Giles, I’m going to respectfully disagree with your thesis about iTV and rumors. I think Jobs showed a product that should have been ready for today’s launch and may have gotten delayed. I don’t think Apple has suddenly changed gears about nondisclosure–and here’s why.
Many of us have speculated about what the big win of a $14.99 price point would be for the new iTunes Movies store. It’s nearly the cost of a DVD. It doesn’t come with an actual physical product. Simply introducing the new movies and leaving it at that would have a lot of us walking away from the store saying that we could do better. At Walmart. At Netflix. Where-ever.
I think the iTMS (or the iTS if that is what it is now called) needs iTV. It had to have a way for you to watch those movies on your TV. In your living room. While sitting in your most comfortable chair.
Sure, you can hook up your iPod to the TV. But it’s a pain. And at over a gigabyte per movie, there are a limit to how many movies you’ll want to sync down to your iPod.
But with iTV? Suddenly all your paid iTunes content becomes part of your living room. You’re not shelling out fifteen bucks to huddle around your personal computer. (*kof* Amazon *kof*). You’re using your media the way you want to use your media and where you want to use your media: at home with iTV, or with your iPod on the road.