Now: Set-top box maker Pace continues to trade strongly as HDTV increasingly becomes the norm while three-dimensional and multi-room TV underline future opportunities. And last month's acquisition of 2Wire, a provider of residential gateways, software and services for the broadband service market () is on track to deliver $30m (£18.9m) in cost savings.
However, worries are emerging over internet TV (something Apple and Google have been getting excited about this year), and whether it might render set-top boxes redundant in future. However, many industry experts, including Comcast chief executive Brian Roberts, see this more as an additional delivery mechanism, not a direct replacement, and we agree.
When: 30/04/09
Price: 164p
Performance to date: +26%
