subject: Nds Chips North America . Cable Code [print this page] After banging its head about the wall working to get US MSOs to grant greater than a cursory look into its conditional access system, NDS Ltd. has modern day discovered how to elbow its distance to this tough market.
As a substitute for throwing money and effort at trying to bust the seemingly unbreakable Motorola Inc. (NYSE: MOT)-Cisco Systems Inc. (Nasdaq: CSCO) set-top and security duopoly, UK-based NDS continues to be gaining traction with much of the nations largest MSOs by focusing less on its product portfolio plus more on professional services that, usually, finish up centering on projects that rely mostly on products from competitors.
NDSs persistence on this subject side from the pond starts to. For many years, an important conditional access cope with Cablevision Systems Corp. (NYSE: CVC) virtually summed up NDS's limited US cable momentum. (See Samsung Boxes Burglary at Cablevision and Cablevision Scores Set-Top Waiver Extension .)
Last year, NDSs cable fortunes started to turn for any better when Cox Communications Inc. hired it that can help out using the MSOs ambitious tru2way effort. Cox hired NDS to set and integrate apps, like MSOs new Trio guide, to get a platform thats starting using Cisco-made boxes and security. Then, trapped on video tape, it scored an agreement to function the optimum integrator for Comcast Corp. (Nasdaq: CMCSA, CMCSK)s tru2way project.
[Ed Note: NDS's US cable potential also brightened a tad when News Corp. (NYSE: NWS) swapped command over MSO rival DirecTV Group Inc. (NYSE: DTV) to Liberty Media Corp. (NYSE: LMC).[]|] (See Liberty Seals DirecTV Swap , Cox Puts NDS in your mind of Tru2way Plan , Cox Guides Tru2way Forward, Nintendo DS R4, R4 Card and Comcast, NDS Connect on Tru2way R4 DS .)
Those deals, plus growth opportunities with other MSOs, are raising NDS's Us profile. After starting with some people dedicated in that market not too long ago, NDS has since bumped the numbers nearly 350, and features recently showed an important facility in Atlanta, where Cox is headquartered and where most of its larger vendors, including Cisco, have a significant presence.
Jesper Knutsson, VP and GM of sales for America, claims that NDSs vendor-neutral and gaps analysis approach with professional services has helped it gain traction with domestic cable operators.
NDS has hit on something bring back more broad-minded and fewer product-focused strategy for us states cable market, says Heavy Reading senior analyst Alan Breznick. Theyre not really counting CA [conditional access[]|] anymore, according to him. Theyve seen the limits of the particular strategy.
But make no mistake, if NDS carries a product or component which can help fill those gaps, good for you a lot more than happy so that it will perhaps the package.
