the new aggregators, the new bundlers, will be large.ly: what is the future of apple under tim cook? will apple be a big player in television? mark: it looks incredibly promising. it looks extremely promising. you know, the iphone 6 is a huge hit. and is going to be extremely successful. apple is gaining strength. you can kind of feel it. is a company gaining strategic strength or losing it? you can just feel that apple is gaining strength. and so, i think they will do extraordinarily well. the interesting thing about apple tv is that apple keeps refusing to build the tv. everybody keeps predicting there will be an apple tv you put on your wall. and they don't build it. i believe that the big reason why they don't build the tv goes back to the power of the smartphone, which is, a smartphone upgrade cycle is two years. i think what apple figured out is the upgrade cycle for tv's is five years or seven years or 10 years. the tv, effectively, is fated. the tv will become a dumb peripheral for the smartphone. if you have a big tv nearby, you