WSJ: Equipment Firms May Cash In On IPTV

Worldwide deployments of IPTV, particularly in Europe and Asia, are expected to make the biggest financial impact on two groups of cable-equipment vendors -- set-top box makers and encoding technology companies -- according to an article in The Wall Street Journal by Ellen Sheng. The article says there are about 50 makers of IP set-top boxes at the moment, making the segment ripe for consolidation. Scientific Atlanta and Motorola are seen as the "big beneficiaries and most likely acquirers." As for encoding companies, Harmonic and Tandberg are seen as the big beneficiaries, with Skystream and Modulus Video cited as possible acquisition targets.
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