Comcast Consortium and Sharing of SDK means ENTR SOC's by default
The investors in this stock, including the institutions are too stupid to realize the impact of yesterdays announcement. If TimeWarner, Charter and the others adopt the CMCSA system design kit as their defactor interphase then we've got a huge bonanza just handed to us on a silver platter. And guess what shorts; it has already been agreed upon. On the other hand, longs who failed to recognize this by now, I welcome YOU to the "STUPID BLIND LUCK CLUB". Congratulations! You got lucky ...finally.
I don't know the specific SOC to which you refer but anywhere Moca is used there is an inherent advantage for ENTR to find inclusion and to make a profit. Whatever you do, this is one story to keep an eye on.
It benefits ENTR because ENTR has already won designs based on the Comcast reference designs. If all the competing cable companies move to the same platform ENTR is able to service and provide chips for all. Of course BRCM also benefits. It simplifies the design of boxes and increases compatibility across the board.
I've always thought MoCA would be perfect for home security and networking other home appliances....not sure where you are going with auto - that really doesn't fit their strategy.
And look at the markets reaction. The market knows nothing. Luckily this board's posters knows more than all those analysts and so called experts. We know this is game changing news. Just like the India and China announcements earlier this year. The board knew then that those announcements would be huge too.
Good thing we are here to set the record straight.