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Digital Media Infrastructure
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Digital Media Infrastructure
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Companies Competing in the Market
(Guide to Company Ratings)
Company Current Perspective Vision
Alcatel-Lucent Positive Positive
Cisco Positive Positive
Ericsson Positive Positive
Microsoft TV Positive Positive
Minerva Networks Neutral/Positive Neutral/Positive
Motorola Positive Positive
Orca Interactive Neutral/Positive Neutral
Thomson Positive Positive
UTStarcom Positive Positive
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated
Thomson 8/29/2007
Company Strengths and Weaknesses
Excerpt from Company Strengths
• Thomson can boast several of the world's largest IPTV deployments as customers. The company's SmartVision IPTV middleware solution supports roughly 1 million active IPTV customers (predominantly with high-profile customer, France Telecom), establishing the company's #1 IPTV market share position in terms of global subscriber counts according to MRG.
Excerpt from Company Weaknesses
• Thomson must content with top-tier equipment rivals, some of whom wield even deeper digital media infrastructure portfolios and overall annual revenues, to achieve additional market gains within the heavily contested digital media solutions realm. This will test even Thomson's deep corporate resources and global channels into the foreseeable future.
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Alcatel-Lucent
Alcatel-Lucent, in the digital media infrastructure market, is one of the leading contenders worldwide thanks to its compelling Triple Play Service Delivery Architecture and its strategic alliance with key IPTV middleware vendor Microsoft TV. (8/2/2007)

  
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Cisco
Cisco possesses the product portfolio breadth, channels, and market position in key digital media infrastructure areas such as IPTV solutions to sustain its market penetration efforts. Digital media rivals need to take heed of Cisco’s every move. (7/31/2007)

Ericsson
Ericsson has built up a comprehensive digital media proposition with its TANDBERG TV and overall Multimedia assets forming a solid foundation, yet Ericsson still needs to show it can effectively combine the parts into more competitive solutions. (8/1/2007)

  
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Microsoft TV
Microsoft TV is the IPTV technology provider to beat, boasting 19 of the world’s leading operators as customers, but remains behind in terms of active subscriber proof points, weakening its prime-time readiness claims. (8/7/2007)

  
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Minerva Networks
Minerva has early leadership in the North American IPTV market, but does not yet hold a trump card to ensure long- term success, given its reliance on smaller regional operators and its partnership with broadband infrastructure drop-out Nortel. (8/7/2007)

  
 Price: $595

Motorola
Motorola, with its strong presence in the cable market, recent spate of digital media/IPTV acquisitions, and its lead video integrator role at Verizon, seems well-poised for success in the IPTV market but needs more traction with telco operators. (8/2/2007)

  
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Nortel
Nortel addresses the IPTV battlefield with its existing arsenal: global services, broad channels, related voice expertise and a partner ecosystem. But its systems integration-led strategy lacks clear differentiation and customer traction. (11/9/2007)

  
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Thomson
Thomson has leadership in supporting live IPTV subscriber counts, and a compelling end-to-end video solution, but faces larger and determined rivals that can challenge the company's ability to expand the footprint of its pre-integrated solution. (8/29/2007)

  
 Price: $595

UTStarcom
The commercial and trial deployments of the RollingStream IPTV platform represent a bright spot for UTStarcom overall, but it faces stiff competition in the fast moving digital media realm and would benefit from up-to-date financial filings. (8/6/2007)

  
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. Company Advisor Report Contents
  • Sections
    • -Company Description
    • -Current Perspective
    • -Company Market/Sales Strategy
    • -Company Strength
    • -Company Weaknesses
    • -Recommended Competitor Action
    • -Recommended End User/Customer Actions

    Page count: 5-6 pages

  • Publication date: See date at end of summary.
          Reports are updated three times a year

  • Description of Sections
  • Company Description
    • Up-to-date look at what markets the company competes in and what it brings to those markets. Coverage includes: main product lines, important partnerships, key clients, recent sales wins.
  • Current Perspective
    • Our analysts give their assessment on whether or not the company has the technology, products & services and management team needed to compete in its markets.
  • Company Market/Sales Strategy
    • What are the company’s value proposition and key differentiators. How it positions itself in the market, and against its competitors. And what are its target audiences.
  • Company Strengths & Weaknesses
    • Unique tactical competitive analysis based on the specific tactics that a company is using, and in-depth analysis of its products and capabilities
  • Recommended Competitor Actions
    • Who are the company's main competitors, and what actions we can expect from each competitor or the market at large.
  • Recommended End User/Customer Actions
    • How customers (either end users or purchasers of this product for resale/bundling) should view the company. Should customers consider purchasing products/services from this company? What specific actions or questions should the customer pursue during negotiation phase?

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. Guide to Company Ratings

Current Perspective

Overall company assessment relative to competitors across all markets in which they compete.

Very Positive: Company has strong position now, or on way to certain success if continue to execute as planned. Leader in multiple areas (e.g., product quality, market share, distribution channels, lower cost)
Positive: Positive opinion on firm, technology, products/services and/or management team. Well-positioned now and could be strong competitor in the near future.
Neutral: No strong opinions regarding the company. Can occupy niche or segment that is relatively stable.
Negative: Losing ground in multiple areas, must take corrective actions immediately in order to prevent total failure (e.g., bankruptcy).
Very Negative: Decreasing sales, slipping market share, delayed product or services cycles. Can’t overcome current problems within the next 12 months.
Status

Relative position of the company against its competitors.

Mature: In business long enough to have legacy product/ service base, and stable customer base.
Established: Stable product and/or service base – and stable customer base – can survive market turmoil.
Emerging: Delivering actual product but still a relatively small player in the market.
Startup: Pre-product or service.
Momentum

General direction of the company relative to others in the industry.

Very Positive: Quickly establishing a market-leading position in both sales and industry-buzz.
Positive: Gaining market share, gaining positive perception among market watchers (investors, customers).
Neutral: Holding steady, no real gain or decline in market movement.
Negative: Beginning to lose market share and market leadership (perceived or actual).
Very Negative: Steep decline in market share or industry leadership (perceived or actual).
Future Vision

How well the company understands the direction of the market, including customer requirements, business and social changes and innovation.

Very Positive: When company talks, market listens carefully. Offers innovations consistently and management team respected for ability to shape markets.
Positive: Clearly communicates overall vision and plans for the market, occasionally offers ground-breaking direction to the overall market.
Neutral: Neither market leader nor follower, company’s communication of vision is uninspiring.
Negative: Poor communication and/or execution of strategic vision. Changes “vision story” frequently, appears indecisive on how to approach market(s).
Very Negative: Consistently follows the market leaders, fails to communicate strategic vision, very little understanding of customer and market requirements.

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