180Squared Providng Microsoft Applications

A new company called 180Squared provides applications for Microsoft's Mediaroom that include:

• Device activation
• Billing
• Service assurance
• On screen Caller ID

180Squared was formed by former Microsoft people who were part of the Mediaroom project.

Our recent report Opportunities in IPTV forecasts that Microsoft will become the leading IPTV middleware and video on demand system provider, which will create a large market for 180Squared. The question I wonder about is how many of the large providers that have selected Microsoft are likely to be interested in 180Squared's products. However, this market is still in a very early stage, so that there is a lot of opportunity for a smart startup.