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Roundtable Forum: Barbara Coffey, Kaufman Bros., LP; Michael Pachter, Wedbush Morgan Securities; Ralph Schackart, William Blair & Company, LLC; Colin Sebastian, Lazard Capital Markets LLC; Evan Wilson, Pacific Crest Securities
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Media Technology - Digital Video: Murray J. Arenson, Ferris, Baker Watts, Inc.
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CEO Interviews (average 2,500 words): Top management from 1 sector firm examines the outlook for their firm and sector. Firms interviewed include: Universal Electronics Inc.
Topics covered: Internet penetration - Broadband penetration - Video game hardware - Digital design - Broadband congestion - Overseas manufacturing - Blu-ray pricing - Poor sales of DVRs - Digital cameras - HD TVs - Decline in DVD sales - Effects of the economic downturn - Speech-based technologies - M&A activity - Weakness in Chinese online gaming - Investor interest - Stock recommendations - Stocks to worry about
Companies covered: Sony (SNE), TechTarget (TTGT), Blockbuster (BBI), DTS (DTSI), Dolby Laboratories (DLB), ANSYS (ANSS), Monotype Imaging (TYPE), RRSat (RRST), Electronic Arts (ERTS), Take-Two (TTWO), Activision (ATVI), Sonic Solutions (SNIC), Macrovision (MVSN), Avid Technology (AVID), Nuance (NUAN), Digital River (DRIV), Netflix (NFLX), GSI Commerce (GSIC), RealNetworks (RNWK), Napster (NAPS).
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Investors and Industry Execs.
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Money manager interviews provide the view from the buy-side.
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Sincerely,
Andrew Pickup
Publisher
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