I dunno, in the list of candidates EA and Sony are plausible.
Sony: Manufactures a significant portion of the phone hardware apple competes with (reduces competition in a lucrative market, gives Apple more leverage when negotiating deals with providers). Manufactures and publishes video games (a market that Apple has successfully penetrated in the mobile space but has made no significant ground in the home space). Manufactures a variety of other digital technology (significant R&D resources in specific fields related to Apple's current known interests, significant manufacturing capability). Cons? They're hemorrhaging cash (at a loss of about 1/2% of the companies total value last year - about a half billion net losses in USD). They'd also be pricey (estimated 41 billion USD to acquire).
EA - primarily working in the software development and publishing side. No significant overlap with current Apple products or services. Represents a specific expansion of Apple's interest into the gaming industry, a field that Apple has only entered tangentially at best at the moment. Significantly less costly to acqure.
Disney - Generally successful animation studio. Home to Pixar, another product of Steve Jobs (a company that has not ever made anything save hit movies). Owns significant assets related to the production of films and other entertainment products. Generally represents an extension of Apple's capabilities more directly into the entertainment space. Significant real estate holdings with several lucrative properties including Disney World/Land.
Netflix - A retailer in all but name. No significant overlap with known Apple ventures. Could represent an added revenue stream in the form of apple exclusive streaming rights (increasing demand for apple products directly but likely at the cost of lower revenue directly from the service), or in the form of simply allowing other platforms to carry the service (does not encourage ownership of apple products, but likely has a greater potential revenue stream as a result). The meatspace shipping portion would almost certainly be downsized.
That was more or less the list of possible acquisition targets listed. In my mind, while there is a very strong case to be made for them to acquire sony, I suspect the cost is just too high for stockholder comfort. EA, Disney and Netflix are all significantly cheaper assets and of the lot, Disney seems the most likely. It not only includes significant publishing and game development assets (like EA), but it is also home to Jobs' other company (Pixar). Additionally, the company has a very long history of success especially in very specific sections.