Date updated:02-17-2007
From Barron's 2-19-07:
"THE VIDEO REVOLUTION IS HERE. After years of talk and promise, digital television is finally beginning to see the light of day. At this year's Consumer Electronics Show in Las Vegas the hot topic was mobile video's emergence. There are finally wireless networks, especially in places like Korea, that "boast enough bandwidth to deliver quality images. Handset makers, led by Samsung and Apple (ticker: AAPL), are trying to make devices to handle whatever Hollywood and the music industry pump out."
"But mobile video is just an extension of a much larger phenomenon: online television."

-
GOOG
Google Inc. - $583.00
- +0.56%
- $579.97
From Barron's 2-19-07: Certainly, big media portals such as Google (GOOG) and Yahoo! (YHOO) will benefit from the trend.

-
GOOG
Google Inc. - $583.00
- +0.56%
- $579.97
From Barron's 2-19-07: Certainly, big media portals such as Google (GOOG) and Yahoo! (YHOO) will benefit from the trend.

-
YHOO
Yahoo! Inc. - $14.97
- -0.20%
- $14.85
From Barron's 2-19-07: Certainly, big media portals such as Google (GOOG) and Yahoo! (YHOO) will benefit from the trend.

-
ABTL
Autobytel Inc. - $0.99
- +4.21%
- $0.98
From Barron's 2-19-07: ...online car sites, such as Autobytel (ABTL), should benefit from the trend...

-
LGBT
- $0.00
- 0.00%
- $N/A
From Barron's 2-19-07: ..."the gay Website PlanetOut (LGBT), which runs syndicated TV shows over the Internet... should benefit from the trend also."

-
AQNT
Aqnt - $0.00
- N/A
- $N/A
From Barron's 2-19-07: "What's more, digital-marketing companies and online ad agencies, such as Seattle's aQuantive (AQNT) also stand to do well as traditional broadcasting begins to give way to the digital age, the analyst says."

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CSCO
Cisco Systems - $23.40
- +0.09%
- $23.30
From Barron's 2-19-07: "...Cisco (CSCO) CEO John Chambers didn't buy cable set-top box-maker Scientific-Atlanta for nothing, justifying the acquisition by explaining that video networking would be integral to most communications networks."

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HLIT
Harmonic Inc. - $5.06
- -3.44%
- $5.24
From Barron's 2-19-07: "Harmonic is a leading maker of digital video and fiberoptic systems with video-on-demand and high-def technologies. Merriman Curhan Ford's Tim Savageaux upgraded Harmonic to a Buy last July based on the promise of higher orders and improved gross margins. His target: 13. Late last week, the stock was around 9."
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A. Mr. Partridge can answer that, but not
until tomorrow maybe.
He has not indicated a preference for
keeping one or the other,
which leads me to believe he will keep
both.
A. The only one I own : SLX,
too hard pick a winner out all of them
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