\"Microtune gaining market share at Motorola\" - 500 Beiträge pro Seite

[margin321]

May 11, 2007 9:46 AM ET
Market Report -- In Play (TUNE)

Microtune: Checks indicate company is gaining market share at Motorola - CE Unterberg C.E Unterberg says that they are making TUNE their digital media top pick, as their industry checks indicate the co is expected to gain meaningful market share at Motorola (MOT), as TUNE has been designed into the co\'s entire line of E.M.T.A cable modems. They estimate that revs from E.M.T.A shipments from MOT could contribute $11- 13 mln in revs in 2007. Firm raises their tgt to $6 from $5.60.

http://news.moneycentral.msn.com/provider/providerarticle.as…

[margin321]

Antwort auf Beitrag Nr.: 29.273.149 von margin321 am 11.05.07 17:53:20

Microtune(R) Tuners Featured across Innovative Cable Consumer Products at the Cable Show

Microtune's RF Technology Showcased in Sophisticated Consumer Cable Equipment, Enabling the Deployment Today of New Converged, Networked or On-Demand Cable Services

By BusinessWire

PLANO, Texas, BUSINESS WIRE -- At the recent Cable Show in Las Vegas, NV, Microtune's (Nasdaq: TUNE) radio frequency (RF) technology was featured across the innovative cable modems, embedded multimedia terminal adaptors (EMTAs), set-top boxes, and upconverters of the industry's premier equipment suppliers, enabling the deployment today of next-generation converged, networked or on-demand cable services.

The National Cable & Telecommunications Association's Cable Show, held in Las Vegas, NV, May 7-9, 2007, was this year's annual conference and convention for the worldwide cable industry, a platform for displaying the newest broadband technologies, products and solutions. This show's theme, 'Cable: No Limits,' reflected the new business opportunities positioning the industry to maintain market leadership in video, voice and data services, while thwarting increasing competition from Telcos.

http://people.broadcastnewsroom.com/articles/viewarticle.jsp…

[margin321]

TUNE is our Digital Media Top Pick of the quarter. We are making Microtune our digital media top pick, as our industry checks indicate the company is expected to gain meaningful market share at Motorola, as TUNE has been designed into the company’s entire line of EMTA cable modems.

Microtune designed in across Motorola’s entire EMTA product line. Based on our industry checks, we believe that TUNE’s silicon tuner has been designed in across Motorola’s entire EMTA platform, which include the SBV5121, SBV5222, SBV5322, and SBV5420. We had previously indicated that TUNE had been shipping into the SBV5121, which is a battery-less EMTA. The remaining EMTA models are battery-backed and with the exception of the SBV5420, are currently shipping today in production volumes. In Q1’07, we believe Motorola’s EMTA shipments contributed ~50% of total cable modem units. As EMTAs represent the fastest growing segment of the cable modem market with y/y growth of ~20+%, we expect that EMTA unit shipments for MOT will represent 60% of total units by Q4’07.

Expect MOT to be a 10% in Q3’07. We estimate that revenues from EMTA shipments from MOT could contribute $11-13M in revenues in 2007 assuming a 26M unit market and given that MOT currently has ~40% share of this market. We believe that as TUNE’s shipments to MOT continues to ramp, that Motorola could be a 10% customer for TUNE as early as Q3’07

MOT leaning towards TUNE for DOCSIS 3.0. Additionally, our checks indicate that the company is currently leaning towards TUNE over Anadigics for its first generation DOCSIS 3.0 modem, which is expected to start shipping later this year. With ASPs for DOCSIS 3.0 tuners expected to be 2-3x current single channel tuners, we believe that DOCSIS 3.0 represents a significant growth opportunity for TUNE over the next couple of years. We continue to believe that this also well positions the company for design-in opportunities into MOT’s next generation DOCSIS3.0 cable STBs in 2008. We believe that BRCM is likely 1-2 quarters away from introducing its DOCSIS 3.0 tuner and will likely miss out on Motorola’s first generation design cycle for DOCSIS 3.0 CPEs.

[margin321]

New Purchase: Microtune Inc. (TUNE)
George Soros initiated holdings in Semiconductors company Microtune Inc.. His purchase prices were between $4.1 and $5.34, with an estimated average price of $4.7. The impact to his portfolio due to this purchase was 0.09%. His holdings were 536,180 shares as of 03/31/2007. Shares of Microtune Inc. were traded at around $4.67.

[margin321]

COLOGNE, Germany--(BUSINESS WIRE)--Microtune®, Inc., (Nasdaq:TUNE) this week will showcase a series of key tuner technologies, reference designs and consumer end products at ANGA Cable 2007, the trade fair for cable, satellite and multimedia held in Cologne, Germany. Industry-leading radio frequency (RF) solutions, including those supporting DOCSIS® 2.0, DOCSIS 3.0, ATSC, DVB-C, DVB-T and DVB-H, will be on display May 22-24 at Microtune’s stand (Hall 10.2, #G20) during the show at the Koelnmesse, Congress Centrum East.

Microtune is a world-leading supplier of single-chip silicon TV tuners and its technology provides the critical RF electronics that enable the reception of video, voice and data across consumer products and equipment—cable and terrestrial set-top boxes, embedded multimedia terminal adaptors (EMTAs), VoIP cable modems, digital television products and an emerging class of portable and mobile digital TV devices.

NEW DOCSIS 3.0 CABLE TUNER

A key highlight of the show this year will be the unveiling in Europe of Microtune’s new DOCSIS 3.0 wideband tuner. The new tuner chip, the MicroTuner™ MT2170, enables a wider (100 MHz) and faster (160 Mbps) pipeline into the home to dramatically increase cable modem transmission speeds and flexibility. Offering the equivalent functionality of four DOCSIS 2.0 tuners, the MT2170 chip shrinks the RF footprint by 75%, cuts power consumption by 75% and significantly reduces BOM costs for DOCSIS 3.0 cable equipment manufacturers. It permits cable operators to deliver faster, scalable broadband Internet services, including movie downloads, IP video downloads, video file exchanges, time-shifted and place-shifted video, IP voice and interactive on-line gaming.

Other important displays at Microtune’s exhibit will showcase low-cost DVB-T, DVB-C, cable modem, ATSC and hybrid Reference Designs and DVB-T, DVB-C, ATSC and cable-modem customer designs. Microtune’s product portfolio will be featured in solutions that span a range of worldwide standards, applications and price/performance levels, including:

* DVB-T SCART set-top boxes
* Dual-tuner PVR set-top boxes
* Single and dual-tuner DVB-C set-top boxes
* Cost optimized DVB-T and DVB-C Reference Designs
* Very low-power DVB-T Reference Designs
* A74/CECB compliant ATSC Reference Designs
* ATSC Reference Designs supporting U.S. analog/digital and cable standards
* TV plug-in modules
* Cable and voice modems
* Embedded multimedia terminal adaptor (EMTAs)
* Dual-channel, diversity DVB-T receivers
* DVB-T and ATSC USB Tuners and Reference Designs
* Mobile TV phones targeted for the U.S. and Europe
* ATSC Reference Designs
* Silicon-based Upconverters

Microtune-based solutions enable customers to leverage advanced revenue-generating digital cable features, including personal video recording and interactive applications, to expand cable network capability for IP-based and all-digital services, to produce very low-cost and very small DVB-T/DVB-C set-top boxes and to enable broadcast digital TV on portable and handheld devices.

http://home.businesswire.com/portal/site/google/index.jsp?nd…

[margin321]

Car Navigation Equipment May Gain Mobile TV Support – Rumours.
Garmin, TomTom and Mitac Considering Mobile TV-Support for Navigation Devices

Currently only a relatively small fraction of cars produced feature TV-sets, but this may change soon, if three largest makers of GPS navigation devices integrate TV functionality into their products. It is not clear how such TV-enabled navigation devices affect safety on the roads.

http://www.xbitlabs.com/news/mobile/display/20070930221448.h…

[margin321]

Antwort auf Beitrag Nr.: 31.819.810 von margin321 am 02.10.07 16:58:15

03-Oct-07 12:40 ET In Play Microtune: Believe TXN's announcement clearly confirms that TI/TUNE has won SFA's next generation modem socket at the expense of Broadcom - Collins Stewart (6.59 +0.23) -Update : Collins Stewart notes TXN confirms 3 major modem OEMs will be submitting DOCSIS3.0 modems. Firm believes TXN's announcement clearly confirms that TI/TUNE has won SFA's next generation modem socket at the expense of BRCM. Firm continues to believe a TI/TUNE win at SFA would clearly put BRCM on the defensive as it struggles to bring a DOCSIS3.0 tuner via NXP to market. Thus firm believes TUNE could be put into play as a more viable takeout candidate as BRCM looks for ways to compete in the DOCSIS3.0 market. Firm looks to Sirenza as a reasonable take out comp, as the company was recently acquired by RFMD for ~4x forward sales.