Nagra and sister company SmarDTV have developed a new removable security card that, they claim, is compliant with the new Consumer Electronics Association (CEA)2040 standard for use in a range of smartphones, tablets, PCs and other mobile viewing devices. They say the new microSD conditional access module uses the "same principles" as the CableCARD and CI Plus platforms, and are less than half the size of a standard mini SIM card.