With cable operators so tight-lipped about what, if any, technology they're using or deploying and when or where they're doing it, the least little news can apparently send a vendor's stock soaring. That seemed to be the case when Entropic Communications announced (with or without permission from the MSO) that Comcast would be using its technology for any-room DVR service.
After the announcement, the stock hit its year's high. As it moved up, according to an article in Hotstocked.com, President-CEO Patrick Henry started sharing big blocks of it.
Entropic could be a blip on the market screen, however. According to Infonetics Research, multichannel service operators are taking a cautious approach to investment in new or replacement technology as the video market floats about in uncertainty.
"Pay TV providers are trying to figure out how to grow their subscriber base in a hyper-competitive market while looking over their shoulders at Google, Apple and other over-the-top video provider who could threaten (or enhance) their long-term growth prospects," the research firm said.
Whole home DVR: competitive advantage or simple necessity?
Comcast teeing up any-room DVR service