The dispute is about the extent that [Sony BMG and Warner] have not licensed their music for [Apple's] Japanese services, which is significant, considering Japan is the second biggest market after the U.S.. It's a question of existing contracts versus future contracts.
A statute like this is much more likely to come out of Europe, where the entertainment industry is not as powerful of a force.
It's still a drop in the bucket of what's available. It's so limited across the board. We're still in the very early infancy [of the industry].
It's happening across the board, it's not just Apple. We're starting to see the tip of the iceberg of what you're going to see over the next 12 to 18 months.
I don't think there's anyone out there saying, 'I want my mobile TV,' because you don't buy technology. I don't think there's a huge market, initially. Like anything, it's going to be driven by content.
VCs aren't going to fund something that will extend copyright infringement.
Derivatives won't be affected positively.
You're talking still -- as much hype as there has been -- about a nascent market. Do you really want to start raising prices on a market that is a drop in the bucket [of overall revenue]?
What we're seeing right now is most likely stage one, with other details to come in the near future.
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