And the reason is that when the channels are bundled so that the cable subscriber has to purchase the lot of them, that gives them the option of discovering something that they might not have known before, which is that by surfing around and happening upon a marginal, new, upcoming channel they might find that they like it and they might start watching it.

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Tablets typically bring in a lot less revenue per subscriber but are more profitable in the short term due to lower subsidies offered.

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China, for example, holds a lot of promise for Apple considering the huge 2G subscriber base that the carriers there are trying to transition to 3G (3G penetration is currently only 17% in China and growing at a good rate).

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