Well, you should read it. :)
Anand does make a comparison to the mobile space, I presume alluding to the disruption that was the iPhone. I don't think it's a valid point of comparison. First, you have Job's shrewdly negotiating Verizon and AT&T off each other (helped by technical differences of their then choice in radio technology), and second the fact that he'd earlier, consensus being, screwed the music industry over with iTunes pricing negotiations.
This, I feel, makes TV and film executives, and corresponding cable and sattelite providers extremely weary of ending up not in control of their fates.
We'll see what happens, but Intel is clasping at straws for a strategy. Really strange to see them so fragile.
