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Technology Stocks : Arris International PLC (ARRS) -- Ignore unavailable to you. Want to Upgrade?


To: Don Hand who wrote (241)9/6/2007 5:03:51 PM
From: Arthur Tang  Respond to of 661
 
Well, it is not really modularized, but integrated to squeeze out the simple cmts players. Starts with hardware data compression, to software data compression, then video servers that can do data compression conversion and storage?

I notice that CCUR started to control the integration themselves in VOD? Going from media distribution to presentation of video programming(multichannels) to backroom business processing(invoicing), single vendor monopoly positioning?

ARRS still need backroom processing software to complete their products for cable and cable piggyback customers(ISP, portals, satellite TV, etc.)?

It is interesting business development, last few years.



To: Don Hand who wrote (241)9/12/2007 6:49:19 AM
From: Don Hand  Read Replies (1) | Respond to of 661
 
Moving out of HLIT if it tops today already back into ARRS.
ARRS is priced as if they found someone to buy. RGB and VYYO look like potential targets but no news or rumor to report.