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Technology Stocks : Cable, iptv, cellphone and satellite ?

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From: Arthur Tang7/28/2007 1:59:21 PM
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Triple play has always emphasized rich contents, of higher standards of living. And is based on semiconductor building blocks of submicron lithography technology, which is now designed for specific solutions.

Electronics is no longer glue chips. Electronic vendors are no longer needed as middle man. Apple iphone is mostly done by solution providers(IC manufacturers); Carriers(AT&T) have difficulties in commanding design features(human engineering), when solutions are limited.

This, of course, points cable operators to carrier type equipment(ARRS CMTS), then media storage solutions for rich contents(media format conversion). Set-top boxes will go the way of iphone features, surfing around the world?

Interesting development. Investors, of course, had to be abreast of technology and business trends. All this is provided by an economy built on job creation, and credit policies of all countries for their citizens.
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