A rising tide lifts the occasional battleship, too. That's the case for SeaChange International
If you've ever tried a VOD service, it's easy to see why SeaChange management has such high hopes for the future. It's a lot like Google's
What's more, SeaChange happens to have quite a dominant position in this market. Browsing through the company's customer list, you'll probably find your cable provider somewhere. Brighthouse Networks, Cox Communications, Comcast
A Comcast VP recently explained that customer churn drops dramatically when you move from analog to digital cable service, and then drops again if the customer gets a taste of on-demand content. That gives Comcast and its competitors a powerful incentive to market these services. So when SeaChange CEO Bill Styslinger says that he expects "the favorable industry trends driving our top-line growth to continue," it's easy to believe him. Little SeaChange might be a mere dinghy of a company today, but I think it will become a destroyer in a couple of years. Its time has come, plain and simple.
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