iTunes' rental business has already grown to 10-percent that of Netflix's, according to one analyst, and is likely to shift from being a hook for selling more Apple TV hardware and instead become a source of significant revenue in its own right. Gleacher & Co. analyst Brian Marshall suggested that cash-rich Apple's most sensible option would be to acquire Netflix, pointing out that "Netflix has approximately 150,000 titles, while Apple has just 15,000. Apple has a tremendous opportunity."
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