Jean-Louis Gassée, former Apple vice president, opines on the state of television and what’s to be made by Tim Cook’s recent comments in an NBC interview about television being “an area of intense interest” for Apple.

There aren’t any really pithy quotes I can pull from here, but Gassée makes some excellent points in his essay, including an analysis of the Apple TV (the real one, the black box you can buy today) and its impact on Apple’s bottom line, and its potential role in Apple’s ecosystem.

Well worth a read, as are most of Gassée’s “Monday Note” blog posts.