Tell Me Again. Why Do We Think Apple Will Make a TV Set?

A lot of analysts talk about Apple’s plans to make a television — an actual TV set, not just a set-top box — but last week, Jefferies’ Peter Misek did something most have been careful not to do.

Citing “increased confidence” that Apple’s iTV is coming, he wrote into his published forecasts the revenue from its sales: 2 million units in the second half of 2012 and 10 million in 2013. He even factored in a “halo effect” for what he now believes will be called iPanel, whereby anybody who buys one will also

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