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


To: Arthur Tang who wrote (418)5/21/2013 6:09:26 AM
From: Arthur Tang  Read Replies (1) | Respond to of 661
 
TV market franchise is divided into cableTV, telephone company TV and direcTV from satellite. 3 equal parts of the market, very difficult to grow. The set-top box for cable and telephone companies and satellite receiver can be made by one manufacturer. This is the growth in TV market

Then there are people only using free digital TV which is adding channels. DigitalTV converter for analog tV needs newer models to expand the market. USB input to display computer data or phone data?

The set-top boxes will be data center for big data to include smartphone market.

ARRS is now projecting 5-6 $billion top line expanding into set-top boxes, picking up Motorola Home's telephone company business. There will be more growth with wireless set-top boxes feed into satellite receiver business.

Strong buy to $75 per share.