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Baird update by: handsr_24 11/15/05 03:27 pm Msg: 88863 of 88863 Baird analyst is out today with update. Headline reads "Momentum should accelerate into year-end and 2006". Key points: -Believes momentum should return to Sigma`s top line Jan Q driven in part by DMAs as well as higher mix of 8620 (vc-1/h.264) integrated decoder family -Their checks indicate company is currently in dicussions with tier-one PC OEMs for DMAs and other consumer electronic devices supporting advanced video decoding. -DMAs shipments should accelerate in 2006 driven by Intel`s Viiv strong marketing push. Key to Viiv media pc platform will be ability to wirelessly stream video around the house and across devices, making DMAs central to Viiv`s strategy. -Also expects wins at 2006 CES in new segments including HD DVD and Blu-ray players. This is not just an IPTV story, folks, although that is potentially huge. This company has so many ways to generate big #`s, it is hard to see them missing the brass ring at this point. The great thing about some of the leading institutions buying more in the Sept. Q is that it tells you that their original premise in buying the stock is intact, and getting stronger. |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (15.11.05 21:29:19) |
| Beitrag: | 613 von 4,073 (ID:18830595) |
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