Are actually doing quite well. We were in and out of Sigma Design (SIGM, luckily we missed the downdraft by advising you a stop-loss at $20). We didn’t fare so well with Trina Solar (TSL), despite some profitable trades, but we explained that here, recently.
May 28th, 2009 · Comments Off on Two companies we were following last year
September 5th, 2008 · Comments Off on Another hybrid business models delivering customized tv
We have a number of business models getting customized video (or ‘tv’) signals to your living room, here is another one, but let’s briefly pass some of them first.
September 3rd, 2008 · 1 Comment
There is more than one way to the living room for internet based TV. One is the domain of telecom operators and is our familiar IPTV. The other is what we shall call direct internet TV, not often portrayed as a direct competitor to IPTV.
September 3rd, 2008 · Comments Off on IPTV growth is healthy
A couple of stories about the healthy growth of IPTV
September 1st, 2008 · Comments Off on A Sigma competitor bites the dust
There was some disappointment at the somewhat slower expected progress in the IPTV and blue-ray market, mentioned at Sigma’s cc last week. They’re not the only one having these problems, and Sigma is faring better than some, a lot better..
August 29th, 2008 · Comments Off on SIGM earnings fail to inspire. It’s still a stalemate
The earnings were solid, excluding one-time issues they were 7 cents above consensus estimate, but the problem is it’s key markets are not taking off as fast as previously thought.
August 27th, 2008 · Comments Off on How to bring IPTV forward
How user-focused innovation can accelerate mass adoption of IPTV
August 27th, 2008 · Comments Off on Sigma on challenges of IPTV
It’s not the most informative interview ever, but there will be a bigger presentation at the ITEXPO next month in Los Angeles.
August 26th, 2008 · Comments Off on Broadcom buys AMD’s Digital TV unit
The much touted competition from Broadcom is inching a little closer, but not (yet) in IPTV. The logical next step would be HDTV chips though.
August 24th, 2008 · 1 Comment
For almost as long as the internet existed, there was talk of ‘convergence‘, merging the internet with that of the tv. Somebody once described TV as a ‘lean back’ experience, and the internet as a ‘lean forward’ one. That observer did see little merit in ‘convergence’ (how would you have to lean, upright?). However, the […]