Oppenheimer & Co., the investment bank, has come out with a 92-page digital media research report from its analysts, examining what they consider the top 10 themes for 2007, and a look back at 2006. The full report is here for download.
The top 10 digital media (it defines the term broadly, and includes media infrastructures as well):
— Consolidation, Deconsolidation, and Swapping continue.
— Mobile Media: Large and Growing
— HDTV makes an Impact
— Cable Plant Upgrades
— Music transitions from offline to online to wireless
— Advertising: New Media gains enable a pushback
— Cable sub growth continues as satellite TV pullback persists and Telcos disappoint
— Gaming: re-start your engines
— Flash – Hybrid flash hard disk drives start to pick up
— 3G WCDMA mobile devices will replace 2G GSM devices
Then it goes into granular details and sub-sectors in digital media.
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