I love as more and more details and clues are leaked regarding Apple’s future product plans, things become so obvious to these brilliant, insightful analysts.
Shaw Wu of Sterne Agee talks about Apple’s (supposed) entry into the television market (via paidContent.org):

Frankly, we are not surprised and believe AAPL should enter the TV space as this is arguably the only major end market the company is not currently participating in a bigger way.

“Moreover, we have picked up several data points indicating activity from component makers to manufacturing partners as well as AAPL’s own patent filings from at least 2005.

“We believe it makes sense for AAPL to produce Apple TV in both a set-top box as well as an integrated all-in-one version to give users choice.

Wu wasn’t surprised at all. Wonder if he was expecting this 6 months ago, or a year? I’m sure that part in Walter Isaacson’s bio of Steve Jobs where Jobs talks about cracking the TV market didn’t help you at all either.
Analysts are about as reliable as weather people. It’s only when they see the clouds on the horizon can they predict the rain.
Newsflash – I can do that too.