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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.

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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.

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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.

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A couple of stories about the healthy growth of IPTV

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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..

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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.

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How user-focused innovation can accelerate mass adoption of IPTV

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It’s not the most informative interview ever, but there will be a bigger presentation at the ITEXPO next month in Los Angeles.

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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.

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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 […]

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