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Re: News? by: byronangel (M/Washington State) Long-Term Sentiment: Strong Buy 11/05/05 01:01 pm Msg: 88542 of 88542 Last month the Baird brokerage came out with a report predicting growth in IPTV from less than 3 million subscribers now to over 25 million in 2008. Keep in mind that many subscribers will need more than one set top box. Assuming the Baird forecast is correct, I think sales of 10 million set top boxes in calendar year 2007 is a reasonable projection. Assuming SIGM has a 50% market share, this implies revenue of around $100 million. I also think $100 million in sales from other products, mostly DVD and DMA, is achievable, for total sales of $200 million in calendar year 2007, or the year ended January 2008. Sigma is on track for revenues in the current fiscal year ending January 2006 of a bit over $30 million, so obviously we are looking at a lot of growth here. As the company has noted, the customers that they are working with now are 10 times the size of the ones they were working with a year ago. Byron |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (05.11.05 22:00:03) |
| Beitrag: | 557 von 4,073 (ID:18605319) |
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