SeaChange International (NASDAQ:SEAC)

IBD EPS, RS, SPROE, Acc ratings plus P/E and div yield
TELECOM 9 92 EB+, NO EARN

PE is still negative after all these years, and it's not clear when (or if) they're going to start making money.

Finviz, high EPS projections, low PEG for small caps.

SeaChange has many of the traits that I look for a in a good investment. Great industry with good economics: between the international play on existing media devices, and the constant growth in innovative new devices, there is end-user demand for SeaChange's products will continue to grow. The company has a competitive moat: they already work with many of the world's largest cable companies, having established a solid global reputation for their proprietary branded products and services. It's not just a good company, but a good investment: due to managements decision to forgo today's earnings growth for huge R&D investments, several of the company's major holder have gone activist and delivered an ultimatum to management. Two possible outcomes: CEO Stylinger gets the company on track to strong profitability, or it will be taken out (currently in talks with Arris group, no doubt with activist investor Ramius Group breathing down their necks). I'm alright with either scenario.

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

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...

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.