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TranSwitch Corp. Message Board

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  • needinfo117 needinfo117 Jun 2, 2011 7:51 AM Flag


    June 2, 2011
    07:37 EDT TXCC TranSwitch initiated with a Buy at Needham
    Target $4.

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    • good news.

      Stay for long ride.

      • 1 Reply to good_buy1999
      • Quotes from todays Needham report:

        "The company’s high speed video interconnect technology has already
        been adopted by market leaders. We believe ~12 companies have already
        licensed TranSwitch’s high speed video interconnect technology, a leading
        semiconductor company has entered production using TranSwitch SERDES
        technology, and a leading TV OEM is working with TranSwitch on an internal
        high speed interface for HDTVs. We believe this adoption of TXCC video
        interconnect intellectual property by the market place validates the company’s
        technology position."

        "We believe HDplay will address approximately 50% of total HDTV
        and PC monitor units, 80% of projector units and 100% of A/V receiver units. With
        aggregate unit shipments of the above devices increasing from approximately
        181MM units in 2011 to 225MM units in 2014 and with TranSwitch ASPs ranging
        from $3 - $5, we approximate the HDplay TAM at approximately $700MM in 2014.
        We suspect that TXCC will gain a relatively minor share of the larger HDTV and PC
        monitor markets while gaining more substantial share in the market for projectors
        and AV/Receivers. Were TranSwitch to secure even minor penetration of the HD
        video receiver TAM, we note the company’s total revenue would increase
        dramatically. For instance, achieving just 5% penetration of this TAM by 2014 would
        nearly double TXCC’s corporate revenue."

0.000.00(-2.00%)Oct 20 1:01 PMEDT