Rumors are flying fast and furious over what Steve Jobs will pull out of his blue-jean pocket a week from Tuesday at his annual speech at the Macworld Expo in San Francisco. These include a movie rental service for iTunes, a super small notebook computer perhaps with a solid-state hard drive, a notebook docking station, and new features for the iPhone. Shaw Wu, an analyst with American Technology Research, suggested that Apple will start shipping some computers with Blu-ray high-definition DVD drives.
By itself, adding Blu-ray to Macs is nothing more than continuing to add features to justify the Mac price premium. But there is another move that Apple could make that could well be a game changer: introducing a new version of Apple TV with a built in Blu-ray player.