|
Init thoughts on CSCO/SFA deal: by: WINTER_CFA 11/18/05 08:10 am Msg: 88995 of 89038 BOTTOM LINE - This deal should be VERY positive for SIGM given the following: 1) CSCO`s recent purchase of Kiss Technology already made it effectively a SIGM-only supplier of their advanced video end-point devices. 2) SFA was positioned to split its IPTV set-top business between SIGM and ST Micro. As indicated recently here, though... http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=88929 ...SFA`s CTO stated that SIGM had the technology lead in IPTV and that ST Micro would still a player for them, in part, because of foundry incumbancy. 3) CSCO has no reason to maintain such loyalty to the weaker solution. They are off-the-shelf buyers of the best technology on most occasions. Thus, it seems to me that CSCO will now pursue a large number of global Telco IPTV opportunities using SFA`s infrastructure technology and SIGM`s chips at the endpoints either exclusively or practically so (at least for the foreseeable future). Man, it`s going to be fun to own this stock over the next 12 months. |
|
| aus der Diskussion: | SigmaDesign - kurz vor break des ATH |
| Autor (Datum des Eintrages): | amorphis (18.11.05 16:53:15) |
| Beitrag: | 630 von 4,073 (ID:18868783) |
| Alle Angaben ohne Gewähr © wallstreetONLINE | |