Amino Tilgin deal
I would have expected Amino to be more interested in the VoIP products of Tilgin rather than the IP STB. It makes sense for Amino to diversify into VoIP in the residential gateway kind of sense. Tilgin's STB has a higher cost base and comes at a much higher price than what some of the Chinese vendors are able to make possible. It was obvioulsy a matter of time only. Tilgin's main IPTV customer was Belgacom who decided to switch over to Motorola's STB product instead.
Motorola leads the IP STB market worldwide with others now coming in as distant second. When Belgacom switched over to Motorola, Tilgin's sales dropped almost 90%. But, anyway I think Amino should have snapped the VoIP side of Tilgin's business as well.
Amino itself will find it tough to compete in a market that is expected to be dominated by the Chinese vendors who will push volume and sub $50 IP STBs within a year or so.







