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I'm not saying Apple wins this. I'm just saying there is an opportunity. Sony released a DVR in Europe, but nothing in the US. A lot of people are competing for the cable users and somewhat less for the satellite users, but Channelmaster stands along in the OTA market and they are failing miserably.
There are some pieces -- the tuners, the DVR, internet apps, a program guide, DLNA/USB delivery, and an integrated interface. Echostar got a lot of it right with the DTVPal. Channelmaster added some internet apps. If Microsoft or Sony enter the fray, that's OK with me. Personally, I think there is a lot of pressure NOT to support OTA and a ceiling on the profit margin.
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