The VCD problem is at retail(inventories exploded). Last year, the problem was double and triple orders because Cube was capacity constrained and could not meet the demand until June. VCD is not as seasonal as the last two summers would indicate.
Set top boxes won't grow by 20% in both sales and volume. Prices are droping. Here a research house that says I'm wrong..........................................
mediacentral.com
Study: Set-Top Box Shipments Will Grow 20%/Yr.
Market research outfit In-Stat, a Scottsdale, AZ-based division of Cahners Publishing Co., has issued a report predicting that shipment volume and dollar value of cable television set-top boxes will grow by 20% annually through the next four years.
The 55-page report, "Worldwide Markets for Cable TV Set Top Boxes: Not Convergence, But Migration," summarizes In-Stat's geographic projections for four categories of set-top cable boxes: nonaddressable analog, addressable analog, addressable digital and addressable hybrid (analog/digital) cable.
In a statement, In-Stat senior analyst Gerry Kaufhold offered his own summary: "While digital cable TV systems have been overhyped for the past decade, the good news is that they are finally being rolled out by selected companies. Microsoft's recent investment in Comcast will only speed up [digital TV] activity. However, traditional analog set-top boxes are not going away any time soon." |
