Seeking Alpha

Entropic (ENTR +5.1%) is posting big gains after D.A. Davidson's Aalok Shah claims FCC data...

Entropic (ENTR +5.1%) is posting big gains after D.A. Davidson's Aalok Shah claims FCC data indicates Comcast's new X13-H IPTV set-top box features Entropic connectivity (presumably MoCA home networking) and system-on-chip parts. Shah thinks Entropic could collect $8-$10/unit, and that Comcast may begin deploying the X13-H in 1H13. D.A. upgraded Entropic in October on account of an expected Time Warner Cable design win.
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