SeaChange International (SEAC)

stock low now on some bad news about its Q earnings... It will pick up again and come out good.. seems like it always does.

The company is reportedly gaining ground in India through IPTV offerings and generating considerable interest in other emerging markets in Eastern Europe / Asia. The On Demand paradigm has yet to be fully leveraged in any market including the US; while not in its infancy, it is certainly no more than a toddler. If it becomes the primary way to view TV content, this company is well positioned to be the major player is software and systems through the paradigm's adolescence. The question is when will the major studios and networks make that shift...resistance to this new model remains at present.

Business models in the music and film and studio industry industry will change, must change to remain profitable. Free content is readily available through file sharing and the like. SeaChange will facilitate the availability of this free content over IPTV and include the ability of providers to include Internet-type targeted ad sales as the new model of revenue generation for these entertainment concerns. If you want to spend advertising dollars, would you rather place an ad on one of the hundreds of cable channels and pray someone is watching or place an ad on a chosen show(regardless of where it is broadcast), tune, or movie you know the consumer is already searching for information on that product? This is a winner.

Has good future for its video transmission revenue

should go to $7.50 a share

SEAC is winning all the contracts that matter. The big cable companies are going to start pushing VOD in 2008-- you are already seeing a much bigger effort in that area. Buy and enjoy this one in '08

Good growth and earnings.

This is a risky pick, but seachange definetly has the competetive edge on the market. I also think, along with many other people, that the demand for VOD is going to increase as it becomes more available.

Recommended by experts at Fool.

Well, as of now, their profit margin is in the negative and I'd like to see a little more insider holdings. However, I believe VOD will be more common place in the next few years and SEAC is a top provider in an emerging market. Kinda makes them a good takeover candidate. I do believe in the very short term the stock will sink a little bit more, but for a long term hold I don't think this will be significant. I don't think I'd rush out and buy them for real tomorrow, but I will be keeping my eye on this company and most likely will scoop up a few shares for the long haul. But for now... this is CAPS... so let's gamble with fake money.

New ideas may take some time to catch on, but Seachange's day is coming...

It's too late to turn back now. Once the public gets a taste of quick and easy, it doesn't want to give it up.

Sea Change is a company that enables video on demand (VOD) cable and ISP providers to provide VOD quickly and easily...with the help of there highly specialized processes and services.
See, now that YouTube has turned us all into insta-video junkies, and now that Apple is stepping up and getting into the TV game, things are only going to get much more interesting pretty quickly. Yes, TV will, IMHO, become more and more user defined as time goes on. Which means more and more, "I want to watch what I want to watch when I want to watch it." So providers better crank up those servers, VOD is here to stay and any company that wants to play the game is going to need to talk to the gatekeeper (Sea Change) to get in it and stay in it.

OK, and NO, SEAC isn't the only player, but it is one of the more pure plays which could mean that it will be acquired. And the company's key execs are a dedicated and well-known bunch in VOD circles, which gives them top of mind consideration.

End of the day, yes, this is a long play, but unless you think the state of VOD services will not evolve from their infant state, it has promise.

They're the market leader in VOD solutions for cable providers, as well as turnkey IPTV solutions for smaller guys. If you think on-demand and time-shifting is how people will want to watch their TV, SEAC is the way to go.

VOD is the future and SEAC is far ahead of the competition. Recent pull back is good buy opportunity.

A Value Proposition

http://www.thestreet.com/_yahoo/newsanalysis/techhardware/10306585.html?cm_ven=YAHOO

Wave of the future, but needing stronger industry partnerships. About to move past the 52-week price ceiling.

Growth potential is increasing

Looks like the market has been rethinking this pick over the last two trading days. It's too high. This stock will fall in the short run. Too much excitment in this tech sector lately. Someones going to pay. This one is due for a fall.