IP troika?

Sistema, the Russian telco behemoth intending to seek a London stock market listing (http://www.sistema.ru/_en/press/news/200410062114-2020.htm), today followed through on its September announcement of a DSL triple play contract with Alcatel, by adding Tandberg TV (www.tandbergtv.com) to the mix as provider of encoding, decoding and streaming solutions. Tandberg TV is one of a growing number of smaller European companies which are carving out a nice little niche in the TV-over-DSL arena. Another one which just hit the public market is Orca Interactive of the UK (www.orcainteractive.com).