RGB Relights Its IPO Fire

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Jeff Baumgartner 12/5/2012 | 5:15:30 PM

re: RGB Relights Its IPO Fire

Their statement suggests that they think they'll get their fair share of that market, but even they acknowledge what they've gotten so far is of the trial variety, with hints that they may be able to name names later this year.  But agree that scale of the near-term market will be limited depending on what rights operators can get to bring content to multiple screens. JB

 

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ycurrent 12/5/2012 | 5:15:30 PM

re: RGB Relights Its IPO Fire

Like the fact that BigBand's ads are displayed along side the RGB article!  Although I noticed the ad appears across the LR site as well.  Almost credited their marketing/PR strategy.

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ycurrent 12/5/2012 | 5:15:30 PM

re: RGB Relights Its IPO Fire

The VMG is well positioned for MPEG-2 to MPEG-4 type transcoding, and it will get its share of business in this area, where considerable processing power is required. I don't doubt that VMG will be half of RGB's revenue.

But how much traction will the VMG's transcoder module get and when?  This depends on the scale of TV Everywhere implementations and how broad the content catalogues will be.  If operators are limited in the content they can transcode and deliver to multiple screens (i.e., how much content can you get with U-verse Mobile), then the need for the VMG's transcoder module may be limited.  Under those circumstances, 1 RU software transcoding solutions will remain strongly competitive.

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Pete Baldwin 12/5/2012 | 5:15:27 PM

re: RGB Relights Its IPO Fire

Pretty funny, ycurrent! Yes, as far as I know, the ads appear randomly, so you get some interesting pairings with articles sometimes.

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viola 12/5/2012 | 5:15:27 PM

re: RGB Relights Its IPO Fire

Yeah - As if that is the first time they said that. Heard this news repeatedy for last 3 years.

This time it seems to be in response to there closest competitor BigBand's latest news yesterday announcing there nth round of cuts and posturing that RGB is doing well and it is there competitor that is faltering.

Fact remains that the market RGB is in is very limited and dominated by big dogs like Cisco, Tandberg/Ericsson, Motorola, Harmonic, Arris and last but not the least BigBand. After multiple layoffs and cost cuttings, if RGB thinks it is doing well by squeezing out a profit on a meagre revenue, then it could only be fooling itself or trying to fool someone else into buying them. 

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Jeff Baumgartner 12/5/2012 | 5:15:26 PM

re: RGB Relights Its IPO Fire

I hear that. But they really, really, REALLY mean it this time. Or not. They still hedged a bit.

To be fair, the timing with the BBND announcement was a pure coincidence... we got pitched on it before the BBND news even broke.

But if they ever really do IPO, it will be fun to dig into that SEC filing and get a much more detailed view of RGB's business. Of course, if they're dolling themselves up for a sale, then they may need to get it done while the gettin's good. 

 Cedar Point apparently made that mistake years ago and tried to hold out for more back when Moto, Sonus and others were poking around ... now look what they reportedly got from Genband. JB

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