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Entropic Communications, Inc. Message Board

  • dbrewerm dbrewerm Aug 2, 2013 1:08 PM Flag

    To Contact Entropic Board Chairman

    Mr. Umesh Padval, Chairman
    Entropic Headquarters
    6290 Sequence Drive
    San Diego, CA 92121

    Sentiment: Hold

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    • Give the scenario to get rid of Henry. How could it be done? He owns too much stock. His approval rating is high for someone in his position according to Glass door. At Glass door, there seems to be most optimism by employees towards the future than since 2010. I am not saying that this translates into success, but the mood among the employees is changing for the better.

      Technically, Henry has made good financial management moves. He may have backed the wrong product.
      Sales seems to be where the problem lies. I hear the argument about integration, but BRCM has had integrated MoCA products since 2008, Entropic was still successful.

      Research:

      Historically, integrated solutions were often considered unfit to play 3D games or run graphically intensive programs but could run less intensive programs such as Adobe Flash. Examples of such IGPs would be offerings from SiS and VIA circa 2004.[13] However, modern integrated graphics processors such as AMD Accelerated Processing Unit and Intel HD Graphics are more than capable of handling 2D graphics or low stress 3D graphics, having improved performance that they can match or exceed that of older dedicated graphic cards, although they are still far less capable than current generation dedicated GPUs.

      It appears that Entropic was producing better, but more expensive chips, and BRCM opted for the cheap weaker chip. The weak chip is winning because it is cheaper.

      Is this correct?

      Give me a thought out-analysis.

      Sentiment: Strong Buy

      • 2 Replies to stockmanjohn94
      • It is more than just integrating the MoCA. BRCM has other bits and pieces of technology like wide-band ultra-high speed sampling ADC’s that allow them to effectively integrate the tuner function (eliminating significant cost) that ENTR does not currently have. In defense of Patrick Henry some of his acquisitions were made to acquire bits and pieces needed to close these gaps. However, it is one thing to spend money to acquire technology and quite another to get it transitioned into salable product in a short period of time.

        I don't think ENTR's parts are any "better" nor do I think that matters. In a commodity market (where the customer doesn't make the choice anyway), better doesn’t matter too much – it has to be good enough to meet the specification. DirecTV (and the various system operators) tells them what they want (in the form of an RFQ) and both companies build to that requirement.

      • The two big satellite systems, Genie and the Hopper are BRCM products and are gaining popularity. They are winning those types of contracts because they offer an integrated product, not because their chips are superior. ENTR is hurting because they could not offer and integrated SoC. They know that and it is why they bought Trident and are playing catch-up. They were not ready when the market changed. A failure that has hurt them.

        I don't especially want Henry replaced, I want him to put more money where his mouth is and buy shares. I don't care that he already owns a lot of the company, I want to see a good faith gesture to generate some trust at a time it is sorely needed.

 
ENTR
3.140.00(0.00%)Apr 23 4:00 PMEDT