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Re: News about Kiss: by: byronangel (M/Washington State) Long-Term Sentiment: Strong Buy 11/17/05 10:47 am Msg: 88951 of 88980 On the subject of Kiss, Needham is out with a report which mentions them. From the report: Kiss, now recently part of Cisco/Linksys, relied primarily on MPEG chips from Sigma Designs (SIGM). Interestingly, we have written in previous research reports that SFA also is likely to rely on SIGM for MPEG chips in the IP set-top boxes it will start shipping to SBC soon. This common reliance on Sigma Designs should a clear sign of synergies and a common engineering approach and philosophy as both Cisco and SFA are angling to attack the same IPTV market. For example, we believe Cisco is competing against SFA for several international IPTV set-top awards in places such as the United Kingdom and through continental Europe, for example. *********************************************** Regardless of whether Cisco or SFA gets these European set top contracts, the boxes will have Sigma inside. Obviously it`s also of interest that SFA is going to start shipping product soon to SBC with Sigma inside. Byron |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (18.11.05 02:07:33) |
| Beitrag: | 625 von 4,073 (ID:18860646) |
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