Sigma Designs- Up 50% per Month- Why? Message Board

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Technology Stocks : Sigma Designs- Up 50% per Month- Why?

SIGM 0.280

-0.2%

Aug 17 5:00 PM EST

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To: Grantcw who wrote (388)	5/29/1998 12:40:00 AM
From: Alex Dubrovsky	Read Replies (3) of 849

Grant, your uncle is absolutely right. Real Networks (formerly known as Progressive Networks) has a clear leadership in streaming video market. However, Real Networks is the leader in a somewhat different type of market. They are the leader in website video server for internet market. For example, you download their client software (real audio, real video ...) and when you browse the web and if the website has Real Networks server you can see video clip over WWW. This is not a broadcast quality solution, in fact you can only see the image on 1/4 of your screen, since you are using your 56K modem to connect to your ISP. There is not enough bandwidth to have a great quality video and thus you don't even need a decoding hardware for that (cpu power is more than enough). So to summarize, the type of market I described above is where Real Networks has its clear dominance. Real Networks also has a broadcast quality video server and I am not sure what percentage of market it holds (probably not nearly as much as its other product). Microsoft will roll-out 2 products in June/July 98 to compete with Real Networks: Netshow Server 3.0 (competes in video-over-the-web market) and Netshow Theater Server (for broadcast quality market). The second one is the one Netstream is compatible with and according to industry analysts this is the first time Microsoft introduced a video server which can compete with Real Networks' servers in terms of quality and knowing Microsoft I am sure they will be able to take a good portion of market share away from Real Networks. Thus partnership with Microsoft was pretty important. Also I hope they are looking into making their card compatible with Real Networks' server (maybe they are), because high speed ADSL lines and cable modems could become quite common in the households enabling the transmission of high quality video over the WWW and in such case we might even see streaming video decoding cards in household PC (but this is looking too much into the future).

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