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Visibility continues to rise: by: WINTER_CFA 10/28/05 09:12 am Msg: 88269 of 88275 On slide #14 of Microsoft`s Conference Call presentation last night, SIGM was specifically listed (along with Thomson, Motorola, and Scientific Atlanta) in an IPTV bullet point regarding recent announcements: http://www.shareholder.com/common/media/MSFTWC/20051027/1740… Some verbiage of interest from management`s canned call comments (made at 18:25 into the call): "We continue to see strong progress and momentum in our MSTV TV Business. We`ve hit several important milestones including the commercial launch in September of Verizon`s Fios TV service, the release of Version 1.0 of Microsoft`s TV IPTV edition software, and the availability of the first set-top boxes and system-on-chip silicon designs supporting Microsoft TV IPTV edition." Unfortunately, no one asked about IPTV in the call`s relatively limited Q&A segment. Sooner or later, the majority of the investment community WILL learn just how well SIGM is positioned in the IPTV space (not to mention the blue laser and DMA ones). It will be a sight to see. |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (28.10.05 16:11:23) |
| Beitrag: | 516 von 4,073 (ID:18490053) |
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