Here’s more fodder for the “what companies should Apple buy?” discussion. Gleacher & Co. analyst Brian Marshall, on CNBC’s “Fast Money,” said Apple should buy Netflix.
“I do think that that transaction could make sense,” said Marshall — as noted by “Barron’s” (http://blogs.barrons.com/techtraderdaily/2010/10/26/netflix-apple-makes-sense-says-gleacher/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+barrons%2Ftechtraderdaily%2Ffeed+%28BARRONS.com+Blog%3A+Tech+Trader+Daily%29). “You know, Apple wants to be the first company to seemlessly integrate the home office and the living room. What’s limiting them now is basically content and better broadband into the home. In terms of content, they have over 10,000 titles on iTunes. Netflix has over 100,000 titles. That would be a pretty interesting marriage right there.”
Sony doesn’t make sense as an Apple target, said Marshall, as they’re “not very innovative,” having missed the industry shift to software.