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Re: IPTV News
by: byronangel (M/Washington State)
Long-Term Sentiment: Strong Buy 11/14/05 12:23 pm
Msg: 88793 of 88793

In the last conference call SIGM pointed out that the customers they are working with now are 10 times the size of the ones they were working with last year, they said that the lines of credit they had established would be needed to support a revenue ramp to $30 or $40 million in quarterly sales, and that they expect Q4 (ending 1/31/06) revenue to be significantly higher than Q2. I expect similar statements to be made next week as it`s now clear that the long awaited revenue ramp is getting underway for SIGM. I don`t expect the company to provide specific Q4 guidance due to the inherent variability of this company`s revenues from quarter to quarter. Hopefully investors will focus on the fact that on an annual basis SIGM`s revenues are set to take off and not worry so much about the quarterly ups and downs caused by the timing of orders and other random factors.
Byron
 
aus der Diskussion: SigmaDesign - kurz vor break des ATH
Autor (Datum des Eintrages): amorphis  (14.11.05 18:26:40)
Beitrag: 597 von 4,073 (ID:18788559)
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