Two companies we were following last year
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 […]
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.
TV directly from the internet a threat to telco’s IPTV?
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 […]
IPTV growth is healthy
A couple of stories about the healthy growth of IPTV
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, […]
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.
How to bring IPTV forward
How user-focused innovation can accelerate mass adoption of IPTV
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.
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.
Convergence; Intel TV, are they finally getting it right?
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, […]