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Re: I wrote Ken Lowe by: harold_flashman (M/yorkshire) Long-Term Sentiment: Strong Buy 11/04/05 02:52 am Msg: 88497 of 88499 Doctor of Value, I cannot comment on your other statements. But your statement that Amino is not a Scientific Atlanta,.... , I would say this.... Sigma`s chips are fast becoming `the` consumer electronics chip of choice for Feature-Packed Consumer Electronics Devices which employ video. Fact of the matter is, most of the world`s manufacturing and design-ins is today driven by Asia, not old blighty, not Europe and not the good old USA anymore. Japan has still some interesting design capability, but they design for their own market, and these designs are far too expensive for anybody else in the world to buy. Koreans have design capability, but their impact on innovation is too small from the perspective of consumer electronics - and more influential in terms of LCD displays, washing machines, refrigeration technologies, chip fabrication, etc. In the past, if HP needed to make a PDA, they designed it and made it in the USA. Then, 5 years ago, they designed it and asked Taiwan to manufacture it. TODAY, HP designs it, goes to a Taiwanese manufacturer, and the manufacturer (paraphrased) sort of says: `Hey, I`ve got all these designs already, it`s too much trouble to make a new design for you, take one of my designs instead.` and HP accepts that because it`s quick to market, well tested and damn, it`s a whole sight cheaper. (damn, I`m beginning to write like a yank after reading too many yank forums) Any Taiwanese manufacturer or Chinese manufacturer today, have heard of Sigma, or already have Sigma chips in their design portfolio already, or are already shipping Sigma`s products. This is important - while the Yanks or others* concentrate on the software part of it - the hardware is ready and tested. So, the bottom line is this: Though Scientific Atlanta is a plum, hordes (maybe 30-50) manufacturers with their sales forces knocking on every yank brand`s door to sell their Sigma devices, are more important than a single account like SA. Because it is these 30-50 manufacturers who decide on which chip to use in the future. In my opinion, SA is not a plum. Apple is. And they have to approach Apple more aggressively (if they have not already) And the longer we go on like this, the higher the barriers to entry for other chip manufacturers. And the better chance Sigma has to survive. And here I agree with Wimbledon - top management must realise what I say is true. At this time, they do not seem to. |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (04.11.05 11:43:34) |
| Beitrag: | 549 von 4,073 (ID:18571967) |
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