outline

1   Recent hype on IPTV seems overrated
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2   Reading Tealeaves: Multinational Tech in China Conference, January 19, 2006
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3   Recent IPTV developments in China
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4   Are Chinese users ready to adopt?
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5   We remain skeptical of the vendor forecasts
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6   Equipment cost per sub = approx. $200
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7   Competition amongst equipment vendors
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8   What next? Upcoming triggers
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9   Required Disclosures
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