Oppenheimer & Co., the investment bank, has come out with a 92-page digital media research report from its analysts, examining what they consider the top 10 themes for 2007, and a look back at 2006. The full report is here for download.
The top 10 digital media (it defines the term broadly, and includes media infrastructures as well):
-- Consolidation, Deconsolidation, and Swapping continue.
-- Mobile Media: Large and Growing
-- HDTV makes an Impact
-- Cable Plant Upgrades
-- Music transitions from offline to online to wireless
-- Advertising: New Media gains enable a pushback
-- Cable sub growth continues as satellite TV pullback persists and Telcos disappoint
-- Gaming: re-start your engines
-- Flash - Hybrid flash hard disk drives start to pick up
-- 3G WCDMA mobile devices will replace 2G GSM devices
Then it goes into granular details and sub-sectors in digital media.