Piper Jaffray analyst Gene Munster suspects that two more studios are looking to cut download deals with Apple Computer. Apparently, Disney's projection that it will sell over $50 million worth of digital downloads in its first year on iTunes is getting everybody's attention. As noted by Matthew Himler on Blogging Stocks, those numbers will probably rise with the release of Apple's iTV, which allows downloadable movies to be see on regular TV. Here's what Munster says:

"A couple of the studios indicated that they expect to have content on iTunes within six months, but it may require some tweaks to Apple's pricing guidelines to get them there," Munster told clients. "We would not expect additional studios to sign on with iTunes before the holidays, however, as most studios recognize that this change could disrupt their holiday business at retailers."