Kaufman Brothers analyst Shaw Wu has opined that Apple may be in the frame to buy a content firm such as EA, after Steve Jobs said in a call that "strategic opportunities" may be available to the company.
“We’d like to continue to keep our powder dry because we do feel that there are one or more strategic opportunities in the future,” Jobs said, speaking after reporting figures last week.
There's been some proper blue-skyery in the wake of the comment, with Wu tipping both EA and Facebook as potential takeover targets.
“Facebook may make sense, as crazy as it sounds,” Wu said. “It’d be a game-changer.”
However, Daniel Ernst, an analyst for Hudson Square Research, reckons there'll be no move of the kind.
Almost as if all this was complete guesswork.
There's more on the NYT.