Barron's: The Video Revolution
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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."

symbol name last price % change open
  • +
  • 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.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • 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.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • 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.

People owning YHOO also tend to own: CBSDISGOOGNWSTWXVIAAIG

TheStreet.com Rating: C What is this?

  • +
  • 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...

People owning ABTL also tend to own: AAPLAIRNALVRCHINACNETDRIVGOOG

TheStreet.com Rating: E+ What is this?

  • +
  • 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."

People owning LGBT also tend to own: CSHCTRPJNJLVSMKLQMARSVI

TheStreet.com Rating: No Rating What is this?

  • +
  • 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."

People owning AQNT also tend to own: ANSSBEAVCABCLUBCMGDIGEDRIV

TheStreet.com Rating: No Rating What is this?

  • +
  • 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."

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • 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."

People owning HLIT also tend to own: CCKJLHY.OBMEASFLYAGZ.BECBIAAPL

TheStreet.com Rating: D+ What is this?

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