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SA also mentions SIGM: by: WINTER_CFA 11/16/05 11:20 pm Msg: 88929 of 88980 Day 2 of the UBS Telecom Conf in NYC today saw Scientific-Atlanta CTO Rob McIntyre make a presentation largely focused on IPTV. I spoke briefly with him before his presentation and he had this to say about SIGM and ST Micro, respectively: SIGM - "They`re a good company and they`ve grabbed the lead." ST Micro - "We`re sticking with them because they`re our foundry." Based on the wording of these two remarks, it sounds to me like SIGM could very well get the majority of IP STB business at SA for at least a while. Interesting items/remarks from the presentation itself included: A list of prospective IPTV customers that included basically everyone using or evaluating the MSTV platform. "We have seen a significant incease in RFQ (request for quote) activity (for video over DSL) in recent months." "For IPTV, all TVs will require a set-top and the average home has 3 TVs." "The adoption of video over DSL will be the equivalent of adding 200 million subcribers that need video networks and CPE (customer premise equipment)." In the Q&A segment, at the 49 minute mark, yours truly asked about the firm`s IPTV silicon suppliers. This was the response: "We`ve been pretty open about the fact that we actually have two different silicon platforms. They have SOCs for IPTV solutions. They were not selected by us, but by our customers. One is the Sigma platform, a company in California. The other is ST Micro. They have different feature sets and different schedules...we`re going to develop both platforms and we have to. As well we are developing several different versions of software to run on those platforms." Sounds good to me. The replay of the presentation can be heard at: http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=SFA&s… |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (18.11.05 01:48:40) |
| Beitrag: | 621 von 4,073 (ID:18860619) |
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