05.28.07: Digital Media Report
3 analysts and top management from 2 firms examine the Digital Media sector in this 25 page report from The Wall Street Transcript.
  1. Digital Media & Digital Video IC: John Vinh, C.E. Unterberg Towbin

  2. Video Games & the Internet: Todd Greenwald, Nollenberger Capital Partners

  3. Digital Media & Codec Companies: Paul Coster, JPMorgan Securities

  4. 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).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 



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