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Digital Media & Digital Video IC: John Vinh, C.E. Unterberg Towbin
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Video Games & the Internet: Todd Greenwald, Nollenberger Capital Partners
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Digital Media & Codec Companies: Paul Coster, JPMorgan Securities
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CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and sector. Firms interviewed include: Impart Media Group, Inc. and Zoran Corporation.
Topics covered: Digital TV IC space - eMTA devices - IPTV - LCD panel pricing - Single-chip product pipeline - Cable companies - Nintendo's Wii - Barriers to entry in video games - Accounting issues - Consumer electronic devices - Intellectual property questions
Companies covered: Sigma Designs (SIGM), Microsoft (MSFT), Microtune (TUNE), Sony (SNE), Activision (ATVI), Electronic Arts (ERTS), THQ (THQI), Take-Two (TTWO), Google (GOOG), Yahoo! (YHOO), Avid Technology (AVID), Dolby Laboratories (DLB) and DivX (DIVX).
This Issue
costs $175 - and is non-returnable.
The Wall Street Transcript
does not endorse the views of any interviewee nor does it make stock recommendations.
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