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Re: earnings by: byronangel (M/Washington State) Long-Term Sentiment: Strong Buy 11/16/05 10:34 am Msg: 88891 of 88909 I’m not sure what the the Q3 results will look like but I don’t think it’s all that important - what matters are the forward looking statements about Q4 and 2006. We should be getting postive comments from SIGM in all 3 of their key areas: IPTV - Philips has chosen SIGM for their set top boxes in Europe, UTSI is using SIGM in Asia, and Motorola and SFA are using SIGM in North America and elsewhere. DVD - Important wins will be announced at the CES at the start of 2006 DMA - Baird reported yesterday that their checks indicate SIGM is currently in dicussions with tier-one PC OEMs for DMAs and other consumer electronic devices supporting advanced video decoding. Baird believes that DMA 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. So in summary I think we will be hearing plenty of good news from SIGM next Tuesday and the stock will start its move to the next level on Wednesday. Byron |
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| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (16.11.05 20:42:36) |
| Beitrag: | 620 von 4,073 (ID:18844749) |
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