The Apple TV will shatter the best hopes of Comcast, Time Warner, DirecTV and Dish Network, to name a few. To be sure, they'll all still be around in five years, but they will never achieve the growth and dominance they seek. Allow me to explain. The HDTV industry in the U.S. has some serious problems, problems that are similar to the mobile phone industry.

Apple TV Will Cut Media Delivery's Gordian Knot