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    SigmaDesign - kurz vor break des ATH - 500 Beiträge pro Seite (Seite 6)

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    neuester Beitrag 29.12.11 01:46:01 von
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      Avatar
      schrieb am 22.01.07 20:23:17
      Beitrag Nr. 2.501 ()
      Antwort auf Beitrag Nr.: 27.118.153 von Pliscon am 22.01.07 20:16:11Nee, es ging darum, Dich "meßbar" zu machen. ;)
      Du hast drei alternative Aktien als Invest empfohlen, der aktuelle Zwischenstand liegt wertmäßig bei Deinen drei Werten deutlich hinter dem Dax. Solltest vielleicht nur noch in Fonds oder ETF investieren, bringt mehr. :look:

      Ja, Sigma ist mit Abstand der volatilste Wert. In beiden Richtungen.

      Aber einfach nur rumnöhlen und einen Privatkrieg gegen einen User wie Amorphis zu führen, weil Du mit einem Aktientip von ihm mal viel Geld verloren hat, zeigt nicht gerade Charakterstärke. :rolleyes:
      Wenn der Sigma-Kurs die letzten Wochen nicht so laufen würde wie er läuft, hätten wir nie wieder von Dir hier was gelesen. ;)
      Avatar
      schrieb am 22.01.07 20:30:41
      Beitrag Nr. 2.502 ()
      Antwort auf Beitrag Nr.: 27.118.309 von overview am 22.01.07 20:23:17Ich habe ja seinen Aktientip nicht befolgt1 Hätte ich in den letzten Wochen Sigma gekauft, dann wäre ich jetzt ne Menge Geld quitt! :rolleyes:
      Avatar
      schrieb am 22.01.07 21:35:29
      Beitrag Nr. 2.503 ()
      Antwort auf Beitrag Nr.: 27.118.483 von Pliscon am 22.01.07 20:30:41der heutige tagesverlauf tut mir echt leid für alle investierten!
      Chart ist gehörig versaut und jetzt ist sehr viel anlegervertrauen weg...nach so einem tag!also frühere sigm höchstände werden erstma länger net gesehen!Schade um so ein gutes investment!Da muss doch irgendetwas im busch sein! Tut mir leid amorphis! Hoffe der rebound nach oben wird genauso heftig!
      gruß
      Avatar
      schrieb am 22.01.07 21:52:31
      Beitrag Nr. 2.504 ()
      Seh ich auch so, muss doch was im Busch sein, 15% minus ist doch etwas heftig.
      Aber nichts gefunden. Na ja, evtl. so wie so oft, irgendwelche Scheißkerle wissen wieder was.
      Avatar
      schrieb am 22.01.07 21:57:25
      Beitrag Nr. 2.505 ()
      Minus 15 % :eek::eek::eek:


      Was sagt Amorphis den Leuten, die aufgrund seiner Empfehlungen die letzten Wochen auf diesem Niveau eingestiegen sind???


      So clever wie er immer tut, ist er leider übehaupt nicht!

      Amorphis ist eine Bratwurst sonst nix! :(

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      Avatar
      schrieb am 22.01.07 22:13:08
      Beitrag Nr. 2.506 ()
      amorphis, mein mit Scheißkerle natürlich nicht dich.
      Avatar
      schrieb am 22.01.07 22:24:17
      Beitrag Nr. 2.507 ()
      Antwort auf Beitrag Nr.: 27.120.528 von hahel am 22.01.07 22:13:08Eben! Er weiß ja auch nichts! Er tut nur so! ;)
      Avatar
      schrieb am 22.01.07 22:30:18
      Beitrag Nr. 2.508 ()
      Antwort auf Beitrag Nr.: 27.120.697 von Pliscon am 22.01.07 22:24:17Warum stellt sich Amorphis nicht?

      Hätte mal seine Erklärung zu diesem Debakel gerne gehört!

      Er hat ja heute noch bei 23 Dollar nachgekauft!:eek:
      So schnell kann man ins Minus rutschen! :(
      Avatar
      schrieb am 23.01.07 01:43:55
      Beitrag Nr. 2.509 ()
      damit jeder weiß wie arm du bist...diese mail habe ich von pliscon erhalten (die überschrift sollte reichen!):


      Betreff: Hahahahahahahahaha Du Staranalyst! Hahahahahahahaha
      von: Pliscon Datum: 22.01.07 22:27


      wie arm ist das...und wie arm bist du pliscon???

      mich "stellen" hört sich an als hätte ich was verbrochen du spinner!hast du sie noch alle?
      Avatar
      schrieb am 23.01.07 06:50:12
      Beitrag Nr. 2.510 ()
      Antwort auf Beitrag Nr.: 27.120.790 von Pliscon am 22.01.07 22:30:18Hallo,
      könnt ihr bitte, bitte mal damit aufhören?!?!??!?!

      Ich denke, wenn amorphis eine Erklärung hat, dann wird er sie schon reinstellen. Oder irgendjemand anderes....
      Ich habe auf alle Fälle noch nichts gefunden, aber ich denke auch, dass da etwas "im Busch" ist, denn das Volumen ist ja auch (für SIGM) extrem hoch....

      Grüsse
      Avatar
      schrieb am 23.01.07 07:34:07
      Beitrag Nr. 2.511 ()
      Antwort auf Beitrag Nr.: 27.122.784 von sechzgerfan am 23.01.07 06:50:12Da wurde der Baum mal kräftig geschüttelt. Es ist immer wieder das gleiche Spielchen, einmal kräftig schütteln, und schon gehts nach unten und dann werden SL ausgelöst, und die Korrektur ist perfekt.
      Meines Erachtens war dies schon lang überfällig. Glaube sogar daß es noch ein Stück weiter nach unten geht, bevor wieder neue Höhen
      zu sehen sind. Laßt Euch nicht verrückt machen, es ist alles im Rahmen.

      @Pliscon:

      Du solltest in Zukunft erst mal überlegen, bevor Du hier irgendwelche Anschuldigungen hier ins Board stellst.
      Bis jetzt war es ja ganz lustig, was Du so von Dir gegeben hast, aber mit persönlichen Schuldzuweisungen bewegtst Du Dich auf einem schmalen Grad, der Schuß könnte irgendwann nach hinten gehen, und dann ist nämlich nichts mehr lustig!
      Avatar
      schrieb am 23.01.07 14:49:44
      Beitrag Nr. 2.512 ()
      Antwort auf Beitrag Nr.: 27.122.784 von sechzgerfan am 23.01.07 06:50:12Immerhin hat Amorphis die letzten Wochen so einiges geschrieben, was man jetzt getrost in die Mülltonne kloppen kann!

      So einfach wie er dachte, ist die Börse auch wieder nicht!

      Ich hatte schön öfters auf Insiderverkäufe aufmerksam gemacht, darauf, dass Sigma von der XBOX doch nichts verdienen wird und darüber, dass der Chart Schwindelgefühle ausgelöst hat!
      Aber hier wollte ja keiner was Negatives hören! :rolleyes:
      Avatar
      schrieb am 23.01.07 14:52:21
      Beitrag Nr. 2.513 ()
      Antwort auf Beitrag Nr.: 27.122.935 von Tradershark am 23.01.07 07:34:07Es ist ja nicht nur so, dass Amorphis einfach nur zu positivi gestimmt war! Er war arrogant, hochnäsig und oft auch beleidigend!

      Umso tiefer ist er nun gefallen! Wahrscheinlich werden wir ihn jetzt nicht mehr wieder sehen! Eine Erklärung hat er nicht, ist diese auf jeden Fall schuldig! Wer weiß, wieviele Leute aufgrund seiner Schönfärberei in diesen Wert eingestiegen sind?
      Avatar
      schrieb am 23.01.07 15:16:16
      Beitrag Nr. 2.514 ()
      Antwort auf Beitrag Nr.: 27.130.106 von Pliscon am 23.01.07 14:52:21Da kannst du schon recht haben, dass einige daraufhin eingestiegen sind, aber da sind wir wieder beim alten Thema. Er hat keinen aufgefordert einzusteigen und letztendlich ist jeder selbst dafür verantwortlich. Viele sind halt auf Infos anderer (ob sie stimmen oder nicht) angewiesen, aber kaufen od. verkaufen muss jeder selbst....

      Ich persönlich hab auch auf amorphis´Engagement hin SIGM nochmal gekauft, aber halt schon im Sommer.....

      Auf dass das Niveau hier im Thread wieder besser wird....
      Avatar
      schrieb am 23.01.07 17:50:30
      Beitrag Nr. 2.515 ()
      PLISCOHN du ratte...wo bist du????

      jetzt kein posting von dir du null?wie erklärst du das denen die gestern wegen deiner panikmache raus sind???na???

      Last Trade: 21.92
      Trade Time: 11:34AM ET
      Change: Up 1.72 (8.51%)
      Avatar
      schrieb am 23.01.07 17:54:20
      Beitrag Nr. 2.516 ()
      Antwort auf Beitrag Nr.: 27.130.106 von Pliscon am 23.01.07 14:52:21Willst Du hier den Robin Hood geben? :laugh::laugh::laugh:

      Solltest erstmal Deine eigenen Aktientips verantworten, bevor Du hier immer wieder nur auf einem einzigen User rumhackst.
      Oder hast Du keine anderen "Erfolgserlebnisse" bzw. Beschäftigungen im Leben?

      Naja, wie dem auch sei: gestern schrieb ich, daß Sigma in beiden Richtungen volatil ist.
      Zusätzlich zu meiner Longposition in Sigma (die ich zwischen Weihnachten und Neujahr um etwa ein Drittel reduziert hatte ...) habe ich gestern zwei Päckchen gekauft. Eines steht knapp über pari, das andere habe ich vorhin mit 7% Plus wieder verkauft.

      Deine manische Warnung "vor" Sigma führt halt auch dazu, daß man kurzfristige Chancen verpaßt. Nach dem Kurssturz gestern, war der heute Tag vorauszusehen.
      Und ehrlich gesagt bin ich immer noch der Meinung, daß das SL-Bäumchen nur geschüttelt wird, um einzusammeln. Denn außer "good news" kann ich mir bis März nichts (!) vorstellen.
      Warten wir mal ab was passiert, wenn die ersten Analysten den gesunkenen Kurs zum Thema machen und die früheren (oder höhere) Kurzsziele neu ausrufen. :D
      Avatar
      schrieb am 23.01.07 17:56:05
      Beitrag Nr. 2.517 ()
      Antwort auf Beitrag Nr.: 27.134.287 von amorphis am 23.01.07 17:50:30bleib ruhig, im Viro-Thread gibt er grade den "Platzhirsch" (mit Betonung auf "Hirsch"? ;) ) und zieht auch über Dich her.
      Aber seine BM an Dich sagt ja alles. :rolleyes:
      Avatar
      schrieb am 23.01.07 19:39:34
      Beitrag Nr. 2.518 ()
      Antwort auf Beitrag Nr.: 27.134.287 von amorphis am 23.01.07 17:50:30Das waren gestern 4 Schritte zurück und heute ist es ein Schritt vorwärts! ;)

      Du jubelst ja schon wieder, obwohl Sigma unter deinem letzten Nachkaufkurs steht! Vielleicht noch einmal nachkaufen? ;)

      Schlachte mal dein Sparschwein und kauf nach! :laugh:
      Avatar
      schrieb am 23.01.07 19:40:23
      Beitrag Nr. 2.519 ()
      Antwort auf Beitrag Nr.: 27.134.384 von overview am 23.01.07 17:54:20Du hast aber hier im Board nie zugegeben, dass du deine Sigma´s reduziert hast! :eek:
      Avatar
      schrieb am 23.01.07 19:56:39
      Beitrag Nr. 2.520 ()
      Antwort auf Beitrag Nr.: 27.136.445 von Pliscon am 23.01.07 19:39:34unter welchem nachkaufkurs???lo...habe null shares nachgekauft...aber egal.
      Avatar
      schrieb am 23.01.07 20:04:54
      Beitrag Nr. 2.521 ()
      Antwort auf Beitrag Nr.: 27.136.466 von Pliscon am 23.01.07 19:40:23Pliscon Mathematik:

      - 19% = 4 Schritte

      + 9 % = 1 Schritt

      Muß man nicht verstehen, oder? :laugh:

      @pliscon: Seitdem Du hier im Board Deinen Privatkrieg gegen Amorphis führst, ihm stalking-mäßig Boardmails schreibst und aufgrund Deiner Persönlichkeitsstruktur nicht entscheidungsfähig bist, Kursziele zu Deinen 3 Aktientips zu nennen ("man" könnte ja dabei einen Fehler machen und dann rückwirkend die Vergangenheit nicht schöninterpretieren) leidet die Diskussionskultur.
      Schade, daß Du nicht merkst, daß sich frühere Teilnehmer WEGEN DIR hier zurückhalten, die Lust verloren haben, daß Du nicht einen Hauch von Einsicht und Vernunft hast, wenn Dich mehrfach andere Threadteilnehmer bitten, zu einem normalen Verhalten zurückzufinden. Schade.

      Hey: such Dir ne Freunding (nein, niemand wird DIR glauben, daß es heute schon eine gibt, nicht bei diesem Verhalten! ;) ), such Dir eine sinnvolle Beschäftigung, die Dir Erfolgserlebnisse bringt. Schützt Dich langfristig vor schwerwiegenden Folgen einer Persönlichkeitsveränderung.
      Avatar
      schrieb am 23.01.07 20:12:09
      Beitrag Nr. 2.522 ()
      Antwort auf Beitrag Nr.: 27.136.797 von amorphis am 23.01.07 19:56:39Lügen tust du auch noch? :eek:

      Als Sigma gestern noch nicht so stark im Minus war, hast du von Nachkaufen geschrieben! :rolleyes:

      Hast du heute wieder nachgekauft?
      Avatar
      schrieb am 23.01.07 20:14:46
      Beitrag Nr. 2.523 ()
      Antwort auf Beitrag Nr.: 27.136.937 von overview am 23.01.07 20:04:54Nehmen wir 100 Euro und du verlierst dann um 19%, dann hast du nur noch?

      Richtig 81 Euro! Am nächsten Tag steigt die Aktie um 7%(die 9 sind schon wieder Vergangenheit! Dann hast du über 100 oder etwa weniger? :laugh:


      Richtig, dann sinds 86,67 euro!


      Setze das beliebig mit Sigma fort und kaufe immer schön nach! :laugh:
      Avatar
      schrieb am 23.01.07 20:15:37
      Beitrag Nr. 2.524 ()
      Antwort auf Beitrag Nr.: 27.137.079 von Pliscon am 23.01.07 20:12:09ich habe geschrieben das es meiner meinung nach "heute" (also gestern) und in den kommenden tagen gute möglichkeiten gibt shares einzusammeln. das habe ich geschrieben...nicht mehr nicht weniger!
      Avatar
      schrieb am 23.01.07 20:19:22
      Beitrag Nr. 2.525 ()
      Antwort auf Beitrag Nr.: 27.136.937 von overview am 23.01.07 20:04:54Tja! So hat Amorphis das ViropharmaBoard kaputt gemacht! Nur mit dem Unterschied, dass Viropharma auch steigt! ;)
      Avatar
      schrieb am 23.01.07 20:20:30
      Beitrag Nr. 2.526 ()
      Antwort auf Beitrag Nr.: 27.137.132 von amorphis am 23.01.07 20:15:37Eben! Darum gehts ja! Immer schön nachkaufen, auch wenn man schon investiert ist! Du bist wahrlich ein Börsenprofi! :laugh:
      Avatar
      schrieb am 23.01.07 20:27:22
      Beitrag Nr. 2.527 ()
      das sigm intraday nachgibt ist kein wunder...siehe nasdaq!
      Avatar
      schrieb am 23.01.07 20:37:00
      Beitrag Nr. 2.528 ()
      Antwort auf Beitrag Nr.: 27.137.319 von amorphis am 23.01.07 20:27:22Sigma Plus schrumpft gerade auf 6 % ! :eek:

      Hattest du denn niemals an Gewinnmitnahmen gedacht! Gerade bei dem Schwindelerregenden Chart! Man sollte doch meinen, du hast was aus der Zeit von 1996 - 2002 gelernt!:rolleyes:
      Avatar
      schrieb am 23.01.07 20:37:05
      Beitrag Nr. 2.529 ()
      Antwort auf Beitrag Nr.: 27.137.319 von amorphis am 23.01.07 20:27:22sieht ja eigtl ein blinder!

      Avatar
      schrieb am 23.01.07 20:38:58
      Beitrag Nr. 2.530 ()
      Antwort auf Beitrag Nr.: 27.137.525 von amorphis am 23.01.07 20:37:05Also diese z.B. steigen! Und Nasdaq Index sinkt ja intraday nur Minimal!

      Avatar
      schrieb am 24.01.07 00:17:44
      Beitrag Nr. 2.531 ()
      Antwort auf Beitrag Nr.: 27.137.132 von amorphis am 23.01.07 20:15:37ich habe geschrieben das es meiner meinung nach "heute" (also gestern) und in den kommenden tagen gute möglichkeiten gibt shares einzusammeln. das habe ich geschrieben...nicht mehr nicht weniger!

      mann amorphis , nun hat er dich da , das du sich hier noch rechtfertigen muss.wenn der "plisprofilneurotiker" dat meint , muss du doch auch nicht all diesen sch.. beantworten. betr. auch over.
      hörr endlich ob , dem zu antworten. da hat er seine plattform verlorren und sucht sich möglicherweise eie anderes opfer. lasst den doch mit seinen problemen ganz einfach leben.

      mfg
      Avatar
      schrieb am 24.01.07 02:41:37
      Beitrag Nr. 2.532 ()
      Antwort auf Beitrag Nr.: 27.140.754 von miristegal am 24.01.07 00:17:44jepp hast recht. also schwatzen lassen...
      Avatar
      schrieb am 24.01.07 07:59:58
      Beitrag Nr. 2.533 ()
      Antwort auf Beitrag Nr.: 27.141.038 von amorphis am 24.01.07 02:41:37@Amorphis:

      Dem Beitrag von miristegal kann ich nur zustimmen, gib Dich mit diesem Kaspar nicht ab und lass Dich nicht provozieren, denn daß ist das, was er nur will, und rauskommen tut sowie nichts. Nur Schade um die Zeit. Mach einfach weiter so wie bisher, es gibt ne Menge Leute die über Deine Beiträge dankabr sind!

      mfg

      Sharky
      Avatar
      schrieb am 24.01.07 19:05:43
      Beitrag Nr. 2.534 ()
      Press Release Source: UTStarcom, Inc.

      UTStarcom Expands IPTV Leadership in China With New Contract in Shanxi Province With China Telecom
      Wednesday January 24, 9:00 am ET
      Over 80 Percent of All IPTV Subscribers in China on UTStarcom's RollingStream(TM) End-to-End System

      ALAMEDA, Calif., Jan. 24 /PRNewswire-FirstCall/ -- UTStarcom, Inc. (Nasdaq: UTSI - News), a global leader in IP-based, end-to-end networking solutions and services, today announced a contract with China Telecom (CTC) to deploy its RollingStream(TM) end-to-end IPTV solution for a new commercial IPTV network in China's Shanxi Province.

      The initial deployment, supporting 30,000 subscribers, is planned to include 14 service points covering major metropolitan areas of Xian, the capital city of Shanxi Province. The service is expected to offer up to 80 channels of live, broadcast television; 24-hour time-shifting capability; approximately 10,000 hours of video-on-demand (VOD) content; and valued-added services including karaoke and gaming.

      "UTStarcom continues to build on its leadership in the IPTV market in China and this contract is further validation of the strength, reliability and security of our RollingStream end-to-end IPTV system," said Ying Wu, president and chief executive officer of UTStarcom China. "Many of our initial IPTV deployments in China are currently undergoing network expansions as demand for the service has grown. Additionally, we are seeing new deployments emerge as fixed-line operators are realizing the potential for deploying IPTV services to combat subscriber churn and increase average revenue per user."

      At ITU Telecom World 2006 in Hong Kong last month, UTStarcom's RollingStream IPTV solution was named the best IPTV solution worldwide by Communications Weekly, a leading publication under the guidance of the Ministry of Information Industry (MII) in China. UTStarcom was also awarded the Development Contribution Award for its efforts for IPTV standardization in China.

      About UTStarcom's RollingStream

      UTStarcom's RollingStream(TM) is an end-to-end solution designed for telecommunications operators and broadband service providers to deliver broadcast quality TV and on-demand entertainment programming over IP networks. RollingStream is designed to offer service providers the scalability, reliability, and bandwidth efficiency to support new services including broadcast TV, Network PVR (n-PVR), Video on Demand (VoD), and Near Video on Demand (NVoD) over existing network infrastructures, which may result in opportunities for increased revenues, new services, and improved customer satisfaction and retention. For more information about UTStarcom's RollingStream solution, please visit: http://www.utstar.com/Solutions/Broadband/IPTV .

      About UTStarcom, Inc.

      UTStarcom is a global leader in IP-based, end-to-end networking solutions and international service and support. The company sells its broadband, wireless, and handset solutions to operators in both emerging and established telecommunications markets around the world. UTStarcom enables its customers to rapidly deploy revenue-generating access services using their existing infrastructure, while providing a migration path to cost-efficient, end-to-end IP networks. Founded in 1991 and headquartered in Alameda, California, the company has research and design operations in the United States, Canada, China, Korea and India. UTStarcom is a FORTUNE 1000 company.

      For more information about UTStarcom, visit the company's Web site at www.utstar.com .

      Forward-Looking Statements

      This release includes forward-looking statements, including the foregoing statements regarding the anticipated scope, content and features of the RollingStream initial deployment in Shanxi Province, and the expectations regarding the market demand for, and the benefits to service providers from the use of, the RollingStream solution. These statements are forward-looking in nature and subject to risks and uncertainties that may cause actual results to differ materially. These risk factors include rapidly changing technology, the changing nature of global telecommunications markets, the termination of contracts and/or strategic relationships, the direction and results of future research and development efforts, evolving product and applications standards, reduction or delays in system deployments, product transitions, potential non-realization of backlog, changes in demand for and acceptance of the Company's products, both in China and globally, general adverse economic conditions, and trends and uncertainties such as changes in government regulation and licensing requirements, both in China and globally. The Company also refers readers to the risk factors identified in its latest Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, as filed with the Securities and Exchange Commission.


      Source: UTStarcom, Inc.


      note: utsi verwendet SIGM-chips....:)
      Avatar
      schrieb am 24.01.07 21:13:00
      Beitrag Nr. 2.535 ()
      Antwort auf Beitrag Nr.: 27.141.481 von Tradershark am 24.01.07 07:59:58naja, sagt mal nicht, ich hätte euch vor Sigma und Amorphis nicht gewarnt!


      Wenn die Verluste kommen, dann ist das Geheul wieder groß! :rolleyes:
      Avatar
      schrieb am 24.01.07 23:42:01
      Beitrag Nr. 2.536 ()
      Wenn die Verluste kommen, dann ist das Geheul wieder groß!

      frage mich...wie du dieses posting im märz noch rechtfertigen willst...:laugh::laugh::laugh:...wenn sigm die 30$ hinter sich gelassen hat...:eek::D
      Avatar
      schrieb am 25.01.07 12:46:44
      Beitrag Nr. 2.537 ()
      Antwort auf Beitrag Nr.: 27.164.063 von amorphis am 24.01.07 23:42:01Ich machs wie bei Viropharma!

      Sigma wird noch so ca. 20-30% abstürzen, du bist mit deinen Investitionen fett im MInus und dann schlag ich zu und sammel die Dinger auf! :laugh:

      Viropharma hat in den letzten 6 Monaten 99% Kursgewinn beschert! :lick:

      Avatar
      schrieb am 25.01.07 18:34:31
      Beitrag Nr. 2.538 ()
      Antwort auf Beitrag Nr.: 27.175.307 von Pliscon am 25.01.07 12:46:44Hi Pliscon,

      eigentlich wirds nun richtig blöd, aber nur zur Richtigstellung !

      Trotz Korrektur bei Sigma ist die Halbjahrebilanz immer noch besser als bei Viro

      ca 140% :)
      Avatar
      schrieb am 25.01.07 20:15:30
      Beitrag Nr. 2.539 ()
      Antwort auf Beitrag Nr.: 27.175.307 von Pliscon am 25.01.07 12:46:44Sigma wird noch so ca. 20-30% abstürzen, du bist mit deinen Investitionen fett im MInus und dann schlag ich zu und sammel die Dinger auf!


      :laugh::laugh::laugh::laugh:


      richtig!lol!:laugh::laugh::laugh: ich bin ja so dick im minus...
      Avatar
      schrieb am 25.01.07 20:33:50
      Beitrag Nr. 2.540 ()
      ein schelm...wer dabei böses denkt...:):laugh:

      SI wieder ganz schön dick down!

      SIGM - Sigma Designs, Inc. - Common Stock
      Month
      Short
      Interest Percent
      Change Average Daily
      Share Volume Days to
      Cover
      January 2007 2,613,778 (18.14) 955,645 2.74
      December 2006 3,193,026 (27.55) 1,092,712 2.92
      November 2006 4,407,458 (2.87) 779,298 5.66
      October 2006 4,537,617 (5.44) 834,114 5.44
      September 2006 4,798,892 (15.80) 889,388 5.40
      August 2006 5,699,660 8.80 431,790 13.20
      Avatar
      schrieb am 25.01.07 20:37:43
      Beitrag Nr. 2.541 ()
      WINTER_CFA

      The autopsy:

      While today’s price action in SIGM was quite painful, the process that drove it has been seen before with other stocks. The process is a varying multi-part one that today had the following components to it:

      1) The O’Neil technical rankings service (http://www.williamoneil.com/) had downgraded the stock before the open. This is part of an expensive institutional product that is widely used by many aggressive hedge funds and/or momentum managers.

      2) Three aggressive managers (maybe give or take one) started to actively sell and/or short the stock as the morning progressed.

      3) Around noon, the rumor mill began to crank out some very negative stories on SIGM. These included SIGM’s auditor quitting (old or new – take your pick), SIGM’s law firm quitting, and the California AG launching an investigation into SIGM’s options accounting.

      4) Further selling pressure by these firms increased in the afternoon, causing further technical damage to the stock, probably some stop loss triggering, possibly other shorting and generally lending some credence to the circulating rumors.


      My response:

      1) Today’s action was all about the stock and had nothing to do with the company.

      2) Any rumor heard today was fabricated today, plain and simple.

      3) SIGM’s fundamentals today are stronger than ever before and by a wide margin no less (see Fundamentals).

      4) The stock has NEVER been cheaper on my forward numbers, numbers that are likely to be proven conservative (see Valuation).

      Fundamentals:

      1) IPTV is finally here and ramping sharply and SIGM is dominating in all but the standard definition space. With 1 million chips expected to be shipping in the quarter that ends next week, SIGM is shipping mostly INITIAL volumes to just 9 customers, a number that it projects will rise to 24 customers during 2007. The unit numbers here for SIGM during the next 4 Qs have almost unlimited upside potential.

      2) Blu-Ray products have started to ship in volume and SIGM has player AND some recorder wins here with Sony, Panasonic, Pioneer, Philips, Sharp and possibly two more top-tier makers. Steadily dropping prices over 2007 for these players will drive increasing adoption rates.

      3) Digital media adapters received critical acclaim at the recent CES show and numerous manufacturers (e.g. Netgear) are now indicating good unit potentials for 2007. SIGM dominates this space with wins with essentially all of the major players.

      4) Similarly, connected HDTVs also received attention and awards at the show. Hewlett Packard now offers 3 SIGM-powered models and products from Acer, Sampo, Pioneer, Sony and probably Samsung are either shipping or preparing to ship (adding to current products being sold from Sharp and LG).

      5) Other huge opportunities are emerging for SIGM such as a Chinese home appliance unit for Shanda and Cisco’s digital signage thrust. Moreover, anything from SIGM’s wireless division would be gravy on top of these.

      Valuation:

      So, we have a stock that is back to $20 and forward sales and EPS numbers that are poised to accelerate and beat all expectations. For essentially calendar 2007, my sales and EPS numbers remain at $154 million and $1.30, respectively. That’s a price/EPS (P/E) ratio of about 15 or about 50% of what any decently positioned and growing technology stock typically sells for. With secular EPS growth (CAGR) over the next few years expected to be anywhere from 50% to 100%, that’s a PEG (P/E over CAGR) ratio of one-third or less versus more typical levels of 1.0+ for many other tech firms.

      Consequently, if my general thesis and numbers on SIGM are anywhere near the mark, the stock is an outright steal at its current price. In my opinion, it’s worth at least $30 today and probably twice that by next Christmas.

      Consequently and also in my opinion, the new shorts arriving today on this stock are setting themselves up for a much bloodier nose than they got last time.

      When? Soon, I’m betting. Before this calendar quarter ends:

      1) I expect that SIGM will have put its option problem behind it and will hopefully be on its way to finally hiring a CFO. Either of these events could prompt new institutional interest and buying;

      2) 4Q numbers and commentary will be reported and they should be even more impressive than what was reported and said in the 3Q;

      3) SIGM will present at two sell-side conferences in February;

      4) One or more significant new telco IPTV projects could be announced as well as positive deployment announcements from known customers.

      5) One or more sell-side analysts could upgrade the stock or initiate coverage on it.

      Could the stock come down another point or two from $20? While it’s possible, it should be remembered by INVESTORS that the stock’s downside at this point is likely several points while its upside is likely tens of points. DAYTRADERS on either side are free, as always, to picks there spots and make their fractions (although I do wonder how their endless hollow banter lets them look at themselves in their mirrors every day).
      Avatar
      schrieb am 25.01.07 23:15:23
      Beitrag Nr. 2.542 ()
      AT&T to ramp up IPTV rollouts

      01 / 25 / 07 |
      AT&T's IPTV solution is working better than the company expected--and AT&T plans to ramp up deployments in the coming year, chief executive officer Ed Whitacre said Thursday.

      Whitacre commented on the expansion of AT&T's IPTV service during the company's fourth-quarter 2006 earnings call. By the end of the year, AT&T's U-verse IPTV service will be available to 8 million homes, he said.

      "Our fiber-to-the-node network is performing better than we had anticipated," he said. "We're getting better bandwidth both on the short and long loop links. And the customer feedback has been very good, outperforming what's available from cable."

      So far AT&T's IPTV service is only available in 11 markets. And in those markets, it's only available to a handful of subscribers. AT&T had said it expected to have service available in 15 markets earlier in 2006, but the company changed its projections toward the end of the year.

      Since the company first began testing the service, it's experienced glitches that have caused a series of delays. Executives on the conference call said the delays had been caused by software issues and did not reflect any problems with the network architecture, which AT&T has spent millions of dollars upgrading.

      "It works and it works well," Whitacre said of the infrastructure. "The delays and difficulties have been related to programming. And we think we are just about to get all those issues solved."

      AT&T's foray into the TV market is a response to increased competition from cable operators, which now offer high-speed Internet access, plus TV service and telephony. To compete, AT&T and Verizon Communications have been upgrading their networks to add television to their list of services.

      Unlike Verizon, which has chosen to install new fiber that reaches directly into subscribers' homes, AT&T has extended its fiber network into neighborhoods, but is using its installed copper cables to deliver services the rest of the way.

      AT&T's fiber-to-the-node approach is much less expensive than Verizon's fiber-to-the-home project, but in some ways it's riskier. Because AT&T's network does not use fiber all the way to the doorstep, its bandwidth capacity is limited compared with Verizon's Fios network. AT&T is using a flavor of broadband technology called VDSL (very high bit rate DSL) to provide higher-capacity links over the existing copper infrastructure, which delivers the high-speed broadband and IP-based television services.

      But simply getting the IPTV technology to work has not been easy. And AT&T has taken its time in introducing new services and features. For the first several months, the service was being tested in San Antonio, Texas, subscribers were not able to access high-definition programming. Today, Whitacre said all U-verse customers in all 11 markets can get HD programming.

      AT&T executives wouldn't say how many subscribers have signed up for U-verse so far, but Whitacre did say the company will make the service available to 8 million homes by the end of 2007. Among current subscribers, 75 percent have subscribed to the top-tier cable package, and 75 percent are also signed up for the highest speed Internet service, he said.

      Initially, AT&T will expand U-verse throughout AT&T's existing territory. But Rick Linder, chief financial officer for AT&T, said that within a few months, the company may also unveil plans for expanding service to the BellSouth territory (AT&T completed its $86 billion purchase of BellSouth in late December). Whitacre says he believes U-verse deployments may actually be faster in the BellSouth territory than they have been in the AT&T territory.

      "BellSouth has significant fiber plant in the ground already," he said. "So I expect the roll out to be much quicker there than the roll out in the old SBC footprint."
      Avatar
      schrieb am 26.01.07 23:31:16
      Beitrag Nr. 2.543 ()
      Sigma heute wiedermal im Minus! :rolleyes:
      Avatar
      schrieb am 27.01.07 00:24:23
      Beitrag Nr. 2.544 ()
      Antwort auf Beitrag Nr.: 27.209.235 von Pliscon am 26.01.07 23:31:16geniesse es.
      Avatar
      schrieb am 27.01.07 09:51:33
      Beitrag Nr. 2.545 ()
      Antwort auf Beitrag Nr.: 27.209.780 von miristegal am 27.01.07 00:24:23Du meinst so, wie Amorphis immer einen Kursrückgang von Viropharma genossen hat?

      Ne danke! So bin ich nicht! Ich weise nur darauf hin, dass Sigma intraday schon seit Wochen sehr schwach ist!
      Avatar
      schrieb am 29.01.07 00:33:47
      Beitrag Nr. 2.546 ()
      Yahoo! News
      Internet to revolutionize TV in 5 years: Gates

      By Ben HirschlerSat Jan 27, 5:02 PM ET

      The Internet is set to revolutionize television within five years, due to an explosion of online video content and the merging of PCs and TV sets, Microsoft chairman Bill Gates said on Saturday.

      "I'm stunned how people aren't seeing that with TV, in five years from now, people will laugh at what we've had," he told business leaders and politicians at the World Economic Forum.

      The rise of high-speed Internet and the popularity of video sites like Google Inc.'s YouTube has already led to a worldwide decline in the number hours spent by young people in front of a TV set.

      In the years ahead, more and more viewers will hanker after the flexibility offered by online video and abandon conventional broadcast television, with its fixed program slots and advertisements that interrupt shows, Gates said.

      "Certain things like elections or the Olympics really point out how TV is terrible. You have to wait for the guy to talk about the thing you care about or you miss the event and want to go back and see it," he said.

      "Internet presentation of these things is vastly superior."

      At the moment, watching video clips on a computer is a separate experience from watching sitcoms or documentaries on television.

      But convergence is coming, posing new challenges for TV companies and advertisers.

      "Because TV is moving into being delivered over the Internet -- and some of the big phone companies are building up the infrastructure for that -- you're going to have that experience all together," Gates said.

      YouTube co-founder Chad Hurley said the impact on advertising would be profound, with the future promising far more targeted ads tailored to each viewer's profile.

      "In the coming months we're going to do experiments to see how people interact with these ads to build an effective model that works for advertisers and works for users," he said.

      Advertisers are already racing to adapt their strategies to the growing power of the Web, and more and more promotional cash is tipped to migrate from television to Web sites in future.

      Copyright © 2007 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
      Copyright © 2007 Yahoo! Inc. All rights reserved.
      Avatar
      schrieb am 29.01.07 18:03:49
      Beitrag Nr. 2.547 ()
      MSOs Switch Digital Gears
      JANUARY 26, 2007

      Several leading North American cable operators, eager to save bandwidth and clear more space for advanced video and broadband services, are finally beginning to roll out switched digital broadcast technology.

      Indeed, four of the five largest MSOs in the U.S. -- Cablevision Systems Corp. (NYSE: CVC - message board), Comcast Corp. (Nasdaq: CMCSA, CMCSK), Cox Communications Inc. , and Time Warner Cable Inc. -- are tinkering with switched digital video in at least one pilot market, cable officials and tech executives say. At the same time, they say, Canada's largest cable operator, Rogers Communications Inc. (NYSE: RG - message board; Toronto: RCI), is quietly carrying out switched digital trials.

      "Everybody is now looking at it," says Jeff Taylor, director of product strategy and management in the subscriber networks sector at Scientific Atlanta . "It's getting an awful lot of attention... You'll probably see a lot more attention in 2007."

      Cablevision formally joined the switched digital ranks earlier this week, announcing it has converted its entire New York metro area properties to switched digital systems. The MSO, which has 2.3 million digital cable subscribers and passes more than 4 million homes in the city and its near suburbs, installed the technology this past fall with BigBand Networks Inc.

      Notably, the announcement marked the first time that a major U.S. cable operator has disclosed a switched digital deployment in any market with a particular tech vendor. (See Cablevision Switches With BigBand.)

      Making use of the bandwidth savings gained from switching digital channels, Cablevision officials are introducing nine new packages of international channels throughout their service area. These include bundles of Spanish, Russian, Chinese, Korean, Italian, Japanese, Polish, and Portuguese channels, which will cost subscribers an extra $4.95 to $24.95 per month.

      On the same day that Cablevision announced its deal with BigBand, Comcast said it's testing switched digital video in two undisclosed markets, with aims to deploy the technology commercially in the second half of the year.

      Rick Rioboli, VP of product platform engineering for Comcast, said the MSO sees switched digital as a way to add a greater number of bandwidth-hogging HDTV channels to its programming lineup. Speaking at the Society of Cable Telecommunications Engineers 's Emerging Technologies conference in Houston this week, he said Comcast might otherwise have to start dropping some channels to make room for more HD fare.

      Like most MSOs, Comcast did not identify the equipment vendor that it's using for the two switched digital trials. The answer is anybody's guess, because the MSO is a big customer of all three major players in the emerging switched digital business -- BigBand, Scientific Atlanta, and Motorola Inc. (NYSE: MOT - message board).

      Time Warner Cable, an early leader in the emerging market, has formally deployed switched digital in two confirmed markets -- Austin, Texas, and Columbia, S.C. -- after conducting tests in those markets with BigBand. Time Warner officials have talked about extending the technology to at least six more markets by early this year. The MSO is relying on switched digital to carry its new time-shifting video service, Start Over.

      Cable equipment vendors say Cox is also preparing two switched digital trials, including one with Motorola and one with Scientific Atlanta. Cox executives, whose company is now privately held, haven't said much about their trial plans yet.

      And Rogers, tech sources say, is staging at least one switched digital trial and may launch the technology later this year. Similar to their counterparts at Cox, Rogers executives have disclosed little about their plans so far.

      Thanks to these early moves, cable tech vendors are looking for a fair amount of switched digital trials and launches this year as MSOs seek ways to add more HD channels to compete against satellite TV and telco TV providers. Tech officials then expect to see a large number of system rollouts in 2008.

      "I think it's going to move rather quickly," says Bruce Bradley, director of product management for Motorola's Connected Home Solutions division. "It's not just a one-time answer."

      — Alan Breznick, Site Editor, Cable Digital News
      Avatar
      schrieb am 29.01.07 18:04:56
      Beitrag Nr. 2.548 ()
      Avatar
      schrieb am 29.01.07 18:15:16
      Beitrag Nr. 2.549 ()
      na pliscon....entschuldige dich mal bei all den armen anlegern die du verschreckt hast.SIGM ist bei 23,10$ über 8% im plus und das OHNE :eek: news! kapische???
      Avatar
      schrieb am 29.01.07 18:17:40
      Beitrag Nr. 2.550 ()
      manche warten immer noch auf die halbierung....:laugh::laugh::laugh:

      Avatar
      schrieb am 29.01.07 18:22:15
      Beitrag Nr. 2.551 ()
      ps: man sieht wieder sehr schön den zusammenhang zwischen plötzlich ansteigendem volumen und nem ausbruch...:D:laugh:
      Avatar
      schrieb am 29.01.07 18:31:13
      Beitrag Nr. 2.552 ()
      oh mann....die muss ich jetzt einfach nochmal vorholen!

      :laugh::laugh::laugh::laugh:

      Betreff: Hahahahahahahahaha Du Staranalyst! Hahahahahahahaha
      von: Pliscon Datum: 22.01.07 22:27



      ganze 7(!!!!) tage hats gedauert um dir zu zeigen wer hier die hosen an hat....:laugh::laugh::laugh: lol lol lol einfach zu schön...so....und jetzt reichts....genug gefreut...:cool::D
      Avatar
      schrieb am 29.01.07 18:37:33
      Beitrag Nr. 2.553 ()
      schon fast bei 24$...wenn die so weitermachen sehen wir heute ein neues ath...:laugh::D
      Avatar
      schrieb am 29.01.07 18:41:32
      Beitrag Nr. 2.554 ()
      Antwort auf Beitrag Nr.: 27.278.283 von amorphis am 29.01.07 18:37:33... aber vielleicht ist Sigma "...mal wieder intraday schwach ..." und schließt nur mit 7% im Plus ... :laugh::laugh::laugh:
      Avatar
      schrieb am 29.01.07 18:57:39
      Beitrag Nr. 2.555 ()
      denke wir werden jetzt bald was zu der backdating geschichte hören...und alles ist mal wieder nicht so schlimm wie gedacht...;)
      Avatar
      schrieb am 29.01.07 20:05:05
      Beitrag Nr. 2.556 ()
      denke da wird eindeutig jetzt bald was sehr positives von sigm zu hören sein. sigm hält sich hartnäckig über der 24$-marke...und das obwohl die nasdaq ins minus gerutscht ist....
      Avatar
      schrieb am 29.01.07 20:05:36
      Beitrag Nr. 2.557 ()
      Antwort auf Beitrag Nr.: 27.278.112 von amorphis am 29.01.07 18:31:13LOL du scheinst dich ja mehr darüber zu freuen, dass du recht hast als über die Kursgewinne!

      Dir traue ich auch zu, dass du gerade mal 1000 euro investiert hast oder vielleicht sogar garnichts! ;)
      Avatar
      schrieb am 29.01.07 20:06:14
      Beitrag Nr. 2.558 ()
      Antwort auf Beitrag Nr.: 27.278.415 von overview am 29.01.07 18:41:32Es gibt aber keine News, die den Ausbruch berechtigen! :eek:
      Avatar
      schrieb am 29.01.07 20:14:14
      Beitrag Nr. 2.559 ()
      Antwort auf Beitrag Nr.: 27.280.652 von Pliscon am 29.01.07 20:05:36:laugh::laugh::laugh::laugh:

      lol...ne ist klar!
      Avatar
      schrieb am 29.01.07 20:14:49
      Beitrag Nr. 2.560 ()
      Antwort auf Beitrag Nr.: 27.280.671 von Pliscon am 29.01.07 20:06:14doch es gibt news die diesen anstieg rechtfertigen werden....wart es ab!:D
      Avatar
      schrieb am 29.01.07 20:22:05
      Beitrag Nr. 2.561 ()
      und...btw (= by the way) es gab zuvor auch keine news....die den kursrückgang gerechtfertigt hätten!
      Avatar
      schrieb am 29.01.07 20:29:04
      Beitrag Nr. 2.562 ()
      das ist ein auszug aus einem report...der heute in den staaten veröffentlicht wurde:

      "The Sigma story is simple: Almost every single HDTV AVC set-top box that is shipping in volume, or will be shipping in volume in the next few weeks, is based on the its 8634 chip. SIGM represents a very strong natural monopoly on IPTV technology, with at least a one-year advantage over others. And getting these chips right in a high-definition world is not easy -- just ask SIGM."

      "At an average selling price of $18 per chip for 2008, SIGM would generate an incremental $218 million, or $0.81 per diluted share, with the latest IPTV roll-outs. At $2.25 earnings per share in 2008 and a 20 times earnings multiple, count on it: You will get your $45 stock."

      "The bottom line? SIGM offers us the only pure-play on the forecasted global expansion of IPTV services. And as more rollouts of IPTV service offerings are announced, more investors will begin to search for investment opportunities related to this expansion."

      "... once the stock soars above $29, its all clear air -- and I expect dozens of set-top IPTV box wins to hit over the next months and quarters.

      "Get the Intel of high-def IPTV boxes now under $25 -- our target of $45 is very doable and may even understate growth as Sigma's Ultra Wideband chips start to ramp up in 2008."

      "It's very rare to get such a monopoly player in its early stage of growth!"
      Avatar
      schrieb am 29.01.07 20:31:01
      Beitrag Nr. 2.563 ()
      :D:D:D:D:D

      die betonung liegt auf MONOPOL-STELLUNG

      und auf 2,25$ earnings per share....:D
      Avatar
      schrieb am 29.01.07 20:31:58
      Beitrag Nr. 2.564 ()
      den report kann man hier bekommen:

      http://www.changewave.com/
      Avatar
      schrieb am 29.01.07 20:42:50
      Beitrag Nr. 2.565 ()
      Verizon to spin off local-phone assets
      FairPoint to obtain Maine, Vermont, New Hampshire units

      By Jeffry Bartash, MarketWatch
      Last Update: 4:11 PM ET Jan 16, 2007

      WASHINGTON (MarketWatch) -- Verizon Communications said Tuesday it would spin off phone operations in less populated parts of New England and combine the assets with FairPoint Communications.
      Under the multibillion-dollar agreement would create a separate company incorporating its phone operations in Maine, Vermont and New Hampshire. The spun-off business would then be merged with Charlotte, N.C.-based FairPoint a carrier that provides phone service to customers in rural areas and small cities in 18 states.

      As part of the agreement, Verizon investors would receive one share of FairPoint for each 55 shares of Verizon that they own. The tax-free deal would be worth about $1 billion to Verizon investors based on FairPoint's Friday closing price of $18.54. Verizon stockholders would own 60% of the company.
      In addition, the spun-off phone assets would be assigned $1.7 billion in Verizon debt.

      FairPoint shares rallied about 15%, while Dow Jones Industrial Average component Verizon traded fractionally lower.
      Verizon has been trying to sell its phone operations in parts of New England and other lightly populated areas for several years, and the FairPoint deal could be the first of several such arrangements. The company has also sought to sell assets in parts of Ohio, Indiana, Michigan, Illinois and upstate New York.

      Virginia Ruesterholz, president of Verizon Telecom, said the company "can now sharpen its focus on our other operations" and did not rule out future sales.

      Verizon wants to divest rural operations to pay down its multibillion-dollar debt and invest more heavily in densely developed markets. The carrier is spending billions to build the country's fastest fiber network and offer pay-television service in a move to outflank the cable-TV industry, which now offers both phone and Internet services.

      In Maine, Vermont and New Hampshire, Verizon serviced about 1.5 million local access lines as of last September. The carrier also has 600,000 long-distance customers and 180,000 high-speed Internet customers in those states.

      In a separate statement, FairPoint said it would invest more money in its New England operations and expand high-speed Internet access to more customers. Nearly 3,000 Verizon workers would be shifted to FairPoint under the terms of the spinoff and merger, and the company said it would add an additional 600 positions.

      "We have effectively created a company that is better positioned for growth than ever before," FairPoint Chief Executive Gene Johnson said in a conference call. "From every angle, we also believe that customers, that shareholders, local economies and employees are all going to benefit from this transaction."
      Finding buyers for the mostly rural access lines has not been easy for Verizon. Phone companies have been losing customers for years to rivals or alternative technologies, lowering the value of their existing access lines. The lines also tend to be located in geographically dispersed areas, where the cost of delivering service is higher.

      State officials, meanwhile, are expected to take an active interest to make sure prospective new owners meet public obligations. The concern of state officials is that a buyer might try to reduce investment in the network to save money, potentially depriving millions of homes in those states of access to faster Internet services.

      Those concerns might explain why FairPoint is promising upfront to increase investment in the assets it acquires from Verizon and to hire new workers. End of Story
      Jeffry Bartash is a reporter for MarketWatch in Washington.
      Avatar
      schrieb am 30.01.07 03:49:29
      Beitrag Nr. 2.566 ()
      #2503 von Pliscon Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 23.01.07 14:49:44 Beitrag Nr.: 27.130.038


      Folgende Antwort bezieht sich auf Beitrag Nr.: 27122784 von sechzgerfan am 23.01.07 06:50:12Immerhin hat Amorphis die letzten Wochen so einiges geschrieben, was man jetzt getrost in die Mülltonne kloppen kann!

      So einfach wie er dachte, ist die Börse auch wieder nicht!

      Ich hatte schön öfters auf Insiderverkäufe aufmerksam gemacht, darauf, dass Sigma von der XBOX doch nichts verdienen wird und darüber, dass der Chart Schwindelgefühle ausgelöst hat!
      Aber hier wollte ja keiner was Negatives hören!


      #2504 von Pliscon Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 23.01.07 14:52:21 Beitrag Nr.: 27.130.106
      Dieses Posting: versenden | melden | drucken | Antwort schreiben SIGMA DESIGNS INC.
      ChartNewsNews einen Beitrag nach oben
      einen Beitrag nach unten

      Folgende Antwort bezieht sich auf Beitrag Nr.: 27122935 von Tradershark am 23.01.07 07:34:07Es ist ja nicht nur so, dass Amorphis einfach nur zu positivi gestimmt war! Er war arrogant, hochnäsig und oft auch beleidigend!

      Umso tiefer ist er nun gefallen! Wahrscheinlich werden wir ihn jetzt nicht mehr wieder sehen! Eine Erklärung hat er nicht, ist diese auf jeden Fall schuldig! Wer weiß, wieviele Leute aufgrund seiner Schönfärberei in diesen Wert eingestiegen sind?



      Avatar #2499 von Pliscon Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 22.01.07 22:30:18 Beitrag Nr.: 27.120.790
      Dieses Posting: versenden | melden | drucken | Antwort schreiben SIGMA DESIGNS INC.
      ChartNewsNews einen Beitrag nach oben
      einen Beitrag nach unten

      Folgende Antwort bezieht sich auf Beitrag Nr.: 27120697 von Pliscon am 22.01.07 22:24:17
      Warum stellt sich Amorphis nicht?

      Hätte mal seine Erklärung zu diesem Debakel gerne gehört!

      Er hat ja heute noch bei 23 Dollar nachgekauft!
      So schnell kann man ins Minus rutschen!



      könnte x-beliebige postings von dir hochholen...will es aber mal bei diesen 3 exemplaren belassen!

      :eek::eek::eek:

      warum stellt sich pliscon nicht???:laugh::laugh::laugh::laugh::laugh:

      lol...ich hoffe jeder sieht was für eine wurst du bist!
      Avatar
      schrieb am 30.01.07 04:27:36
      Beitrag Nr. 2.567 ()
      nicht zu vergessen...nice volume today!

      Volume: 2,624,357
      Avg Vol (3m): 1,046,850
      Avatar
      schrieb am 30.01.07 18:35:07
      Beitrag Nr. 2.568 ()
      hola...

      ich kann nur jedem (!!) sigma interessierten raten hier aufzustocken!!!man muss mal wieder um mehrere ecken gleichzeitig sehen um das gesamtbild zu erhalten...but here u are:


      Cisco Systems "outperform," target price raised

      Tuesday, January 30, 2007 0:47:20 AM ET
      RBC Capital Markets

      NEW YORK, January 30 (newratings.com) - Analysts at RBC Capital Markets reiterate their "outperform" rating on Cisco Systems Inc (CSCO.NAS), while raising their estimates for the company. The target price has been raised from $29 to $30.

      In a research note published yesterday, the analysts mention that the company is poised to benefit from the increased spending on IPTV & video in the cable and telco market in 2H07 and early 2008. Cisco Systems is likely to achieve the upper-end of its long-term growth rate of 10%-15% in 2007 and 2008 due to higher-than-historic levels of the new markets that the company is addressing, the analysts say. The EPS estimate for FY08 has been raised from $1.49 to $1.55 to reflect the higher demand for the routers and the switches by the North American carriers.


      wie wir ja wissen ja csco SFA übernommen und ist einer der größten settop-boxen anbieter weltweit...für sigm bedeuten steigende ausgaben in dem bereich natürlich deutlich bessere zahlen...:)
      Avatar
      schrieb am 30.01.07 18:43:58
      Beitrag Nr. 2.569 ()
      beeindruckende rating-history....und hier liegen die analysten sogar ausnahmsweise mal richtig...:laugh:



      12/18/06 Sigma Designs "buy," target price raised American Technology Research
      12/11/06 Sigma Designs "strong buy," target price raised BWS Financial
      12/01/06 Sigma Designs "strong buy," target price raised BWS Financial
      11/29/06 Sigma Designs "buy," target price raised CE Unterberg Towbin
      11/29/06 Sigma Designs "buy," target price raised BWS Financial
      11/29/06 Sigma Designs "buy," target price raised American Technology Research
      11/29/06 Sigma Designs "buy," target price raised Roth Capital
      11/29/06 Sigma Designs "buy," target price raised Montgomery & Co
      11/29/06 Sigma Designs "outperform," target price raised Robert W. Baird
      11/01/06 Sigma Designs "buy," target price raised Roth Capital
      10/13/06 Sigma Design initiated with "buy" American Technology Research
      10/12/06 Sigma Designs initiated with "buy" American Technology Research
      10/11/06 Sigma Designs "outperform" Robert W. Baird
      10/06/06 Sigma Designs initiated with "buy" CE Unterberg Towbin
      08/30/06 Sigma Designs "strong buy," target price raised BWS Financial
      08/30/06 Sigma Designs "buy," target price raised Roth Capital
      Avatar
      schrieb am 30.01.07 21:16:58
      Beitrag Nr. 2.570 ()
      sigm hat eindeutig an stärke gewonnen...mal sehen ob wir den tag noch im grünen beenden....:)

      Avatar
      schrieb am 30.01.07 23:44:34
      Beitrag Nr. 2.571 ()
      http://www.tvover.net/2007/01/30/80+Million+IPTV+Subscribers…

      80 Million IPTV Subscribers by 2011, But Only Half Will Pay
      The total number of IPTV households will grow dramatically over the next five years, rising from just under 6 million homes worldwide in 2006 to more than 80 million in 2011, predicts a new report from the technology research firm, Strategy Analytics. The report, "Global IPTV Forecast: Homes, Users and Subscribers," finds that many "subscribers" to IPTV will not be paying directly for TV programming or services, but will use IPTV free-of-charge as part of a package of bundled broadband services. This report predicts that the number of households worldwide paying for IPTV services will rise from 3.3 million in 2006 to 40.9 million in 2011.

      "An intensely competitive consumer communications market is making deployment of new services, like IPTV, a critical objective for many service providers. But service structure and payment models used to deliver IPTV vary widely by region and service provider," comments Martin Olausson, Senior Analyst from the Strategy Analytics Digital Consumer Practice. "The traditional pay-TV definition breaks down in an environment in which multiple IP services (broadband, VoIP and IPTV) are paid for by a single fee, and in which a growing share of TV programming will not be paid for via subscriptions."

      "The jury is still out on how much consumers are willing to pay telcos for IPTV," notes David Mercer, VP and Principal Analyst at Strategy Analytics. "Most telcos will likely offer customers a mix of free, subscription and pay-as-you-go programming models."
      Avatar
      schrieb am 31.01.07 00:24:17
      Beitrag Nr. 2.572 ()
      Antwort auf Beitrag Nr.: 27.310.908 von amorphis am 30.01.07 23:44:34mann amorphis!!!
      das ist arbeit ohne ende. ich jedenfalls bin dir sehr dankbar für die Copy und Paste:kiss:

      und ich bin nicht der einziger hier.

      bleibt am ball. danke.

      mfg
      Avatar
      schrieb am 31.01.07 01:12:36
      Beitrag Nr. 2.573 ()
      Antwort auf Beitrag Nr.: 27.311.301 von miristegal am 31.01.07 00:24:17gracias my friend...:)
      Avatar
      schrieb am 31.01.07 04:24:33
      Beitrag Nr. 2.574 ()
      http://www.chron.com/disp/story.mpl/ap/fn/4511480.html

      Markets

      Jan. 30, 2007, 2:18PM
      SEC Approves Market Method for Options

      © 2007 The Associated Press


      WASHINGTON — Federal securities regulators have approved for the first time a market-based method for putting a value on employees' stock options, a move that could reduce the erosion of companies' bottom line by allowing smaller values to be assigned to the prized perks.

      Public companies must count the stock options they award their employees against profits, under rules that took effect last year _ a mandate that can sharply reduce the reported earnings of many big companies, especially in the options-loving high-tech industry. A few companies have urged the Securities and Exchange Commission in recent years to approve various market-based methods for valuing options, as opposed to the academic models in force.

      The SEC rejected those proposals. But now the agency's chief accountant, Conrad Hewitt, has told financial services company Zions Bancorp that its auction system could be used to calculate market-based values for employee stock options.

      "... The SEC staff concurs with your view that the (auction system) is sufficiently designed to be used as a market-based approach to valuing employee share-based payment awards," Hewitt said in a Jan. 25 letter to James Livingston, a Zions vice president.

      The company, based in Salt Lake City, announced the SEC letter in a news release Tuesday. The development was first reported by The Wall Street Journal in Tuesday's editions.

      In its system, Zions created "tracking securities," called employee stock option appreciation rights securities, that emulate the options it awards employees. The company sold them to sophisticated investors in an auction last June, providing a market value for the options based on bids received _ which was only about half of that derived from academic models.

      "We are thrilled to finally have this (SEC) letter in hand," Evan Hill, another Zions vice president, said in an e-mail message Tuesday to The Associated Press. "This is great news for all option-granting companies. Companies can now have the market tell them what their (employee stock options) are worth."

      The SEC did attach some conditions to its approval of the method, including a requirement that the auctions be held on or near the date on which the stock options are granted to employees.

      Stock options allow employees to buy shares of their company's stock in the future at a set price. If the stock rises before the options are exercised, the employee can buy the stock at the predetermined, lower price, then sell it at the higher, current price _ and pocket the difference.

      Corporate America became roiled last year by a scandal over suspected manipulation of the timing of options grants to enrich top executives at numerous companies. More than a hundred public companies are under investigation by the SEC and federal prosecutors and 18 CEOs have been swept out.

      Most of the cases are said to involve backdating: Options are issued retroactively to coincide with low points in a company's share price, so recipients can sell their shares at higher market prices.

      __

      On the Net:

      Securities and Exchange Commission: http://www.sec.gov

      Zions Bancorp: http://www.zionsbancorporation.com
      Avatar
      schrieb am 31.01.07 06:01:37
      Beitrag Nr. 2.575 ()
      Antwort auf Beitrag Nr.: 27.306.090 von amorphis am 30.01.07 21:16:58sigm hat eindeutig an stärke gewonnen...mal sehen ob wir den tag noch im grünen beenden....Lächeln


      Nein! :D
      Avatar
      schrieb am 31.01.07 06:02:20
      Beitrag Nr. 2.576 ()
      Antwort auf Beitrag Nr.: 27.311.301 von miristegal am 31.01.07 00:24:17Eigenlob stinkt, Amorphis! :(
      Avatar
      schrieb am 31.01.07 08:38:24
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 31.01.07 11:35:16
      Beitrag Nr. 2.578 ()
      Hallo Amorphis,

      mir jedenfalls ist es ein Rätsel - wie wohl den allermeisten hier -was solche Leute wie dieser Pisscon hier zu suchen haben. Kritik in Ehren und die sollte es auch geben - aber nicht auf diesem untersten Niveau.

      Lass dich bitte nicht immer wieder von dem provozieren und mach mit deinen phantastischen Recherchen weiter.

      Deine Meinung ist mir wichtig, darum auch gleich mal ne Frage:
      wie schätzt du die mögliche Entwicklung von Siga und Sigma in den nächsten Wochen ein. Ich überlege gerade, ob ich Siga-Anteile in Sigma umschichten soll.

      Was meinst du?

      schöne Grüße
      Avatar
      schrieb am 31.01.07 11:58:55
      Beitrag Nr. 2.579 ()
      Antwort auf Beitrag Nr.: 27.316.067 von q035491 am 31.01.07 11:35:16schreib dir nachher ne boardmail.greez
      Avatar
      schrieb am 31.01.07 21:17:48
      Beitrag Nr. 2.580 ()
      Last Trade: 24.25
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      Change: Up 0.51 (2.15%)
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      schrieb am 31.01.07 21:23:18
      Beitrag Nr. 2.581 ()
      http://www.hometheaterblog.com/hometheater/2007/01/interview…


      January 30, 2007
      Interview: Ken Lowe of Sigma Designs

      Sigma DesignsYesterday afternoon I had the opportunity to speak with Sigma Designs Ken Lowe (Sigma’s media processors can be found in Blu-ray players from Sony, Pioneer, and Panasonic) about his thoughts on Blu-ray and HD DVD. It was an impromptu interview but Ken had some interesting things to say on the subject so without further ado, here we go.

      HTB: Ken tell us a little about your position at Sigma Designs new window and the company’s product offerings, what type of HD devices are Sigma’s chipsets found in?

      Ken Lowe: I run strategic marketing, which means I run business development and partner relations, investor relations, and manage a great deal of corporate development for the company, so I keep my hands in several pots which allows me to feed information back and forth.

      Sigma in the last five years has become a leading vendor in media processors, having entered the market at a point when the industry had already worked out who has the DVD players, who has the set-top boxes etc. As we made the transition to high definition, new standards were introduced for video, security and system integration that then created a complete paradigm shift with Sigma ending up on top and others knocking at the door to get in.

      The primary markets that we participate in include Blu-ray and HD DVD devices, at this point it’s primarily Blu-ray; secondly the market for IPTV set-top boxes; thirdly the market for digital media adaptors and media extender devices in general; and fourth the market for high definition televisions

      HTB: We’re coming up on the first year anniversary for both formats, how do you think they’ve done so far?

      Ken Lowe: In general I think that the report card is that neither standard has done that well so far. For something that we hope to become the heir apparent to DVD, they’ve both been struggling to gain traction in a consumer base that has yet to develop confidence in either of the formats as a successor to DVD, and therefore its only the enthusiast that have been willing to jump in and take part.

      HTB: What do you think the likelihood that dual-format players could become the norm rather than the exception as in LG’s case?

      Ken Lowe: It’s easier to implement dual-format hardware from a stand-alone perspective than recorders. Almost that entire market [recorders] has already gone Blu-ray because, with the exception of Toshiba, all of the Japanese electronic manufacturers are Blu-ray. It appears over there they’ve rallied around that for whatever reason, I don’t know if it’s the power of Sony or whatever else. So there’s this issue of, well if we have the player end solved with dual-format format players, its not so easy to do a recorder that way; recorders are much more involved in terms of what you have to accomplish.

      I can’t pretend to know all the nuances we’re going to experience but it would seem to me that since either one of these standards have ten times the complexities of the original DVD, in terms of all the interactive features and the different modes and everything, it just seems to me that doubling everything is going to make it more complex.

      HTB: Do you have a personal preference in formats, would you recommend one over the other?

      The fair answer is that because they both use the same video standards and they’re both largely very interactive and both produce beautiful video, they both afford you a nice user interface, they both have sufficient capacity to deliver a high definition movie, there’s a little bit more capacity with Blu-ray but I think that’s relatively minor at the outset. So I think the honest truth is that as a new standard to produce beautiful high definition video/movies, they both do just fine.

      I don’t think any of us can tell the difference in front of a screen, there literally is no real difference. The differences really come down to the quality of the encoding, the attention to detail they take during the encoding process, that’s what really differentiates the quality.

      HTB: We’re in agreement there, once I saw some of the more recent Blu-ray releases and that they could indeed compete with some of the better HD DVD titles, it became of much less concern to me. I don’t think image quality is enough to decide this barring any other unforeseen software snafus on the Blu-ray side, its going to come down to something else.

      Ken Lowe: Yeah when we were looking at this before the Christmas selling season and weighing things out, it seemed to me that there were three things that are required before this thing takes off. One of which is we need a considerable more amount of content to make it more compelling, we need quite a few more titles on both formats to make it seem as though you’ve got a wide library to choose from and the belief that your going to see a lot more content coming.

      The second was prices coming down, somewhat substantively from where they are now and number three is that consumers become confident that this is in fact the heir apparent successor to DVD. Whether its one the other or both, the developing of a confidence that there is an heir apparent is critical. The third one I think is the harder to sell because as we go out through this year, there’s going to be more and more content that comes out. I think the prices are going to drop down as we hit the second half of this year, soI think the remaining item is going to be that can consumers develop a confidence that the heir apparent has shown itself.

      HTB: I think that’s critical, super critical. It’s going to be interesting to see how or even if that can be conveyed to consumers.

      Ken Lowe: That’s the difficulty. Can you [manufacturers] really get that across to consumers?

      HTB: Ken thanks so much for taking the time to do this, I really enjoyed the conversation.

      Ken Lowe: It was my pleasure; feel free to get back in touch with anything else I can be of help with.

      I want to thank Ken again for the interview. It was refreshing to speak with someone willing to take an honest look at where both formats stand and discuss the work still needed to convince the average consumer that either format is worth investing in.
      Avatar
      schrieb am 01.02.07 02:02:02
      Beitrag Nr. 2.582 ()
      http://www.forbes.com/video/?video=fvn/tech/ms_bbuy013107

      aus dem video geht ganz klar hervor...das die branche hdtv so langsam aber sicher immer stärker ins rollen kommt. das wäre dann der 4. markt...der in 2007 gut laufen wird -

      1) iptv/cables 2) next generation dvd-player 3) DMA's 4)HDTV

      das wird der super-gau
      Avatar
      schrieb am 01.02.07 16:09:48
      Beitrag Nr. 2.583 ()
      weitere news...


      http://biz.yahoo.com/bw/070201/20070201005425.html?.v=1

      Press Release Source: Sigma Designs, Inc.

      Japan's Leading Internet Video on Demand GyaO Service From USEN Embraces New Home TV Application
      Thursday February 1, 8:00 am ET
      USEN's GyaO Plus Developed by I-O DATA DEVICE and Powered by Sigma Designs' Media Processors

      SAN JOSE, Calif.--(BUSINESS WIRE)--I-O DATA DEVICE, INC., a worldwide distributor of PCs and consumer electronics, today announced the GyaO Plus, a "TV connected PC" that can be connected to the GyaO Internet Video on Demand (VOD) free service operated by USEN CORPORATION. GyaO Plus comes with a ten foot interface remote controller and makes it easy for all consumers to access GyaO Internet content on their TV, anytime. Initially available online at http://tv.gyao.jp/, the GyaO Plus has a suggested retail price of Yen 24,800 ($234 USD) which includes all tax, shipping and handling costs.

      I-O DATA DEVICE, INC. co-developed GyaO Plus with USEN CORPORATION, I-O DATA DEVICE USA, INC. and Sigma Designs, Inc. The product offering is part of the USEN Group's evolution into a "Media Contents Company" which officially began in 2005 when GyaO became Japan's brand new broadcasting service for the PC. Today, approximately 13 million users enjoy GyaO Internet, TV, movie and music content free of charge as the service is fully operated by advertising revenue.

      "We are pleased to work with USEN to help bring the company's GyaO customers, including non-PC holders, a new and exciting free Internet content offering," said Jack Akita, director of business development of I-O DATA DEVICE USA, INC. "The GyaO Plus TV connected PC will strengthen our already number one place in the market three years running with the LinkPlayer series of digital media adapters also powered by Sigma Designs' media processors."

      "Our media processors have become the de facto standard for use in consumer electronics products worldwide," said Ken Lowe, vice president of strategic marketing, Sigma Designs. "With the rise in demand for connecting content between the PC to the TV in home consumer electronics, our breadths of technologies offer consumer equipment vendors and service companies a complete development platform for a whole new generation of products."

      About I-O DATA DEVICE USA, INC.

      I-O DATA DEVICE USA, INC. is a joint venture between I-O DATA DEVICE of Japan and Kaga Electronics of Japan. Established in 2001 to address US markets, I-O DATA DEVICE USA combines I-O DATA's leading position in the PC peripheral market and Kaga Electronics' worldwide presence as a distributor. I-O DATA DEVICE USA offers top quality products with an efficient sales/distribution network and expertise that can respond to the rapid changes and challenges of the PC market. I-O DATA DEVICE USA is located at 2480 North First Street, Suite 100, San Jose, CA 95131. For more information, please visit http://www.iodata.com/usa/.

      About USEN CORPORATION

      USEN CORPORATION, a leading company in the Japanese domestic cable music broadcasting market, was established in 1964 and has been primarily engaged in offering broadcasting services, and has also expanded into the karaoke business, broadband business, and contents business. Through this process, USEN has extensively deployed entertainment services. For further information on our company, please visit: www.usen.com.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq:SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

      Note to editors: Product photos are available at http://www.iodata.com/usa/support/.

      USEN CORPORATION copyrights USEN, GyaO, and GyaO Plus names. I-O DATA® is a registered trademark of I-O DATA DEVICE, INC. Other brands and products are trademarks of their respective holders.


      Contact:

      Atomic PR
      Allyson Stinchfield, 415-402-0230
      allyson@atomicpr.com
      or
      I-O DATA DEVICE USA, INC.
      Jack Akita, 408-570-4217
      info@iodata.com

      Source: Sigma Designs, Inc.
      Avatar
      schrieb am 01.02.07 16:29:02
      Beitrag Nr. 2.584 ()
      "Mr. Kurssturz" Pliscon (im Viro-Thread) am 27.01.07:

      "Vielleicht steige ich in Sigma ein, wenn sie sich nochmal halbiert haben! :laugh: "
      http://www.wallstreet-online.de/dyn/community/thread.html?th…

      Seit diesem höhnischen Lachen hat er die ersten 20% verpaßt:

      Avatar
      schrieb am 01.02.07 16:47:42
      Beitrag Nr. 2.585 ()
      Antwort auf Beitrag Nr.: 27.349.786 von overview am 01.02.07 16:29:02tja manche sind halt mehr mit ihren paras als white-board-knight beschäftigt...als in die werte einzusteigen die dynamisch laufen...:laugh::laugh::laugh: das pliscon nicht grad der profi ist...wissen wir doch. bei dem läuft ein wert auch nach oben...obwohl er erstmal monate seitwärts läuft....bis dann kürzlich dieses muster durchbrochen wurde.

      sachen gibts...:laugh::laugh::laugh: und leute gibts...:D:laugh::laugh::laugh: zum (aus-)lachen dieser typ!ist wahrscheinlich ein verwandter von mr. arrogance!:eek::eek::eek::laugh::laugh::laugh:
      Avatar
      schrieb am 01.02.07 18:04:20
      Beitrag Nr. 2.586 ()
      gut möglich das wir gleich die 25$ knacken...bei 24,70$ sind wir schon.
      Avatar
      schrieb am 01.02.07 19:02:40
      Beitrag Nr. 2.587 ()
      WINTER_CFA

      More on today's win with Usen: (4 Ratings) 1-Feb-07 10:05 am
      Confirmation here of MOT's 8634-powered VIP1200 box usage. It will be interesting to see where else this box shows up beyond traditional telco IPTV wins. If I read the translation right, an intial 10,000 units are for sale via the Internet (a standard initial order amount). Good demand would quickly drive the follow-up production number at least several times higher before long:

      http://www.watch.impress.co.jp/av/docs/2...

      the less-than-perfect TRANSLATION:

      [Corporation USEN broadband image transmission service “Gyao” sold started the special-purpose terminal “gear operation lath” which can be viewed simply with the television and the like from February 1st. With only Internet direct sales to be sold, as for selling price of 10,000 unit limitation 24,800 Yen.

      Utilization image of gear operation lath

      Gyao develops acquires approximately 1,300 ten thousand viewing registers until recently as broadband image transmission service for the personal computer from 2005 April. But, in order that you answer the needs that we would like to enjoy Gyao with the television of the living, not only PC display you say that the “gear operation lath” was developed.

      The eye o data equipment takes charge the development of the gear operation lath. The IPTV platform “Motorola VIP1200” of Motorola is designated as the base, SMP8634 of SigmaDesign is adopted as a main tip/chip. As for OS Windows CE.

      With remote control operational

      The gear operation lath, has the HDMI terminal and the D terminal and S image output, etc can connect to the television. With PC being operational with private remote control unlike Gyao viewing, program selection and playback/halt and fast forward/to reset, operation such as skip and stop is possible. Furthermore, it corresponds to also all the picture indications to the television.

      In addition, the ID/password management up to maximum of 6 being possible at 1 units, restricts viewing the R designated contents and the like also “pair rental lock” function has. But as for the contents which it can view the same as PC edition, it cannot utilize with the gear operation lath live program program and, concerning the program which uses bidirectional function such as “GyaO jockey” and entry of “song [burogu]”.

      As for bit rate of contents 384kbps and 768kbps. With WMV, with Windows Media of the gear operation lath Player it can view the format. Furthermore, with USEN utilization with the broadband circuit above approximately 4Mbps is recommended at survey value.

      As for output terminal HDMI×1 (with future firmware update correspondence), D terminal ×1, S image ×1, composite ×1 and analog audio ×2, optical digital audio ×1. Ethernet is equipped. As for external size 255×215×55mm, as for weight approximately 800g (only substance).]
      Avatar
      schrieb am 01.02.07 19:45:59
      Beitrag Nr. 2.588 ()
      wir laufen stramm auf die 25$ zu...:D

      http://www.level2quotes.com/
      Avatar
      schrieb am 01.02.07 22:39:02
      Beitrag Nr. 2.589 ()
      wir gewinnen langsam an fahrt...

      :) gewisse leute sagen bei 20$ "bei 10$ steige ich ein" der kluge investor hat es so gemacht wie von mir vorgegeben: die schwachen kurse als geschenk annehmen...und die gelegenheit nutzen zum sammeln.das war die nötige korrektur nach über 200%...mitlerweile hatten wir die ces und wirklich HAMMER gute news und neue WINS...erst heute ja den win in japan.

      also...der mut...der eigentlich gar keiner war...denn die positive entwicklung zuletzt war eigentlich nur eine folge der guten fundamentalen situaton...das sehen auch die instis die sich weiter in den wert einkaufen...zudem sinken jetzt jeden monat die shortpositionen im wert.seit august wurden über 3(!!!!!!!) millionen positionen eingedeckt...der trend hält weiter an...weil JETZT wirklich klar ist...das es in den kommenden quartalen rasand nach oben gehen wird. leute...greift zu...wir sehen bald neue höchstkurse...sehe gute chancen auf ein neues jahreshoch und dann kursen von 40-45$...das wird schon!

      SIGMA DESIGNS INC (NasdaqGM:SIGM)
      Last Trade: 24.91
      Trade Time: 4:00PM ET
      Change: Up 0.70 (2.89%)
      Avatar
      schrieb am 01.02.07 22:40:54
      Beitrag Nr. 2.590 ()
      WINTER_CFA


      Of high interest - Blu-Ray vs HD DVD: (3 Ratings) 1-Feb-07 01:14 pm
      This looks quite significant to me:

      "Blu-ray Gaining Ground on HD DVD"

      http://gizmodo.com/gadgets/home-entertai...

      "If you've been wondering what the scoreboard looks like in the Blu-ray vs HD DVD format war, Nielsen VideoScan has just released the official sales numbers for both sides of the camp. According to the Nielsen stats, Blu-ray is quickly catching up to HD DVD. Since the inception of both formats (April 2006) for every 92 Blu-ray discs sold there were 100 HD DVD units sold. (Score 1 HD DVD). But for the first two weeks of January 2007...

      Blu-ray has outsold HD DVD by more than 2 to 1. (Score 1 Blu-ray). It's not sure whether the Blu-ray boost came via the PS3 or if it was simply a lack of new HD DVD titles—either way, it looks like Blu-ray fans have reason to celebrate cause at this rate it shouldn't be difficult to keep the lead."


      This was the origincal source used:

      http://www.nxtbook.com/nxtbooks/questex/...

      Page 1 shows the scale used. Page 8 has an article about the format battle which interviews an independent research firm. Here are some excerpts:

      "Research firm Understanding & Solutions is keeping a close watch on the launches of both high-definition formats, HD DVD and Blu-Ray disc. While it's a little early to call a winner, Blu-Ray has the strongest possibility to dominate the market quickly, thanks mostly to the Playstation 3, according to the company.

      I woulkd be absolutely amazed if the format war goes on much further than mid-2008. If you look at what happened in 2006, 80% of what has sold through is Blu-Ray. In 2007, Blu-Ray will be at least that percentage again, but it won't be a million players we're talking about. We're probably looking at something like 8 million units selling through this year across all product types and formats, so by the end of 2007, moving into 2008, it's possible that 5% or 6% of U.S. homes will be owning a high-definition playback device. And about 80% of those devices will be Blu-Ray.

      By the end of the year, most of the top-selling high-definition titles will be Blu-Ray discs.

      We believe that you will see Blu-Ray players at around $400 by the end of this year and HD DVD at about $300. In the United States, it has to be less than $200 for mass appeal and less than $100 for an impulse purchase, but that will happen quickly.

      We believe by the end of the year, we will see one format start to dominate. At the moment, all the cards are stacked in favor of Blu-Ray coming ourt on top. In reality, the only companies holding on to HD DVD are Toshiba and Universal."


      Sure sounds like great news for any particular firm that happens to dominate the silicon solution for the winning side.
      Avatar
      schrieb am 02.02.07 10:08:26
      Beitrag Nr. 2.591 ()
      WINTER_CFA zur backdating-geschichte (denkt dran wie oft er schon inoffiziell neue wins für SIGM im yahoo-board präsentieren konnte - und das wochen bevor dann die offizielle meldung kam!sein track-record was SIGM betrifft ist mehr als beeindruckend!demnach...glaube das er erneut recht behalten wird und wir hier bald "die freundliche lösung" zur optionsgeschichte hören werden!der kurs hat ja zuletzt wieder deutlich angezogen - fast 25% in 8 handelstagen!spricht für sich...)



      "It is only my perception and opinion, but I sense high confidence from SIGM that its new auditors will resolve the options backdating issue comfortably before the mid-March NASDAQ deadline."
      Avatar
      schrieb am 02.02.07 15:21:31
      Beitrag Nr. 2.592 ()
      http://biz.yahoo.com/prnews/070202/sff020.html?.v=86


      Press Release Source: UTStarcom, Inc.

      UTStarcom Partners With AKSH Optifibre to Deliver First IPTV Service in India With MTNL
      Friday February 2, 9:00 am ET

      ALAMEDA, Calif., Feb. 2 /PRNewswire-FirstCall/ -- UTStarcom, Inc. (Nasdaq: UTSI - News), a global leader in IP-based, end-to-end networking solutions and services, today announced a three-year contract through its partnership with AKSH Optifibre Ltd. to deploy its RollingStream(TM) end-to-end IPTV solution with Mahanagar Telephone Nigam Ltd. (MTNL) in India. The contract represents the first commercial IPTV deployment in India and AKSH Optifibre Ltd. is the first company to launch IPTV in India. AKSH is the pioneer in optifibre fiber and cable technologies and their main product is a Fiber-to-the-Home solution.

      "Consumers have come to expect sterling services that are both innovative and affordable from MTNL," said Shri RSP Sinha, chairman and managing director at MTNL. "We take the lead, yet again, in ushering in a true revolution in home entertainment with the country's first IPTV service. IPTV provides an interactive viewing experience and allows for multitude of exciting revenue generating applications to be deployed. Our existing presence in more than four million homes in New Delhi and Mumbai through our broadband service will give MTNL a tremendous headstart in changing the way people watch television."

      The service, which will utilize MTNL's existing broadband network as the content delivery backbone, will consist of traditional broadcast television, video- and music-on-demand, videoconferencing capabilities and time-shifted TV, allowing users to access television content on any channel up to one week in the past. All MTNL broadband subscribers in Delhi and Mumbai are anticipated to have access to the service, which launched in December 2006.

      "By pricing the basic level of service at 125 rupees, we hope to attract a large number of our broadband subscribers to our IPTV service and drive revenue growth through the additional value-added services, like time-shift capabilities and video-on-demand, enabled by UTStarcom's RollingStream," Sinha added.

      "This contract is a testament to both UTStarcom's worldwide leadership in the IPTV industry as well as our dominant position as a provider of innovative broadband technologies to the Indian market," said David King, senior vice president of international sales and marketing. "UTStarcom's award-winning RollingStream IPTV solution is now deployed with leading service providers in China, Japan and India, which we believe proves UTStarcom's position as the leader in IPTV deployments worldwide."

      "The cooperation with UTStarcom ideally complements our know-how," said Dr. Kailash S. Choudhari, managing director at AKSH Optifibre. "UTStarcom's RollingStream offers an end-to-end IPTV solution enabling us to deliver broadcast quality TV and on-demand entertainment service programming over IP networks. This enables us to offer even more comprehensive solutions and services in the area of IPTV, now and for the next three years. The start of IPTV services with MTNL is clearing the way for deployment of Fiber-to-the-Home solutions at the subscriber's home."

      About UTStarcom's RollingStream

      UTStarcom's RollingStream is an end-to-end solution designed for telecommunications operators and broadband service providers to deliver broadcast quality TV and on-demand entertainment programming over IP networks. RollingStream is designed to offer service providers the scalability, reliability, and bandwidth efficiency to support new services including broadcast TV, Network PVR (n-PVR), Video on Demand (VoD), and Near Video on Demand (NVoD) over existing network infrastructures. This may result in opportunities for increased revenues, new services, and improved customer satisfaction and retention.

      For more information about UTStarcom's RollingStream solution, please visit: http://www.utstar.com/Solutions/Broadband/IPTV .

      About UTStarcom, Inc.

      UTStarcom is a global leader in IP-based, end-to-end networking solutions and international service and support. The company sells its broadband, wireless, and handset solutions to operators in both emerging and established telecommunications markets around the world. UTStarcom enables its customers to rapidly deploy revenue-generating access services using their existing infrastructure, while providing a migration path to cost-efficient, end-to-end IP networks. Founded in 1991 and headquartered in Alameda, California, the company has research and design operations in the United States, Canada, China, Korea and India. UTStarcom is a FORTUNE 1000 company.

      For more information about UTStarcom, visit the company's Web site at www.utstar.com.

      Forward-Looking Statements

      This release includes forward-looking statements by or about UTStarcom, including the foregoing statements regarding the anticipated delivery mechanism, features and other benefits to the users, scope of coverage, and pricing of the IPTV service to be deployed in India, the expectations regarding the benefits of the RollingStream solution to MTNL and other service providers generally, and the anticipated impact of the IPTV service on the viewing experience of the end-users. These statements are forward-looking in nature and subject to risks and uncertainties that may cause actual results to differ materially. These risk factors include rapidly changing technology, the changing nature of global telecommunications markets, the termination of contracts and/or strategic relationships, the direction and results of future research and development efforts, evolving product and applications standards, reduction or delays in system deployments, product transitions, potential non-realization of backlog, changes in demand for and acceptance of UTStarcom's products, both in India and globally, general adverse economic conditions, and trends and uncertainties such as changes in government regulation and licensing requirements, both in India and globally. UTStarcom also refers readers to the risk factors identified in its latest Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, as filed with the Securities and Exchange Commission.


      Source: UTStarcom, Inc.
      Avatar
      schrieb am 02.02.07 15:22:32
      Beitrag Nr. 2.593 ()
      chips liefert UTSI natürlich...wer sonst...:D...SIGM!
      Avatar
      schrieb am 02.02.07 16:48:07
      Beitrag Nr. 2.594 ()
      http://www.lightreading.com/document.asp?doc_id=116214

      JEPP...once again...kasenna setzt ebenfalls auf chips von SIGM.

      yeah yeah yeah...this baby rocks all around the world!:D

      ich spüre richtig die neidischen blicke von plisci...er wartet immer noch auf seinen kaufkurs bei 10$ :p:laugh::laugh: lol lol lol

      und dabei wollte ich ihm helfen...hab ihm doch so klar und deutlich bei 20$ im vphm-thread die gebrauchsanweisung in die hand gedrückt:

      #5326 von amorphis 27.01.07 14:51:47 Beitrag Nr.: 27.222.254


      Folgende Antwort bezieht sich auf Beitrag Nr.: 27215797 von Pliscon am 27.01.07 09:52:40ein kostenloser rat an dich...steig jetzt stückchenweise in sigm ein...dann wirds auch bei dir mal etwas mit ner guten performance...müll-labern hast du ja mitlerweile perfektioniert - jetzt sollte dein augenmerk mal dem trading dienen...


      ach pissci...es war so nett gemeint von mir...doch du lässt dir ja nicht helfen. man man man...mit dir erlebt man sachen...:laugh::laugh::laugh:
      Avatar
      schrieb am 02.02.07 17:22:15
      Beitrag Nr. 2.595 ()
      byronangel

      Interesting article on page C2 of today's Wall St. Journal about increases in the stock prices of companies that are having problems related to backdated options. Some excerpts:

      The rise in shares of companies with potential options-backdating issues highlights a big difference between the current rash of investigations and accounting scandals on Wall Street of the past decade. Stocks of companies such as WorldCom and Enron never recovered from their accounting improprieties because they had large effects on the companies' bottom lines. The options scandals fall into the realm of executive compensation, which historically has had less impact on stock prices. While the additional payouts are technically coming out of investors' pockets, the amounts make a relatively small dent in companies' financial health.

      Helping embolden investors have been the high-profile cases of stock prices that have overcome downward pressure from the backdating scandal. Apple Inc., for instance, reported on June 29 irregularities in the granting of options, including a grant given to Chief Executive Steve Jobs. The next day, the stock price declined 2.9% to $57.27 on the Nasdaq. But by the end of July, the shares were back over $60 amid strong earnings. Shares are now trading in the $85 range thanks in part to the results of the company's internal investigation, which absolved Mr. Jobs of misconduct as well as the buzz generated by Apple's new iPhone. A government inquiry is continuing.

      As the options-backdating discussion evolves, investors are recognizing that the degree of wrongdoing -- if there is any -- covers a wide spectrum. Three former Comverse Technology Inc. executives have been charged with criminal fraud; two have pleaded guilty. There also have been a number of high-profile executive departures, including CEOs at companies such as UnitedHealth Group Inc., CNET Networks Inc. and McAfee Inc. But some of the inquiries have resulted so far in little more than financial restatements. Some companies have conducted internal investigations that exonerated key executives, which has generally seemed to satisfy Wall Street even if federal examinations are continuing.
      ***************************************************** ***********

      It looks to me right now that most of the danger created by the options issue has now passed for SIGM. The big risk was that Thinh Tran would have been forced out of the company. If this was going to happen I think it would have happened by now. As was the case at Apple, where even though Steve Jobs knew that backdating was going on he was allowed to stay on, the CEO at SIGM is also going to be allowed to stay. As I see it, the only remaining danger is that the Feds may come in at some later date and conduct their own investigation at SIGM. However, I think the chances of this are pretty small. There's a couple of hundred companies that have option problems, and the Feds don't have the resources to investigate most of them. I can't see any particular reason why they should come after SIGM, although it is a risk. The financial restatement caused by the backdating at SIGM is going to be pretty small, and shouldn't have any impact on the company or the stock price.
      Byron
      Avatar
      schrieb am 02.02.07 19:03:16
      Beitrag Nr. 2.596 ()
      neues rating von amtech:

      AMTECH

      SIGM (BUY): UTSI Deployment a Positive for SIGM. Today USTI announced that it began deploying IPTV based services via its Rollingstream platform to Mahanagar Telephone Nigam Ltd. in India. The initial deployment will cover 4m broadband deployed homes in Mumbai and New Dehli. The basic service package will be offered at 125 rupees, and additional services such as time shifting and VOD will be offered to help drive subscribers. This deployment will directly benefit SIGM as the company is designed into UTSI's Rollingstream IPTV STB. While we have not yet determined the financial implications for SIGM, we believe that today's announcement continues to solidify the global IPTV market deployment. It is our belief that investors currently still misunderstand the SIGM story and focus primarily too much on commentary by U.S. based AT&T. (anmerkung der redaktion: ja pliscon...sie meinen dich. du verstehst die story nicht. das ist jetzt sogar bis an die wallstreet durchgedrungen!:laugh::laugh::laugh: )

      We believe that SIGM will benefit in CY07 from the global deployments of IPTV in Europe and Asia. We remind investors that SIGM currently has around 75% market share within IPTV STB, and every new deployment via the UTSI platform or MSTV platform equals incremental revenue in CY07. Maintain BUY and $34 price target.

      greez
      Avatar
      schrieb am 02.02.07 19:45:08
      Beitrag Nr. 2.597 ()
      Antwort auf Beitrag Nr.: 27.376.528 von amorphis am 02.02.07 19:03:16und weil es so lustig ist - die übersetzung v. meinem PT.:


      AMTECH

      SIGM (KAUF): UTSI Einsatz ein Positiv für SIGM. Heute USTI kündigte an, dass es begann, IPTV einzusetzen, basierte Dienstleistungen über seine Rollingstream Bühne für Mahanagar Telefon Nigam Ltd. in Indien. Der Anfangseinsatz wird Abdeckungs4 m Breitband setzte Häuser in Mumbai und neuem Dehli ein. Das Grunddienstleistungspaket wird zu 125 Rupien angeboten, und zusätzliche Dienstleistungen wie Zeitverschiebung und VOD werden angeboten Hilfeantriebsunterzeichnern. Dieser Einsatz nützt SIGM direkt, da das Unternehmen für UTSI entworfen ist, \ Rollingstream IPTV STB. Während wir die finanziellen Auswirkungen auf SIGM noch nicht bestimmt haben, glauben wir dieses heute\Ankündigung fährt fort, den globalen IPTV Markteinsatz zu festigen. Es ist unsere Überzeugung, dass Anleger gegenwärtig immer noch die SIGM Geschichte missverstehen und in erster Linie zu viel auf Kommentar durch US-basierten AT & T. richten, (anmerkung der redaktion: ja pliscon...sie meinen dich. du verstehst sterben Geschichte nicht. das ist jetzt sogar zweimal ein Würfel wallstreet durchgedrungen! )

      Wir glauben, dass SIGM in CY07 von den globalen Einsätzen von IPTV in Europa und Asien profitiert. Wir erinnern Anleger daran, dass SIGM gegenwärtig etwa 75% Marktaktie innerhalb IPTV STBs hat, und jeder neue Einsatz über die UTSI Bühne oder MSTV Bühne gleicht schrittweise steigenden Einnahmen in CY07. Warten Sie Kauf- und $ 34 Preisziel.

      und pliscon - UTSI ist ein Big Pl. in indien. mit denen kannste auch noch gutes geld verdienen.
      Avatar
      schrieb am 02.02.07 23:20:42
      Beitrag Nr. 2.598 ()
      sehe ne gute chance auf ein neues ath in der kommenden woche. :)
      Avatar
      schrieb am 02.02.07 23:36:52
      Beitrag Nr. 2.599 ()
      http://www.telecommagazine.com/newsglobe/article.asp?HH_ID=A…


      IPTV In China Will Exceed 23 Million Subscribers By 2012

      ABI Research Report Finds Mainland China Operators See IPTV As Competitive Edge

      by Stephen Heiser

      Fri, February 2. 2007



      Technological innovations are rapidly redrawing the Chinese telco landscape. Operators are compelled to diversify in order to thrive in the competitive environment. The November 2006 announcement of Jiangsu Telecom’s network expansion effort to meet subscribers’ demand for IPTV, VOD, and other advanced IP services was just the latest in a similar series of moves to support multi-play service offerings.

      According to ABI Research’s broadband research analyst Serene Fong, “More operators than ever are offering multiple services in an attempt to retain customers and to increase revenue. Telecom operators are venturing into the TV industry, while cable operators move into the voice business.”

      IPTV is the Chinese government’s platform of choice because it is aligned to its long-term plan of unifying broadband, Internet, and television. Hence the future of the industry continues to be viewed optimistically. More resources will also be allocated to making IPTV a success because it is to play an important role in multimedia communications and upcoming major events in China. According to Fong, “The growth of IPTV will remain modest for now, and take off only after 2008. Adoption will be boosted by major events such as the Beijing Olympics in 2008, and then the 2010 World Expo in Shanghai.”

      At the same time, China’s flourishing broadband environment paves the way for IPTV to reach out to the potentially huge addressable market. In a new study, ABI Research forecasts the IPTV take-up in mainland China to pass the 23 million-subscriber mark by 2012.

      For now, however, IPTV has to cope with certain bottlenecks that have been restricting growth. “While the IPTV service is regarded by the industry as a potential revenue generator, lack of content may prove a short-term barrier to increasing uptake rapidly,” says Fong. “Current program content, which is strictly controlled by media authorities and the government, is not rich enough to attract paying users, and overseas content, which is restricted and difficult to get approval for, does not help alleviate the situation.”

      These and other in-depth analyses of the Chinese IPTV environment are contained in a new ABI Research study, “IPTV in China: Analysis of the Chinese IPTV Market, Regulatory Environment, and Growth Potential” (http://www.abiresearch.com/products/market_research/IPTV_in_… which details operator and vendor activities along with the industry environment and emerging trends. It forms part of the company’s Multi-Channel Video Research Service (http://www.abiresearch.com/products/service/Multi-Channel_Vi… _Service)(Due to its length, this URL may need to be copied/pasted into your Internet browser's address field. Remove the extra space if one exists.), which also includes other Research Reports, Research Briefs, Market Data, Online Databases, ABI Insights, the ABI Vendor Matrix, and analyst inquiry support


      kombiniert mal die obere studie...mit dieser pr:

      Press Release Source: UTStarcom, Inc.

      UTStarcom Expands IPTV Leadership in China With New Contract in Shanxi Province With China Telecom
      Wednesday January 24, 9:00 am ET
      Over 80 Percent of All IPTV Subscribers in China on UTStarcom's RollingStream(TM) End-to-End System

      ALAMEDA, Calif., Jan. 24 /PRNewswire-FirstCall/ -- UTStarcom, Inc. (Nasdaq: UTSI - News), a global leader in IP-based, end-to-end networking solutions and services, today announced a contract with China Telecom (CTC) to deploy its RollingStream(TM) end-to-end IPTV solution for a new commercial IPTV network in China's Shanxi Province.

      The initial deployment, supporting 30,000 subscribers, is planned to include 14 service points covering major metropolitan areas of Xian, the capital city of Shanxi Province. The service is expected to offer up to 80 channels of live, broadcast television; 24-hour time-shifting capability; approximately 10,000 hours of video-on-demand (VOD) content; and valued-added services including karaoke and gaming.

      "UTStarcom continues to build on its leadership in the IPTV market in China and this contract is further validation of the strength, reliability and security of our RollingStream end-to-end IPTV system," said Ying Wu, president and chief executive officer of UTStarcom China. "Many of our initial IPTV deployments in China are currently undergoing network expansions as demand for the service has grown. Additionally, we are seeing new deployments emerge as fixed-line operators are realizing the potential for deploying IPTV services to combat subscriber churn and increase average revenue per user."

      At ITU Telecom World 2006 in Hong Kong last month, UTStarcom's RollingStream IPTV solution was named the best IPTV solution worldwide by Communications Weekly, a leading publication under the guidance of the Ministry of Information Industry (MII) in China. UTStarcom was also awarded the Development Contribution Award for its efforts for IPTV standardization in China.


      was erhaltet ihr?ganz einfach:

      1)IPTV In China Will Exceed 23 Million Subscribers By 2012

      2)Over 80 Percent of All IPTV Subscribers in China on UTStarcom's RollingStream(TM) End-to-End System

      die rechnung lautet also...in 5 jahren 23 millionen user...und wir liegen irgendwo bei dominaten 4/5 des chinesischen marktes....:D

      et werden vielleicht auch nur 3/4 pliscon...ich weiß...:laugh::laugh::laugh::laugh: halte mich jetzt immer selbst zurück...dann brauchst du es nicht mehr. naja...3/4 reichen trotzdem für viel wachstum....die börse liebt wachstum...:D

      100$...i can see you...:D
      Avatar
      schrieb am 03.02.07 18:23:02
      Beitrag Nr. 2.600 ()
      Antwort auf Beitrag Nr.: 27.381.864 von amorphis am 02.02.07 23:20:42sehe ne gute chance auf ein neues ath in der kommenden woche


      Eine sehr fundierte Analyse! Ich bin echt beeindruckt! :laugh:


      Amorphis :keks:
      Avatar
      schrieb am 03.02.07 22:06:54
      Beitrag Nr. 2.601 ()
      manchmal ist halt weniger mehr.von meinen lesern wird halt ein wenig mitdenken und eigenes kombinieren verlangt...bisher hat das auch jeder geschafft. allein bei dir fehlt es an verstand.das ist halt so...damit muss nicht ich...sondern du leben. freut mich aber das es alles so spurlos an dir vorbeizieht...
      Avatar
      schrieb am 04.02.07 01:54:40
      Beitrag Nr. 2.602 ()
      Avatar
      schrieb am 04.02.07 02:01:48
      Beitrag Nr. 2.603 ()
      wäre doch gelacht, wenn wir bis zu den im märz kommenden zahlen nicht über die 30$ laufen sollten...denke man ist weiter gut beraten hier long zu sein...da natürlich zu jedem spiel gewinner und verlierer gehören...muss es auch die pliscon's geben...die solch eine aktie mit der short-seite reiten wollen. die letzte woche war der huftritt pliscon.
      Avatar
      schrieb am 04.02.07 02:28:32
      Beitrag Nr. 2.604 ()
      denke SIGM fasst jetzt auch so langsam in indien fuss:

      UTStarcom Partners With AKSH Optifibre to Deliver First IPTV Service in India With MTNL

      ALAMEDA, Calif., Feb 02, 2007 /PRNewswire-FirstCall via COMTEX News Network/ -- UTStarcom, Inc. (Nasdaq: UTSI), a global leader in IP-based, end-to-end networking solutions and services, today announced a three-year contract through its partnership with AKSH Optifibre Ltd. to deploy its RollingStream(TM) end-to-end IPTV solution with Mahanagar Telephone Nigam Ltd. (MTNL) in India. The contract represents the first commercial IPTV deployment in India and AKSH Optifibre Ltd. is the first company to launch IPTV in India. AKSH is the pioneer in optifibre fiber and cable technologies and their main product is a Fiber-to-the-Home solution.

      (Logo: http://www.newscom.com/cgi-bin/prnh/20051013/SFTH063LOGO )

      "Consumers have come to expect sterling services that are both innovative and affordable from MTNL," said Shri RSP Sinha, chairman and managing director at MTNL. "We take the lead, yet again, in ushering in a true revolution in home entertainment with the country's first IPTV service. IPTV provides an interactive viewing experience and allows for multitude of exciting revenue generating applications to be deployed. Our existing presence in more than four million homes in New Delhi and Mumbai through our broadband service will give MTNL a tremendous headstart in changing the way people watch television."

      The service, which will utilize MTNL's existing broadband network as the content delivery backbone, will consist of traditional broadcast television, video- and music-on-demand, videoconferencing capabilities and time-shifted TV, allowing users to access television content on any channel up to one week in the past. All MTNL broadband subscribers in Delhi and Mumbai are anticipated to have access to the service, which launched in December 2006.

      "By pricing the basic level of service at 125 rupees, we hope to attract a large number of our broadband subscribers to our IPTV service and drive revenue growth through the additional value-added services, like time-shift capabilities and video-on-demand, enabled by UTStarcom's RollingStream," Sinha added.

      "This contract is a testament to both UTStarcom's worldwide leadership in the IPTV industry as well as our dominant position as a provider of innovative broadband technologies to the Indian market," said David King, senior vice president of international sales and marketing. "UTStarcom's award-winning RollingStream IPTV solution is now deployed with leading service providers in China, Japan and India, which we believe proves UTStarcom's position as the leader in IPTV deployments worldwide."

      "The cooperation with UTStarcom ideally complements our know-how," said Dr. Kailash S. Choudhari, managing director at AKSH Optifibre. "UTStarcom's RollingStream offers an end-to-end IPTV solution enabling us to deliver broadcast quality TV and on-demand entertainment service programming over IP networks. This enables us to offer even more comprehensive solutions and services in the area of IPTV, now and for the next three years. The start of IPTV services with MTNL is clearing the way for deployment of Fiber-to-the-Home solutions at the subscriber's home."

      About UTStarcom's RollingStream

      UTStarcom's RollingStream is an end-to-end solution designed for telecommunications operators and broadband service providers to deliver broadcast quality TV and on-demand entertainment programming over IP networks. RollingStream is designed to offer service providers the scalability, reliability, and bandwidth efficiency to support new services including broadcast TV, Network PVR (n-PVR), Video on Demand (VoD), and Near Video on Demand (NVoD) over existing network infrastructures. This may result in opportunities for increased revenues, new services, and improved customer satisfaction and retention.

      For more information about UTStarcom's RollingStream solution, please visit: http://www.utstar.com/Solutions/Broadband/IPTV" target="_blank" rel="nofollow ugc noopener">http://www.utstar.com/Solutions/Broadband/IPTV .

      About UTStarcom, Inc.

      UTStarcom is a global leader in IP-based, end-to-end networking solutions and international service and support. The company sells its broadband, wireless, and handset solutions to operators in both emerging and established telecommunications markets around the world. UTStarcom enables its customers to rapidly deploy revenue-generating access services using their existing infrastructure, while providing a migration path to cost-efficient, end-to-end IP networks. Founded in 1991 and headquartered in Alameda, California, the company has research and design operations in the United States, Canada, China, Korea and India. UTStarcom is a FORTUNE 1000 company.

      For more information about UTStarcom, visit the company's Web site at www.utstar.com.

      Forward-Looking Statements

      This release includes forward-looking statements by or about UTStarcom, including the foregoing statements regarding the anticipated delivery mechanism, features and other benefits to the users, scope of coverage, and pricing of the IPTV service to be deployed in India, the expectations regarding the benefits of the RollingStream solution to MTNL and other service providers generally, and the anticipated impact of the IPTV service on the viewing experience of the end-users. These statements are forward-looking in nature and subject to risks and uncertainties that may cause actual results to differ materially. These risk factors include rapidly changing technology, the changing nature of global telecommunications markets, the termination of contracts and/or strategic relationships, the direction and results of future research and development efforts, evolving product and applications standards, reduction or delays in system deployments, product transitions, potential non-realization of backlog, changes in demand for and acceptance of UTStarcom's products, both in India and globally, general adverse economic conditions, and trends and uncertainties such as changes in government regulation and licensing requirements, both in India and globally. UTStarcom also refers readers to the risk factors identified in its latest Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, as filed with the Securities and Exchange Commission.

      SOURCE UTStarcom, Inc.

      Andy Tennille, Senior Manager, Public Relations of UTStarcom, Inc., +1-510-814-4421,
      or andy.tennille@utstar.com, or Rachana Panda, Senior Manager, Corporate
      Communications, UTStarcom, South Asia, +91-981180869, or rachana.panda@utstar.com

      http://www.utstar.com/

      Copyright (C) 2007 PR Newswire. All rights reserved

      News Provided by COMTEX



      Broadband UTStarcom, Inc

      IPTV Column: The last mile, fiber or copper?
      By Daniel Marcus, Product Marketing Manger, Broadband UTStarcom, Inc

      The race to build the telecommunications network infrastructure capable of delivering triple- and quadruple-play services is on. The major players in the U.S. have come to market with trial and commercial offerings for IPTV. These offerings are being developed across a range of different access infrastructure models.


      The question is: which of these models represents the best choice given cost-constraints and a highly competitive, evolving market for bandwidth-hungry applications? Not long ago, the debate was framed in terms of high-speed DSL variants versus fiber. However, rapid adoption of new IPTV interactive applications in the marketplace is driving carriers to shift consideration. Fiber versus DSL is no longer the framework for the debate. The question for carriers now is how far to extend the fiber access network and when to hand off to DSL, if at all.

      In recent months, separate industry and financial analyst firms have publicly stated that both AT&T and Verizon should rethink their deployment strategies for delivering video services. On the one hand, analysts have argued that the cost of a Fiber-to-the-Premise (FTTP) deployment by Verizon, between $600 and $700 per subscriber for Broadband Passive Optical Network (BPON), is too capital intensive and will slow the mass deployment of triple-play services. On the other hand, the Fiber-to-the-Node (FTTN) architecture selected by AT&T will not deliver sufficient bandwidth to accommodate the interactive multimedia and High Definition services required to compete with rival Multi-Service Operator (MSO) and satellite networks. The final outcome is likely to be a combination of both positions.

      The one thing that is clear is that wireline telecommunications carriers need to move quickly if they hope to win the battle for the end user. The MSOs are not sitting still while carriers are building out their networks. Bandwidth is not an issue for them. For the most part, the modern MSO network is capable of supporting data rates equivalent to those supplied via a GPON (Gigabit Passive Optical Network) network by minor upgrades and node splitting. Combined with the emerging DOCSIS 3.0 standard, the promise of data rates as high as 100Mbps per subscriber household, becomes feasible, though certainly costly.

      Different Architectures for New Business Models In addition to the competition they face from MSOs and satellite, carriers need to be aware that the business models for delivering video are changing rapidly. Network-agnostic service providers like Akimbo, Skype, Vonage, and Sling Media are threatening both the MSOs and telecommunications carriers with relegation “fat dumb pipe” status by piggybacking their services on the carriers’ access networks. This is a worst-case scenario in light of the significant and costly network upgrades carriers are undergoing to achieve “future-proof” access speeds. In some cases, carriers like AT&T have elected to work with these network-agnostic service providers (in this case Akimbo), in hopes of coming to market more rapidly with a more differentiated offering.

      Bearing all of this in mind, carriers need to balance the speed of service delivery, the evolving service package required, and the network costs to find the path to a truly competitive offering. In order to evaluate the best path for carriers to take, it’s informative to review the advantages and disadvantages of these sometimes rival and other times complementary technologies. This serves to better inform other carriers worldwide that are moving forward with their own IPTV strategies.

      Each of these architectures has its champions in the U.S. Verizon is committed to delivering service using a PON FTTP network. SBC is focusing on an FTTN model, supplying a fiber connection to existing copper access networks, which are upgraded to support higher speed VDSL in the final segment to the customer premise. SBC has elected to only provide FTTP (Verizon’s model) in Greenfield applications.

      PON deployments in the U.S. have primarily relied on BPON, with Verizon leading the way in its deployments of the FIOS system. Whereas a number of municipalities and smaller Telcos have deployed various alternative PON technologies, Verizon’s over 500k lines of BPON represent the clear majority of PON deployments in the US. For Verizon, the delivery of broadcast video is achieved via a separate wavelength overlay, which carries separate analog video signals. In many respects, this architecture is similar to that employed by cable companies in their own digital offerings, and allows Verizon to transition very quickly to the delivery of broadcast services. At the same time, Verizon is able to utilize the high-speed digital nature of BPON to offer bandwidth-intensive interactive services. Verizon is starting to leverage this architecture and is conducting a limited roll out of interactive features, including instant subscriber-customized traffic and weather reports displayed on the TV.

      In Asia, carriers overwhelmingly adopted Gigabit Ethernet Passive Optical Network (GEPON). This technology is advantageous in newer networks that do not require support for legacy TDM and ATM services. By contrast, carriers in the U.S. must continue to service their existing customer base with these legacy offerings. GEPON remains a good option for municipalities and other entities that do not require support for legacy services and want to roll out a more cost-effective network that is easily manageable using well-known Ethernet technologies.

      Long-term deployment plans for PON in the U.S. and Europe are likely to include a transition path to GPON, as the price for this technology decreases over time. With GPON, carriers will ultimately be able to deliver up to 100Mbps per subscriber, enabling an evolving suite of interactive services.

      Weighing the Costs to Extend Fiber to the Consumer Given the physics of delivering DSL service, carriers have had to redefine the concept of the carrier serving area. For VDSL services, the loop lengths need to be significantly shorter than the 5kft number that AT&T is reported to be using in its projections. To deliver 50Mbps rates, the service needs to be deployed within 1000 feet of the subscriber, thereby driving up the cost for the fiber required in the network. In addition to loop lengths, the quality of the copper is a significant contributing factor to achieving optimal speeds. Relative to MSO architecture, which requires reconfiguration, potentially considerable upgrades, and integration, new FTTN deployments support the full gamut of interactive IPTV services from the onset, thereby allowing a much richer feature set.

      Unquestionably, carrier costs rise commensurate with their projected fiber outlay, which carriers must weigh against their near-term uptake and ARPU projections. The largest costs for delivering PON result from the final 100 yards of installation to the customer. Frequently, in installation environments wherein the final connection to the customer must be buried, it’s common for the carrier not only to pay for trenching the fiber, but to also incur the costs of repair to driveways and lawns. This can impact time to service roll out, both in terms of the actual work required and the time necessary to receive permission by a variety of local communities, municipalities, and home owners.

      Cost for Customer Premise Equipment (CPE) is also considerable. While this is expected to decrease in the future, for now the cost of CPE for FTTP applications, at $350 per household, is at least double the costs of deploying FTTN with DSL in the final segment. GPON is the ultimate enabler for the 100 Mbps forecast attributed to most U.S. Fiber-to-the-Home (FTTH) plans. At this time, multiple vendors have announced products but so far only a couple claim to be shipping; testing has been inconclusive, and none are deployed in commercial networks. By contrast, DSL CPE is considerably cheaper than their optical counterparts (ONUs) and there are a significant number of established vendors shipping stable units, driving costs even lower.

      Time to market for an FTTN deployment is better due to the fact that the carrier can leverage its existing copper plant, thereby eliminating the time required to connect the customer to the service. Upgraded DSLAMs and their respective CPE are required in order to realize the higher speeds of the latest DSL/VDSL variants. But again, these are significantly lower costs than their FTTP counterparts.

      In addition to the equipment and time cost disparities, the costs of deploying FTTN can rise steeply as the density of the homes served decreases. In a heavily populated area, the carrier can reach a large number of customers and deploy the DSLAM over short loop lengths, which allow the required higher speeds that are predicted for future services. This has long been the case in Japan and Korea where telecom carriers routinely offer access speeds in excess of 20 or 30Mbps.

      The cost of FTTN is ultimately dependent on the take rate of the service. As more customers sign up, the fixed-cost portion of the service is leveraged across a larger subscriber base and the average cost per subscriber decreases. At the onset, the cost per subscriber is much higher and this is compounded in the West, with the higher cost of the newer GPON technology. According to a recent Cowen and Company report, Verizon’s FIOS service costs an estimated “$1,605 per connected home, but [is] expected to fall to $677 by 2009.” (Cowen and Company, May 25, 2006).SPACE In conclusion, both FTTP and FTTN approaches will likely find appropriate venues. FTTN allows carriers to move forward with their IPTV deployments more quickly and it can be cost effective, particularly in densely populated areas and MDU applications. Long term, FTTP will afford the biggest advantage to carriers. In the short-term expect to see many hybrid solutions.
      Avatar
      schrieb am 04.02.07 16:41:14
      Beitrag Nr. 2.605 ()
      Avatar
      schrieb am 04.02.07 16:53:27
      Beitrag Nr. 2.606 ()
      Press Release Source: Panasonic Consumer Electronics Company

      Panasonic Establishes Panasonic Hollywood Blu-Ray Testing Center
      Friday February 2, 11:54 am ET
      Pre-Replication Content Verification Facility to Accelerate Release of Blu-ray Disc Video Titles

      SECAUCUS, N.J., Feb. 2 /PRNewswire/ -- Matsushita Electric Industrial Co., Ltd. (NYSE: MC - News) known for its leading Panasonic brand, today announced that its U.S. subsidiary, Panasonic Corporation of North America, will establish a Panasonic Hollywood Blu-ray Testing Center (PHBTC) within the existing facilities of Panasonic Hollywood Laboratory and start testing services immediately.

      Blu-ray Discs feature strong copyright protection technology, and conducting logical format verification of entertainment content in replicated BD-Video discs requires technical sophistication. Until now there has been no testing service available for content verification before disc replication although many in the motion picture industry expressed the need for a testing center to provide such services, especially in the Hollywood area. The new Panasonic testing center, PHBTC, meets the industry's need and is expected to accelerate the release of BD-Video titles by the motion picture industry.

      In addition, Panasonic is inviting the member companies of Blu-ray Disc Association (BDA) to install their BD-Video playback products, including Blu- ray recorders and players in PHBTC so that content providers and authoring studios can confirm the interoperability of their titles using these playback products.

      The testing services that will be provided include -
      1. Format Verification Service for the logical format of BD Video/Live
      Discs.
      2. Playback Testing Service for BD Video/Live Discs with the BD Video
      playback system.
      3. Rental Site Service for Format Verification and Playback Testing.

      In addition to the Blu-ray player and forthcoming Blu-ray products, Panasonic is a major contributor to the creation of Blu-ray pre-recorded discs. Established in 2001, Panasonic Hollywood Laboratory is a leading authoring, replication and encoding facility within the industry, as well as a driving force in the research and development of Blu-ray components.

      About Panasonic

      Based in Secaucus, NJ, Panasonic Corporation of North America markets a broad line of digital and other electronics products for consumer, business and industrial use. The company is the principal North American subsidiary of Matsushita Electric Industrial Co., Ltd. (NYSE: MC - News) of Japan, and the hub of Panasonic's U.S. branding, marketing, sales, service and R&D operations. Information about Panasonic and its products is available at http://www.panasonic.com. Additional company information for journalists is available at http://www.panasonic.com/pressroom.



      anmerkung...die player von panasonic sind basierend auf dem 8634 chip!
      Avatar
      schrieb am 05.02.07 16:38:54
      Beitrag Nr. 2.607 ()
      Antwort auf Beitrag Nr.: 27.403.168 von amorphis am 03.02.07 22:06:54Mach dich mal ein wenig locker, nimm die Spannung aus deinem Rücken und chille ein wenig! ;) :cool:


      http://www.youtube.com/watch?v=56Ph-D3zM9M
      Avatar
      schrieb am 05.02.07 23:24:11
      Beitrag Nr. 2.608 ()
      Antwort auf Beitrag Nr.: 27.445.964 von Pliscon am 05.02.07 16:38:54wenn du nur halb so cool wärst...wie snoop...dann wäre hier jedem geholfen.
      Avatar
      schrieb am 06.02.07 01:06:19
      Beitrag Nr. 2.609 ()
      Antwort auf Beitrag Nr.: 27.445.964 von Pliscon am 05.02.07 16:38:54lieber pliscon - den kampf haste leider verloren. nur zugeben ist eine schwere sache. VIRO tut sich auch nicht schlecht:cool:
      ABER - ich vermisse doch deine postings - wie z.B:

      SIGM hat heute sound soviel % zugelegt.grussle:cool:
      Avatar
      schrieb am 06.02.07 07:03:51
      Beitrag Nr. 2.610 ()
      lieber miristegal...er hatte den kampf schon verloren, bevor er begann. denn er wurde geführt von einer person...die weder vom investieren noch vom speziellen thema sigma design den hauch einer ahnung hatte. wie arm dieser charakter sein muss...zeigt er ja...denn seitdem sigm an der 20$ marke abgeprallt ist und seine nötige korrektur vollzogen hat, gab es bis dato keine tägliche vermüllung des threads - was ich ja sehr begrüße!nun steht zum glück sigm wieder im vordergrund.

      heute nach us-börsenschluss ist mit cisco ein wichtiger key-performance indikator für die sigma earnings (mitte/ende märz) an der reihe und wird seine bilanz der street präsentieren. man sollte gut hinhören bzw. die zahlen mal sorgfältig durchschauen...wird sicher einiges von bedeutung für sigm dabei sein - csco ist ja durch sein vorsprechen in den iptv-markt ein großabnehmer von sigm's chip.

      also augen auf den report heute abend richten...werde zeitnah hier im thread das wesentliche reinstellen.

      was den kurs von sigm betrifft...so haben wir stattlichen boden in kurzer zeit zurückgewonnen - von schwäche kann keine rede mehr sein. wir sind, um es auf den punkt zu bringen...grad mal 1,35$ vom ATH weg...und haben jetzt in den letzten 10 tagen über 31% an boden gut gemacht. wenn das keine stattliche performance ist...weiß ich es auch nicht. bin mir zudem sicher...das das ganze von guten earnings im märz untermauert wird. bis dahin sollte sigm schon in neuem terrain notieren und zudem von einem sehr guten ausblick für die zeit nach dem earningstermin profitieren können. denke kurse von 40-45$ sollten dann möglich sein.

      beste grüße an alle mitstreiter :D!
      Avatar
      schrieb am 06.02.07 07:06:32
      Beitrag Nr. 2.611 ()
      Antwort auf Beitrag Nr.: 27.455.080 von amorphis am 06.02.07 07:03:51es heißt "vorpreschen in den iptv-markt" was csco betrifft...:)
      Avatar
      schrieb am 06.02.07 08:19:59
      Beitrag Nr. 2.612 ()
      Antwort auf Beitrag Nr.: 27.454.435 von miristegal am 06.02.07 01:06:19lieber pliscon - den kampf haste leider verloren. nur zugeben ist eine schwere sache.

      Was für ein Kampf? Für mich wars nur Spaß! Habt ihr das so ernst genommen? :laugh:
      Avatar
      schrieb am 06.02.07 08:21:06
      Beitrag Nr. 2.613 ()
      Antwort auf Beitrag Nr.: 27.455.080 von amorphis am 06.02.07 07:03:51Schade, das Video konnte die Spannung nicht aus deinem Rücken nehmen!
      Bist ja immer noch stocksteif! :laugh:
      Avatar
      schrieb am 06.02.07 10:19:06
      Beitrag Nr. 2.614 ()
      Antwort auf Beitrag Nr.: 27.455.480 von Pliscon am 06.02.07 08:21:06das ist so ziemlich der dümmste versuch seine eigene inkompetenz herunterzuspielen...den ich je bei W:O gesehen habe. die spannung solltest du in deinem brain suchen und nicht in meinem rücken. vielleicht ist genau das der grund...warum da oben manches bei dir schief läuft. nämlich hochspannung...zuviel spannung kann ja bekanntlich schäden anrichten. :laugh::laugh::laugh:

      greez
      Avatar
      schrieb am 06.02.07 17:44:03
      Beitrag Nr. 2.615 ()
      jetzt fehlt nicht mal mehr 1$ zum ath...in € ausgedrückt ist es sogar nur noch 0,50€ und sie da...also...go sigm...go!

      :laugh::laugh::D:D
      Avatar
      schrieb am 06.02.07 20:07:42
      Beitrag Nr. 2.616 ()
      Antwort auf Beitrag Nr.: 27.457.291 von amorphis am 06.02.07 10:19:06Mein Depot hat sich prächtig entwickelt und kann nicht klagen! :)

      Aber ich versuche nur zu verstehen warum du immer so traurig und ärgerlich bist, obwohl deine Sigmas steigen!

      Irgendwie scheint es dich nicht glücklich zu machen! :rolleyes:
      Avatar
      schrieb am 06.02.07 20:08:37
      Beitrag Nr. 2.617 ()
      Antwort auf Beitrag Nr.: 27.457.291 von amorphis am 06.02.07 10:19:06PS: Bei einem Holzkopf wie dir gibts wahrscheinlich überhaupt keine Spannung im Gehirn! Da fehlt der Saft! :laugh:
      Avatar
      schrieb am 06.02.07 22:24:43
      Beitrag Nr. 2.618 ()
      Cisco's net climbs 40% as sales rise 27% to $8.44 billion. Scientific-Atlanta, Inc. contributed net sales of $639 million during the quarter.

      "Our unique ability to balance between strategy and innovation has positioned Cisco to take advantage of key emerging business and IT trends such as the rise of video on the network," said John Chambers, chairman and CEO, Cisco.

      http://biz.yahoo.com/iw/070206/0211814.html
      Avatar
      schrieb am 06.02.07 22:27:27
      Beitrag Nr. 2.619 ()
      ich wollte eigentlich noch ein...:D:D:D:D ans posting hängen...das csco/sigm geschäft läuft...:D
      Avatar
      schrieb am 06.02.07 22:29:19
      Beitrag Nr. 2.620 ()
      "We are very pleased with our overall performance and balance for the second quarter of the fiscal year," said Dennis Powell, chief financial officer, Cisco. "Cisco demonstrated continued strength of both our Cisco standalone business, with 18 percent revenue growth year over year, and our Scientific Atlanta business, with 21 percent growth year over year, which exceeded our expectations for combined revenue, operating income and earnings per share."
      Avatar
      schrieb am 06.02.07 22:41:50
      Beitrag Nr. 2.621 ()
      sind die zahlen von cisco jetzt positiv ausgefallen für sigm oder sehr positiv:D????
      Avatar
      schrieb am 06.02.07 22:46:41
      Beitrag Nr. 2.622 ()
      Antwort auf Beitrag Nr.: 27.475.321 von istanbulman am 06.02.07 22:41:50die sales von sfa sind besser als erwartet...und sfa ist einer der größen hersteller von settop-boxen...demnach sehr gut für sigm. jeden rückgang nun zum kaufen nutzen. zahlen werden strong im märz!

      "Scientific Atlanta business, with 21 percent growth year over year, which exceeded(überstiegen) our expectations(Erwartungen) for combined revenue, operating income and earnings per share."
      Avatar
      schrieb am 07.02.07 17:47:36
      Beitrag Nr. 2.623 ()
      Sollten die Zahlen nicht Ende Feb kommen oder verhaue ich mich. Letztendlich ist es mir auch Wurscht.

      Viele Grüße und schön, daß der Ton hier so langsam wieder ins Lot kommt, da traut man sich ja mal glatt wieder zu Wort.

      Schöne Grüße
      Avatar
      schrieb am 07.02.07 19:09:03
      Beitrag Nr. 2.624 ()
      Antwort auf Beitrag Nr.: 27.490.924 von Paramedic76 am 07.02.07 17:47:36nein gegen 20.03. werden die zahlen kommen. die vergangenen quartale müssen wg der options-backdating geschichte ja noch nachgeholt werden...den auditor hatten sie ja...was man so hören kann ist alles im zeitplan...wird schon werden. wir wären jetzt bbei 15$ wenn irgendwelche probleme ins haus stünden...und nicht bei 27$ - das ist sicher. the whole picture remains strong!

      Press Release Source: Cisco Systems

      Cisco and SES AMERICOM to Launch Complete IPTV Solution for North American RLECs
      Wednesday February 7, 8:00 am ET

      New Offer Includes Set-Top Boxes, Network Infrastructure, Content Aggregation, and Systems Integration

      SAN JOSE, CA and PRINCETON, NJ--(MARKET WIRE)--Feb 7, 2007 -- Cisco® (NasdaqGS:CSCO - News) and SES AMERICOM, an SES company (Euronext Paris and Luxembourg stock exchanges : SESG), today announced an agreement to enable rural local exchange carriers (RLECs) in North America to easily, quickly and cost-effectively offer IPTV to their subscribers using an innovative solution that combines the Cisco IP Next-Generation Networks (IP NGNs) with SES AMERICOM's IP-PRIME(TM) IPTV service. The end-to-end offering processes content and television programming and distributes it via satellite to telecommunications companies and their IPTV consumers nationwide. Systems integration from both companies and their respective partners is an integral part of the offering.

      In rural areas of the United States, telecommunications companies will offer IP-PRIME(TM) through the National Rural Telecommunications Cooperative (NRTC) in partnership with the National Telecommunications Cooperative Association (NTCA).

      Cisco and SES AMERICOM understand the challenges RLECs face in transforming themselves from voice and data providers to "Experience Providers" that can offer any-play services anywhere, anytime. The companies' combined technology, industry relationships and experience make it simple for RLECs to add IPTV to their service portfolios and converge all services over a single IP network. This enables RLECs to gain significant cost efficiencies, generate new revenue, and establish long-term competitive advantages.

      The fully-managed SES IP-PRIME solution combined with the Cisco IP NGN architecture creates a complete end-to-end IPTV service with encoding, encapsulation, third-party middleware, scrambling/descrambling, satellite receivers, conditional access, set-top boxes, service management and integration services. More than 30 television programmers and networks representing more than 290 channels have signed IP-PRIME transport agreements to date. The combined offering is currently in beta trials with several RLECs and is set for commercial deployment early this year.

      "We're harnessing Cisco's network expertise and combining it with our proven IP-PRIME solution to offer service providers and consumers the best choices and the highest-quality IPTV services in the world today," said Jon Russo, SVP marketing and product management for SES AMERICOM. "Cisco is a household name and a technology innovator with the resources and experience to accelerate RLEC IPTV deployments."

      RLECs that select the combined offering also have a choice of IPTV set-top boxes, including a full complement of devices from Cisco. The Cisco suite of IPTV set-top boxes includes standard-definition (SD), high-definition (HD), SD/HD digital video recorder (DVR), and three-stream gateway products. SES AMERICOM also employs the company's MPEG-4 Part 10 standard- and high-definition encoders to deliver multi-channel standard- and high-definition video services, and the ROSA(TM) Network Management System for network and equipment monitoring and control capabilities.


      "This solution greatly reduces the complexity of and time-to-market for RLEC IPTV deployments" said Jeff Spagnola, vice-president of service provider marketing for Cisco. "We are extremely pleased to be working with SES AMERICOM to move this market forward and help RLECs become 'Experience Providers' to meet their subscribers' increasing demands."

      About SES AMERICOM

      A pioneer of global satellite communications services, SES AMERICOM operates a fleet of 19 spacecraft providing service throughout the Americas. As a member of the SES family, AMERICOM provides end-to-end telecommunications solutions to any region in the world via a fleet of more than 40 satellites. AMERICOM serves broadcasters, cable programmers, aeronautical and maritime communications integrators, Internet service providers, mobile communications networks, government agencies, educational institutions, carriers and secure global data networks with efficient communication and content distribution solutions.
      Avatar
      schrieb am 07.02.07 19:09:46
      Beitrag Nr. 2.625 ()
      Big MSOs Embrace the Evolving Set-Top
      FEBRUARY 07, 2007

      Three of the nation's largest MSOs are introducting set-top boxes with Docsis Set-top Gateway (DSG) technology and OpenCable Application Platform (OCAP) middleware, opening the way for more IP-enabled services in the home.

      Comcast Corp. (Nasdaq: CMCSA, CMCSK) and Time Warner Cable Inc. are rolling out DSG-enabled set-tops this year. No word yet on Cox Communications Inc. 's deployment plans.

      "We're going to take a similar approach -- just get DSG out there," said Howard Pfeffer, group VP of broadband engineering and technology for Time Warner. Speaking at the Society of Cable Telecommunications Engineers 's Emerging Technologies conference in Houston last month, he said the MSO's rollout plans are part of an effort to "have a uniform presence across all our platforms." Company officials wouldn't elaborate further.

      DSG technology uses the cable industry's open Docsis standard to send out-of-band video control signals between the cable system headend and cable modems embedded in the set-top boxes in subscribers' homes. It enables cable operators to send and receive data from customer set-tops, including electronic program guides, emergency alerts, and, eventually, downloadable conditional access.

      The other nice thing about DSG is it frees up precious RF spectrum for other uses, eliminates the need for extra specialized equipment at the cable headend, and cuts the need for some tuners, modulators, and demodulators in the set-tops.

      DSG set-tops can act as residential gateways, VOIP terminals, and other IP-enabled devices, supporting such new convergence services as video email and caller ID on the TV screen. They also can be used for unicasting, or delivering a unique video stream to each home and even set-top.

      Although DSG technology has been available to cable operators for a couple of years, most haven't taken advantage of it yet because the need hasn't been pressing enough. Now that's starting to change.

      Richard Rioboli, VP of product platform engineering for Comcast, said the MSO's embrace of DSG technology is part of the company's drive to standardize the different configurations of its numerous cable systems. Without such standardization, he said, it would be tough for the company to introduce new cable services and applications quickly on a national basis.

      "It may not be sexy but it's important," he said, also speaking at the SCTE ET show. "You want to introduce a new program guide? First, you have to figure out how many configurations you have."

      Comcast officials said they're working with such new industry set-top box suppliers as Panasonic to outfit their systems with DSG-enabled boxes. But they declined to say where they've rolled out DSG so far and where they're heading next.

      Time Warner, Comcast, and Cox are beginning to introduce OCAP-equipped set-top boxes and TV sets in select markets. Time Warner unveiled OCAP-compliant HDTV sets and set-tops from Samsung Electronics Co. Ltd. (Korea: SEC - message board) in New York last month. Cox has started a market trial in Gainesville, Fla., and Comcast plans to conduct a trial in an undisclosed market this spring.

      Among other things, the OCAP middleware stack enables cable operators to offer the same interactive and on-demand services throughout the country. Plus, interactive application developers can create a single piece of software to run their applications on many different cable systems.

      Time Warner officials, who tested the Samsung OCAP sets in Gastonia, N.C., last year, have already ordered at least 50,000 OpenCable boxes from the electronics manufacturer. Following last month's commercial launch of the Samsung boxes in New York, they aim to introduce OCAP gear in Milwaukee and several other cable markets this year, as well as cities covered by fellow MSO Bright House Networks .

      Comcast executives, who have ordered a combined total of at least 450,000 OCAP-capable set-tops from Panasonic and Samsung, plan to stage a lab trial of Panasonic boxes this winter and move into a market trial in the spring. They also intend to start testing Samsung's OCAP boxes in the field during the second half of the year.

      Rioboli said live OCAP deployments will follow in several undisclosed markets before the end of the year.

      Meanwhile, Cox has begun testing several interactive TV services, including an interactive program guide from GuideWorks LLC , on Samsung's OCAP-enabled HDTV sets in Gainesville. Plans call for expanding the OCAP trial to other Cox cable systems later this year. In those new markets, Samsung intends to try out OCAP-based HD set-top boxes as well.

      — Alan Breznick, Site Editor, Cable Digital News
      Avatar
      schrieb am 07.02.07 19:35:05
      Beitrag Nr. 2.626 ()
      sigm steckt ja auch in richtig geilen produkten...:D kein wunder das die jeder will...;)

      http://www.ehomeupgrade.com/entry/3567/ip_set_top

      P Set Top Box Market Spurs New Players and Some Consolidation
      Category: Industry Buzz - February 07, 2007
      By NEWS RELEASE [45 Reads]
      Print Page | Email Story | Discuss [0 Posts]
      samsung smt-6010e ip set-top Driven by increasing Telco TV deployments, demand for IP set top boxes is growing, and will reach 19 million units in 2010, up from 4.3 million in 2006, reports In-Stat. New box vendors have entered the market within the past year, the high-tech market research firm says, but the important box features—HD, DVR, and digital terrestrial tuners—have not changed.

      “There was consolidation in 2006, with Motorola buying Kreatel and Cisco integrating Scientific Atlanta with Linksys and KiSS,” says Michelle Abraham, In-Stat analyst. “We see more definitive leaders emerging in IP set top boxes, though the leaders differ by geography.”

      Recent research by In-Stat found the following:

      * DVB-T tuners will be integrated into many boxes for Europe.
      * More vendors are offering integrated home networking technologies.
      * Component prices will decline, allowing the Bill of Materials (BOM) for an SD H.264 decode-capable box to drop from over $100 in 2005 to $54 in 2010.


      Recent In-Stat research, IP Set Top Box Market: Done Waiting for H.264 (#IN0603112ME), covers the worldwide market for Internet Protocol set top boxes. The research contains five-year worldwide forecasts broken down by region for unit shipments, ASPs, revenues, HD box unit shipments, DVR box unit shipments, and DVB-T integrated box unit shipments. It also contains profiles of major set top box manufacturers and analysis of market drivers and barriers.
      Avatar
      schrieb am 07.02.07 19:46:40
      Beitrag Nr. 2.627 ()
      hallo zusammen hier ein teil von einem bericht vom FAZ zu den cisco zahlen ich glaube auch sehr interessant für sigm

      Die Übernahme des Set-Top-Boxen-Herstellers Scientific-Atlanta trug zusätzlich zum Wachstum des amerikanischen Konzerns bei. Die Umsätze von Scientific-Atlanta stiegen im Berichtsquartal um 21 Prozent auf 639 Millionen Dollar. Auch in der zweiten Jahreshälfte soll die Tochter sehr stark zum Wachstum beitragen. Das Momentum, dass das Unternehmen derzeit habe, sei nicht zu überbieten, sagte Cisco-Chef John Chambers.
      Avatar
      schrieb am 07.02.07 20:01:17
      Beitrag Nr. 2.628 ()
      naja...wenn einer größten player in dem segment um 21% die umsätze steigern kann...dann müssen schon einige boxen mehr verkauft worden sein.sigm verkauft jetzt so oder so mehr als 1 millionen chips je quarter...und zwar von quartal zu quartal mehr!:D
      Avatar
      schrieb am 07.02.07 20:10:28
      Beitrag Nr. 2.629 ()
      so jetzt regiert erstmal könig fussball...:)
      Avatar
      schrieb am 07.02.07 22:18:21
      Beitrag Nr. 2.630 ()
      Last Trade: 27.19
      Trade Time: 4:00PM ET
      Change: Up 0.59 (2.22%)

      noch 0,50$ und wir sind auf altem ath-niveau!sigm hat jetzt fast 35% seit dem tief bei 20,20$ zulegen können. nice!
      Avatar
      schrieb am 07.02.07 22:25:58
      Beitrag Nr. 2.631 ()
      ich denke mal nach dem knacken des ATH wird erstmal wieder eine kleine korrektur fällig sein was ja durch aus gesund ist um anlauf zu noch höheren kursen zu nehmen oder maschiert sigm doch durch :D
      Avatar
      schrieb am 07.02.07 22:57:47
      Beitrag Nr. 2.632 ()
      nein das knacken des ath gepaart mit dem nötigen wolumen wird neue dynamik für weitere kursgewinne erzeugen. wir kommen den quartalszahlen näher und sind saugünstig bewertet. keinen grund für einen neuen schwächeanfall.
      Avatar
      schrieb am 08.02.07 01:55:55
      Beitrag Nr. 2.633 ()
      EE Times: Latest News
      Opinion: Is Sony's Blu-ray porn stance repeating Betamax blunder?

      Jennifer Bosavage
      (02/07/2007 10:57 AM EST)
      URL: http://www.eetimes.com/showArticle.jhtml?articleID=197004103

      How ironic that the producers of films long ago referred to as "blue movies" are unlikely to find a friend in the similarly named "Blu-ray" technology from Sony. Last month, there were reports that the Japanese tech company would not license its technology to such unsavory businesses. Sony refuted that, but the die was cast. The rumor mill was ginned up, and all sorts of predictions regarding the death of Blu-ray cropped up on the Internet. But it's not dead yet, and Sony ain't stupid.

      The rumors started because, it seemed, history was repeating itself. And it was, sort of. For you youngins, way back in the 1980s, Sony invented a high-quality videotape called Betamax. It came to market just before JVC's VHS tape. The story goes that Sony refused to license its proprietary technology to the porn industry, but JVC (Matsushita) would. There was such a demand for porn that Betamax - despite being a better quality product that VHS -- was killed off because it arrogantly took the high moral ground.

      The truth is, Sony's moral position didn't kill Beta, Sony's arrogance did. Sony bet that the public would buy its (more expensive) devices for "time shifting," i.e., the ability to tape a show and watch it later. So its tapes held only 60 minutes of programming. When RCA asked for longer tapes, Sony's engineers refused, noting that the recorded quality would be too poor. JVCs engineers also balked but were overruled by parent company Matsushita. Thus, a four-hour tape was born, and people started taping football games and watching movies (OK, some were porn) at home, on VCRs rather than the much more expensive Betamax equipment. But remember, it was the misreading of the market -- the belief that people merely wanted one hour of tape -- that caused the product to fail.

      Of course, as Chris Garvin, the director of the Multimedia Department at The University of the Arts in Philadelphia told me, "Pornography has long been a 'canary in the coal mine' when it comes to distribution technology and doing it profitably. This occurred first with video tape's changing the Hollywood revenue stream by creating the straight to video market and second in creating a profitable pay-to-play model on the Internet." Ah, yes, the Internet. Isn't porn largely responsible for streaming video evolving? Nowadays you do not need to put porn on a VCR or DVD player...you can just download it from the Net.

      And that's why Blu-ray ain't dead by any means. Sure, Sony is as arrogant as it ever has been: It loves its proprietary technology a bit too much, witness memory sticks and its competition to the MP3 format, ATRAC. But in this case, it may have judged the market correctly: Quality is king, and it doesn't hurt that all those PlayStation 3 sold during the holidays are really Blu-ray players in disguise.

      True, HD DVD had the initial market lead. That's because HD DVD was initially the easier technology for third-party duplication houses -- factories did not have to be significantly retooled to manufacture HD-DVDs. So those discs beat Blu-ray to market by a couple of months last year. But then Blu-ray came on the scene, and Sony decided, more or less, to protect its brand by keeping it away from the porn industry.

      To that last point, though, Sony may not be as vigilant as it was back in the Betamax days. Apparently, "Debbie Does Dallas" is due on Blu-ray next month. We'll see how much that does to boost overall Blu-ray sales, which are currently handily ahead of HD-DVDs.
      Avatar
      schrieb am 08.02.07 06:54:37
      Beitrag Nr. 2.634 ()
      sehen wir heute bereits ein neues ATH?!

      :D:D:D

      wir haben einen neuen CFO...und das legt nahe das der gesamte options-backdating prozess nun angeschlossen wird.

      http://www.sec.gov/Archives/edgar/data/790715/00012664540700…

      natürlich mal wieder nur meine unbedeutende meinung...aber...man kann guter dinge sein...;)
      Avatar
      schrieb am 08.02.07 09:12:24
      Beitrag Nr. 2.635 ()
      Antwort auf Beitrag Nr.: 27.498.410 von amorphis am 07.02.07 22:57:47nein das knacken des ath gepaart mit dem nötigen wolumen

      Was ist denn "wolumen" ? :laugh:
      Avatar
      schrieb am 08.02.07 10:24:09
      Beitrag Nr. 2.636 ()
      :laugh::laugh::laugh::laugh:

      alle mal gelacht...im gegensatz zu dir lieg ich nicht den ganzen tag faul auf der haut...sondern steck 15-20 std am tag ins trading...das man da mal neben die taste haut...wen störts...lach du nur du wurst.das zeigt deinen wahren billigen charakter. erst leuten hier bei 20$ den ausstieg ans herz legen...und dann auch noch einen auf prof machen...:laugh::laugh::laugh: du kannst ja nicht mal längerfristig mehr gute picks machen am markt...als verlustreiche...du sonnst dich in deinem 100€ gewinn mit vphm und denkst du wärst der star. lol lol lol :laugh::laugh::laugh:
      Avatar
      schrieb am 08.02.07 10:29:34
      Beitrag Nr. 2.637 ()
      und dann auch noch "heimlich" meine threads lesen...und erst kommen wenn du statt ein "v" ein "w" siehst...lol du bist soooo arm.

      ich dachte du liest nicht mit???

      #5334 von Pliscon Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 03.02.07 18:19:10 Beitrag Nr.: 27.400.269

      Folgende Antwort bezieht sich auf Beitrag Nr.: 27373785 von amorphis am 02.02.07 17:19:09Sorry, habe deinen Thread nicht gelesen!

      Grund: Keine Lust und noch nie einen qualitativen Beitrag von dir gesehen!


      wenn dich das ganze nicht interessiert...und du nichts mehr lernen kannst von mir...warum liest du dann mit du vollbronko???dann lass es doch sein und such dir was anderes...du held.mach mal eigene threads auf...z.b. "pliscon's trading gurken" und stell uns dein wissen zur verfügung. kommt da auch mehr als heiße luft???du luftikuss!
      Avatar
      schrieb am 08.02.07 15:47:14
      Beitrag Nr. 2.638 ()
      so...ich hab gestern ja bereits auf den neuen CFO aufmerksam gemacht...pliscon...was leistest du so?ausser rummosern und nach fehlern bei andern suchen...ist da nicht viel. ne...sogar nichts!

      die offizielle meldung:

      Press Release Source: Sigma Designs

      Sigma Appoints Mark Kent as Chief Financial Officer
      Thursday February 8, 8:30 am ET

      MILPITAS, Calif.--(BUSINESS WIRE)--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer electronics, today announced that its board of directors has named Mark Kent as its Chief Financial Officer. Kent will report directly to Thinh Tran, Sigma's chairman and CEO. As CFO, he will be responsible for all aspects of the company's financial management, including financial reporting, corporate governance, investor relations and compliance-related programs under Sarbanes-Oxley.

      "We are pleased to announce the addition of Mark Kent as Sigma's new CFO," said Thinh Tran, chairman and CEO of Sigma Designs. "We believe that his financial management experience and business acumen will enhance our executive team and will be invaluable to Sigma Designs as we execute our growth strategy."

      Mr. Kent has more than 25 years of experience as a finance professional with a strong track record of financial leadership in public and private companies. From September 2004 to May 2006, Mr. Kent was CFO of Transmeta (NASDAQ:TMTA - News), a developer and licensor of innovative computing, microprocessor and semiconductor technologies and related intellectual property. At Transmeta, Mr. Kent played an instrumental role in successfully shifting the company's business and led the company's efforts to become compliant with Sarbanes-Oxley.

      Prior to Transmeta, Mr. Kent was affiliated with Oak Investment Partners, a venture capital firm, from February 2001 to January 2004 as CFO or CFO-in-residence for several Oak portfolio companies, including Talisma Corporation, a customer integration management software company; Knowledge Networks, an information research company; and Securant Technologies, a security software company.

      From April 1999 to January 2001, Mr. Kent served as CFO of CrossWorlds Software, a business integration software company, and led CrossWorlds' successful initial public offering in June 2000. From December 1994 to March 1999, Mr. Kent worked at LSI Logic, a supplier of custom high-performance semiconductors, most recently as Treasurer, in which role he was integrally involved in managing several public and private financings totaling approximately $2.0 billion. Before joining LSI Logic, he founded and developed a successful corporate treasury consulting practice and worked in corporate banking. Mr. Kent holds a B.S. degree in Finance from Colorado State University.

      Ms. Kit Tsui, Sigma's previous CFO since 2001, will assume the new role of Vice President of Planning and Administration reporting to Mr. Kent.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq:SIGM - News) specializes in silicon-based media processors and wireless chipsets for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company's industry-leading media processor architectures feature high definition video, advanced codec support (H.264, VC-1, MPEG-2), and secure media processing in a complete system-on-chip (SOC) solution. Headquartered in Milpitas, Calif., the company also has sales offices in China, Europe, Hong Kong, Japan, Korea and Taiwan. For more information, please visit the company's web site at www.sigmadesigns.com.

      Safe Harbor Statement

      This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including statements regarding our new CFO's contributions to the execution of our growth strategy. Actual results may vary materially due to a number of factors including, but not limited to, general economic conditions, including continuance of the current economic conditions specific to the semiconductor industry, the rate of growth of the set-top box market in general, our ability to deploy and achieve market acceptance for Sigma products in these markets. Further risks and uncertainties include, but are not limited to, the timing and outcome of the audit committee's review of our option grant practices and the conclusions of the audit committee resulting from that review, actions that may be taken or required as a result of the audit committee's review, actions by the Securities and Exchange Commission or other regulatory agencies as a result of their review of our stock option practices, and derivative litigation or other actions relating to the foregoing. Other risk factors are detailed from time to time in our SEC reports, including the report on Form 10-K for the year ended January 28, 2006 and Sigma's quarterly report on form 10-Q for the period ended April 29, 2006. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. Sigma undertakes no obligation to publicly release or otherwise disclose the result of any revision to these forward-looking statements that may be made as a result of events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.


      Contact:

      Sigma Designs, Inc.
      Ken Lowe, 408-957-9850
      kal@sdesigns.com
      or
      Atomic PR
      Allyson Stinchfield, 415-402-0230
      allyson@atomicpr.com

      Source: Sigma Designs
      Avatar
      schrieb am 08.02.07 21:12:57
      Beitrag Nr. 2.639 ()
      Antwort auf Beitrag Nr.: 27.505.274 von amorphis am 08.02.07 10:29:34Du schreibst hier mal wieder mit sehr großem "Wolumen" :laugh:
      Avatar
      schrieb am 08.02.07 21:25:50
      Beitrag Nr. 2.640 ()
      Ich liege beim Börsenspiel ganz klar vorne! :laugh:

      Meine Werte:

      Viropharma +26% :)
      Solarparc +11% :)
      Tokuyama + 6% :)

      Deine Werte:
      Sigma +9%
      Siga +13%
      November -17% :eek:


      http://www.comdirect.de/index.html?gourl=https%3a%2f%2fisht.…
      Avatar
      schrieb am 08.02.07 21:52:16
      Beitrag Nr. 2.641 ()
      so, hab ich es nicht schon vor wochen gesagt/geschrieben. das leidige optionsthema löst ich in luft auf und der cfo muß dran glauben.

      sorry, ich habe mich lange nicht mehr gemeldet, war auf einigen wichtigen konferenzen und habe meine kontakte zum management und an der street gepflegt. klar das ich bereits vorher wußte, dass dort was im busch ist. wer meinen beiträgen aufmerksam gefolgt ist und die tatsachen - von mir stets aktuell und aus sicherer quelle widergegeben - in eine logische reihe bringen kann, der war stets auf der sicheren seite. vorausgesetzt ihr würste habt auch grips im kopf. also, immer schön meinen beiträgen folgen und im februar die 30 nach den zahlen im märz bis mai die 50 k(n)acken. euronen latürnich!

      stay tuned and listen to your masters voice.

      dausend
      tastenow

      :D
      Avatar
      schrieb am 08.02.07 21:59:03
      Beitrag Nr. 2.642 ()
      @ pliscon

      hau ab, du schwätzer. das ich nicht lache, sigm hat allein in den letzten tagen 30 % gemacht. deine viro hat dir dein brain inwiziert. setz doch all dein ... taschengeld ... auf diese looseraktie. wirst schon sehen ... du wurst ... das man nur dann erfolg hat wenn man auch ahnung hat. geh kacken!

      :cool:
      Avatar
      schrieb am 09.02.07 00:18:58
      Beitrag Nr. 2.643 ()
      Antwort auf Beitrag Nr.: 27.528.776 von tastenow am 08.02.07 21:59:03Hi tastenow.
      lässt ihn weiter seine börsenspiele spielen. selten einen hier erlebt, der nicht an der börse geld verdienen will.
      na ja , denken muss nicht jeder becherrschen.
      ich kann kein englisch und benutze übersetzungsprogramme.ist zwar viel arbeit, aber es hats gelohnt.bin für jeden hinweiss in deutsche sprache dankbar was SIGM betrifft. bin schon laannge drin.
      EK - um die 10 doll.

      gruss
      Avatar
      schrieb am 09.02.07 00:21:56
      Beitrag Nr. 2.644 ()
      Antwort auf Beitrag Nr.: 27.531.807 von miristegal am 09.02.07 00:18:58und tasti wie wärs mit dir?
      weiter wühlen oder:confused::keks:
      Avatar
      schrieb am 09.02.07 11:21:39
      Beitrag Nr. 2.645 ()
      Antwort auf Beitrag Nr.: 27.527.391 von Pliscon am 08.02.07 21:25:50du spielst auch nicht gegen mich sondern gegen overview!
      Avatar
      schrieb am 09.02.07 11:24:07
      Beitrag Nr. 2.646 ()
      Antwort auf Beitrag Nr.: 27.528.468 von tastenow am 08.02.07 21:52:16tastenow...:laugh::laugh::laugh::laugh:
      Avatar
      schrieb am 09.02.07 11:27:49
      Beitrag Nr. 2.647 ()
      btw...ich glaube derjenige der hier seit monaten sagt das sich das thema auflösen wird...der war ich. aber egal...

      und tastenow...da du ja an der street deine kontakte gepflegt hast...wie ist denn so dein eindruck von mr. tran?
      Avatar
      schrieb am 09.02.07 12:25:39
      Beitrag Nr. 2.648 ()
      Antwort auf Beitrag Nr.: 27.528.776 von tastenow am 08.02.07 21:59:03danke tastenow, das war klasse!
      und die buben merken es nicht mal. köstlich!
      Avatar
      schrieb am 09.02.07 13:11:58
      Beitrag Nr. 2.649 ()
      Antwort auf Beitrag Nr.: 27.544.309 von Mr.Arrogance am 09.02.07 12:25:39mr. arrogance...mal wieder neidisch das du es einfach nicht kannst?
      Avatar
      schrieb am 09.02.07 13:14:35
      Beitrag Nr. 2.650 ()
      Antwort auf Beitrag Nr.: 27.544.309 von Mr.Arrogance am 09.02.07 12:25:39und...btw...was machen eigtl deine beiden schwestern...pliscon und tastenow?du bist doch ein mädchen...oder?
      Avatar
      schrieb am 09.02.07 14:28:28
      Beitrag Nr. 2.651 ()
      es verwundert nicht, daß jemand, der den heiligabend einsam und allein mit seinem alter ego vor dem rechner verbringen muß, eine abneigung gegen mädchen entwickelt.
      der kontakt zum anderen geschlecht beschränkt sich offensichtlich auf schmuddelheftchen...
      Avatar
      schrieb am 09.02.07 15:00:55
      Beitrag Nr. 2.652 ()
      Antwort auf Beitrag Nr.: 27.547.015 von Mr.Arrogance am 09.02.07 14:28:28lol lo lol...ja...sprichst du von dir selbst???du posierst doch nicht etwa...na...das hätte ich mir gleich denken können. lol...:D:laugh:
      Avatar
      schrieb am 09.02.07 15:08:43
      Beitrag Nr. 2.653 ()
      SA Sees an HD Year Ahead
      FEBRUARY 08, 2007

      Scientific Atlanta is looking for continued strong sales gains this year, thanks, in part, to consumer demand for high-definition video set-tops and services.

      SA generated about $454 million in digital video product revenue for parent company Cisco Systems Inc. (Nasdaq: CSCO - message board) in its fiscal second quarter and shipped 1.5 million set-tops around the world.

      For the three months ended Jan. 27, SA produced $639 million in sales for Cisco, up 21 percent from the year-ago period and higher than most analysts projected. The new Cisco division, which will be renamed this year, accounted for about 7.5 percent of its parent's total sales for the quarter.

      SA executives say demand for high-definition TV and digital video recording capabilities continue to boost equipment sales. Bob McIntyre, the company's CTO, recently estimated that HD-enabled boxes and DVR-enabled boxes each account for about half of the company's set-top sales already. (Most HD set-tops also have DVR capability.)

      Scientific Atlanta's transmission networks unit, which makes encoders and cable headends, produced $185 million in revenues in the latest quarter, up more than 50 percent from $120 million in the year-earlier period.

      "There's a tremendous amount of momentum going in HDTV, and, of course, that drives our customers to focus on either going to all-digital, to switching systems like switched digital video, or to upgrade their networks to 1 GHz," SA CEO James McDonald told analysts on Cisco's earnings call earlier this week. "So, the movement to HD obviously has a very big impact on our transmission business."

      SA is also looking for at least a temporary pickup in sales from the cable's industry's pending transition to CableCARD-enabled digital set-tops. Under a mandate from the Federal Communications Commission (FCC) , cable operators must start using digital boxes equipped with CableCARDS -- removable security modules -- to provide conditional access to their TV programming in July.

      Like Motorola Inc. (NYSE: MOT - message board)'s broadband division, Scientific Atlanta is counting on orders from telco TV providers to lift its sales this year as well. The company reported shipping 100,000 IPTV set-tops to telco customers in the second quarter, posting its first solid numbers in that category.

      Finally, SA executives see more business coming their way from outside North America, thanks to their company's integration with other Cisco divisions. Acquired by Cisco for $6.9 billion just about a year ago, Scientific Atlanta saw international sales account for more than 30 percent of its business for the first time in the year's last quarter.

      "Our international business is now over 30 percent, and it's moving up quite well," McDonald told analysts. "We're shipping IPTV boxes, and these are, at this stage, all going into international markets."

      While digital set-tops are flying out the doors now, analysts expressed concerns about whether that will continue. They noted that customer demand may fall once the CableCARD transition ends in the summer.

      McDonald acknowledged that Scientific Atlanta, which recently hired more engineers and factory workers to increase set-top production, may face "some capacity issues" later this year. But he argued that rising demand from other market segments, including the international market, should take up much of the slack.

      — Alan Breznick, Site Editor, Cable Digital News



      für alle die eine anleitung zur interpretation dieser nachricht brauchen...100.000 seitens SA bedeuten 1,8 millionen $ an umsatz für sigm...:D denn wie der kluge leser weiß...steckt sigm's technik in den settop-boxen von SA!diese anmerkung nur für diejenigen...die mal wieder nicht um die ecke denken können.
      Avatar
      schrieb am 09.02.07 16:01:30
      Beitrag Nr. 2.654 ()
      The following story recently came across the Dow Jones Newswire. Since author Ellen Sheng is a staff reporter for the Wall Street Journal and DJN stories typically hit that paper shortly after crossing the wire, I assume we will see this very soon also in the WSJ (there is no link for this story yet). It's a very decent read, although it still does not capture the uniqueness and the reward/risk profile of the SIGM story to me:


      NEW YORK (Dow Jones)--Nothing beats a monopoly. And life is even sweeter when simultaneously cozying up to a company that has a monopoly.
      Just ask Sigma Designs Inc. (SIGM). In the area of Internet protocol television, or IPTV, Sigma enjoys an enviable position: a close relationship with Microsoft Corp. (MSFT), which has the dominant IPTV platform. Sigma supplies 75% of the chips that go into IPTV set-top boxes worldwide and its chips are, for now, the only ones that work with Microsoft's platform. Meanwhile, IPTV, the technology that allows phone carriers to offer TV service on their networks, has gotten a huge amount of interest as carriers look for
      ways to boost growth. In the last two years, shares of the Milpitas, Calif.,
      company have practically tripled. The stock doubled in 2006, hitting an all-time high of $29.12 in December. Despite Sigma's strong move up, Wall Street is still quite bullish about the company.
      Sigma "right now benefits from a unique position ... the company has been the sole supplier of technology that is in high demand," said Tristan Gerra, an analyst at Robert W. Baird & Co. Gerra, who rates the stock at outperform, has no conflicts to report.
      Sigma's stock has taken a bit of a breather in 2007, declining $3 amid concerns about the backdating of stock options. The company's investigation into backdating, which is still ongoing, delayed financial filings in December. Pundits fear possible management upheaval as a result of the investigation. The company also faces emerging competition. And because Sigma is dependent on a limited number of major customers - a single customer in Asia accounted for a quarter of total net revenue in fiscal 2006 - the company is subject to the delays and whims of a few.
      But with the strategic outlook of the company, and IPTV, largely upbeat, analysts believe the company's stock price still has room to grow. At $27, Sigma shares are, on an absolute basis, at historical highs, but since the company's earnings have also improved, valuations are not necessarily rich.
      Sigma is now trading at about 20 times Gerra's estimated fiscal 2008 earnings of $1.34 a share. That puts Sigma at the higher end of valuations within its group, which includes companies such as Broadcom Corp. (BRCM) and STMicroelectronics NV (STM). Analysts say Sigma's above-average gross margins and fast-growing top and bottom line justify its steeper price. Moreover, the company's valuation is within the 20-times to 30-times range that the group historically trades in.
      Gerra has a price target of $30, or 22 times estimated fiscal 2008 earnings, while Jeff Schreiner at American Technology Research has a target of $34, or 25 times estimated fiscal 2008 earnings.

      David Vs. Goliath

      Sigma Designs' outlook wasn't always rosy. The company, originally a maker of computer video and graphic boards, transformed itself into a chip maker seven years ago. Times were hard initially. IPTV didn't garner much interest and the company sold its product to small- to medium-sized telecommunications carriers.
      "We had secured a strong position in the market but the market was small," said Ken Lowe, Sigma's vice president of strategic marketing.
      The whole semiconductor industry came under pressure in 2001 and Sigma's shares plunged to the $1 and $2 range. But things started looking up when Microsoft got into the IPTV market a few years ago. Top carriers started paying attention; IPTV hit the big time.
      Sigma's singular focus on media processing paid off. While larger chipmakers such as STMicroelectronics and Broadcom played in various parts of the semiconductor market, Sigma plugged away in its niche, refining designs and courting customers.
      "It's a David and Goliath," said Schreiner. "This is the one thing Sigma does and does well." Schreiner, who has a buy rating, does not have any conflicts to report.
      The cable and telecommunications industries have, in recent years, been gripped by a feverish desire to expand into new markets. In the U.S., cable's success with the "triple play" of phone, Internet and TV service inspired phone carriers to come out with similar bundles. In Europe and Asia, where IPTV rollouts are far ahead of the U.S., phone carriers have looked to IPTV as a way to grow in an otherwise mature market.
      Sigma's early entry into the IPTV market gave it a window of opportunity. But the party is ending soon. STMicro, a chip maker much bigger than Sigma, says its 7109 chip will be in some Microsoft-based IPTV set-top boxes in the second half of the year.
      "Within a year we will have a very strong market share in IPTV," said John Rossi, vice president of market development in STMicro's consumer business unit. STMicro has extensive experience with cable and satellite companies and is a market leader providing chips to those sectors, he said.
      Sigma knows its current dominance won't last forever.
      "The market will get split up a little bit," Lowe acknowledged, but "we have roadmap in place that has us bringing out next generation capabilities later this year." The company is also bracing for lower industry prices as competition emerges.
      What the company offers is a depth of experience, Lowe said. Also, as the incumbent IPTV chip provider, Sigma has the upper hand. Swapping out chips is no easy task. Customers have to tailor a set-top box's software to make it compatible, which takes months. To want to switch chip providers, "there has to be a substantial reason," Lowe said.
      Anticipating increased competition, Sigma is looking into new markets. It supplies many of the chips for new-breed Blu-Ray DVD players and sells chips that go into high-definition television sets. Both markets are heating up this year.
      (Ellen Sheng covers the cable and satellite TV industries for Dow Jones
      Newswires.)
      -By Ellen Sheng, Dow Jones Newswires; 201-938-5863; ellen.sheng@dowjones.com

      (END) Dow Jones Newswires
      Avatar
      schrieb am 09.02.07 18:05:11
      Beitrag Nr. 2.655 ()
      sorry kannst du zu dem text da eine kurze deutsche version dazu schreiben weil das ganze wird mir dann doch zu viel so gut ist mein englisch nicht:)ist das ein positiver bericht??
      danke dir
      Avatar
      schrieb am 09.02.07 18:06:40
      Beitrag Nr. 2.656 ()
      aus dem artikel geht der schlüssel der sigm story hervor - eine sache die ich immer betont habe - die gute beziehung zu msft und die weltweite monopolstellung - und...was man stark betonen muss...das der sigm-chip der einzige ist....welcher zusammen mit der msft-plattform läuft.
      Avatar
      schrieb am 09.02.07 18:44:22
      Beitrag Nr. 2.657 ()
      ja aber liefert sigm auch chips für msft?für welche produkte verkaufen die auch set top box wie scie. atlanta von cisco? oder welche bedeutung hat msft für sigm?war da nicht mal ein gerücht wegen der x-box??größter kunde von sigm ist aber cisco stimmts?der eine analyst von dem bericht von unten erwartet der nur 1.34$ für 08?letzens war doch da einer wo 2.25 für 08 erwartet hat oder habe ich da was falsch verstanden!!!
      Avatar
      schrieb am 09.02.07 18:55:13
      Beitrag Nr. 2.658 ()
      Antwort auf Beitrag Nr.: 27.544.309 von Mr.Arrogance am 09.02.07 12:25:39der thread wird immer besser!:laugh::laugh::laugh::laugh::laugh:
      lese schon seit Dezember mit, ursprünglich, weil sigm nach den nächsten quartalszahlen evtl. meine kaufkriterien erfüllen wird, aber inzwischen vor allem auf grund des unterhaltungswerts wegen dem streit zwischen amorphis und pliscon.

      jetzt kommt da noch ein tastenow an, der angeblich :laugh:wichtige konferenzen hält:laugh: und seine kontakte zur :laugh:"street":laugh: hält. (ps: ich glaub dem kein wort).:laugh::laugh::laugh::laugh::laugh:

      war auf einigen wichtigen konferenzen und habe meine kontakte zum management und an der street gepflegt. klar das ich bereits vorher wußte, dass dort was im busch ist.stay tuned and listen to your masters voice.

      und dann noch so ein :laugh:"Mr.Arrogance":laugh:, der alle anderen als kleine kids in dem thread beleidigt.

      der thread wird immer mehr zum komödienstadl.

      jeder denkt er wär der geilste und überhaupt der supertrader.
      also dann macht mal weiter so, ich les mit ihr "kings of wallstreet":D:D:D:D:D:D:D
      Avatar
      schrieb am 09.02.07 20:38:04
      Beitrag Nr. 2.659 ()
      Antwort auf Beitrag Nr.: 27.531.807 von miristegal am 09.02.07 00:18:58lässt ihn weiter seine börsenspiele spielen. :eek: :eek:



      Hattest du nicht das Börsenspiel angeleiert??? :laugh:
      Avatar
      schrieb am 09.02.07 20:39:59
      Beitrag Nr. 2.660 ()
      Antwort auf Beitrag Nr.: 27.547.724 von amorphis am 09.02.07 15:00:55lol lo lol...ja...

      Amorphis = StotterStanley? :laugh:
      Avatar
      schrieb am 09.02.07 22:35:34
      Beitrag Nr. 2.661 ()
      Antwort auf Beitrag Nr.: 27.556.785 von Pliscon am 09.02.07 20:38:04und dein gedächtnis ist auch im eimer:laugh::laugh:mein lieber scholi.

      übrigens TASTE - gemeldet 29.12.2000
      erstellte antworten 24 :confused: alle in SIGM TH.:yawn:

      langsam gehen mir aber die pseudoanal..auf den wecker. es wird langsam zeit , andere wege zu finden , sie los zu werden.

      ein erholsames und ruhiges WE an @ SIGM-fans
      Avatar
      schrieb am 10.02.07 03:14:12
      Beitrag Nr. 2.662 ()
      vor allem...pliscon...wenn du in den solarmarkt investieren willst...versuche es mal mit conergy,q-cells oder einer solarworld (wenn die 70 genommen sind).was willste mit solarparc???bei deinen japanischen aktien fällt mir nur die frage ein...warum zum jetztigen zeitpunkt in japan investieren...wenn der nikkei in der nähe eines historischen charttechnischen widerstandsbereich notiert...und es noch eine weile dauern wird, bis diese genommen wird. bis der japanische markt läuft...kann es noch ein paar monate dauern...andere märkte...z.b. china...sind da erfolgsversprechender.vor allem...das geilste ist ja...du besitzt die werte die du empfiehlst in deinem börsenspiel depot...zu weitaus höheren kaufkursen...lol!du darfst im spiel gerne momentan gegen overview führen...im wahren leben biste noch immer weit im roten bereich ;) du held...

      @#2648 von DeltaComet


      weißt du...nicht jeder denkt hier er wäre der geilste trader...was'n käse. wenn du wirklich den gesamten thread kennst...dann weißt du das ich hier nur fakten und gute infos zu sigm zeitnah poste - pliscon kann mit der art der recherche nichts anfangen und macht sich zum affen und leitet durch seine dummen postings im prinzip ganz alleine das "komödienstadl"...was richtig ist, ist das er einen schon das ein oder andere mal dazu animiert mitzumachen...:D

      worauf tastenow anspielt ist sicher meine aussage...das winter_cfa nen direkten draht zum obersten sigm management hat...naja...wer den thread schon länger liest konnte schon oft wesentlich früher von wichtigen "design-wins" für sigm erfahren.was man da ins lächerliche ziehen will...ich weiß es nicht. ich poste hier ja keine luftnummern sondern nur fakten und das was wichtig ist. wer mit der art und der qualität der infos nicht zufrieden ist...der soll doch bitte einfach seine klappe halten und brauch nicht den ganzen thread zu stören, ins lächerliche zu ziehen und ständig nur auf der suche nach streit zu sein. frage mich...er ist klar fehl am platz und der grund für die manchmal "flache" situation. richte deine beschwerde dann doch bitte auch direkt an ihn...wenn er nicht wäre, gäbe es hier nur die sachliche schiene.so war es davor ja auch immer...;)
      Avatar
      schrieb am 10.02.07 03:27:54
      Beitrag Nr. 2.663 ()
      Form 8-K for SIGMA DESIGNS INC

      9-Feb-2007

      Change in Directors or Principal Officers


      Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

      (b) Effective February 5, 2007, Kit Tsui resigned from her position as the Company's Chief Financial Officer and Secretary. Ms Tsui will remain with the Company and assume the new role of Vice President of Planning and Administration.

      (c) Effective February 5, 2007, the Company appointed Mark R. Kent to serve as its Chief Financial Officer and Secretary. From September 2004 to May 2006, Mr. Kent served as the Chief Financial Officer of Transmeta Corporation, a semiconductor microprocessor company. From February 2001 to January 2004, Mr. Kent served as the Chief Financial Officer in Residence of Oak Investment Partners, a venture capital firm, where he served as interim Chief Financial Officer for several portfolio companies. From April 1999 to January 2001, Mr. Kent served as Chief Financial Officer of Crossworlds Software, Inc., an integration software company. From December 1994 to March 1999, Mr. Kent served as the Treasurer of LSI Logic Corporation, a semiconductor company. Mr. Kent is 47 years old and holds a B.S. in Business Administration from Colorado State University.

      Mr. Kent's initial base salary will be $225,000. Mr. Kent received a $25,000 sign-on incentive bonus, which he must repay to the Company if he voluntarily resigns within one year of his hire date. The Board of Directors granted Mr. Kent an option to purchase 120,000 shares of common stock on February 5, 2007. The option vests over five years, with twenty percent of the shares vesting on February 5, 2008 and 1/60th of the shares vesting each month thereafter.
      Avatar
      schrieb am 10.02.07 03:28:42
      Beitrag Nr. 2.664 ()
      IPTV heading for mass-market status

      IPTV is moving rapidly towards mass-market adoption. The involvement of incumbent telecoms operators in most major markets by 2007 (France, Spain, Italy, UK, Germany, Austria and the Netherlands, for example) will provide the marketing, word-of-mouth and - for the many conservative-minded television viewers yet to switch to digital TV - the credibility that could boost the market for all IPTV providers.

      Several early IPTV deployments are now reaching subscriber figures where they must be taken seriously, including Telefonica in Spain, which has over 200,000 subscribers for its Imagenio television service (launched commercially November 2004). The Spanish company is predicting one million customers by 2008. France Telecom (launched December 2003) doubled its customer count during 2005, ending the year with 200,000 subscribers for its MaLigne TV service too.

      The pace of deployment is accelerating: Telekom Austria launched its aonDigitalTV video-over-DSL service in Vienna in March 2006 and KPN in the Netherlands is preparing for a second quarter (2006) commercial launch. Deutsche Telekom is hoping to roll out its 100 channel broadcast TV (including HDTV) and VOD service late summer 2006 and BT has scheduled late summer/autumn for its hybrid DSL/DTT offering.

      Competition is also increasing. Utility companies continue to launch television services but the main rivals to the big telcos are alternative broadband providers using Local Loop Unbundling (LLU). The second half of 2006 and 2007 will also see the expansion of incumbent telcos into territories outside their domestic markets - where necessary using LLU to compete with their peers on ‘leased’ networks.

      France Telecom has already announced that it will launch IPTV in Spain, the UK and Poland this year, followed by the Netherlands (not to mention Mauritius, Senegal and the Ivory Coast). Meanwhile Telecom Italia - through its subsidiary HanseNet - is adding television to its existing telephone and DSL services in Germany, starting in Hamburg. Telecom Italia also launched television services in France (via Telecom Italia France’s AliceBox triple-play service) in January. Meanwhile, Deutsche Telekom subsidiary T-Online is taking IPTV to Hungary, with a planned commercial roll-out of TV-over-DSL in Budapest and other major cities later this year.
      Avatar
      schrieb am 10.02.07 10:45:07
      Beitrag Nr. 2.665 ()
      Hach schade,

      ich dachte es wäre vorbei mit der Rumgurkerei hier, aber leider scheint es noch genauso zu sein wie vor ein paar Wochen.

      Ich halte mich weiterhin zurück und werde einfach nur mitlesen.

      Viele Grüße und viel Erfolg,

      warscheinlich muß ich noch ein paar Leute mehr ausblenden bis mir dieser Thread wieder gefällt.
      Avatar
      schrieb am 10.02.07 15:29:14
      Beitrag Nr. 2.666 ()
      Antwort auf Beitrag Nr.: 27.559.931 von miristegal am 09.02.07 22:35:34und dein gedächtnis ist auch im eimerlachenlachenmein lieber scholi.

      übrigens TASTE - gemeldet 29.12.2000
      erstellte antworten 24 verwirrt alle in SIGM TH.gähnen

      langsam gehen mir aber die pseudoanal..auf den wecker. es wird langsam zeit , andere wege zu finden , sie los zu werden.

      ein erholsames und ruhiges WE an @ SIGM-fans



      Amorphis, warum benutzt du nicht mehr die Amorphis ID zum rumpöbeln!

      Der Text da oben ist auf jeden Fall Amorphis-Stil! Du kannst eben nicht aus deiner Haut!
      Avatar
      schrieb am 10.02.07 19:32:38
      Beitrag Nr. 2.667 ()
      IPTV und Co. forcieren Netzwerkaufrüstung
      Leser des Artikels: 185

      Die Aufrüstung der Telekommunikations-Netzwerke auf eine IP-basierte Infrastruktur könnte in den kommenden Jahren Investitionen in Höhe von einer Bio. Dollar verschlingen. Das geht aus aktuellen Berechnungen der US-amerikanischen Marktforscher von ABI Research http://www.abiresearch.com hervor. Demnach soll die Umbauphase im Jahr 2015 weitgehend abgeschlossen sein. "Wenn es auf das Ende der Dekade zugeht, werden Bandbreiten-hungrige Dienste wie IPTV eine IP-Infrastruktur brauchen", erklärt ABI-Analyst Ian Cox.

      Bis zum Ende dieses Jahres rechnet ABI mit der Einführung von Standards für die Netzwerke der nächsten Generation. Langsam würden die Netzwerkbetreiber aber mit der Umrüstung auf komplett IP-basierte Netzwerke beginnen. Im Mobilfunkbereich gibt es ABI zufolge ebenso eine Entwicklung in Richtung IP, wenn auch mit einer geringeren Geschwindigkeit. "Indem die Betreiber alle Services über ein IP-Netz abwickeln, wollen sie außerdem die operativen Kosten besser kontrollieren", so Cox.

      In Zukunft soll die Umrüstung etwa die Einrichtung von Serviceplattformen erleichtern und die schnelle Einführung von neuen Services ermöglichen. Den Usern bringt die neue Netzwerkgeneration laut den Analysten mehr Services und höhere Datenraten, etwa für Videokonferenzen. Betreiber können über das Netz Services und den Datenverkehr separat abwickeln und unabhängig voneinander weiterentwickeln. Das werde die Entwicklung von Content und Services anfeuern, sind sich die ABI-Analysten sicher.
      Avatar
      schrieb am 11.02.07 23:44:07
      Beitrag Nr. 2.668 ()
      Top 10 'must have' home technology trends

      By Amy Hoak, MarketWatch
      Last Update: 1:31 PM ET Feb 11, 2007

      ORLANDO, Fla. (MarketWatch) -- The most technologically savvy homeowners bask in crystal-clear television screens when they're home and can control the lights while they're out of town. Without moving an inch, they can decide what music is playing in each room and can monitor the well being of their aging mother in a different city.
      So says Greg Hoshaw, owner of High Definition Systems in St. Charles, Ill., who presented the Custom Electronic Design & Installation Association's top 10 "must have" technology trends for homes at the International Builders' Show here this week.
      Making the list:

      1. A home theater or media room. A home theater is a room dedicated solely to the viewing of movies and programs, designed with aspects such as sound quality in mind. A media room is incorporated in a home's living space and is more of a multipurpose room, where a homeowner can watch television, read a book or play a game. Home theaters can run anywhere from $15,000 to $150,000 and more depending on the components; one package displayed at the show from Lifeware included a media center, audio-video receiver, 200-disc DVD changer, 50-inch plasma television, six speakers, automated lighting control, remote and software for $31,000.
      (würd sagen...wir beliefern die oberste liga der "must have" produkte...;) )

      2. Home health-care products and installation. As the population ages, there's more demand for health-care products that take advantage of advances in technology. Patient-monitoring systems can allow a caregiver to check up on an elderly loved one from afar. Biometric monitoring devices can keep constant watch on a patient's vital signs.
      3. Media Center Edition (MCE) computers. This audio/visual computer can help manage a home's various media sources, providing such features as surround-sound processing, as well as access to Internet radio and the one-touch recording of TV shows. A top-of-the-line Dell media center system fetches at least $5,500. Hewlett-Packard's HP z565 Digital Media Center starts at $3,000. :eek::eek::eek: nanu...bei trend nr.3 hat sigm ja quasi auch das monopol...wie...ach ja...wie beim iptv!:D die goldstandard-lösung im bereich der DMA's ist...wen wunderts...;) von sigm!also...sigm ist auch abseits der börse das...was man als trendwert bezeichen kann...und...der trend wird ist klar pro sigm :D
      4. Microdisplay-based televisions. High-definition televisions are hot, including LCD (liquid crystal displays), DLP (digital light projection), LCoS (liquid crystal on silicon) or LCD-based rear-projection TVs. Depending on size and type, prices for these products run the gamut.
      5. Lighting and automation. Homes can be set up with the ability to control lighting and other features throughout the house from any room -- and any part of the world. Systems can also create lighting schemes and automation that might, for example, turn the lights down and close the curtains when a DVD is started, Hoshaw said. Honeywell and Home Director are two companies that offer such systems. Lifeware's deluxe system, which includes audio, lighting, HVAC and security controls in addition to its media capabilities, is priced at $54,000.
      6. Security systems. New systems can protect a home while the owner is away by taking a snapshot of light usage in the house over the past two weeks, then mimicking the series while the owner is out of town.
      7. Media servers. Homeowners are increasingly loading all of their media, including music and movie files, on one server, making files accessible in a central location. Hewlett-Packard has developed its HP MediaSmart Server, with the capability to handle 10 accounts on your home network, although the product is not yet for sale.
      8. The iPod revolution. Many people have the popular music player from Apple -- or a competing mp3 player -- but increasingly homes are adding docking systems that allow more flexibility in using the device's media libraries. The Keyspan AV Dock for iPod, for example, will connect the device to a computer, stereo or TV and retails for $64.99 on Amazon.com.
      9. Smart sound systems. Multiroom, multisource sound systems allow a homeowner to control the sound piping through rooms. Often with a touch of a key pad, a homeowner can control what's playing in each zone, independent of the rest of the house. Bose installed such whole-house systems in two of the showcase houses built specifically for the builders show.
      10. Gaming rooms. They're not just your run-of-the-mill ping-pong table in the basement anymore. Video-game spaces have become increasingly common in a home, and are often set up around more traditional games, such as a billiard table.


      tja...und dann gibt es es auch solche...die trends verpennen...:laugh::laugh::laugh:
      Avatar
      schrieb am 12.02.07 00:21:59
      Beitrag Nr. 2.669 ()
      Antwort auf Beitrag Nr.: 27.579.348 von Pliscon am 10.02.07 15:29:14Tja - wenn du nicht mal in der lage bist die ID`s bei WO zu prüfen, dann haste auch nix am hut mit der börse,
      hej , um 1 uhr ist der domian bei wdr. vielleicht besorgt er dir einen psychiater. mann wie krank bisste eigentlich?
      Das war mein letzte posting an dich - AUSBLENDEN - ist die beste selbstverteidigung gegen dich.
      Avatar
      schrieb am 12.02.07 00:32:42
      Beitrag Nr. 2.670 ()
      Antwort auf Beitrag Nr.: 27.649.523 von miristegal am 12.02.07 00:21:59ist doch klar warum er das so fest glaubt...er benutzt ja schließlich gleich drei accounts - "pliscon, tastenow & last but not least mr.arrogance" - auf einmal...das sind die gerechten paras würde ich sagen. er rennt an seinem glück mit scheuklappen und verfolgungswahn im nacken...vorbei...ein richtiger lacher...:D:laugh::laugh:
      Avatar
      schrieb am 12.02.07 00:57:15
      Beitrag Nr. 2.671 ()
      Antwort auf Beitrag Nr.: 27.649.747 von amorphis am 12.02.07 00:32:42nichts ist mir lieber, das dieser TH wieder die ruhe findet.ich hole mir die infos hier und entscheide , ob ich verkaufe oder nachlege.gebe zu , bei 27 doll. die hälfte verkauft und bei 24 doll wieder nachgelegt zu haben. war nicht schlechte entscheidung.
      aber jeder ist für seine börsenstrategie selbst verantwortlich.
      gnta hat mir auch nicht gerade gewinne gebracht , aber bin immer noch dabei mit 50% miese, die "höffentlich" an einem guten tag egalisiert werden könnten. war aber nur ein 2 %invest und tut nicht weh.

      gruss
      Avatar
      schrieb am 12.02.07 01:40:27
      Beitrag Nr. 2.672 ()
      Antwort auf Beitrag Nr.: 27.650.192 von miristegal am 12.02.07 00:57:15gnta ist vergessen...ich picke derzeit am liebsten in china...;)
      Avatar
      schrieb am 12.02.07 01:44:23
      Beitrag Nr. 2.673 ()
      Antwort auf Beitrag Nr.: 27.650.877 von amorphis am 12.02.07 01:40:27ich auch

      GN8
      Avatar
      schrieb am 12.02.07 10:18:55
      Beitrag Nr. 2.674 ()
      Antwort auf Beitrag Nr.: 27.650.192 von miristegal am 12.02.07 00:57:15nichts ist mir lieber, das dieser TH wieder die ruhe findet

      Sorry, aber das nimmt dir nach solchen Beiträgen keiner ab, du bist doch eine der ersten Pöbel ID´s von Amorphis:



      #2659 von miristegal Benutzerinfo Nachricht an Benutzer Beiträge des Benutzers ausblenden 12.02.07 00:21:59 Beitrag Nr.: 27.649.523

      Tja - wenn du nicht mal in der lage bist die ID`s bei WO zu prüfen, dann haste auch nix am hut mit der börse,
      hej , um 1 uhr ist der domian bei wdr. vielleicht besorgt er dir einen psychiater. mann wie krank bisste eigentlich?
      Das war mein letzte posting an dich - AUSBLENDEN - ist die beste selbstverteidigung gegen dich.
      Avatar
      schrieb am 12.02.07 16:31:14
      Beitrag Nr. 2.675 ()
      warum sind manche eigentlich zu dumm um zu merken wo man erwünscht ist...und wo nicht?

      naja...an manchen rauscht eben alles vorbei.


      so...mitlerweile ist es ca. genau 2 jahre her...das ich diesen thread eröffnet habe. seitdem hat sich viel getan...das geschäft brummt - und das bisher allein dank der sparte iptv.

      doch...iptv stellt nur einen von 4(!!!) kommenden technologietrends dar. die anderen standbeine...hdtv, DMA's & BlueRay bzw. HD DVD werden aber, beginnend in diesem jahr, in den kommenden monaten immer stärker werden. und das...ebenso wie iptv über jahre hinweg. hinzu kommt die quasi monopolstellung bei den bereichen IPTV & DMA's.

      bei den design-wins im bereich next generation dvd-player liegen wir auch sehr sehr gut im rennen. aber hier glaube ich nicht bei über 80%.

      es ist nicht schwer vorherzusagen...das die umsätze von sigm bald richtung mrd-grenze laufen werden. über die kommenden jahre ist deutlich mehr als diese größenordnung drin. das sollte man sich mal so ganz klar vor augen halten - competition...der ist überall...wo geld verdient wird. logo. auch sigm wird sicherlich druck durch konkurrenz spüren. but who cares?fakt ist...in den ganzen 2 jahren hat es nicht einer der großen konkurrenten geschafft mit sigm gleichzuziehen, geschweige denn sigm die führerschaft abzunehmen. das darf man nicht vergessen. auch sollte man nicht vergessen...das im letzten gesamtjahr nur knapp 30 millionen $ umgesetzt wurden...es in diesem jahr schon über 100 millionen $ sein werden. das ist eine rasante entwicklung...auch was das eps betrifft...und dafür sind wir belohnt worden...mit einem deutlich anziehenden kurs.

      so...alles was dieses jahr an positiven quartalsmeldungen reinkommt, wird den weiteren positiven weg und uptrend der aktie stärken und ausbauen. wer weiß das hier mrd an potentiellen $'s umgesetzt werden können...und das allein in den kommenden 3 jahren...der weiß auch...das der wert noch ganz am anfang steht.

      anbei ein report zum thema HDTV und den aussichten in den kommenden jahren...würde sagen...der schlafende riese bekommt immer mehr konturen...:D

      http://www.digitalspy.co.uk/broadcasting/a42667/150-million-…

      150 million HDTV homes by 2011

      Monday, February 12 2007, 11:35 GMT

      By Joanne Oatts, Media Correspondent
      A new report from Informa Telecoms & Media forecasts that there will be 150 million HDTV homes worldwide by the end of 2011, more than three times the number at the end of 2006.

      Called HDTV: A Global Analysis, the report also shows that at the end of last year, the US had 27.7 million HDTV homes, giving it a 58% global share, with Japan next, maintaining a 20% share.

      The UK comes fourth in the ranking, with 2.03 million homes with HDTV at the end of 2006, and a predicted 8.8 million by 2011.

      China currently has 2.5 million, putting it in third, with a predicted 10.3 million in five years' time.

      With a near 80% of the market between them, Japan and the US represent the most dominant forces in the global HD market.

      Of the total 48.2 million HD households, just 16.4 million had the necessary set top box (or integrated HDTV set) to enable content to be viewed.

      This means that only a third of homes with an HDTV set are receiving HD content.

      By 2011, Informa expects HD programming to be much more readily available, and some 70% of HDTV set homes - or 105 million homes - will be receiving content.

      Adam Thomas, the report’s author, said: “The public has really taken to high-definition, attracted by falling prices for impressive looking sets. But the problem remains that once people get these sets home from the showroom, they can be disappointed with the results. First they have to subscribe to a content service and even then there can be relatively little to watch.”


      man man man...nicht nur bei iptv's locken schon bald über 100 millionen konsumenten in so kurzer zeit...auch beim thema HDTV!!!:D würd sagen das ist eine der günstigsten techaktien überhaupt.man muss nur das gesamte bild betrachten...
      Avatar
      schrieb am 12.02.07 22:47:21
      Beitrag Nr. 2.676 ()
      Antwort auf Beitrag Nr.: 27.662.637 von amorphis am 12.02.07 16:31:14so...mitlerweile ist es ca. genau 2 jahre her...das ich diesen thread eröffnet habe. seitdem hat sich viel getan...das geschäft brummt - und das bisher allein dank der sparte iptv.


      1. Du hast seit dem nur Nachrichten wild kopiert!

      2. Du hast nebenbei im Viropharma-Thread gepöbelt und beleidigt

      3. Aber verdient hast du scheinbar nicht viel! Bei Viropharma sogar dicke Verluste eingefahren, weshalb du dort auch hast angefangen rumzupöbeln!

      4. Du hast dir ein paar zusätzliche Pöbel ID´s zugelegt! Wahrscheinlich frustriert, dass es an der Börse nicht geklappt hat?


      Es hat sich wirklich viel getan... :rolleyes:
      Avatar
      schrieb am 12.02.07 23:44:20
      Beitrag Nr. 2.677 ()
      aus dem SOHU TH v. adera:

      SIGM
      Trotz Anstieg mit KGV von 16 auf 2008 und Gewinnwachstum von 50% und gutenm Umsatzzuwachs viel zu billig. Dazu Charttechnisch interessant.

      aha, da sind schon auch andere top user dabei:kiss:
      Avatar
      schrieb am 13.02.07 00:54:03
      Beitrag Nr. 2.678 ()
      Antwort auf Beitrag Nr.: 27.669.897 von Pliscon am 12.02.07 22:47:21GELÄCHTER NOCH UND NÖCHER...:laugh::laugh::laugh:

      1. Du hast seit dem nur Nachrichten wild kopiert!

      nein mein lieber. dir fehlt es einfach an was...die dinge zu ordnen. du bekommst das nicht hin...soviel steht fest...denn für andere war das ganze transparent und mit system. die einzelnen fragmente des threads sind ganz eindeutig nicht wahllos und aus der luft gegriffen und ohne zusammenhang hier reingestellt worden. du siehst keinen sinnzusammenhang...sorry jung...dann bist du schlichtweg einfach zu "dumm" für den markt. basta. ende und aus.kreide das dir an.nicht mir.

      2. Du hast nebenbei im Viropharma-Thread gepöbelt und beleidigt

      pöbeln ist deine spezialität...meine das denken. ich habe meine meinung und meine gedanken zu vphm zu dem damaligen zeitpunkt im thread geäussert. ich habe größere chancen im direkten vergleich zu vphm bei sigm gesehen - und bis heute recht behalten. du strickst dir da sonst was draus...kannst nicht mal dir selbst eingestehen falsch gelegen zu haben.

      3. Aber verdient hast du scheinbar nicht viel! Bei Viropharma sogar dicke Verluste eingefahren, weshalb du dort auch hast angefangen rumzupöbeln!

      na zumindest kann ich den lieben langen tag so gestalten...das ich mich voll und ganz auf eine sache fokussieren kann: die börse und die wirtschaft.deshalb nehme ich es auch niemandem übel wenn er von "tuten und blasen" keine ahnung hat und ohne den nötigen durchblick nicht mitbringt. nur was du machst...:laugh::laugh::laugh::laugh: ist einfach nur flach und dumm. sorry...du mußt auf jeden ne sehr einsame und frustierte person sein...mit erheblichen persönlichkeitsstörungen. und einer falschen wahrnehmung.

      4. Du hast dir ein paar zusätzliche Pöbel ID´s zugelegt! Wahrscheinlich frustriert, dass es an der Börse nicht geklappt hat?

      letzteres kann erstens nur ich beurteilen und mein broker...ersteres vermutest du...wissen tust du es nicht. du könntest es herausfinden....call die leute hier bei W:O und frag einfach nach. im übrigen...nur weil du drei id's besitzt...besitzen andere die nicht automatisch auch. ich besitze eine...die reicht mir.


      gute nach DUMPFBACKE
      Avatar
      schrieb am 13.02.07 01:07:50
      Beitrag Nr. 2.679 ()
      Avatar
      schrieb am 13.02.07 01:40:46
      Beitrag Nr. 2.680 ()
      Avatar
      schrieb am 13.02.07 09:45:50
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 13.02.07 09:49:35
      Beitrag Nr. 2.682 ()
      Solarparc outperformed gerade die lahmen Sigma-Aktien! :laugh:


      Solarparc + 80% in den letzten 2 Monaten

      Sigma gerade mal schlappe 15 % Plus gemacht!

      Eure Sigma-Aktien sind leider totes Kapital!


      Hier mal ein Blick auf die Solarparc - Rakete der letzten 2 Monate!




      Amorphis du bist echt ne Schnarchnase! Verdien endlich mal Geld! :D
      Avatar
      schrieb am 13.02.07 22:54:15
      Beitrag Nr. 2.683 ()
      http://biz.yahoo.com/bw/070213/20070213005655.html?.v=1

      alles über sigm chips und partner:kiss:
      Avatar
      schrieb am 13.02.07 23:31:42
      Beitrag Nr. 2.684 ()
      Antwort auf Beitrag Nr.: 27.692.728 von miristegal am 13.02.07 22:54:15und für die englischspezi , wie ich, eine google übersetzung:

      http://translate.google.com/translate?hl=de&sl=en&u=http://f…
      Avatar
      schrieb am 14.02.07 08:39:57
      Beitrag Nr. 2.685 ()
      Antwort auf Beitrag Nr.: 27.692.728 von miristegal am 13.02.07 22:54:15Die Meldung ist ja eingeschlagen wie eine Bombe und hat ganze 0,76 % Kursgewinn gebracht! ;)

      Hast du eine Erklärung dafür?
      Avatar
      schrieb am 14.02.07 09:30:09
      Beitrag Nr. 2.686 ()
      13-Feb-07 09:31 ET

      Sigma Designs:
      CSCO set-top box news means SIGM could have landed an
      additional carrier - BWS Financial (25.91 +0.30)

      Boutique firm BWS Financial says there was a report from daily La Repubblica on Feb 12, 2007 that Italian broadcaster RAI had requested Cisco Systems (CSCO) to provide set-top boxes for both digital terrestrial and IPTV. Firm
      asserts that CSCO has been working with Sigma Designs (SIGM) for chipsets inside IPTV set-top boxes. The news suggests that SIGM could have potentially landed an additional carrier to use set-top boxes with the 8600 series chipset
      inside. The addition of RAI as a user of chipsets from SIGM reaffirms the co's market share leadership. SIGM is likely to update the investor community as to the number of new additions when the co reports Jan Q results next month. On
      Feb 8, 2007 SIGM appointed Mark Kent as CFO, suggestting that the co is nearing the conclusion of the stock option audit.
      Avatar
      schrieb am 14.02.07 09:32:00
      Beitrag Nr. 2.687 ()
      Winter_CFA

      Comments on new CFO Mark Kent: 13-Feb-07 08:23 am
      After speaking yesterday with our new CFO, further reviewing his background, hearing from a seasoned investor who has already had an initial face-to-face meeting with him, and getting feedback from sell-siders who already know him, I feel ready to give you my two cents on him.

      In a sentence, SIGM has bagged a real winner. In addition to having an extensive financial background, Mr. Kent comes across to me and others as a highly intelligent, very articulate, personable sort who is exactly what I have long maintained SIGM sorely needed. Indeed, many in Silicon Valley apparently regard him as “one of the best in the business.” That he would choose to spend some of his prime earning years at SIGM speaks well of the significant potential this semiconductor veteran obviously sees at the firm.

      While our new CFO’s first task will be to complete the options accounting resolution, something I strongly expect is now only weeks away, I believe he is ready and capable to do an outstanding job in the following areas: 1) manage all financial aspects of the firm’s growth as it increases to several times its current size; 2) manage all the financial complexities of a public firm including the idiocy known as Sarbox; 3) interface with existing and new sell-side analysts, as well as investment bankers, to help facilitate their spreadsheet creation, forecasting accuracy and price target calculations; 4) similarly interface with the biggest and best of institutional investors, many of which require a strong CFO as part of their investment criteria; 5) make investment presentations at more and larger sell-side conferences; 6) redirect SIGM’s sales and marketing departments toward a new policy that requires all customers to permit timely announcement of SIGM chips in their products and/or deployments; and 7) build and oversee a more capable and responsive investor relations effort that can serve a greater number of shareholders in a more effective manner (as great an IR job as Ken Lowe has done in recent years, in my opinion, he has clearly been required to devote the bulk of his time to domestic business development and management of same and this demand has frequently restricted his ability to interface with investors).

      Make no bones about it, anyone who thinks or states that this hire is not exceptionally good news for the company, its growth facilitation, or future valuation enhancement is either a bull@#$% artist or just grossly under informed.
      Avatar
      schrieb am 14.02.07 09:37:07
      Beitrag Nr. 2.688 ()
      sind übrigens mehrere neue institutional investors mit an board!ist ein sehr, sehr gutes zeichen!
      Avatar
      schrieb am 14.02.07 10:48:13
      Beitrag Nr. 2.689 ()
      Antwort auf Beitrag Nr.: 27.696.455 von amorphis am 14.02.07 09:32:00Finde ich toll, daß Winter im letzten Satz indirekt sogar Pliscon erwähnt. ;)

      :laugh::laugh::laugh:
      Avatar
      schrieb am 14.02.07 11:07:21
      Beitrag Nr. 2.690 ()
      Antwort auf Beitrag Nr.: 27.696.586 von amorphis am 14.02.07 09:37:07sind übrigens mehrere neue institutional investors mit an board!ist ein sehr, sehr gutes zeichen!

      Soso!

      Solarparc-Rakete lässt eure Sigmas wie ne lahme Ende aussehen!

      Warum habt ihr nicht umgeschichtet?

      Solarparc = Schwarz :)

      Sigma = Blau :(




      Tja Amorphis, das passiert, wenn man an seinem Investment zu lange festhält! :keks:
      Avatar
      schrieb am 14.02.07 12:42:12
      Beitrag Nr. 2.691 ()
      Antwort auf Beitrag Nr.: 27.698.599 von Pliscon am 14.02.07 11:07:21Gott sei dank funktioniert es bei mir.

      2679 von Pliscon 14.02.07 11:07:21 Beitrag Nr.: 27.698.599
      Dieses Posting: versenden | melden | drucken | Antwort schreiben SIGMA DESIGNS INC.


      Sie haben die Beiträge dieses Benutzers ausgeblendet
      (bearbeiten | Posting für diese Sitzung anzeigen)
      Avatar
      schrieb am 14.02.07 16:05:45
      Beitrag Nr. 2.692 ()
      WINTER_CFA

      SIGM will soon be in its 4th shipping Blu-Ray player (Philips will be the 5th and the 6th is TBD):

      http://www.watch.impress.co.jp/av/docs/2...

      Partial translation:

      [The sharp corporation sells Blu-ray Disc player “BD-HP1” from March 20th. As for price at open price, as for shop front expectation price possibility approximately of 150,000 Yen.

      BD-HP1 can load HDMI, the liquid crystal television “AQUOS” empty of the same company can control to the Blu-ray player who corresponds “AQUOS”. Other than the BD video software, BD-R/RE (1 layer), it corresponds to the playback of DVD±R/RW and DVD-RAM.

      For “the player”, as for the digital tuner although it does not load, Blu-ray drive BD-RE (1 layer) to corresponds to record. Besides the fact that you connect with liquid crystal television “AQUOS” of the same company, and “AQUOS hi-vision recorder” and i.LINK can do the direct video recording to BD-RE from AQUOS, the program which was videotaped with the AQUOS hi-vision recorder with “BD-HP1” can be written out in BD-RE.

      Furthermore, concerning the concrete sale time of the Blu-ray recorder which builds in HDD you have not revealed, but “this time, easily you aimed toward the fact that the player of BD is thrown to the market at price. It is advancing the development of the recorder, but this time “position of the spring”. Fall please expect (the Katayama special duty)” with it did from the summer.]


      So, it looks like a recorder is also scheduled. I thus assume, a la Sony and Panasonic, that SIGM will be in that box also.

      Ramp after ramp coming.

      What a year 2007 should be!
      Avatar
      schrieb am 14.02.07 16:33:43
      Beitrag Nr. 2.693 ()
      IPTV vs. Internet TV: How they Stack Up

      As the battle for viewer attention rages on, everyone from telcos to cable operators to media conglomerates are scrambling for the best way to bring content to their audiences. Central to this debate is the choice between delivering video over the Internet (Internet TV/Video) or using an IPTV infrastructure to deliver programming directly to viewers’ living rooms. Several important differences exist between the two types of delivery, and understanding these differences will help those involved decide which best suits their needs.

      The primary difference is the way in which the content is delivered. While Internet TV travels over the open, public, global Internet, IPTV uses a private, managed network. “Carrying video over a proprietary network allows protection of content and control of video quality without worrying about the privacy and quality issues inherent to the public Internet,” said Marty Richter, spokesman for AT&T, which is in the process of rolling out its U-verse fiber-to-the-home IPTV service. “Best-effort Internet video can be subject to delays due to lower bandwidth, high traffic or poor connection quality,” he said. The end result of IPTV delivery is a higher quality, more reliable, and more consistent viewing experience, he added.

      “What makes the telcos and cable companies such significant players for the content providers boils down to their credibility,” said Mark Crandon, vice president of product marketing for IPTV technology provider Kasenna. “Both financially and ethically, they will be responsible partners in protecting digital rights, collecting and paying their bills, and delivering a very high quality product.”

      Given the much larger amount of content available online, primarily in the form of user-created short and long form video clips, cable and telecom providers will likely embrace Internet video as a complement to their own IPTV offerings (which normally resemble standard cable programming) rather than position themselves as direct competitors. “Cable operators and telecoms can capture some of the online content and route it to a TV STB (Set-Top Box) for consumption there,” said Gary Schultz, principal analyst at Multimedia Research Group. “Internet video can be repurposed and re-routed to portals and communities of interest that communicate through STBs and TV sets.” Cable operator Comcast is already offering a similar service using thePlatform publishing system, which allows digital media to be sent over any network to any device.

      Both Internet video and IPTV offer interactivity, but IPTV brings these capabilities to the TV screen. This includes features such as caller ID and SMS (short messaging service) along with more targeted advertising. According to Schultz, the user interface is a large issue that cannot be overlooked, at least when it comes to presenting video content in the living room. “The operators and carriers cannot just create a web page on a TV screen and hope it will succeed,” he said.

      As far as content formats, MPEG4 AVC will emerge globally as the format of choice for IPTV according to Schultz. However, as Crandon cautioned, “MPEG4 content is not yet readily available today, but as content providers move into the next generation of media, you’ll start seeing this format as the standard -- I would guess by mid to late next year.”
      Avatar
      schrieb am 15.02.07 00:21:50
      Beitrag Nr. 2.694 ()
      Satellite Operators Will Drive High Growth Rates for the Hybrid Set-Top Box

      Satellite operators have found a way to offer video-on-demand in competition with cable and telecom operators. The solution requires the use of “hybrid” set-top boxes at customers’ premises: boxes that combine IP video with DBS. (Other “HSTBs” combine IP video with cable, or with digital terrestrial television.)

      Annual shipments of such hybrid STBs will grow to more than 50 million worldwide by 2011, according to a new study from ABI Research, with western Europe accounting for the largest share.
      Because they don’t offer “triple-play” services, satellite operators are especially interested in hybrid STB technology.

      What are the component considerations for HSTB? What are the time-to-market, regulatory, content, and bandwidth considerations driving HSTB usage? What HSTB deployments currently exist, and how does the hybrid model support business plans? To learn more about the hybrid set-top box market and how it may affect your business model now and in the future, please visit: Worldwide Hybrid Set-Top Box Markets, which forms part of the Multi-Channel Video Research Service.

      Notes: Sigma has a reference design for an Hybrid STB ( DVB-S or DVB-C or DVB-T with IPTV ).

      http://www.sigmadesigns.com/public/Products/SMP8630/SMP8630_…
      Avatar
      schrieb am 15.02.07 00:24:10
      Beitrag Nr. 2.695 ()
      Avatar
      schrieb am 15.02.07 01:33:50
      Beitrag Nr. 2.696 ()
      Antwort auf Beitrag Nr.: 27.714.590 von amorphis am 15.02.07 00:24:10Vergiss deinen lahmen Sigma-Dreck! :D

      Solarparc hat heute mal eben 26% Kursgewinn auf die satten 70% der letzten 10 Tage gepackt! :laugh:


      Das waren jetzt gute 90% in 10 Tagen! :laugh::laugh::laugh::laugh::laugh::D:D:D:D:D:D
      Avatar
      schrieb am 15.02.07 01:37:44
      Beitrag Nr. 2.697 ()
      Antwort auf Beitrag Nr.: 27.714.745 von Pliscon am 15.02.07 01:33:50
      Avatar
      schrieb am 15.02.07 03:00:23
      Beitrag Nr. 2.698 ()
      Antwort auf Beitrag Nr.: 27.714.745 von Pliscon am 15.02.07 01:33:50dann biste ja endlich bald bei +/- NULL!:laugh::laugh::laugh: du wicht...ich bin seit 6$ in SIGM...was willst du eigentlich?über 90% lache ich!
      Avatar
      schrieb am 15.02.07 03:05:57
      Beitrag Nr. 2.699 ()
      Antwort auf Beitrag Nr.: 27.714.802 von amorphis am 15.02.07 03:00:23das ist der solarparc-chart seit pliscon's einstieg:



      lol...WOW!:laugh::laugh::laugh::laugh:
      Avatar
      schrieb am 15.02.07 10:12:14
      Beitrag Nr. 2.700 ()
      Antwort auf Beitrag Nr.: 27.714.806 von amorphis am 15.02.07 03:05:57Deine Sigma sind ein Witz gegen die Kursentwicklung von Solarparc! :laugh: :laugh: :laugh:


      Du hast in den letzten Tage alles verpennt! Sigma ist totes Kapital!


      Solarparc ist heute wieder mit 9 % im Plus! Das sind jetzt schon 100% in 10 Tagen! :D

      Solarparc schwarz :)
      Sigma blau :(
      Avatar
      schrieb am 15.02.07 10:14:23
      Beitrag Nr. 2.701 ()
      Antwort auf Beitrag Nr.: 27.717.419 von Pliscon am 15.02.07 10:12:14Und im 3-Monats-Vergleich, seit dem wusstest du ja von Solarparc, weil ich sie dir vorgestellt habe, siehts ja ganz schlecht für den SigmaDreck aus! :laugh:

      Solarparc schwarz :)
      Sigma blau :(

      Avatar
      schrieb am 15.02.07 10:18:36
      Beitrag Nr. 2.702 ()
      wow!hab heute nacht in china gut verdient...:laugh::laugh::laugh: was willst denn du?ich hab nicht nur einen wert und muss mir dann bei jedem tag plus einen auf diesen "schummeln"...:D:D:D so wie du. du schwätzer...meinst du...du lachhafter wicht...du kannst hier noch einem was vor machen?mitlw weiß jeder das du hallos hast in der birne und nicht anders kannst als dumm. kusch dich.
      Avatar
      schrieb am 15.02.07 10:23:19
      Beitrag Nr. 2.703 ()
      das ist der vergleich der einzig und allein für jemanden gilt...der solch einen anstieg mitgemacht hat wie ich...du lappen!



      ganz schön scheisse dein gehypter schrott...der viel zu schnell gestiegen ist...dagegen ist der chart von sigm mit einer ordentlichen pattern ausgestattet. aber du schnarchbirne stehst auf fahnenstangen-charts...die wieder einbrechen - und bist nicht mal in plus...seit du in diesen wert reingegangen bist. genau das selbe gilt für deinen anderen schrott du hafensänger!
      Avatar
      schrieb am 15.02.07 10:38:04
      Beitrag Nr. 2.704 ()
      Antwort auf Beitrag Nr.: 27.717.664 von amorphis am 15.02.07 10:23:19Du Nase hast doch selber im ViropharmaThread rumgeprollt, weil deine Sigma damals ein paar Prozentchen mehr gemacht hat!


      Hier haben wir aber 110 % in 10 Tagen mit Solarparc!
      Und selbst in den letzten 3 Monaten hättest du noch getrost in Solarparc umschichten können, dann wäre dein Vermögen (die ganzen 20 Euro) das doppelte wert! :laugh:






      Dein SigmaSchrott bewegt sich aber kaum von der Stelle! Selber schuld! :D
      Avatar
      schrieb am 15.02.07 15:44:54
      Beitrag Nr. 2.705 ()
      Avatar
      schrieb am 18.02.07 17:05:03
      Beitrag Nr. 2.706 ()
      Antwort auf Beitrag Nr.: 27.724.741 von amorphis am 15.02.07 15:44:54Der Sigma-Schrott bewegt sich kaum noch! Die Puste geht langsam aus! :laugh:
      Avatar
      schrieb am 18.02.07 17:59:20
      Beitrag Nr. 2.707 ()
      http://www.teleclick.ca/2007/02/iptv-market-to-surge-in-comi…

      IPTV Market to Surge in Coming Years
      7:00 am on February 18, 2007 | Category: Telecom Services, Television

      The number of households using IPTV worldwide will grow to more than 80 million in 2011, from just 6 million at the end of 2006, according to a Strategy Analytics report, entitled “Global IPTV Forecast: Homes Users, and Subscribers.”

      IPTV revenue, however, will see considerably less growth over the same five year period, as many customers are given the service as a free perk with their broadband internet access. The number of paying IPTV customers in 2011 will only be around 40.9 million, the research firm predicts.

      A determining factor for the industry as a whole, of course, is whether telecom providers will discount or even give away IPTV when bundled with other services, as many VoIP and cable companies have already begun to do.

      “The jury is still out on how much consumers are willing to pay telcos for IPTV,” commented Strategy Analytics vice president and principal analyst, David Mercer. “Most telcos will likely offer customers a mix of free, subscription and pay-as-you-go programming models.”


      pliscon...weißt du....wieviel 80.000.000 * 75% marktanteil * 18$ sind???ist zwar ne milchmädchenrechnung...aber deinem niveau entsprechend...und trotzdem noch so gut gewählt...das das wesentliche aus ihr hervorgeht.
      Avatar
      schrieb am 20.02.07 13:49:56
      Beitrag Nr. 2.708 ()
      Antwort auf Beitrag Nr.: 27.802.167 von amorphis am 18.02.07 17:59:20Beim Sigma-Dreck tut sich ja garnix mehr! :(
      Avatar
      schrieb am 20.02.07 17:34:42
      Beitrag Nr. 2.709 ()
      Antwort auf Beitrag Nr.: 27.847.122 von Pliscon am 20.02.07 13:49:56neues ATH!wurde grad generiert!damit ein kaufsignal!lol pliscon!lol!zieh leine du nichts!
      Avatar
      schrieb am 20.02.07 17:37:37
      Beitrag Nr. 2.710 ()
      Last Trade: 27.63
      Trade Time: 11:22AM ET
      Change: Up 1.39 (5.30%)
      Avatar
      schrieb am 20.02.07 17:51:57
      Beitrag Nr. 2.711 ()
      Antwort auf Beitrag Nr.: 27.852.783 von amorphis am 20.02.07 17:34:42@amorphis

      was lässt du dich von pliscon bloß so reizen? einfach ignorieren, auch wenn es dir schwer fallen mag, zumal es dein thread ist.
      Avatar
      schrieb am 20.02.07 21:12:15
      Beitrag Nr. 2.712 ()
      mit ein wenig glück nehmen wir gleich die 28$ ;)

      pliscon...das ist jetzt schon ein 40% move...seitdem du zum verkauf geraten hast....lol du wicht(igtuer!)....:D
      Avatar
      schrieb am 20.02.07 21:13:30
      Beitrag Nr. 2.713 ()
      btw...man munkelt so vor sich hin an der street, dass sigm die 28 mio $ im letzten quarter noch übertreffen wird...;)
      Avatar
      schrieb am 21.02.07 17:25:36
      Beitrag Nr. 2.714 ()
      Antwort auf Beitrag Nr.: 27.860.224 von amorphis am 20.02.07 21:12:15Hast du die lahme Ende immer noch im Depot? :laugh:
      Avatar
      schrieb am 21.02.07 17:27:10
      Beitrag Nr. 2.715 ()
      Antwort auf Beitrag Nr.: 27.860.275 von amorphis am 20.02.07 21:13:30btw...man munkelt so vor sich hin


      Sehr professionell, wenn man sich auf ein angebliches Gemunkel einlässt! ;)

      Wer hat eigentlich was gemunkelt und mit wem? :confused:
      Avatar
      schrieb am 21.02.07 17:32:25
      Beitrag Nr. 2.716 ()
      Antwort auf Beitrag Nr.: 27.880.513 von Pliscon am 21.02.07 17:27:10wüsste nicht was es dich angeht...:laugh::laugh::laugh::p:p:p

      mach dir mal um mjeine lahmen enten keine sorgen...ich weiß wo ich kaufe und verkaufe...:p

      z.b. cytr habe ich so bei 1 € gekauft...:laugh::laugh::laugh: see u pisscon!
      Avatar
      schrieb am 21.02.07 18:11:57
      Beitrag Nr. 2.717 ()
      Antwort auf Beitrag Nr.: 27.880.640 von amorphis am 21.02.07 17:32:25Dafür bist du aber ziemlich unlocker und steif! ;)
      Avatar
      schrieb am 21.02.07 19:39:37
      Beitrag Nr. 2.718 ()
      Avatar
      schrieb am 22.02.07 14:44:37
      Beitrag Nr. 2.719 ()
      Antwort auf Beitrag Nr.: 27.883.701 von amorphis am 21.02.07 19:39:37Warum hat Overview euer Musterdepot wieder gelöscht? :eek:

      Da kamt ihr wohl im Vergleich nicht so gut weg! Meine drei Werte haben deine lahmen Sigmas leider pulverisiert! ;)
      Avatar
      schrieb am 22.02.07 16:13:22
      Beitrag Nr. 2.720 ()
      Antwort auf Beitrag Nr.: 27.898.245 von Pliscon am 22.02.07 14:44:37das solltest du overview fragen...nicht mich!
      Avatar
      schrieb am 22.02.07 16:41:21
      Beitrag Nr. 2.721 ()
      Antwort auf Beitrag Nr.: 27.900.541 von amorphis am 22.02.07 16:13:22oh vor allem solarparc...hält sich recht stabil...:laugh::laugh::laugh:

      Avatar
      schrieb am 23.02.07 02:47:18
      Beitrag Nr. 2.722 ()
      weil es so schön ist...:D



      ath auf sk-basis!somit...neues terrain...next limit is the...:D see you in unbekannten höhen. prost jungs!
      Avatar
      schrieb am 23.02.07 17:23:45
      Beitrag Nr. 2.723 ()
      wir knabbern grad an der 28$....
      Avatar
      schrieb am 23.02.07 17:38:13
      Beitrag Nr. 2.724 ()
      WINTER_CFA

      Sigma’s silent 6th leg: Digital Signage

      “Cisco’s entry into the high growth digital signage market reflects growing business demand for rich media signage to optimize their marketing, advertising and training and drive a compelling, high-quality customer experience…Enterprises are beginning to realize the potential of video for many new functions.”

      So said the world’s largest network equipment provider last month in a press release highlighting the firm’s entry into the digital signage market (as previously discussed in the following post).

      http://messages.finance.yahoo.com/Busine...

      Cisco also gave a very nice presentation on this market back in January with the following slides:

      http://www.nrf.com/Attachments.asp?id=12...

      In this informative conference presentation, Cisco cited the numerous internal and external uses for digital signage, as well as customer requirements, technology evolution, and its product offering.

      A win with Cisco thus begs two questions: 1) How large will the global digital signage market become over the next several years? and 2) How big will SIGM’s unit opportunity from it be? Based on the following, my two answers at this point would have to be, respectively, fairly large and fairly decent.

      It was not easy finding good articles and market forecasts for the digital signage market and many I did find were more qualitative than quantitative (indeed, most invariably quote researcher iSuppli’s numerous industry studies). Here is one of the more recent ones with some useful numbers and a second that quotes Cisco following its recent market entry:

      http://www.proavbuyersguide.com/isuppli_...

      “Despite expected rapid price declines for displays in the next four years, the digital signage and professional display market will grow to US$13 billion by 2010, a 3.6% compound annual growth rate (CAGR) from US$10.9 billion in 2005, iSuppli predicts.

      As hardware improves and the technology matures, display manufacturing costs will decline from their presently high levels, leading to steep price declines across the board for flat-panel display (FPD) manufacturers. However, the shipment opportunity in the digital-signage market is substantially higher than the moderate revenue growth forecast. Digital signage and professional display unit shipments will rise at a CAGR of 24.1% between 2005 and 2010.

      These new opportunities are centered in the indoor venue segment, which consists of restaurants, museums, hotels, casinos, movie theaters, auditoriums, trade shows and banks. iSuppli forecasts the indoor-venue application market will garner about US$4 billion in revenue by 2010, up from US$2.9 billion in 2006.

      Another fast-growing application in the professional display market is in the education sector, specifically among the audio/video departments of K-12 schools and colleges. This market also is driven by growth in several regions, including Asia/Pacific, China, Latin America and Europe, Middle East and Africa (EMEA), which are considered more mature markets than North America.

      The education segment within the digital signage display market is forecast to reach US$3.3 billion by 2010, up from US$2.1 billion in 2006, according to iSuppli.”

      The chart in the story, one of the very few available that actually projects individual signage units, projects a tripling of total units from roughly 3 million in 2005 to roughly 9 million by 2009.

      http://www.eweek.com/article2/0,1759,208...

      “Cisco pegs the total market for digital signage and desktop video at $404 million today and expects that to grow to $3.63 billion in 2011.”

      Thus, we have a market which apparently offers an annual unit opportunity well into the millions going forward. How well is SIGM positioned at this point? I would have to say that, best I can tell, the digital signage market looks somewhat fragmented right now, but that SIGM is in a lot of the fragments. I presently have SIGM in more than 20 established digital signage providers. The actual number is likely higher since many makers do not provide product specs and many of the names below look to be either board level or ODMs (original design manufacturers) that probably supply to a greater number of specialized end product suppliers.

      SIGM’s DIGITAL SIGNAGE WINS

      First and foremost is SIGM’s win with Cisco, which has been previously noted. The eWEEK article above goes on to make a number of very positive points about Cisco (and the SIGM-powered Digital Media Player):

      “Cisco's Digital Signage system, which enables enterprises to publish, play back, and manage digital media on a network of digital plasma or LCD displays, is one of the first plug-and-play systems available from a large manufacturer, according to Melissa Webster, an analyst with IDC.

      "It's been a hugely fragmented market. There are more than 150 vendors who make software and the media players, and most are under $10 million in revenue," Webster said. "What we haven't seen is an enterprise plug-and-play approach from a very large vendor. Cisco is very able to provide plug-and-play solutions."

      Cisco, as part of its Digital Signage rollout, is partnering with display maker NEC, which has an "ecosystem of partners to get these out and running," said Thomas Wyatt, director and general manager of Cisco's digital media management business unit. The two vendors will offer packages that bundle Cisco's Digital Signage system with NEC displays, and they plan to provide more detailed integration of their products over time.

      The 1-pound, small-form-factor Digital Media Player attaches to the back of the digital display and remotely manages the display as well as local storage. It provides full-screen video and is IP-addressable. It supports MPEG 1, 2 and 4 in standard and high definition as well as graphics, Web content and tickers.

      The Digital Signage system is available now. The Digital Media Player is priced at $1,490. The Digital Media Manager's price depends on configuration; a Digital Media Manager with 50 players costs $150,000.”

      Next is a newly discovered win with Viewsonic, a leading supplier of flat screens that has now taken aim at the digital signage market:

      http://www.viewsonic.com/companyinfo/pre...
      http://www.viewsonic.com/solutions/pdf/N...

      Their separate media player clearly uses the same components (in fact, it is visually identical to Cisco’s player and has the same specs):

      http://www.viewsonic.com/products/larges...

      Viewsonic is a major well recognized flat panel screen supplier and should offer SIGM good unit potential, albeit probably a level or two below that of Cisco.

      Beyond these two larger firms are another 17 digital signage wins for SIGM that I have already identified thus far. As can be seen, the EM8621L is the workhorse for most of these designs, although a few use the more powerful EM8622/23L series and several still use the older slave chips. As also can be seen, some design wins span several solution suppliers:

      1)Sharp-I (EM8621L-based players):

      http://www.sharp-i.net/en/ly.html
      http://www.sharp-i.net/ly.htm

      TRANSLATION: [“release terminals use Sigma Designs hardware decompression chips”]

      http://www.sharp-i.net/en/about.html

      2)Advantech (EM8621L-based player and integrated LCD):

      http://www.eplatformpro.com/us/product/p...
      http://www.advantech.com/products/sub_ca...
      http://www.advantech.com/products/Model_...
      http://www.advantech.com/products/Model_...
      http://www.advantech.com/about/

      3)DH Technology/Obvious/Firich (EM8621L-based integrated LCD):

      http://www.dhtechnology.com.au/product.p...
      http://www.obvios.com/ad%20terminal.html
      http://wwwe.firich.com.tw/index_down.php...
      http://wwwe.firich.com.tw/index_down.php...

      4)GTC Alwell/Stino (EM8621L-based board and player):

      http://www.gctglobal.com/Products/Set_To...
      http://www.stino.com/signageview/sc2000/...
      http://www.stino.com/eng/index.htm

      5)Wegener (SIGM-based player):

      http://www.wegener.com/PRODUCTS/iPUMP/ip...
      http://www.tmcnet.com/usubmit/2004/apr/1...
      http://www.wegener.com/CORPORATE/corp_hi...

      6)Wisembed (EM8471-based player):

      http://wisembed.com/product_ADCANVAS.php
      http://wisembed.com/company_outline.php

      7)Mac Power & Tytech (EM8621L-based players and board):

      http://www.macpower.com.tw/advertising
      http://www.macpower.com.tw/products/peri...
      http://www.macpower.com.tw/products/peri...
      http://www.macpower.com.tw/advertising/p...
      http://www.macpower.com.tw/services/comp...


      8)Tvix (EM8511-based player):

      http://www.tvixbox.com/aboutus.php
      http://www.tvixbox.com/product_details.p...

      9)Netcast (EM8621L-based player and board):

      http://www.netcast.com.hk/Client_Side_HW...
      http://www.netcast.com.hk/VideoMate.htm
      http://www.netcast.com.hk/NC%208621.htm
      http://www.netcast.com.hk/8621%20Ad%20Ki...

      10)Amptronix (EM862x-based board):

      http://www.amptronix.com/news/news-aum-a...
      http://www.amptronix.com/about-us.html

      11)Superdisplay/Armas (EM8621L-based integrated LCD):

      http://www.superdisplay.com.tw/superdisp...
      http://www.superdisplay.com.tw/superdisp...
      http://www.superdisplay.com.tw/superdisp...
      http://www.armas.com.tw/2005/about.asp

      12)Inovis/FJN Display (EM86xx-based board):

      http://www.inovis-group.de/images/563084...
      http://www.inovis-group.de/dokumente/563...

      13)AGN Pro/digiSignage (EM8621L-based player):

      http://www.agnpro.com/products/HMP.html
      http://www.agnpro.com/company/company.ht...
      http://www.digisignage.com/hmp.html
      http://www.digisignage.com/profile.html

      14)E2 Star Technology (EM8561-based board):

      http://www.pmp.net.tw/digital_s.htm
      http://www.pmp.net.tw/about.htm

      15)Dignsys (EM8621L-based player, board and integrated LCD):

      http://www.dignsys.com/eng/product01_1_1...
      http://www.dignsys.com/eng/product01_1_2...
      http://www.dignsys.com/eng/product01_1_3...
      http://www.dignsys.com/eng/dignsys_info....

      16)IEI Technology/Spectra (EM8622L-based players):

      http://www.iei-ndsp.com/en/what_NDSP.htm...
      http://www.spectra.co.at/produkte_ugrupp...
      http://www.spectra.co.at/produkte/114257...
      http://www.iei-ndsp.com/en/about_us.html

      17)Focus Enhancements (EM8471-based board):

      http://www.focusinfo.com/dynassets/docum...
      http://www.focusinfo.com/company/

      THE BOTTOM LINE

      I have yet to make specific projections for this market on my spreadsheet for several reasons. First, I had not previously considered the digital signage market to be large enough to warrant such a breakout projection. Second, most revisions to my spreadsheet are presently on hold as we await a full set of numbers from SIGM’s second and third quarters. Finally, wins in this sector could conceivably fall under the general product categories of boards, media adapters or flat panel TVs and, relative to SIGM’s market categories, under IP Video Applications, DVD/Media Players, HDTV Products or PC Add-Ins/Other.

      Suffice to say, market success by the likes of Cisco and Viewsonic and other potential SIGM customers who could emerge as complete system suppliers and/or industry consolidators could allow SIGM to see a quarterly chip ramp to the digital signage industry that starts in the low to mid five-figure range and steadily rises to the low to mid six-figure range over the next several years.
      Avatar
      schrieb am 23.02.07 17:41:38
      Beitrag Nr. 2.725 ()
      der sigma dreck marschiert weiter....:D scheint so...als ob die news ganz gut ankommen.
      Avatar
      schrieb am 24.02.07 01:06:45
      Beitrag Nr. 2.726 ()
      Antwort auf Beitrag Nr.: 27.914.642 von amorphis am 23.02.07 02:47:18weil es so schön ist

      PROST amorphis. so richtig saufen wir in einem jahr. danke.

      gruss
      Avatar
      schrieb am 26.02.07 16:40:43
      Beitrag Nr. 2.727 ()
      Antwort auf Beitrag Nr.: 27.937.311 von miristegal am 24.02.07 01:06:45Ich glaub ich gönn mir gleich noch 2 Wochen Skiurlaub :)
      Das nenn ich mal performance :laugh::laugh:
      einfach geil
      Avatar
      schrieb am 26.02.07 18:36:40
      Beitrag Nr. 2.728 ()
      26-Feb-07 07:29 ET

      Sigma Designs tgt raised to $33 from $29 at Roth Capital (27.98)

      Roth Capital raises their tgt on SIGM to $33 from $29 saying they believe SIGM may have shipped more that 1 mln units into the I.P.T.V market. They believe SIGM may achieve better than the guided 10% rev growth in its FYQ4:07. The firm also says Blu Ray D.V.D players provide further growth opportunities for SIGM.
      Avatar
      schrieb am 26.02.07 18:43:16
      Beitrag Nr. 2.729 ()
      HD Transition Boosts Industry

      The global broadcast technology industry is measured at $11.6 billion (USD). More than 73 per cent of suppliers reported increased long term confidence levels, a rise of 18 per cent from the Q3 survey and the highest level ever recorded.

      The main reason cited for supplier optimism is the worldwide transition to high definition television (HD).

      The quarterly trends analysis is undertaken by Ernst & Young analysts on behalf of the IABM, the body that represents broadcast and media technology suppliers worldwide. Almost 60 suppliers from around the world participate in the survey making it the most comprehensive of its kind.

      “The global transition to HD is picking up momentum as broadcasters and content production companies systematically upgrade their equipment to HD standards, even if they do not plan to broadcast in HD in the immediate future,” IABM chief executive Roger Crumpton said in releasing the survey. “Our research shows that HD uptake will be fuelled by increased competition between pay TV operators across three platforms: digital cable, satellite direct-to-home (DTH) and IPTV.

      “HDTV is reaching a tipping point; spurred by the high profile launch of HD in Europe, HD is now reaching the mass market in the U.S. Technology driven markets such as the Middle East have rapid HD uptake with Al-Jazeera being the first news channel in the world to broadcast entirely in HD.”

      The Asian broadcast and media technology industry expects to grow dramatically as China prepares itself for the 2008 Beijing Olympics with China’s state broadcaster, CCTV, having an estimated US$600m budget for 2007*.

      The Industry Trends analysis showed that Asia has regained its place as the third most active global market, behind Western Europe and North America respectively. Eastern Europe has risen to fourth position and the Middle East returned to fifth place.

      Increased short and long term confidence levels are reflected in the volume and value of Q4 purchase orders with just over 41 per cent of suppliers reporting better or much better than expected order volumes. This figure is up five per cent from Q3 and 13 per cent in Q2.

      Manufacturing and development capacity is the biggest single factor limiting order fulfilment.

      More than 50 per cent of suppliers expect to increase employee numbers in the next quarter.

      “Demand for specialist staff in a growing market coupled with changing technology is creating a skills bottleneck. The IABM is working with its members and others to address personnel requirements,” said Crumpton.

      The confidence is driving investment too with 63% percent of respondents expecting to spend more on R&D in the next 12 months.

      *Source: IABM BROADCAST & MEDIA TECHNOLOGY,GLOBAL MARKET VALUE, STRUCTURE & STRATEGY TO 2010 © 2007.
      Avatar
      schrieb am 26.02.07 18:57:33
      Beitrag Nr. 2.730 ()
      brave sigmas's

      NASDAQ COMPOSITE INDEX
      26.02.07 18:56 Uhr

      2.495,31

      -0,79 % [-19,79]
      Avatar
      schrieb am 26.02.07 22:18:42
      Beitrag Nr. 2.731 ()
      looking real good...:D

      new ATH...and so much room to go!and so much more to come...it's still in the beginnings...wait and see...and get in!:D

      Last Trade: 29.72
      Trade Time: 4:00PM ET
      Change: Up 1.74 (6.22%)

      Volume: 860,279
      Avg Vol (3m): 1,026,730

      wie teuer wird die company wohl sein...wenn mal die umsatzmilliarde geknackt wird?:D

      Market Cap: 677.44M

      deutlich höher sollte man meinen...;)
      Avatar
      schrieb am 27.02.07 01:49:53
      Beitrag Nr. 2.732 ()
      Shanghai Hits 100,000 IPTV Users
      728.HK, BesTV, CHA, China Telecom, IPTV, SMG, Shanghai Media Group, media, telecom
      Posted by: Hattie Lee on Feb 26, 2007 | 19:02
      Editorial Summary

      Shanghai recorded 100,000 Internet Protocol TV (IPTV) users through mid-February, reports Shanghai Youth Daily. Shanghai's IPTV service is jointly offered by China Telecom (NYSE: CHA; 728.HK) subsidiary Shanghai Telecom and Shanghai Media Group's (SMG) IPTV subsidiary BesTV. Shanghai had 60,000 users by the end of 2006. BesTV has 250,000 IPTV subscribers nationwide.

      note: die nutzen unsere chips...:D
      Avatar
      schrieb am 27.02.07 09:17:47
      Beitrag Nr. 2.733 ()
      Guten morgen, habe mal eine Frage. Roth's neues Kursziel $33,00.
      Innerhalb welchen Zeitraumes sollte es erreicht werden?? 3 Monate, 6 Monate?? Es sind ja nach dem gestrigen Anstieg nur noch 10%.
      Aber das ist doch wahrscheinlich nicht das Ende der Fahnenstange, oder??
      Danke für Meinungen.
      Avatar
      schrieb am 27.02.07 10:28:59
      Beitrag Nr. 2.734 ()
      Antwort auf Beitrag Nr.: 27.995.102 von hahel am 27.02.07 09:17:47hahel...seit wann bekommt man von analysten denn eine realistische meinung?:D die stapeln doch schon die ganzen letzten monate tief...und heben nur peu a peu an. denke mit ein wenig glück knacken wir heute die 30...und peilen mit guten zahlen im märz dann die 40$ an. greez
      Avatar
      schrieb am 27.02.07 17:06:11
      Beitrag Nr. 2.735 ()
      Antwort auf Beitrag Nr.: 27.996.965 von amorphis am 27.02.07 10:28:59hahel...seit wann bekommt man von analysten denn eine realistische meinung?breites Grinsen die stapeln doch schon die ganzen letzten monate tief...und heben nur peu a peu an. denke mit ein wenig glück knacken wir heute die 30...und peilen mit guten zahlen im märz dann die 40$ an. greez



      Und das alles ohne einen Grund dafür anzugeben! Tolle Analyse von dir, wie immer! :laugh:
      Avatar
      schrieb am 27.02.07 17:54:54
      Beitrag Nr. 2.736 ()
      tja...manche brauchen eben keine begründung aussprechen...sondern liefern die begründung anhand von tatsachen:

      AT&T announced a distribution agreement today to deliver Scripps Networks' programming as part of the AT&T U-verse TV channel lineup. But while AT&T continues to announce new programming agreements here and there, where's the new market announcements?

      AT&T expects to reach nearly 19 million households by the end of 2008 as part of its initial deployment. AT&T thoroughly defended this projection and strategy during AT&T's fourth quarter earnings conference. At the call, AT&T's CEO Ed Whitacre said, "It works and it works well. The network is good. All of the delays and some of the difficulties we've had are due to programming and we think we're just about to get all of them solved. Everything seems to be working well so this is our plan A and plan A we're sticking with. We like this stuff."


      :D na...wer steckt nochmal hier drin?lol lol lol manche sind zu DUMM um eine rechnung die ihnen vorgerechnet wird...nachzuvollziehen. manche?wenige!eigtl ja fast niemand...naja...einer...:D:laugh:
      Avatar
      schrieb am 27.02.07 18:35:46
      Beitrag Nr. 2.737 ()
      Antwort auf Beitrag Nr.: 28.008.595 von amorphis am 27.02.07 17:54:54Da wird ja mit keinem einzigen Wort "SigmaDesigns" genannt! :laugh:
      Avatar
      schrieb am 27.02.07 18:45:01
      Beitrag Nr. 2.738 ()
      Antwort auf Beitrag Nr.: 28.009.582 von Pliscon am 27.02.07 18:35:46Hi Pliscon,

      hoffe Du bleibst uns noch lange erhalten, denn eins ist sicher,
      solange Du hier bist wird Sigma stetig weiter steigen. Wer weiß vielleicht bist Du derjenige der mal bei 100 € das Lich ausmacht:laugh::laugh::laugh::laugh::laugh:
      Avatar
      schrieb am 27.02.07 19:19:11
      Beitrag Nr. 2.739 ()
      Antwort auf Beitrag Nr.: 28.009.582 von Pliscon am 27.02.07 18:35:46eben pisscon...deshalb stelle ich die nachricht ja rein. weil ich genau weiß...das alle hier wissen was sache ist...nur du peilst es nicht. :laugh::laugh::laugh: hauptsache ich und die anderen wissen wer in den boxen steckt. du sollst dich ja weiterhin verspekulieren...:laugh::laugh::laugh:
      Avatar
      schrieb am 27.02.07 21:42:02
      Beitrag Nr. 2.740 ()
      Antwort auf Beitrag Nr.: 28.010.525 von amorphis am 27.02.07 19:19:11Sigma kackt gerade ab! Minus 9% :eek:
      Avatar
      schrieb am 27.02.07 22:43:02
      Beitrag Nr. 2.741 ()
      Antwort auf Beitrag Nr.: 28.013.824 von Pliscon am 27.02.07 21:42:02Endsatand:
      SIGM - 8,92%
      VPHM - 7,26%
      der anstieg v. SIGM in den letzten tagen war jedoch erheblich höher als der v. VPHM.

      Kein wunder - bei diesem blutbad heute.bleib nur zu hoffen , das VPHM gute zahlen liefert. sonst erholt sie sich nicht so schnell , wie SIGM. nur meine meinung.
      Avatar
      schrieb am 27.02.07 23:29:40
      Beitrag Nr. 2.742 ()
      Antwort auf Beitrag Nr.: 28.014.938 von miristegal am 27.02.07 22:43:02Das darfste aber auch bei der Bewertung von Sigma hoffen, dass sie gute Zahlen bringen! Sonst gibts einen auf die Mütze!


      Und nebenbei! Solarparc hat Sigma outperformed und wird das noch bis Mai! Viropharma ist da nur Nebensache!

      Sigma ist und bleibt ne Schildkröte! :laugh:
      Avatar
      schrieb am 28.02.07 01:13:24
      Beitrag Nr. 2.743 ()
      Antwort auf Beitrag Nr.: 28.015.397 von Pliscon am 27.02.07 23:29:40Sigma ist und bleibt ne Schildkröte!

      für dich schon. für mich EK etwa 10 doll. noch fragen?
      damals bin ich in VPHM ab etwa 8 doll. und bei etwa 22 in sigm umgeschichtet. also ich kann bei sigm zur zeit ruhig schlafen, egal wie die zahlen ausfallen. aber vphm ist immer noch auf meiner WL.

      Wäre nett von dir , wennn du dich mal auch auf eine gewinnbringende
      diskusion einstellst. das hin und her bringt uns doch kein cent mehr.
      Avatar
      schrieb am 28.02.07 16:23:56
      Beitrag Nr. 2.744 ()
      Antwort auf Beitrag Nr.: 28.015.397 von Pliscon am 27.02.07 23:29:40vphm

      :laugh: das trifft genau den richtigen...lol

      Last Trade: 15.03
      Trade Time: 10:08AM ET
      Change: Down 1.44 (8.74%)

      großmaul
      Avatar
      schrieb am 28.02.07 16:25:24
      Beitrag Nr. 2.745 ()
      hauen mich nicht vom hocker

      AP
      ViroPharma Affirms 2007 Guidance
      Wednesday February 28, 10:02 am ET
      ViroPharma Sees Higher 2007 Net Product Sales

      EXTON, Pa. (AP) -- Drugmaker ViroPharma Inc. on Wednesday affirmed guidance for net product sales in 2007.

      The company expects net product sales to be between $195 million and $205 million, up from 2006 net product sales of $166.6 million, while the gross margin rate for Vancocin, which treats infections of the gastrointestinal tract, is expected to be more than 90 percent.

      Research and development expenses are expected to be between $60 million and $70 million.

      Separately, the drugmaker said fourth-quarter earnings fell 75 percent.


      ViroPharma shares lost $1.47, or 8.9 percent, at $14.99 in morning trading on the Nasdaq Stock Market.
      Avatar
      schrieb am 28.02.07 16:29:55
      Beitrag Nr. 2.746 ()
      February 28, 2007
      08:45 EDT SIGM theflyonthewall.com: Sigma Designs-SIGM reiterate Buy following IPTV conference@CEUT
      Unterberg notes that Microsoft highlighted its major IPTV deployments that are in the process of ramping, all of which use SIGM's SOC's.
      Avatar
      schrieb am 28.02.07 16:31:11
      Beitrag Nr. 2.747 ()
      http://www.mysanantonio.com/business/stories/MYSA022807.1E.A…



      "After putting its video plans on hold for two months, AT&T Inc. now says it's ready for an aggressive rollout of U-verse, the Internet-based TV service it's hoping will let it slug back at cable rivals.

      San Antonio-based AT&T, the nation's biggest phone company, said it has ironed out technical glitches with the service and is readying a breakneck expansion that will take it to all major cities in its 22-state service area and 8 million households by year-end.

      "We're ready to take our foot off the brake and step on the accelerator," John Stankey, AT&T's group president for operations, said Tuesday. "By the end of the year, we will be up and running in every significantly sized market where we operate."

      Orders for the service have doubled each day for the past three weeks, Stankey added.

      The delay also allowed AT&T to ready employees — from installers to customer-service personnel — to prepare for the influx of new orders, Stankey said. The company had to intensively train employees on the new service and has hired "a couple hundred new installers every week" to keep up with potential demand."
      Avatar
      schrieb am 28.02.07 16:34:47
      Beitrag Nr. 2.748 ()
      PISScon


      noch fragen?

      28-Feb-07 09:48 ET

      Sigma Designs: Set-top boxes being used by AT&T include decoding processors from SIGM - BWS Financial (27.50 +0.43)

      BWS Financial notes that AT&T (T) has resumed the rollout of the co's cable television service with U-verse introduction in Milwaukee and Racine, Wisconsin. U-verse is the name of the IPTV service that AT&T expects to have available in 15 markets by the end of March. They say the set-top boxes being used by AT&T include decoding processors from SIGM who has been the market dominating company for IPTV set-top boxes. Firm thinks the news of the expanded presence of U-verse would be an incremental positive for SIGM ahead
      of the co reporting fiscal fourth quarter results in the next four to six weeks. They believe there have been multiple events since the beginning of the month to indicate fiscal 2008 being a record year for revenues at SIGM, but
      they would not expect the co to confirm such events until the fourth quarter earnings call. They see SIGM shares trading to $40 by the end of the year based on the growth that we anticipate the co to experience over the next
      three years.
      Avatar
      schrieb am 28.02.07 16:37:10
      Beitrag Nr. 2.749 ()
      WINTER_CFA

      AT&T CFO Rick Linder just completed his presentation at the Merrill Lynch Communications Forum in NYC (it was webcast and a replay should be available shortly on AT&T's homepage). In the Q&A segment, he made the following (paraphrased) comments regarding U-Verse:

      "Key developments occurred in the last 60 days."

      "We are beginning to expand the footprint in the existing U-Verse markets."

      "We are presently installing U-Verse at a rate of 100 per day. By the end of the quarter, it will be 300 per day. This rate will continue to ramp throughout the year."

      "We will roll out U-Verse in at least one Bellsouth market this year. The service will ramp quickly in the Bellsouth markets after that."


      FYI, 100 rollouts per day at an average of 3 set-tops per customer tranlates to a quarterly run rate of 27,000 chips for SIGM or sales north of $500K. 300 per day translates to 81,000 chips and $1.6M, respectively. Higher rates will obviously calculate accordingly.

      This oft-watched ramp has officially started - finally.

      Great news for the last day of February and a great lead-in for March, which I believe will be a real news barn burner.
      Avatar
      schrieb am 28.02.07 16:39:01
      Beitrag Nr. 2.750 ()
      NA...wer ist nochmal partner von CISCO?

      http://www.bloomberg.com/apps/news?pid=20601103&sid=axTOm6.e…


      Cisco Targets Phone Companies With Set-Top TV Boxes (Update1)

      By Ari Levy and Ville Heiskanen

      Feb. 28 (Bloomberg) -- Cisco Systems Inc. is betting it can narrow Motorola Inc.'s lead in television set-top boxes by winning contracts from telephone companies offering TV programming for the first time.

      ``The market potential is huge,'' Bob McIntyre, chief technical officer at Cisco's Scientific-Atlanta unit in Atlanta, said in an interview. ``We're very enthusiastic about it.''

      Cisco, the world's biggest maker of Internet routing gear, entered the market a year ago this week with its $6.9 billion purchase of Scientific-Atlanta. U.S. sales of the boxes will rise to $7.5 billion by 2010, a 51 percent jump from 2006, on business from phone companies, according to Parks Associates.

      Phone companies seek to take customers from cable companies by offering packages of TV, voice and Internet service. AT&T Inc. and Verizon Communications Inc. are spending billions of dollars to upgrade networks for video and ramped up their TV offerings last year.

      ``That's the fertile ground,'' said Kurt Scherf, an analyst at Dallas-based technology researcher Parks. ``Motorola and Cisco are competing for many of the same clients.''

      Set-top-box shipments to U.S. phone companies will rise about 10-fold by 2010, while the cable market stagnates, according to Parks. San Jose, California-based Cisco shipped 5 million boxes in 2006, half as many as Motorola, a gap Cisco Chief Executive Officer John Chambers has said he aims to reduce.

      Motorola's Strategy

      Fending off Cisco may be crucial to Motorola and CEO Ed Zander, because competition from Nokia Oyj and Ericsson AB has hurt earnings in the company's main handset business. Motorola's ``connected home'' unit, which accounts for less than a 10th of sales, is more profitable and growing faster, prompting the company to bolster the division with acquisitions.

      Motorola, based in Schaumburg, Illinois, last year agreed to buy Sweden's Kreatel Communications AB to gain European set-top- box customers. Profit from the division that makes the boxes for cable TV more than doubled in the latest quarter, while earnings declined by almost half at the mobile-phone unit.

      Dan Maloney, president of the connected home unit, said he expects the business to grow as service providers buy more advanced boxes that link with mobile phones, enabling customers to view shows on handsets.

      He said he hasn't seen a ``radically different approach'' by Scientific-America since Cisco acquired the company.

      Getting Bigger

      Motorola may be hard-pressed to keep its lead over Cisco, said Kenneth Leon, an equity analyst at Standard & Poor's in New York. Cisco spends 20 times as much on its total research than Scientific-Atlanta did, and may win business from clients already buying its networking gear.

      ``It's a bigger competitor,'' said Leon, who rates Motorola shares ``buy'' and said he doesn't own any. ``The ability to leverage Cisco's enterprise and home wireless networking gives them a pretty good platform.''

      Sales at Scientific-Atlanta jumped more than 20 percent in the past year as part of Cisco, compared with 12 percent the previous year on its own. Those results exceeded Cisco's expectations, partly because of business from phone customers.

      That gain contributed to a 60 percent increase in Cisco's share price last year, while Motorola shares declined 9 percent. Cisco's stock climbed 19 percent to $25.90 at 9:44 a.m. in Nasdaq Stock Market trading. Motorola shares fell 7 cents to $18.53 in New York Stock Exchange composite trading.

      `Digital Home' Battle

      AT&T, the largest U.S. telephone service provider, is building a $4.6 billion fiber-optic network to offer Internet- based TV. The San Antonio-based company's U-verse service reached 11 U.S. cities in 2006 and announced plans to start it in Milwaukee and Racine, Wisconsin today. Cisco and Motorola are vying to supply set-top boxes for the service.

      Verizon, the second-biggest U.S. phone company, is using Motorola's boxes for its $23 billion FiOS network. Cisco's clients include Germany's Deutsche Telekom AG, Europe's largest phone company, and Swisscom AG, Switzerland's biggest.

      Cisco and Motorola are best positioned to capture new customers worldwide, said Colin Dixon, an analyst at Dallas-based Diffusion Group. He predicted last year that their combined share of the global Internet-based TV market will surge to 90 percent in 2010 from 15 percent in 2006.

      ``This is very simply a battle for the digital home,'' Dixon said in an interview. ``Over time we expect to see them grow to dominate the market.''
      Avatar
      schrieb am 28.02.07 16:59:16
      Beitrag Nr. 2.751 ()
      can you say twenty-eight?
      Avatar
      schrieb am 28.02.07 18:31:41
      Beitrag Nr. 2.752 ()
      Antwort auf Beitrag Nr.: 28.015.981 von miristegal am 28.02.07 01:13:24O.k.

      Da wäre ich dabei, wenn dann Amorphis nicht gleich wieder ausfallend wird, können wir gerne mal Frieden schließen! :)

      Fangen wir mal damit an, dass du mir erzählst, was Sigma´s Technologie genau macht und warum sie besser als die Konkurrenz sein sollen!
      Avatar
      schrieb am 28.02.07 18:32:35
      Beitrag Nr. 2.753 ()
      Antwort auf Beitrag Nr.: 28.029.382 von amorphis am 28.02.07 16:59:16Nebenbei!

      Solarparc gerade + 14,86% :eek:
      Avatar
      schrieb am 28.02.07 19:11:38
      Beitrag Nr. 2.754 ()
      Antwort auf Beitrag Nr.: 28.031.568 von Pliscon am 28.02.07 18:31:41Fangen wir mal damit an, dass du mir erzählst, was Sigma´s Technologie genau macht und warum sie besser als die Konkurrenz sein sollen!

      ich dachte sigm ist schrott?wenn du das behauptest musst du doch wissen was sie machen?(ich hoffe das war jetzt nicht ausfallend!)
      Avatar
      schrieb am 28.02.07 19:23:07
      Beitrag Nr. 2.755 ()
      Antwort auf Beitrag Nr.: 28.015.981 von miristegal am 28.02.07 01:13:24Tja, wie man Amorphis Reaktion sieht, braucht er das und möchte so weitermachen!


      Nebenbei! Solarparc immernoch + 14,14 %

      Was macht Sigma? :laugh:
      Avatar
      schrieb am 28.02.07 19:49:03
      Beitrag Nr. 2.756 ()
      Antwort auf Beitrag Nr.: 28.032.805 von Pliscon am 28.02.07 19:23:07ich brauch dich net. ich habe dir eine normale frage gestellt!du sagst immer...sigm sei schrott.

      wenn du das sagst...musst du doch wissen was sie machen. also nochmal - gibst du zu das du keine ahnung hast...ok. wenn nicht..gibts auch null infos. so einfach-ganz sachlich. see you!
      Avatar
      schrieb am 28.02.07 19:52:56
      Beitrag Nr. 2.757 ()
      SIGMA DESIGNS INC (NasdaqGM:SIGM)
      Last Trade: 28.43
      Trade Time: 1:35PM ET
      Change: Up 1.36 (5.02%)

      plus 1,32$...das sind von meinem kaufkurs gesehen schlappe 22% also wenn jucken 14%?
      Avatar
      schrieb am 28.02.07 20:13:02
      Beitrag Nr. 2.758 ()
      Antwort auf Beitrag Nr.: 28.033.449 von amorphis am 28.02.07 19:49:03Du bist und bleibst leider ein Trottel! :(

      Der größte neben Germanasti, der mir je in einem Börsenboard begegnet ist!
      Avatar
      schrieb am 28.02.07 23:35:12
      Beitrag Nr. 2.759 ()
      Antwort auf Beitrag Nr.: 28.032.805 von Pliscon am 28.02.07 19:23:07http://de.wikipedia.org/wiki/Internet

      hier wird dir geholfen. am rande - DT bietet schon seit monaten einen IPTV fähigen modem und drin ist ein sigmchips. die anderen grossen benutzen ihn auch. welche, wurde hier vom amorphis permanent gepostet. du hast das nur als copy und paste gefunden. ich nicht. kann zwar kein englisch , aber benutze verschiedene ÜP, um schlauer zu sein. notfalls habe ich direkt amorphis gefragt und immer eine ausreichende antwort bekommen.wie auch viele andere hier.für mich ist sigm ein sehr aussichtsreicher wert, was über vphm momentan nicht behaupten werden kann.
      OK du bist sehr tief eingestiegen und kohle gemacht, aber viele haben viel früher mit vphm kohle gemacht und das reichlich.

      mehr über sigm kannste ja vom amorphis erfahren , wenn du klug bist. ist ja seine reschers.
      ich bin langsam müde von dem hin und her. mami der kai hat mich geschubst. wieso haste ihn auch nicht geschubst?
      ich glaube , du bist auch daran interessiert, geld an der börse zu verdienen. oder?

      mfg
      Avatar
      schrieb am 01.03.07 01:26:07
      Beitrag Nr. 2.760 ()
      Antwort auf Beitrag Nr.: 28.033.973 von Pliscon am 28.02.07 20:13:02pliscon,

      du bist hier rotzfrech aufgekreutzt...und hast als sigm den rücksetzer auf 20$ gemacht hat zu mir gesagt " verkauf den sigma schrott. die krücken. und tausch ins vphm "

      nur weil ich ja so arrogant bin. ich sag dir was...wenn du geld machen willst am markt...und besser sein willst als andere...weil du davon leben möchtest...dann mußt du dein ding durchziehen und das hat nix mit arroganz zu tun. ich hab nur damals meine meinung zu vphm gehabt und diese vertreten. ich bin dir aber noch nie in threads gefolgt und hab deshalb dort meinen mist abgelassen. sorry...aber ich kenne hier keinen thread der von dir auf sachlicher ebene zu einem bestimmten thema geführt wird...der mich in irgend einer form auf interessante aktien am markt gebracht hätte.


      wer ist hier trottel?
      Avatar
      schrieb am 01.03.07 01:30:46
      Beitrag Nr. 2.761 ()
      AP
      Chips Snap: Semiconductors Back in Green
      Wednesday February 28, 12:46 pm ET
      Chip Stocks Such As PMC-Sierra, Lam Research, and National Semi Recover From Tuesday's Losses

      NEW YORK (AP) -- Chip stocks edged up in Wednesday's trading, returning to the green after suffering bloody losses in Tuesday's trading.

      While a number of semiconductor stocks saw steep declines in the wake of Tuesday's market meltdown -- PMC-Sierra Inc., for example, fell 8 percent, and Lam Research Corp. fell 4 percent -- the stocks made modest gains on Wednesday.

      PMC-Sierra was up 6 cents at $6.78 on the Nasdaq, while Lam Research climbed back up 5 cents to $44.73.

      Among the biggest gainers in Wednesday's session were Sigma Designs Inc., whose shares jumped $1.09, or 4 percent, to $28.16 in midday trading on the Nasdaq. Sony Corp. said it would ramp up production of certain digital televisions that are compatible with Sigma Designs' Internet video module, according to R.W. Baird analyst Tristan Gerra.

      "We believe Sony has high volume expectations for these connected TVs. Sony is likely to strike deals with major movie studio and Internet providers, and we believe IP connection will become a standard feature on digital TVs," Gerra wrote in a note to investors.

      National Semiconductor Corp. was another gainer. After closing down 2.6 percent in Tuesday's session, the stock was up 3.1 percent, or 77 cents, at $25.67 in Wednesday's trading.

      The Philadelphia Semiconductor Sector Index climbed 2.68 points, or 0.6 percent, to 475.69.
      Avatar
      schrieb am 01.03.07 01:42:12
      Beitrag Nr. 2.762 ()
      btw...

      jo...ich bin ja so ein trottel und erzähl den leuten mist...:laugh:

      Avatar
      schrieb am 01.03.07 01:51:50
      Beitrag Nr. 2.763 ()
      SIGMA DESIGNS INC. REGISTERED SHARES O.N. (875344) Kurs vom 28.02. | 22:00
      28,19 USD
      +1,12 | +4,14%

      Bid 28,19
      200
      Ask 28,25
      300
      US8265651039 | Aktie
      Computer-Hardware | USA
      Technische Analyse
      Tendenz MACD: bullish
      Gleitender Durchschnitt Momentum RSI (wilder)
      5 20 5 neutral
      20 50 20 neutral
      200 250 250 neutral
      Trend Trend Trend n.a.
      Tendenz Wochenumsatz im Vergleich zu Monatsumsatz: neutral
      Umsatz
      Durchschnittl. Umsatz 1 Woche 724.330 Veränderung 1 Monat -7,82%
      Durchschnittl. Umsatz 1 Monat 785.792 Veränderung 1 Jahr +6,47%
      Durchschnittl. Umsatz 1 Jahr 738.073
      Avatar
      schrieb am 01.03.07 01:55:10
      Beitrag Nr. 2.764 ()
      die letzten beiden posts taufe ich "bullish VS: bearish"

      here we go:

      VIROPHARMA INC. REGISTERED SHARES DL -,002 (903906) Kurs vom 28.02. | 22:00
      16,00 USD
      -0,47 | -2,85%

      Bid 15,94
      100
      Ask 16,14
      200
      AktienInspektor Hilfe Chance: Meinung: 4 Sterne | Risiko: mittleres Risiko
      US9282411084 | Aktie
      Pharma | USA
      Technische Analyse
      Tendenz MACD: bearish
      Gleitender Durchschnitt Momentum RSI (wilder)
      5 20 5 oversold
      20 50 20 neutral
      200 250 250 neutral
      Trend Trend Trend
      Tendenz Wochenumsatz im Vergleich zu Monatsumsatz: neutral
      Umsatz
      Durchschnittl. Umsatz 1 Woche 1.117.336 Veränderung 1 Monat -1,51%
      Durchschnittl. Umsatz 1 Monat 1.134.485 Veränderung 1 Jahr -49,15%
      Durchschnittl. Umsatz 1 Jahr 2.230.857
      Avatar
      schrieb am 01.03.07 02:14:55
      Beitrag Nr. 2.765 ()
      www.streetinvesting.com:

      Sigma Designs Inc. Sparks Interest
      Tuesday 02/27/2007 1:26 PM ET - M2
      Please visit www.Streetinvesting.com for the full report.

      Wall Street continued its slide Monday, as concerns about a market correction continued to overshadow record acquisition activity. Despite the day's overall negative performance, investors of Sigma Designs Inc. (NASDAQ:SIGM) emerged victorious, experiencing a 6.22% up-tick accompanied by a trading volume of approximately 895,000.

      Recently, our experienced team of researchers has been placing an increased focus on various companies throughout the American Markets Sigma Designs Inc. was one of the prospective companies which we have chosen to bring to your attention.

      In some of the most recent news to surface surrounding Sigma Designs Inc, which we feel may have had an effect on the day's success in the marketplace, as well as an ongoing effect on shareholder outcome, Sigma Designs has been selected from a field of hundreds as a finalist for this year's EDN Innovator/Innovation Awards. Sigma's SMP8634 media processor appears on the shortlist for the Multimedia IC of the year. Instituted in 1990, EDN's annual Innovation Awards honor outstanding electronic products and professionals, as selected by a peer jury of engineers and engineering managers worldwide.
      Avatar
      schrieb am 01.03.07 02:20:47
      Beitrag Nr. 2.766 ()
      IPTV Becomes a Reality as Worldwide Subscribers Reach 3.6 Million

      February 5, 2007 - The latest worldwide IPTV research from Canalys shows that IPTV subscribers hit 3.6 million in 2006, generating almost €1 billion in annualised revenues.


      can you say 75-80% market share worldwide?;)

      http://www.iptv-news.com/content/view/1018/64/
      Avatar
      schrieb am 01.03.07 02:41:35
      Beitrag Nr. 2.767 ()
      hier der absolute knaller...

      The top five providers account for over 60% of all subscribers, but the rush of service launches by new entrants in 2006 means that there are numerous companies with only a few thousand subscribers each. The top three providers globally according to Canalys are PCCW on 18.2% share, France Telecom with 16.8% and Free Telecom on 14.0%. These are joined in the top five by Telefonica and Fastweb.


      sigm ist die top-five!

      d.h. 60% von "IPTV subscribers hit 3.6 million in 2006"

      sind 2,16 millionen kunden die von den top-five auf sigm entfallen. da hat man wohl die richtigen partner gewählt...:D

      den durchschnittswert der iptv settop-boxen je kunde...der lag deutlich höher als eins...weiß es nicht mehr ganz genau. nehmen wir konservativ mal 1,5 ...aber er lag meine ich höher.

      wären 3,24 mille an chips für die boxen worldwide.

      * 21$

      =>68 millionen revenue allein durch die top five der iptv-projekte...

      wir machen aber 75-80% laut sigm's ken lowe aus vom markt.

      das wären dann ca. 80 mille durch iptv in 2006.

      2005 waren es im gesamtumsatz 30!

      denke wir landen beim umsatz zu den zahlen deutlich über 100!
      Avatar
      schrieb am 01.03.07 12:50:35
      Beitrag Nr. 2.768 ()
      http://news.com.com/2061-10785_3-6162977.html

      AT&T announced the launch in two more markets--Milwaukee and Racine, Wis.--of its U-verse high speed Internet and IPTV service on Wednesday.

      The news comes just two days after the San Francisco Chronicle reported that there hadn't been any new U-verse markets added since last year. The company's CEO, Ed Whitacre, hyped the new service in January during the company's fourth-quarter earnings conference call, telling analysts that he expects to have U-verse available to 8 million homes by the end of 2007.

      This is a tall order to fill considering that, with the launches in Wisconsin, AT&T's IPTV service is available in only 13 markets. And in those markets, it's available only to a handful of subscribers.

      AT&T says that 7,000 people have signed up so far. In order to attract more customers, AT&T is offering the first two months of TV service, including HBO and Cinemax, for free.

      Last year, AT&T had said it expected to have service available in 15 markets by the end of 2006, but the company changed its projections.

      The slow pace of service deployments has been blamed on glitches with the Microsoft technology used to deliver the video streams over AT&T's upgraded DSL network. On Tuesday, AT&T told the San Antonio Express News that the issues have been resolved, and the company is ready to take its "foot off the brake and step on the accelerator."
      Avatar
      schrieb am 01.03.07 14:32:59
      Beitrag Nr. 2.769 ()
      Sigma just filed this 8-K.

      Form 8-K for SIGMA DESIGNS INC

      1-Mar-2007

      Other Events


      Item 8.01 Other Events.

      Sigma Designs, Inc. (the "Company") received a letter dated February 20, 2007 from The Nasdaq Stock Market stating that the Nasdaq Listing and Hearing Review Council (the "Listing Council") has called for review the January 3, 2007 decision of the Nasdaq Listing Qualifications Panel (the "Panel") regarding the Company and has also determined to stay the January 3, 2007 decision and any future Panel determinations to suspend the Company's securities from trading, pending further action by the Listing Council.

      As previously disclosed, the Panel's January 3, 2007 decision conditioned the Company's continued listing on The Nasdaq Stock Market on the Company's
      (1) submission on or about January 24, 2007 of additional information regarding the Company's internal review of its historical stock option practices and related accounting matters and (2) filing on or before March 14, 2007 of its quarterly reports on Form 10-Q for the quarters ended July 29, 2006 and October 28, 2006 and any required restatements of its prior financial statements.

      During the stay, the Company's shares will remain listed on The Nasdaq Stock Market. The Listing Council has informed the Company that it has until May 4, 2007 to submit any additional information that it wishes the Listing Council to consider in its review.

      There can be no assurance that the Company will be able to comply with any requirements that may result from such further Listing Council action or that the Company's shares will remain listed on The Nasdaq Stock Market.
      Avatar
      schrieb am 01.03.07 16:02:10
      Beitrag Nr. 2.770 ()
      wieder verschoben auf 4.may das gibts doch nicht !!!!
      wie ist das zu bewerten schlecht oder??weiß man warum weshalb das jetzt wieder verschoben wurde?
      Avatar
      schrieb am 01.03.07 16:12:25
      Beitrag Nr. 2.771 ()
      Antwort auf Beitrag Nr.: 28.049.375 von istanbulman am 01.03.07 16:02:10damit der neue cfo zeit hat für die gesamte sache. nicht die haben das verschoben...sondern ihnen wurde mehr zeit gegeben. seitens der SEC!
      Avatar
      schrieb am 01.03.07 16:55:19
      Beitrag Nr. 2.772 ()
      ja wenn das angebot von der SEC kommt dann ist es ja auch nicht negativ zu beurteilen:)
      aber die quartalszahlen müssen den monat kommen oder?
      Avatar
      schrieb am 01.03.07 17:22:53
      Beitrag Nr. 2.773 ()
      Antwort auf Beitrag Nr.: 28.050.880 von istanbulman am 01.03.07 16:55:19könnten ein letztes mal dabei bleiben...das sigm nur das revenue bekannt gibt.

      hey-ho-no-panic!

      warum?

      es haben einige eine short position gegenüber dem letzten mal aufgebaut. si ist nach oben gegangen...um 60%...das wurde def. durch spekulationen hervor gerufen...welche, welche darauf abgezielt hatten...im märz einen negativen bescheid zu bekommen und zu "feiern"

      :D wer will denn da bis mai von halten?:laugh::laugh::laugh: soviel margin hat keiner von denen...:D
      Avatar
      schrieb am 01.03.07 21:51:06
      Beitrag Nr. 2.774 ()
      WINTER_CFA

      SMP8634 wins keep rolling in: (9 Ratings) 1-Mar-07 11:14 am
      1) Wisembed certainly offers the coolest looking box so far with its WE310 (click on the brochure icon in the link below for 8634 mention and a better picture):

      http://wisembed.com/product_WE310.php

      This firm has a good set of business partners and could offer good unit potential for SIGM in the Far East:

      http://wisembed.com/company_partners.php

      2) Korean solution supplier Snet Systems has developed a home entertainment brandname called ZuPOP that uses only 8634 chips:

      http://www.snetsystems.co.kr/eng/product...
      http://zupop.co.kr/zupop/product_view.as...
      http://zupop.co.kr/zupop/product_view.as...

      The firm offers a complete system and includes customer case studies:

      http://zupop.com/service/digital.asp
      http://zupop.com/service/sys_arch.asp
      http://zupop.com/service/service.asp
      http://zupop.com/service/study.asp

      3) DG2L, a SIGM customer still looking to land a big supply contract in China, will show 3 set-top version of its Neuron box at a Chinese trade show later this month:

      http://www.af.shejis.com/new_info/html/7...

      Partial translation:

      [IBM Power PC 405 + Sigma 350 DMIPS 8622L; Sigma 8634; ST7100 three solutions;]

      The Power PC/SIGM combo box was announced almost one year ago. The 8634 box is new. The STM 7100 box is not new and is probably kept around mostly for laughs.


      With these wins, I now count SIGM's SMP8634 in 25 different customer's IPTV set-top products (not counting Blu-Ray wins).

      Onward and upward.
      Avatar
      schrieb am 02.03.07 09:09:18
      Beitrag Nr. 2.775 ()
      Antwort auf Beitrag Nr.: 28.051.658 von amorphis am 01.03.07 17:22:53könnten ein letztes mal dabei bleiben...das sigm nur das revenue bekannt gibt.

      hey-ho-no-panic!

      warum?


      Das Revenue??? Was soll denn ein Revenue sein? Meinst du vielleicht Umsätze? :laugh:


      Du bist doch echt der größte Trottel nach Germanastie, der sich in diversen Börsenboards rumtreibt!
      Avatar
      schrieb am 04.03.07 01:03:02
      Beitrag Nr. 2.776 ()
      Antwort auf Beitrag Nr.: 28.062.385 von Pliscon am 02.03.07 09:09:18Schönes , sonniges und erholsames WE

      wünscht ich Dir
      Avatar
      schrieb am 04.03.07 01:38:37
      Beitrag Nr. 2.777 ()
      Antwort auf Beitrag Nr.: 28.062.385 von Pliscon am 02.03.07 09:09:18rev·enue

      Substantiv


      1. Einkünfte (Mehrzahl); Einnahmen |die| (Mehrzahl); Ertrag |der|
      2. (das) Revenue :laugh:

      so...und jetzt klopp dir meinen!
      Avatar
      schrieb am 04.03.07 01:39:45
      Beitrag Nr. 2.778 ()
      Antwort auf Beitrag Nr.: 28.062.385 von Pliscon am 02.03.07 09:09:18versucht du eigtl immer durch solche ablenkungsmanöver von deinem eigenen scheitern im leben abzulenken?
      Avatar
      schrieb am 04.03.07 01:40:53
      Beitrag Nr. 2.779 ()
      Antwort auf Beitrag Nr.: 28.100.676 von miristegal am 04.03.07 01:03:02und mein lieber miristejal...ich wünsche dir das das REVENUE ordentlich zulegen kann...;):)
      Avatar
      schrieb am 05.03.07 14:15:21
      Beitrag Nr. 2.780 ()
      Antwort auf Beitrag Nr.: 28.100.767 von amorphis am 04.03.07 01:38:37rev·enue
      Substantiv
      1. Einkünfte (Mehrzahl); Einnahmen |die| (Mehrzahl); Ertrag |der|
      2. (das) Revenue


      :eek: Jetzt mach dich doch nicht komplett zum Affen! Revenue ist kein deutsches Wort, auch wenn für dich jetzt eine Welt zusammenbricht! Es gibt auch kein "Das Revenue"! Wie kommst du auf so einen Unsinn? :laugh:
      Avatar
      schrieb am 05.03.07 17:28:53
      Beitrag Nr. 2.781 ()
      Antwort auf Beitrag Nr.: 28.124.923 von Pliscon am 05.03.07 14:15:21ganz einfach....wollte mal rausfinden wie steif du tatsächlich bist
      Avatar
      schrieb am 05.03.07 17:31:12
      Beitrag Nr. 2.782 ()
      Antwort auf Beitrag Nr.: 28.124.923 von Pliscon am 05.03.07 14:15:21Revenue ist kein deutsches Wort, auch wenn für dich jetzt eine Welt zusammenbricht!

      neeeee....echt nicht?:laugh::laugh::laugh:
      Avatar
      schrieb am 06.03.07 01:33:11
      Beitrag Nr. 2.783 ()
      und damit sind sie mal wieder vorreiter:

      Press Release Source: Sigma Design, Inc.

      Celrun and Sigma Designs to Demonstrate Next Generation WiMedia UWB IPTV Set-Top Boxes at IPTV World Forum 2007
      Monday March 5, 4:18 pm ET
      Celrun's IP Set-Top Boxes Are Powered by Sigma Designs' Media Processors and UWB Wireless Chipsets


      LONDON--(BUSINESS WIRE)--Celrun, a diversified IP set-top box manufacturer and Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer electronics, today announced that both companies will demonstrate the next generation of an IPTV set-top box at IPTV World Forum 2007 at the Olympia Conference Centre in London, England beginning March 5th through March 7th. The demonstrations will showcase advanced wireless and high definition (HD) video streaming features in Celrun's IP set-top box powered by Sigma Designs. Demonstrations are available at Celrun's Booth #146 and Sigma Designs' Booth #97 on the main show floor.

      Celrun's IP set-top box is powered by Sigma Designs' Windeo® chipset for UWB wireless video streaming and SMP8634 media processor. Sigma's Windeo chipset enables Celrun's set-top box with UWB wireless streaming of compressed HD content over an extended range. In addition, Sigma's chipset provides an Intelligent Array Radio (IAR) technology allowing Celrun's set-top box to overcome interference in a non-line-of-sight video streaming environment. The most demanded system-on-a chip (SoC) solution for HD IPTV set-top boxes, the Sigma Designs' award winning SMP8634 media processor also equips the Celrun IP set-top box with advanced processing power integrated onto one chip.

      "The ability to connect the hub to the IP set-top box wirelessly offers Celrun TV consumers greater flexibility and ease of operation," said BJ Lee, vice president of marketing at Celrun. "We have been working on UWB technology for several years and we are excited to showcase our IP STB product with UWB wireless feature enabled by Sigma Designs' UWB Windeo® Chipset."

      "Celrun has always been a pioneer in introducing new technology to the market," said Hung Nguyen, vice president and general manager of the Wireless Products Division at Sigma Designs. "We are excited to be working with Celrun on this cutting edge IP set-top box with UWB wireless for HD video streaming. The combination of Celrun STB and Sigma Designs UWB will provide the best wireless solution for home entertainment and video distribution applications."

      Sigma Designs' Windeo® chipset is an all-CMOS, Ultra Wideband transceiver based on the WiMedia MAC and PHY Specifications. The chipset is comprised of Windeo RF B7CW101 with three integrated radios and Windeo Baseband B7CW201 with PHY, MAC, embedded processor and multiple interfaces for A/V streaming applications.

      About Celrun

      Celrun Co., Ltd. (Kospi:013240), is a diversified IP set top box manufacturer and end-to-end IPTV/VOD solution provider that develops IPTV solutions for a wide range of customers. Since its inception in 1999, the company has been enjoying a market leading position in IP TV industry by deploying more than 800,000 units of IP Set top boxes and will continue to strive to be the world market leader. Recognized as the one of the fastest growing IP STB/ IPTV solution developers, Celrun was awarded by Microsoft the Partner of the Year in 2004 and was invited to Microsoft Joint Development Partner (JDP) programs for three consecutive Win CE OS (v4.0/ 4.2/ 5.0) co-development.

      With Celrun's end-to-end IPTV/VOD solution (CelrunTV), Hanaro Telecom, the 2nd largest fixed line telecom company in Korea with about 3.7 million broadband subscribers, launched hanaTV in July 2006 and the number of subscribers to hanaTV surged to 300,000 as of January 2007. Hanaro Telecom is targeting to deploy 1 million boxes within 2007 and 2 million boxes by the end of 2008.

      Headquartered in Seoul, Korea, Celrun has currently 160 employees, and its revenue in 2006 is over 100 million USD. With over 60 per cent in Research and Development areas, We serve top tier customers world wide. Our focus is in providing very advanced communication solution.

      About Sigma Design, Inc.

      Sigma Designs develops and markets high-performance, highly-integrated System-on-a-Chip (SoC) media processors and wireless chipsets for IPTV set-top boxes, Blu-ray and HD DVD players/recorders, HDTVs, digital media adapters and portable media players. The company's industry-leading media processors feature high-definition video, advanced codec support (H.264, VC-1, MPEG-2, MPEG-4), and secure media processing for a complete System-on-a-Chip (SOC) solution. Sigma Designs offers advanced Ultra Wideband (UWB) wireless chipsets for consumer electronics and home networking applications.

      Sigma Designs is demonstrating its market leading SMP8634 secure media processor SoC and its WiMedia-based Ultra Wideband Windeo® Chipset at the IPTV World Forum 2007.
      Avatar
      schrieb am 06.03.07 14:54:38
      Beitrag Nr. 2.784 ()
      Antwort auf Beitrag Nr.: 28.129.552 von amorphis am 05.03.07 17:31:12Hast du auch noch Zahlen von die Turnover, der Win und dem Equityrate?

      :laugh::laugh::laugh:
      Avatar
      schrieb am 06.03.07 19:10:37
      Beitrag Nr. 2.785 ()
      mir reichen zahlen vom heutigen handel. ist alles was ich brauche:

      SIGMA DESIGNS INC (NasdaqGM:SIGM)
      Last Trade: 27.83
      Trade Time: 12:52PM ET
      Change: Up 2.30 (9.01%)

      hello mr. niceguy
      Avatar
      schrieb am 06.03.07 20:47:36
      Beitrag Nr. 2.786 ()
      Antwort auf Beitrag Nr.: 28.152.983 von amorphis am 06.03.07 19:10:37Hey Amöbe! :laugh:

      Solarparc AG Inhaber-Aktien o.N

      06.03.07 19:51 Uhr

      12,62 EUR

      +7,86 %

      Sowas ist für Sigma Weihnachten und Ostern zusammen, für Solarparc ist das normal! :D
      Avatar
      schrieb am 06.03.07 22:50:42
      Beitrag Nr. 2.787 ()
      Hi Pliscon,

      kannst du mal die Jahresperformance von Sigma und Solarparc reinstellen
      oder meinetwegen auch die 2 Jahresperformance


      Der Vergleich würde mich brennend interessieren :laugh::laugh:

      Bei Sigma ist nicht die Woche oder der Monat entscheident sondern die Zukunft am Jahresende wird zusammengezählt
      Avatar
      schrieb am 07.03.07 13:09:00
      Beitrag Nr. 2.788 ()
      IPTV 2007: Microsoft TV Defends Proprietary Stance

      Company Ranked Number One In Customer Experience

      by Iain Morris

      Tues, March 6. 2007



      No stranger to criticism, Microsoft has a quick retort for those who insist on taking a pop at its IPTV middleware: the market has decided in its favor.

      “Eight Tier One carriers have now deployed Microsoft TV, including AT&T, Deutsche Telekom, T-Online France, BT, and Swisscom,” says Elena Branet, senior marketing manager for EMEA. “We’ve made significant strides, particularly in France, where we’re rated number one in terms of the overall customer experience.”


      frage an PISScon...weißt du was das bedeutet???who is the best friend of little bill?na?


      Microsoft is at the heart of a row pitching its proprietary solution against the ‘open standards’ approach being pursued by rival middleware developers like Thomson and Espial (see BT’s IPTV Vision). Its detractors’ main gripe is that it ties an operator into using Microsoft-sanctioned equipment and, in so doing, slows down time to market.

      (=> ach wat war denn nomma unter open standard gemeint? ach jepp...coolio...bei linux sind wa ja auch erste wahl...:D )

      That accusation is harshly refuted by Ed Graczyk, the director of marketing and communications, who even argues that an operator on Microsoft TV enjoys more operational efficiency than one that has taken a so-called ‘best of breed’ option.

      “Imagine trying to roll out a major upgrade across servers that use Unix, Linux, Windows, and Apache instead of a single platform,” he says. “We think we’ve got cost efficiencies on the opex side of the cost equation as well as for capex.”

      Graczyk also rejects the line that Microsoft TV is only compatible with a select range of the most expensive STBs. “Our middleware works with equipment from six suppliers, including Motorola, Philips, and Thomson, and the cheapest STBs are just a third of the cost of cable and satellite STBs,” he says.

      But he also insists that premium STBs using Microsoft TV may be more expensive than rival products because they incorporate greater functionality. “That might add cost to the box,” he says.

      Indeed, it is in the area of functionality for consumers that Microsoft claims the greatest advantages over the middleware competition. Its ‘channel-zapping’ feature, for example, allows customers to switch channels in less than a second (half the time taken by some other middleware solutions).

      Microsoft received enthusiastic support for its ‘customer satisfaction’ claim from some of its customers presenting at the IPTV World Forum in London.

      “We felt Microsoft had advantages from the user perspective,” said Mark Schwarze, from T-Home when asked why the German ISP chose a proprietary, end-to-end solution over an ‘open standards’ alternative.

      And Nicolas Berg, the service and products manager for T- Online France, said that his company’s selection of Microsoft TV was dictated by its desire to be the ‘leader in customer service’ in the French IPTV market.

      “We offer fast channel change and an EPG for the next 14 days,” he says. “We’re the only ISP in France that does this.”

      T-Online’s choice seems to be paying off. In a recent survey, more than 90 percent of its customers said they were satisfied with the middleware on offer.

      sigm powered sie alle...who's next?
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      schrieb am 07.03.07 13:16:38
      Beitrag Nr. 2.789 ()
      WINTER_CFA



      The Celrun PR et al: (9 Ratings) 6-Mar-07 11:49 am
      The SIGM/Celrun PR is very significant to me as it indicates that SIGM's wireless technology is probably close to being ready for deployment or at least design-in by SIGM's other major set-top customers. The wireless functionality should be quite attractive to the bulk of SIGM's existing and pending IPTV customers and should serve either as a nice incremental revenue generator per box and/or as a further barrier to market penetration by BRCM and STM.

      Regarding the Hanaro deployment numbers mentioned in the PR, they are consistent with prior (cumulative) indications such as this one from September:

      http://messages.finance.yahoo.com/Busine...

      "Celrun expects 520K units of set-top box sales in FY06 (from less than 300K in FY03-05 in total) followed by more than 1 mn units in FY07 and 2.5~3.0 mn units in FY08. In FY05, there were about 14 mn pay TV subscribers in Korea, of which cable accounted for 12 mn, with satellite for 2 mn. The company expects STB shipments, 300K units in FY06, 700K in FY07, and 1 mn in FY08, to Hanaro Media to account for a large chunk of total shipment in the coming years."


      The other good thing about this development is that deployment of this technology at Hanero will further compel KT (Korea Telecom) to get its IPTV system aggressively deployed as soon as possible. Many other SIGM-powered solutions from the Far East are vying for set-top portion of this project, including LG, Samsung, Tatung and Dasan Networks (the latter of which recently signed a major infrastructure deal with KT). Relatedly, Tatung has issued a PR for the London IPTV forum (with a new 2350 model mentioned) and Dasan Networks has finaly listed the SIGM-powered H920 set-top on its homepage (as well as another model, the H925, whcih can serve as a PVR):

      http://www.tatung.tv/News/22.htm

      http://www.da-san.com/admin/english/solutions/model_pdf/H925…

      http://www.da-san.com/admin/english/solutions/model_pdf/H920…



      March - A great month with much more in store from SIGM.
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      schrieb am 07.03.07 16:46:46
      Beitrag Nr. 2.792 ()
      The Unterberg analyst is out this morning with a note about SIGM:

      Neuf Cegetel Reports Strong Q4’06 Subscriber Adds

      * Neuf Cegetel, a French broadband carrier, reported its Q4’06 results, indicating that cumulative broadband subscribers grew to 2.172M subs at the end of 2006, representing 170K net adds in the quarter. In Q3, Neuf began deployment of its Neuf box, which contains an SIGM media processor, and is given to every subscriber regardless of what service is subscribed (video, voice, broadband).

      * We believe that shipments to Neuf, Free Telecom, and Hanaro Telecom represent 500-600K units in Q4’06 and that SIGM is on track to report over 1M units in IPTV SOCs
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      schrieb am 07.03.07 18:02:39
      Beitrag Nr. 2.793 ()
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      schrieb am 07.03.07 18:07:52
      Beitrag Nr. 2.794 ()
      die slides 8-10 sagen wohl mal alles...;)

      http://www.sigmadesigns.com/public/Investors/pdf_files/inves…
      Avatar
      schrieb am 07.03.07 18:10:09
      Beitrag Nr. 2.795 ()
      Set-Top Box Market Report for Asia-Pacific
      Posted by Admin on Wednesday, March 07, 2007 - 05:47 am:
      China's Growing Subscriber Base Will Lead the Asia-Pacific Charge to Higher-End Set-Top Boxes, says ABI Research

      Consumers in the Asia-Pacific region will increasingly opt for higher-end set-top boxes that support personal video recorder (PVR) and high-definition features, according to a new study from ABI Research. This trend will be driven to a large degree by China, which will see the region's largest increase in subscriber numbers.

      "The Asia-Pacific pay-TV industry still has considerable room for growth, especially in countries like China and India, where the base of potential customers is huge but there is still relatively low pay-TV and digital penetration," says broadband research analyst Serene Fong. "For instance, in the digital cable TV and telco TV arenas, we expect China to take the lead in terms of actual shipment counts, with approximately 75 million and 9 million box shipments, respectively, by 2012."

      China will also lead in subscriber growth rates, fueled by growing affluence and increased consumer spending on TV and video services. Chinese consumers will also invest in technologically more advanced set-top boxes in order to view digital broadcasts over their traditional analog TV sets.

      ABI Research's latest study on the Asia-Pacific set-top box market focuses on five main markets in the region - Australia, China, Japan, South Korea and India - a mix of mature, maturing, and developing markets in the pay-TV and digital penetration arena. The study addresses market conditions and set-top box equipment deployment for the four video platforms, cable TV (CATV), direct broadcast satellite (DBS), digital terrestrial (DTT), and telco TV (IPTV). It also examines operator-vendor relationships which tend to vary among these four platforms. For some, it is a fairly closed system where operators usually keep to one or a handful of set-top box vendors for support; for others, there is greater openness where consumers are allowed to purchase set-top boxes independent of operators.

      "Asia-Pacific Set-Top Box Markets" (http://www.abiresearch.com/products/market_research/Asia-Pacific_Set-Top_Box_Mar" target="_blank" rel="nofollow ugc noopener">http://www.abiresearch.com/products/market_research/Asia-Pacific_Set-Top_Box_Mar kets) details vendor activities in the region, along with the competitive environment and emerging trends. It forms part of the company's Multi-Channel Video Research Service (http://www.abiresearch.com/products/service/Multi-Channel_Video_Service)," target="_blank" rel="nofollow ugc noopener">http://www.abiresearch.com/products/service/Multi-Channel_Video_Service), which also includes other Research Reports, Research Briefs, Market Data, Online Databases, ABI Insights, the ABI Vendor Matrix, and analyst inquiry support.

      Founded in 1990 and headquartered in New York, ABI Research maintains global operations supporting annual research programs, intelligence services and market reports in broadband and multimedia, RFID & contactless, M2M, wireless connectivity, mobile wireless, transportation, and emerging technologies. For information, visit http://www.abiresearch.com, or call +1.516.624.2500.

      [ Submit New Press Release ]
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      schrieb am 07.03.07 20:17:45
      Beitrag Nr. 2.796 ()
      PTV 2007: MPEG-4 And HDTV To Boost IPTV?

      Vendors and Operators Upbeat On ‘Next-Gen’ Business Case

      by Ken Wieland

      Wed, March 7. 2007



      Many operators and vendors attending the IPTV World Forum typically describe HDTV as a ‘must have’ and a key differentiator from cable operators – particularly for North American markets and increasingly so for Europe.

      A spokesperson for Canadian IPTV operator Telus was confident that HDTV – combined with low-cost set-top-boxes (sub US$100 levels) equipped with MPEG-4 encoders – would enable it to steal a march on rival cable operators’ offerings.

      “We can afford to offer the set-top-boxes (STBs) [MPEG-4 equipped] for free and then charge a premium for HD channels,” he said. “By contrast, cable operators have to sell their STBs for around US$400 and don’t have as much HD content as we do.”

      Telus has around 25 HD channels available at the moment and aims to increase that number to 40 by the end of this year. But there are still problems to overcome. The obvious one is there isn’t yet enough HD content. What’s more, HDTV- equipped TV sets can actually receive a poorer SDTV (standard definition TV) image than SDTV sets due to inefficient conversion between the two standards.

      “It was a shock to us when we found that 30 per cent of our [TV] subscriber base possessed HDTV sets,” said the spokesperson. “It means that we have to focus more on educating our customers.”

      This presumably means that Telus has to manage customers’ disappointment if they are receiving poor pictures on their HDTV sets, perhaps by encouraging them that more HD content is on the way shortly.

      Consumer uptake of HDTV has been boosted by the falling prices of plasma TV screens, but operators are also becoming keen as the economics of delivering it become more attractive.

      “Second generation encoders make the business case work,” said David Price, VP of product marketing at Harmonic, a supplier of (not surprisingly) second generation MPEG-4 video encoders (based on the H.264 compression standard).

      Despite Price’s obvious bias, Harmonic can probably claim legitimately that it is helping to make HDTV significantly more economical to deliver through more efficient encoders, particularly for DSL and Digital Terrestrial TV providers with bandwidth constraints.

      Last September Harmonic announced encoders capable of ‘pristine’ HDTV at 8Mbps (compared to the industry standard of 10-12Mbps) and a HDTV ‘Lite’ service delivered over 4Mbps. SD channels, using second generation encoders, need 1.5Mbps as opposed to the previous norm of 2.5Mbps.

      Armed with these figures, Price outlined a number of service scenarios for IPTV operators who have 20Mbps to offer customers at their disposal. This included a ‘super’ HSI (high- speed internet offer) of 7Mbps, combined with capacity for one HD channel and two SD channels.

      With the help of system-on-a-chip technology, a spokesperson for ADB (a STB supplier) announced it was able to deliver MPEG-4 enabled STBs (using Harmonic encoders) for less than US$100. It was welcome news, given that subsidized STBs can be among the biggest capex items for large-scale IPTV rollouts.

      But HDTV is not an immediate priority for every operator. Belgacom, which has 150,000 IPTV subscribers, doesn’t intend to rollout HDTV until 2009 at the earliest. “Our number one priority for 2007 is to change customer TV behavior through education [to embrace the greater functionality that IPTV can offer compared to cable TV],” says Jean-Charles De Keyser, chairman of Belgacom Skynet. “We see HDTV as being niche.”
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      schrieb am 09.03.07 22:42:35
      Beitrag Nr. 2.809 ()
      WINTER_CFA NICE ONE!!!!!:D

      Montgomery Conf Notes/Comments 02:07 pm
      SIGM’s Ken Lowe gave a presentation earlier this week at the Montgomery Technology Conference in Santa Monica, California, the first available with a webcast replay…

      http://www.wsw.com/webcast/mtc/sigm/

      …since his RBC presentation made last August. Moreover, the presentation slides shown…

      http://www.sigmadesigns.com/public/Investors/pdf_files/inves…

      …were updated from the fairly recent ones dated January 2007. The following are Ken’s comments (paraphrased in some cases) that I found to be somewhat new or at least worth repeating. I for one found the entire IPTV discussion below to be outstanding:

      “The media part of media processor means the graphics, video, and audio that basically come into the boxes as a digitally encrypted stream and get received by the user as a set of pictures and sounds that come out of the TV set. There’s a lot that happens in between. The first thing is that you’ve got to get it from somewhere. It’s going to come across the Ethernet, from a hard drive (IDE or SATA), or from a USB. We’re taking those inputs directly into our chip and have interfaces built directly into our chip. Then we decrypt that and make sure all the bits are stripped off that secure that content, bring it in the clear, decode it and put it into audio, video and graphics. Then we have to send it out somewhere. It can’t go directly to the TV yet, because it needs some processing. It needs display processing, which means scaling, deinterlacing, scan rate conversion, and a whole bunch of other functions that are attendant to these types of chips.”

      “This entire pipeline is a big high speed data pump where a lot of information constantly has to come in and out of memory. These data flow rates are typically at 3 gigabytes/second. That means you need an extremely high speed memory controller, one of the key technologies on these chips that often go ignored, but is very important to OEMs and the selling community. Also, you’ve got all the CPUs and peripherals on chip to manage all the communications on a systems basis and process all the software. As the real-time client software gets more and more sophisticated, you need more cycles to give it more headroom to give it more function. People don’t want just PVR anymore; they want whole-home PVR. They don’t want just video-on-demand for the one television it comes in on; they want VOD available for any of the TVs in the home. All this requires more sophisticated software, which takes more cycles on the chip, which means we are going to continue to see an escalating roadmap. These types of chips are going to be on a technology treadmill for some number of years at this point. A lot of people believe that just because new video codecs have come into play that and that everybody has crowned H.264/MPEG-4 as the heir apparent to MPEG-2, the feature sets are not really going to have to migrate. That’s not the case. There’s a lot of increased features and performance that going to happen.”

      “This technology constitutes about 80% of the logic typically inside today’s set-top boxes and constitutes in today’s chips about 4.5 million logic gates and about 4 megabits of memory. These are huge chips and it takes a lot of engineering to get them into place. A lot of the industry has been struggling to get out competitive chips and that is the reason that SIGM has been able to lead for so long in the markets we have been targeting.”

      “SIGM has been able to penetrate most successfully the IPTV market, which has been taking off because the ecosystem that supports it has really started to mature in the last year or so. There has always been a set of set-top box vendors eager to put boxes into consumer’s homes through deployments by various types of operators. Up to date, it’s been cable and satellite operators. Now IPTV is breaking down the walls and allowing telephone operators to sell video. So people like Motorola and Scientific Atlanta have gone worldwide and planted their flags in many different places with many different carriers to enable boxes to do IPTV. Likewise, some of the more regional players like Philips and Netgem, for Europe, and UTStarcom in Asia have also been very successful in getting their boxes out there. SIGM serves all of these set-top box vendors. We have platform architectures with every one of these people and many more. But what fill out the ecosystem is also the server, the middleware, and the security bits. There are two basic flavors of this. There’s the independent solution. These are the guys that basically use Linux as their operating system and the server and middleware is developed by various different types. If you’re a telephone company like Telefonica or Free in Europe, you might have invested in developing your own server and middleware. You’ll contract with NDS or somebody like that to get the security. Some set-top vendors have invested in their own solution and middleware software, in which case people like Netgem and UTStarcom can offer a greater value, not just the box, but the software that goes along with it, again using external security. You also have independent software companies that provide the servers and client middleware to create a solution independent of the box builder and the telco. That’s people like Alcatel and Myrio, who’s owned by Siemens. By and large, this is a very loosely linked together set of partnerships that create an end-to-end solution.”

      “Microsoft saw this as it came into the market as a 600 pound gorilla a few years ago. One of the things they were able to do is introduce their own camp, based on an integrated set of components, their middleware, their servers, and their security – all called the Microsoft IPTV Edition. This is what created a stir out there a couple of years ago when they went around the world and got many of the major telcos to sign up.”

      “Out in the real world, we only see this IPTV as just starting to creep in, but behind the scenes there’s a huge infrastructure that has been created. Microsoft, in their Mountain View facility, has invested millions of dollars in setting up basically a small deployment equivalent with the entire equivalent of a headend and hundreds of client boxes that are continuously run with any new version of software to ensure the reliability of the code.”

      “Each of these camps has penetrated the market significantly. If you look (at the slide titled ‘Who’s Offering IPTV Services’), the Linux solutions are in red and the Microsoft ones are in blue. Microsoft has been able to dominate among the largest carriers in North America and Europe. Linux has been successful in the majority of Asia and almost half of Europe.”

      “SIGM had about 75% of the Linux market prior to Microsoft coming in. That percentage has done nothing but gone up as a result of SIGM getting stronger and stronger in the solution sets that we provide. Meanwhile, SIGM is still the only chip solution for the Microsoft camp. So any of the blue names on the chart that are rolling out today are using SIGM and any of the people in red, 75% or more of those, are also SIGM-based if currently being rolled out. This is an area that we are going to defend very heavily in the future.”

      “The analysts are saying that the potential for this is about 40 million subscribers by 2009. We believe last year saw 3.5 million boxes going into the market and believe that the market will double this year to about 7 million units. We will be going from deploying to 10 telcos by the close of last year to deploying in 24 by the end of this year. The shear number of new deployments each quarter, as they pile on top of each other, will be driving the numbers growth.”

      “Toshiba, Microsoft’s game platform and LG, recently, really represent the HD DVD camp. On the Blu-Ray side, it’s a relatively who’s who of consumer electronics firms with the exception of Toshiba. At this point in time, the momentum seems to be headed strongly toward Blu-Ray. While we believe that our chips can play in either camp, we believe that it appears as though Blu-Ray is just continuing to pick up momentum and that would be very beneficial to us with our six design wins to date in the Blu-Ray camp. We feel we have a very good beachhead established. There is a tremendous amount of software that goes into these boxes and it’s going to be very difficult to unseat someone right now. Eventually, as these boxes mature and the software becomes a known entity owned by many people and it’s easier to switch technologies, you might see that happening. Right now it would be very difficult for one of these major vendors to switch media processors in these players because there is so much investment they’ve had to make to get it up and running.”

      “SIGM remains dominant in the digital media adapter (DMA) market. Volumes have been modest to date, although a small uptick has occurred lately. We are expecting the new Intel Viiv technology, combined with Microsoft’s new Vista operating system, which both assist in the creation of media centers that can be easily installed and set-up should spur media center demand and allow DMAs to take off. Right now SIGM holds about an 80% market share. The key differentiator in this product is the software, not the chip.”

      “SIGM has about 80% of the market for people that are adding this (DMA) functionality into their TV sets.”

      “We are holding, on March 23, in the San Francisco Bay area, a media and investor event, We have rented out the clubhouse level at AT&T Park. We are going to be hosting a number of demonstrations. This is in honor of our 25th anniversary. We’re one of the oldest start-ups in the Valley. We will be inviting a good number of people there. We’ll have all of the executives from SIGM there and also executives from Microsoft and AT&T.”

      From the Q&A segment:

      “There have been (competitive) footsteps for quite some time and they’ll get really close, and then something happens and they fade into the distance. ST Micro, for instance, had been slated to be ready for deployment in the Microsoft TV platform right around the end of the year. There apparently was a hiccup with the chip. They found some deep flaw in it that required it to be respun, so that put them back into the penalty box for some four months or so, according to our understanding. Broadcom is out there, capturing Blu-Ray sockets and HD DVD sockets so they are a current competitor. They own the Toshiba box and the LG box. They’ve gotten a couple of sockets in IPTV. ST Micro has a couple of sockets in IPTV that are outside of the Microsoft camp. Neither of these firms has started a trend of penetration. They’ve both gotten their beachheads and to a certain extent paid to get into the market. Quite frankly, the areas that they’ve won have typically been areas that other people owned, whether it was Conexant, Texas Instruments or somebody else.”

      “Chip pricing has been relatively stable to slightly down. IPTV ASPs last year probably were in the $22 range. As we move into this year and toward year end, maybe it goes to the $19 range. There are new chips being introduced that increase performance and there are older chips coming down in price, so this combination probably moderates the price fluctuation.”

      “Over past several years, SIGM has retained the vast majority of its design talent. At this point in time, we are attracting people faster than we can put them on because of the fact that we are an exciting high growth consumer markets firm. SIGM has leading edge architecture, so our technology is well respected out there. We’re dealing with some of the largest customers in the world. All these things combined has created the image of a relatively small company that is secure enough to join on but somebody that’s got a high enough growth rate that the value of joining today will increase tomorrow.”

      “We think the (IPTV set-top) market in 2008 goes from 7 million to 12 million units. We think there’s 40% to 50% annual growth beyond that for many years to come.”

      “The longer-term chip ASP in this business probably ends up in the $17-$18 range, very similar the paradigm in the graphics chip industry. New chips will be introduced at $24-$25 and older chips will exit the world at $14-$15.”

      MY COMMENTS – Beyond Ken’s great IPTV discussion, new to me in this segment was the addition of the “IPTV Ecosystem” slide and an update of the “Who’s Offering IPTV Services” slide. The latter, as well as now color coding between Linux and Microsoft customers, added the names Magyar Telekom, Slovak Telekom and Ya.com in Europe and Beijing Netcom, Telecom So Africa, USEN, Reliance, and Singtel in Asia/ROW (rest of the world). Given SIGM’s comments regarding its Linux and Microsoft-related IPTV market shares, this slide should become powerful indeed to even the most casual of observers. While SIGM logically hedged its comments to reflect firms actually rolling out services presently, the evidence strongly suggests to me that we are poised to add a number of names to SIGM’s official customer list that could include France Telecom, Belgacom, Bell Canada, Beijing Netcom, KT, Reliance and Singtel, among others. The market domination SIGM is creating for itself in this space, for a firm its size, remains almost without precedent.

      Elsewhere, it was encouraging to hear that SIGM’s Blu-Ray wins, at least for the foreseeable future, are very stable and poised to lead to much higher 2H07 units, as I see it, as prices drop and the standards battle winds down. With six wins still in its quiver, I noticed that SIGM added Funai to the Blu-Ray player list. I still await news of the remaining wins to be revealed and continue to wonder if number will rise beyond six this year. It was similarly encouraging to hear SIGM state that it had 80% of the wireless/connected HDTV market, a segment that can only see explosive growth once the content model and home infrastructure gets perfected and reaches critical mass. Finally, it still sounds to me like SIGM’s competition continues to generally struggle for the most part and not pose a serious competitive threat over at least the course of 2007.

      Separately, the media event Ken discussed could be a real catalyst for the stock. It will certainly attract existing and potentially new sell-side analysts, buy-side analysts, portfolio managers and various media types, all of which will cross-pollinate each other on the story. The fact that executives from Microsoft and AT&T, and possibly elsewhere, will help showcase the event only shows just how far SIGM has come since its days of meagerness and disappointment not too many years ago.
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      schrieb am 10.03.07 16:05:01
      Beitrag Nr. 2.811 ()
      Antwort auf Beitrag Nr.: 28.214.716 von amorphis am 09.03.07 22:42:35#2798 sollte unbedingt jeder von euch sigm interessierten lesen...:)
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      Beitrag Nr. 2.813 ()
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      schrieb am 13.03.07 13:58:31
      Beitrag Nr. 2.814 ()
      Research firm In-Stat has published its annual list of emerging and hot technology market trends for the year ahead. The firm's list includes "heterogenous multi-architectural processors," wireless HDMI, PVRs, WiMAX, UWB wireless USB, ZigBee, and 3G, GPS, and DTV in China.

      Spread the word:
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      Among In-Stat's many predictions for the year ahead, the following stand out as especially interesting to device developers:

      * By late 2007, entertainment PCs will connect to high-definition displays via "wireless HDMI," and "that will really drive the market forward!" according to In-Stat

      * 2007 will bring the first "heterogenious multi-architectural processors" -- for example combining ARM and x86 cores in the same processor

      * 20 percent of U.S. households will have a PVR (personal video recorder) by the end of 2007

      * WiMAX will be deployed more in Europe and Asia than in North America, and WiMAX "e" will put even successful WiMAX "d" vendors under

      * PC motherboards will be equipped with UWB Wireless USB by year's end

      * "Net neutrality" proponents will turn coats as rising tides of rich media content slow down the Internet

      * The IMS control layer software market will collapse to four global suppliers by year's end

      * ZigBee will see use in a 5,000-node or larger distribution centers such as FedEx, Target, and UPS

      * Mobile carriers will attempt to sell advertising

      * China will roll out 3G networks before the 2008 Olympics in Beijing

      * Chinese cable carriers will roll out 2-way DTV networks that can provide VoIP, data, VoD, and interactive services

      * Handheld GPS devices will boom in China in 2007
      Avatar
      schrieb am 14.03.07 17:38:16
      Beitrag Nr. 2.815 ()
      Antwort auf Beitrag Nr.: 28.270.646 von amorphis am 13.03.07 13:58:31Sigma bricht ein! :eek:


      Avatar
      schrieb am 15.03.07 00:35:35
      Beitrag Nr. 2.816 ()
      SIGM ist abgegangen , und ..:laugh::laugh::laugh:
      Avatar
      schrieb am 15.03.07 19:31:19
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      schrieb am 15.03.07 20:51:38
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      schrieb am 15.03.07 22:39:10
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      schrieb am 15.03.07 22:49:16
      Beitrag Nr. 2.820 ()
      so das warten hat ein ende :)am 21.03.2007 kommen die zahlen!!

      Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer appliances, announced today that the Company will be discussing limited financial results for the fourth quarter during a conference call on Wednesday, March 21, 2007. Thinh Tran, chief executive officer, Mark Kent, chief financial officer, and Ken Lowe, vice president of strategic marketing will discuss the business outlook and revenue for the fourth quarter, followed by a question and answer session. The release of our limited financial results will cross the wire at the close of market on the same day.
      While the Audit committee of the Board of Directors has been reviewing stock option related matters, we currently do not expect these matters to be resolved by the time we report our limited financial results on March 21, 2007. Accordingly, we anticipate that the limited financial press release and conference call may contain appropriate statements or possible disclaimers with regard to resolving these matters. The Company does not expect to be in a position to announce additional financial results until the audit committee has completed its review
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      schrieb am 16.03.07 00:15:28
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      schrieb am 16.03.07 00:19:42
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      schrieb am 16.03.07 00:21:57
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      schrieb am 16.03.07 06:14:41
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      schrieb am 16.03.07 08:28:24
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      schrieb am 16.03.07 16:09:06
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      schrieb am 16.03.07 18:31:04
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      schrieb am 16.03.07 18:32:25
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      schrieb am 16.03.07 18:49:13
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      schrieb am 16.03.07 18:49:59
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      schrieb am 16.03.07 19:19:11
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      schrieb am 16.03.07 19:30:35
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      schrieb am 16.03.07 19:36:11
      Beitrag Nr. 2.833 ()
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      schrieb am 16.03.07 21:45:23
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      schrieb am 17.03.07 08:20:45
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      schrieb am 17.03.07 17:29:25
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      schrieb am 17.03.07 17:30:39
      Beitrag Nr. 2.837 ()
      wie die luft langsam "dünn" wird...
      Avatar
      schrieb am 17.03.07 17:39:24
      Beitrag Nr. 2.838 ()
      http://isht.comdirect.de/charts/big.chart?hist=10d&type=CONN…

      ich nehme an dein sl hat gegriffen...ansonsten biste nicht grad konsequent. sigm war bereits deutlich unter 26$.

      das sind die leute mit dem virtullen sl. alles können...nichts müssen.

      ich kündige hier im gegensatz zu dir an....wenn ich aussteige - und schreib net so nen käse von virtuelles sl setzen. wenn nächste woche nochmal kurz kurse von 25,xx$ angesagt sind...und danach der sprung auf über 30$ kommt...dann hast du weiser mann natürlich gehalten...und verkaufst nahe am peak.

      läuft es anders biste natürlich schon längst draussen weil dein virtueller freund ja gegriffen hat. meine güte sind hier nur solch freaks???

      wenn du bei über 30$ verkaufen willst...frage ich mich...warum hast du nicht schon längst verscherbelt und in deine rohstoffe getauscht?weißt du was grad ist?cebit...right.und...was ist das trendthema nr.1 auf der cebit?richtig: IPTV! an zweiter stelle wären da schon HDTV's zu nennen...und an dritter stelle...man glaubt es kaum...DMA's.

      in zweiern dieser top-trend-märkte hat sigm 80% marktanteil...und ist mit seinen chips state-of-the-art.

      wenn du aufgepasst hast...weißte ja bescheid. ansonsten findest du die antwort ja im yahoo-board. :laugh::laugh:
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      schrieb am 17.03.07 18:52:50
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      schrieb am 18.03.07 12:32:22
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      schrieb am 18.03.07 14:03:21
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      schrieb am 18.03.07 14:20:34
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      schrieb am 18.03.07 19:40:12
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      schrieb am 18.03.07 20:07:11
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      schrieb am 18.03.07 20:59:21
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      schrieb am 19.03.07 00:01:28
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      schrieb am 19.03.07 00:35:43
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      schrieb am 19.03.07 18:39:21
      Beitrag Nr. 2.848 ()
      am 21.3 die zahlen und am 23.3 kommt noch was:)

      Exclusive HD Consumer Electronic Event at San Francisco's AT&T Park
      Monday March 19, 9:00 am ET
      View NCAA's March Madness on the Newest Generation of Consumer Entertainment Devices


      --(BUSINESS WIRE)--Sigma Designs (NASDAQ: SIGM - News):
      WHAT: Celebrate Sigma Designs 25th year anniversary with top industry
      executives from Microsoft and Sigma for fun, food and beverages
      while watching NCAA teams compete for a chance to make it to
      the Sweet 16 in HD. You'll have the chance to witness the
      latest in cutting edge technology for consumer entertainment
      viewing.

      DEMONSTRATIONS INCLUDE:
      -- Microsoft IPTV Edition Platform demonstrations
      -- Live and Multi-Channel viewing of NCAA games
      -- Sigma media processor capability demonstrations
      -- Blu-Ray players, UWB based HD-streaming, and more

      All media in attendance will receive a chance to win one of
      four Microsoft Zunes; as well as a chance to win an Xbox360.
      Backstage guided tours of the AT&T Park are also available.

      WHO: You'll also have an opportunity to speak one-on-one with these
      executives on consumer entertainment topics, such as:
      -- The evolution and future of television
      -- Next generation HD media viewing
      -- The ongoing high definition DVD standards battle
      -- Wireless HD-media streaming.

      WHEN: Friday March 23rd 2:00 pm - 6:00 pm PDT
      Avatar
      schrieb am 19.03.07 19:41:24
      Beitrag Nr. 2.849 ()
      Buy | Target: $33.00
      Mkt. Cap.(mil): $631.6
      Q1 Q2 Q3
      0
      8
      16
      24
      32
      2007
      1 Year Price History/Ave. Daily Vol for SIGM
      Created by BlueMatrix
      EPS P/E
      2006A 0.02 NM
      2007E 0.40 69.27x
      2008E 1.09 25.42x
      Q4:07 Revenues To Beat Consensus; Revenue Guidance May Exceed
      Consensus As Well
      SIGM poised to beat Q4:07 Consensus. The Company had guided to
      ~10% sequential revenue growth from Q3:07 revenues of $25.06 million. In
      our note on March 8, we had stated that we believe SIGM may have
      shipped more that 1m units into the IPTV market in Q4:06 and as such, we
      believe SIGM may achieve better than the guided 10% revenue growth in
      its FYQ4:07. We believe the Company could report revenues in the range
      of $28.75 - $30 million, thereby beating Street revenue Consensus, with
      modest sequential improvement in gross margin. We have modeled for
      Q4:07 revenues of $28.97 million and non-GAAP EPS of $0.20. Street
      Consensus is $28.67 million and non-GAAP EPS is $0.20, respectively.
      With an internal review underway regarding stock option backdating
      practices, we believe SIGM may be able to report only Q4:07 revenues and
      a partial balance sheet. As such, gross margins and EPS may not become
      available until the Company files its full financial statements. SIGM plans to
      report Q4:07 earnings on Wednesday Mar 21 AMC.
      We expect an upbeat conference call highlighting the ramp up of
      several IPTV deployments and Blu Ray DVD Players. In our note on
      March 8, we had highlighted several new IPTV deployments that have
      rolled out in the past quarter. Going into Q1:08, we believe the momentum
      in IPTV continues unabated and we believe SIGM is well-positioned to
      retain its leadership position. Furthermore, bolstered in part by the launch
      of several Blu Ray DVD players, we believe several of SIGM's customers
      have been aggressively ramping up to cater to this market. We could
      expect SIGM to speak to this market in more detail at their upcoming
      earnings call.
      SIGM to guide to >10% sequential growth in revenues. As SIGM
      continues to gain strength in the IPTV segment, we could witness the
      continued ramp of several IPTV deployments and sequential growth in
      PMP and DVD products having material impact on SIGM's Q1:08
      revenues. As such, we believe SIGM could provide guidance reflecting
      >10% sequential revenue growth for Q1:08, thereby beating Street revenue
      Consensus. We have modeled for revenues of $30.86 million and EPS of
      $0.22. Street Consensus is at $30.62 million and $0.24, respectively.
      While recognizing that future developments from stock option backdating
      allegations are hard to predict, we continue to believe that based on
      fundamentals SIGM remains an attractive investment. We are maintaining
      our Buy rating with $33 price target and will be revisiting our rating,
      estimates and price target on SIGM following the earnings call.
      March 19, 2007
      Avatar
      schrieb am 20.03.07 17:33:11
      Beitrag Nr. 2.850 ()
      Unterberg is out with a report on SIGM today. Here are some details from the report:

      * Sigma Designs will report fiscal Q4’07 (Jan) results on Wednesday, March 21st after the close of market. We expect the company to report limited financial results, given that SIGM is currently undergoing an independent evaluation of its internal option grant practices. A conference call will be held at 5:00 PM ET. The dial-in is 866.825.3354 with password 93805370.

      * Our estimates for the January quarter are revenues of $28M and PF EPS of $0.23, which compares to Street estimates of $29M and EPS of $0.21. For the April quarter (FQ1’08), our estimates are revenues of $28.9M (+3% q/q) and EPS of $0.23, which is slightly below Street estimates of $30.6M and EPS of $0.24.

      * Based on strong results from several of Sigma Design’s major telcos including (Free, Neuf, and Hanaro), we expect Sigma Designs to post upside to both ours and consensus estimates. We believe the company is on track to ship 1M IPTV units in the quarter as previously guided, as we estimate that Free, Neuf, and Hanaro collectively, already account for 500-600K units in the quarter. We believe that upside to quarterly results will likely come from less than seasonal results from SIGM’s other business segments including HD DVD (Connected Media) and HDTV.

      * With the company anticipated to reach a 1M IPTV unit run rate in the quarter, predominately driven by Linux based deployments, we are looking for SIGM to guide up single digits (+5-7% q/q) into FQ1’08. We are anticipating Sigma Design’s Microsoft based deployments, which include British Telecom, AT&T, and Deutsche Telecom to begin ramping more meaningfully in 2H of CY’07 and thus would expect SIGM’s revenue growth to accelerate more quickly in the latter quarters of the year.
      Avatar
      schrieb am 20.03.07 17:34:13
      Beitrag Nr. 2.851 ()
      ab sofort gelten hier auch die Boardregeln meine Damen und Herrn :cool:

      wem das nicht paßt der kann mir das gerne mailen

      Gruss und good trades
      HotMod
      Avatar
      schrieb am 20.03.07 17:35:29
      Beitrag Nr. 2.852 ()
      (für neulinge: at&t's u-verse ist SIGM-powered!was sonst...:laugh: )

      Press Release Source: AT&T Inc.

      AT&T Introduces U-verse in Kansas City
      Tuesday March 20, 1:00 am ET
      High Definition Programming and Other Compelling Features Make AT&T U-verse TV One of the Most Advanced Video Offerings in the Market
      Through June 30, New Customers May Receive Two Months of Free TV with 60-Day Money Back Guarantee

      KANSAS CITY, Kan., March 20 /PRNewswire-FirstCall/ -- A new world of communications and entertainment is now available to residents in Kansas City, Kan. AT&T Inc. today announced the launch of AT&T U-verse(SM) services, which utilize AT&T's new fiber-rich network to offer cutting-edge television and high speed Internet services. AT&T U-verse services are initially available to tens of thousands of homes in the Kansas City metropolitan statistical area (MSA), including parts of Kansas City, Leawood, Lenexa, Mission, Mission Hills, Olathe, Overland Park, Prairie Village, Roeland Park, and Shawnee. AT&T will continue to increase availability throughout the area on an ongoing basis.

      ADVERTISEMENT
      AT&T is the only national provider to offer a 100 percent Internet Protocol (IP)-based television service, making U-verse TV one of the most robust and feature-rich services available today. AT&T U-verse services are available in parts of 15 markets across six states, with plans to continue expansion into new markets throughout 2007.

      AT&T U-verse offers customers a combination of next-generation digital television -- including more than 25 High Definition (HD) channels -- and high speed Internet access. The award-winning AT&T U-verse TV includes cutting-edge features that are unmatched in the market, while the new U-verse enabled AT&T Yahoo!® High Speed Internet builds on AT&T's position as the nation's leading provider of broadband DSL.

      "AT&T is proud to bring our Kansas City customers a new, enhanced choice for video service," said Mark Thompson, AT&T vice president and general manager for Kansas City. "We listen to our customers, and we're ready to give them a better entertainment experience, with the value and unique features AT&T U-verse offers."

      Beginning today, AT&T U-verse TV will offer Kansas City area residents:

      -- A compelling variety of TV packages with more than 300 channels,
      including digital music, local, and premium movie and sports
      programming.
      -- More HD programming than the local cable provider. HD technology
      produces images more than twice as detailed as standard analog TV
      delivering rich, realistic video and multi-channel, movie theater
      quality sound. AT&T U-verse offers customers access to a lineup of more
      than 25 HD channels, along with HD digital video recording (DVR)
      capability. New HD customers can receive two months of free HD service
      ($10 per month thereafter).
      -- A growing video-on-demand library with one-touch access to movies and
      events.
      -- Web remote access to digital video recorder (DVR), which allows high
      speed Internet customers to schedule recordings using their AT&T
      Yahoo!® account. This feature is unique to AT&T among local
      providers.
      -- The ability to record up to four programs at once using a DVR receiver,
      another exclusive feature unmatched in the marketplace.
      -- Built-in picture-in-picture functionality that allows subscribers to
      "channel surf" on any television without leaving the program they're
      watching.
      -- Fast channel-changing, reducing the delay experienced with other
      digital video services.
      -- Specially designed set top boxes, manufactured by Motorola, all of
      which are HD-capable and include universal remote controls that provide
      backlit buttons and one-touch access to video-on-demand, DVR, and other
      services.
      -- A premium Spanish-language package featuring novelas, movies, news,
      sports, children's programming, talk shows and more. New customers can
      receive the package at no charge for the first two months ($10 per
      month thereafter).
      -- The ability to search for programs using title or actor's name.
      -- Easy-to-use parental controls to block live programs, recorded programs
      or videos by specific channel or ratings.
      -- Three HD-capable TV receivers -- one with a DVR, which allows customers
      to pause, rewind, replay and record live TV -- at no extra charge with
      most programming packages. (Customers may add more receivers for $5
      each per month.)


      AT&T plans to add more channels and interactive applications in the future.

      Customers can choose from five TV and three Internet packages to customize their entertainment experience. In addition to the popular U300 and U400 packages, AT&T also offers U-family, a market-leading family-friendly programming option. Current AT&T U-verse TV offers start as low as $44 per month, depending on the selected programming and Internet packages (other monthly charges apply).

      Now through June 30, qualified new customers can join AT&T U-verse and receive free TV service, including HBO® and Cinemax®, for the first two months when they choose the U300 or U400 programming package (other monthly charges apply). Thereafter, customers will continue to receive recurring monthly discounts when they subscribe to a bundle of TV and Internet service. In addition, AT&T will offer new customers a 60-day money-back guarantee.

      Three packages of AT&T Yahoo! High Speed Internet U-verse Enabled will be made available to AT&T U-verse customers:

      -- Elite: Downstream up to 6.0 Mbps, upstream up to 1.0 Mbps.
      -- Pro: Downstream up to 3.0 Mbps, upstream up to 1.0 Mbps.
      -- Express: Downstream up to 1.5 Mbps, upstream up to 1.0 Mbps.


      All high speed Internet packages offered as part of AT&T U-verse include wireless home-networking at no additional charge, giving users the freedom to access online photos, streaming video, games and other information using a wireless-enabled laptop or other device. Subscribers also receive virtually unlimited e-mail storage and powerful anti-virus and anti-spam software.

      The deployment of next-generation video services reflects AT&T's strategy to become customers' preferred communications and entertainment provider and to deliver a video solution through its traditional footprint that provides greater value, flexibility and simplicity than competitors' offerings. AT&T U- verse TV represents a critical new service in the company's video portfolio, which includes AT&T Homezone(SM) service and AT&T | DISH Network. AT&T U-verse TV also underscores the company's strategy to deliver integrated services to the three screens consumers value most: the PC, the TV, and the wireless phone.

      Customers seeking additional information on AT&T U-verse -- or to find out if it's available in their area -- can visit http://uverse.att.com .

      Note: This AT&T release and other news announcements are available as part of an RSS feed at http://www.att.com/rss .
      Avatar
      schrieb am 20.03.07 23:11:20
      Beitrag Nr. 2.853 ()
      Press Release Source: Sigma Designs

      Exclusive HD Consumer Electronic Event at San Francisco's AT&T Park
      Monday March 19, 9:00 am ET

      View NCAA's March Madness on the Newest Generation of Consumer Entertainment Devices

      --(BUSINESS WIRE)--Sigma Designs (NASDAQ: SIGM - News):

      WHAT: Celebrate Sigma Designs 25th year anniversary with top industry
      executives from Microsoft and Sigma for fun, food and beverages
      while watching NCAA teams compete for a chance to make it to
      the Sweet 16 in HD. You'll have the chance to witness the
      latest in cutting edge technology for consumer entertainment
      viewing.

      DEMONSTRATIONS INCLUDE:
      -- Microsoft IPTV Edition Platform demonstrations
      -- Live and Multi-Channel viewing of NCAA games
      -- Sigma media processor capability demonstrations
      -- Blu-Ray players, UWB based HD-streaming, and more


      All media in attendance will receive a chance to win one of
      four Microsoft Zunes; as well as a chance to win an Xbox360.
      Backstage guided tours of the AT&T Park are also available.

      WHO: You'll also have an opportunity to speak one-on-one with these
      executives on consumer entertainment topics, such as:
      -- The evolution and future of television
      -- Next generation HD media viewing
      -- The ongoing high definition DVD standards battle
      -- Wireless HD-media streaming.

      WHEN: Friday March 23rd 2:00 pm - 6:00 pm PDT

      WHERE: San Francisco, CA
      AT&T Park
      Club Level (1st base side)

      RSVP: SigmaDesignsParty@atomicpr.com


      Contact:

      Atomic Public Relations
      Allyson Stinchfield, 415-402-0230 (Media)
      Allyson@atomicpr.com

      Source: Sigma Designs
      Avatar
      schrieb am 21.03.07 08:29:13
      Beitrag Nr. 2.854 ()
      Antwort auf Beitrag Nr.: 28.393.339 von HotMod am 20.03.07 17:34:13Sehr geehrter Herr HotMod,

      ich nehme an, Sie sind Moderator in diesem Board und Ihre autoritäre Erscheinung steht im kausalen Zusammenhang mit der Löschung einiger Beiträge dieses Threads. Die Auswahl der gelöschten Beiträge lag wohl auch in Ihrem Ermessen und sollte ganz bestimmt keine Aufwertung der verbliebenen Beiträge sein - auch wenn hier z.T. ebenfalls gegen die hier geltenden Boardregeln verstoßen wird.

      Ihre schroffe Aufforderung mit Ihnen einen Dialog zu den Boardregeln zu führen (... wem das nicht paßt ...) kann auch als Drohung aufgefasst werden und stellt ebenfalls einen Verstoß gegen die Boardregeln dar.

      Ein freundlicher Zwischenruf zu einem früheren Zeitpunkt Ihrerseits wäre für alle Beteiligten hilfreich(er) gewesen.

      Einen schönen Tag und viel Erfolg in Ihrer Funktion als Moderator wünscht
      tastenow
      Avatar
      schrieb am 21.03.07 14:21:42
      Beitrag Nr. 2.855 ()
      Antwort auf Beitrag Nr.: 28.400.145 von amorphis am 20.03.07 23:11:20Sehr geehrter Herr Amorphis,

      wenn man sich den chart der letzten Tage so anschaut, könnte man doch fast meinen, es gibt gute Zahlen! Siga und Sigma sind eine Hammerkombi, mal wieder danke für die gute Recherche.

      mit freundlichen Grüßen

      Herr Papierhecht

      ;)
      Avatar
      schrieb am 21.03.07 18:17:33
      Beitrag Nr. 2.856 ()
      Antwort auf Beitrag Nr.: 28.393.339 von HotMod am 20.03.07 17:34:13das wurde aber auch zeit...besten gruß
      Avatar
      schrieb am 21.03.07 18:46:19
      Beitrag Nr. 2.857 ()
      der threadname macht mal wieder alle ehre...



      die 30$ sind wie erwartet geknackt...ATH!
      Avatar
      schrieb am 21.03.07 19:33:48
      Beitrag Nr. 2.858 ()
      ulala...jetzt zieht es aber nach oben...;) 30,60$

      AP
      Fed Leaves Interest Rates Unchanged
      Wednesday March 21, 2:23 pm ET
      By Martin Crutsinger, AP Economics Writer
      Fed Leaves Interest Rates Unchanged for Sixth Time

      WASHINGTON (AP) -- The Federal Reserve left a key interest rate unchanged on Wednesday while taking note of the recent weaker economic performance and higher inflation pressures.

      The central bank voted to leave the federal funds rate, the interest that banks charge each other, at 5.25 percent. It marked the sixth straight meeting in which the Fed has kept the rate the same.

      As it has at previous meetings, the Fed said it was more worried about the risk of inflation than weak economic growth. But this time it dropped language that talked solely about the possibility that interest rates would be increased in the future.

      Economists believe it is highly unlikely that the Fed will boost rates in coming months, given troubles in the housing industry and sluggish economic growth.

      The market turmoil, which included a 416-point drop in the Dow Jones industrial average on Feb. 27, was triggered in part by troubles in the mortgage lending industry and worries that recession risks were increasing.

      The Fed took note of the weaker readings on the economy, saying, "Recent indicators have been mixed and the adjustment of the housing sector is on-going."

      But the Fed retained language it has used in past statements, expressing the belief that the economy will keep growing at a moderate pace in coming months.
      Avatar
      schrieb am 21.03.07 19:59:23
      Beitrag Nr. 2.859 ()
      ole ole...

      die 31$ sind jetzt auch hinter uns...das ist ja ganz was neues...

      pliscon...nur zur info: bei 20$ hast du zum verkauf geraten. wollte ich nur nochmal dran erinnern.
      Avatar
      schrieb am 21.03.07 21:07:29
      Beitrag Nr. 2.860 ()
      Press Release Source: Sigma Designs, Inc.

      Sigma Designs, Inc. Reports Fourth Quarter Results
      Wednesday March 21, 4:05 pm ET

      MILPITAS, Calif.--(BUSINESS WIRE)--Sigma Designs®, Inc. (Nasdaq:SIGM - News), a leader in digital media processors for consumer appliances, announced limited financial results for its fourth fiscal quarter ended February 3, 2007.

      Net revenues for the fourth quarter were $31.2 million, up 24% from $25.1 million for the previous quarter and up 197% from $10.5 million reported for the same period last year. For the fiscal year ended February 3, 2007, revenues were $91.2 million, up 174% from $33.3 million in the prior year. The increase in revenue was primarily attributable to increased chipset sales to manufacturers of IPTV set-top boxes.

      As previously discussed, Sigma's audit committee of its Board of Directors, with the assistance of outside legal counsel and outside accounting experts, is currently conducting an independent review relating to the Company's practices in administering stock option grants. Also, the audit committee of the Board of Directors recently appointed the independent registered public accounting firm Armanino McKenna LLP, as the independent registered public accounting firm for the Company, as stated in its Form 8-K filed on January 10, 2007. This review is not yet complete and as a result, the Company will not be in a position to announce any additional financial results for the fourth quarter that includes stock-based compensation as a component. Depending on the ability of the Company and its auditors to complete this review, the Company may not be in a position to file its Form 10-K for the fourth fiscal quarter by the filing deadline. Sigma previously stated in its Form 8-K, filed on September 21, 2006, that certain of the actual measurement dates for prior option grants may differ from the recorded measurement dates, that the Company is in the process of determining the specific impact on its prior financial statements and that its prior financial statements should not be relied upon.

      "We are pleased to report a 24% sequential increase in quarterly revenue, marking our fourth consecutive quarter of strong double digit growth. We are also pleased to report that as predicted, we shipped more than one million media processor chips into IPTV set-top boxes during the quarter, with the vast majority of chips being our industry leading SMP8634. Our current growth is directly attributable to the strength of demand for telco-based IPTV deployments as well as Sigma's leadership position in this market. We are also pleased to see Blu-ray players beginning to ship by many of our Blu-ray customers, including Panasonic, Pioneer, and Sony, with the expectation of increasing demand in the second half of this year. Looking forward, we are confident in our ability to achieve further growth as we move ahead," stated Thinh Tran, chairman and chief executive officer, Sigma Designs.

      Recent business developments include:

      * Announced that the latest Blu-ray Disc players that were demonstrated at the Consumer Electronics Show (CES 2007) are powered by Sigma SMP8634 media processors, including those being shown at CES from Panasonic, Pioneer, and Sony. From Panasonic Corporation this includes its DMP BD10 Blu-ray Disc Player as well as its DMR BW200 and BW100 Blu-ray Disc (BD) recorders. From Pioneer Corporation this includes its BDP HD1 Blu-ray Disc Player. From Sony Corporation this includes its BDP-S1 Blu-ray player as well as the BDZ-V9 and BDZ-V7 BD recorders.
      * Announced that several high definition televisions were demonstrated at the Consumer Electronics Show (CES 2007) that are powered by Sigma media processors. Supporting a major trend toward 'media center ready' HD televisions, the majority of today's flat panel displays featuring a built-in wireless link are depending on Sigma's award winning media processors, including those from Hewlett Packard, Pioneer, and Sampo, among others.
      * Announced that a wide range of digital media extender products were shown at the Consumer Electronics Show (CES 2007) that are powered by Sigma's EM8620 series of media processors, including those from Dlink, Netgear, and Sony. This also includes Sony's new LocationFree TV, which represents a portable television concept that uses Wi-Fi wireless technology to receive video content and access the Internet from a base station hooked up to a broadband connection.
      * Announced jointly with Celrun a demonstration of the next generation of IPTV set-top box at IPTV World Forum 2007 at the Olympia Conference Centre in London, England.
      * Announced a cooperation with Beijing Tiplay Networking Ltd to provide the world's first interactive entertainment solutions based on peer to peer (P2P) and consumer electronics platforms.
      * Announced a joint showcasing with Taiyo Yuden of a WiMedia(TM) Alliance-based UWB wireless high definition audio/video streaming solution at CES 2007.
      * Announced the availability of the Mini-PCI Windeo® Reference Design Kit that enables consumer electronics OEM and ODM companies to develop digital entertainment products featuring wireless capability for inhome HD audio/video distribution.

      The conference call relating to fourth quarter results will take place following this announcement at 5:00 PM EDT today, March 21, 2007. The dial-in number is 866-825-3354 (international callers dial 617-213-8063) and the passcode is 93805370. Investors will have the opportunity to listen live to the conference call via the Internet through www.sigmadesigns.com/investors/overview or over CCBN's Investor Distribution Network to both institutional and individual investors. Individual investors can listen to the call through CCBN's individual investor center at www.fulldisclosure.com or by visiting any of the investor sites in CCBN's Individual Investor Network. Institutional investors can access the call via CCBN's password-protected event management site, StreetEvents (www.streetevents.com). To listen to the live call, please go to the Web site at least 15 minutes early to register, download, and install any necessary audio software. For those who cannot listen to the live broadcast, a replay will be available shortly after the call by dialing into 1-888-286-8010 (international callers dial 617-801-6888) and use passcode 77549111. The audio replay will be available for one week after the call. For further information, please see the link on our website at www.sigmadesigns.com/.

      Safe Harbor Statement

      This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including statements regarding our expected operating performance and business prospects as we move into next year. Actual results may vary materially due to a number of factors including, but not limited to, general economic conditions, including continuance of the current economic conditions specific to the semiconductor industry, the rate of growth of the set-top box market in general, our ability to deploy and achieve market acceptance for Sigma products in these markets, the ability of our media processor chipsets to compete with other technologies or products in these emerging markets, the risk that such products will not gain widespread acceptance, or will be rendered obsolete, by product offerings of competitors or by alternative technologies, the risk that anticipated design wins will not materialize and that actual design wins will not translate into launched product offerings, and other risks including delays in the manufacturer's deployment of set-top boxes. Further risks and uncertainties include, but are not limited to, the timing and outcome of the audit committee's review and the conclusions of the audit committee resulting from that review, actions that may be taken or required as a result of the audit committee's review, actions by the Securities and Exchange Commission or other regulatory agencies as a result of their review of our stock option practices, and derivative litigation or other actions relating to the foregoing. In particular, Sigma may be required to make adjustments to its financial results for the fourth quarter of fiscal 2007. Sigma previously stated in its Form 8-K filed on September 21, 2006, that certain of the actual measurement dates for prior option grants may differ from the recorded measurement dates, that the Company is in the process of determining the specific impact on its prior financial statements and that its prior financial statements should not be relied upon. Any adjustments could have a material adverse effect on our results of operations for those periods. When the review is complete and Sigma files its Form 10-Q, the financial statements may differ from the results disclosed in this press release, not only as a result of any required adjustments resulting from the audit committee review, but also because judgments and estimates that management used in preparing the financial results reported in this press release may need to be updated to the date of the filing. The Company's results also remain subject to review by the Company's independent registered public accounting firm. Other risk factors are detailed from time to time in our SEC reports, including the report on Form 10-K for the year ended January 28, 2006 and Sigma's quarterly report on form 10-Q for the period ended April 29, 2006. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof. Sigma undertakes no obligation to publicly release or otherwise disclose the result of any revision to these forward-looking statements that may be made as a result of events or circumstances after the date hereof or to reflect the occurrence of unanticipated events.
      Avatar
      schrieb am 21.03.07 21:08:31
      Beitrag Nr. 2.861 ()
      WOW!umsätze deutlich über den erwartungen!!!31 millionen vs. 28 die erwartet wurden.

      erster eindruck:knaller!
      Avatar
      schrieb am 21.03.07 21:35:39
      Beitrag Nr. 2.862 ()
      Avatar
      schrieb am 21.03.07 21:48:38
      Beitrag Nr. 2.863 ()
      Hallo bin auch mal hier um den schnellen Gewinn einzufahren! Ich halte zwar nicht allzu viel von der Aktie aber das QErgebniss lässt Hoffnung zu das ich hier schnelle 5% mache. Mal sehen was der CC bringt, vieleicht 30,50?
      Avatar
      schrieb am 21.03.07 22:12:32
      Beitrag Nr. 2.864 ()
      Antwort auf Beitrag Nr.: 28.420.369 von amorphis am 21.03.07 21:35:39na gut - reuters.
      ich weiss , das du die CC mithörst und uns die eckpunkte hier oder per BM mitteilst.DANKE
      Avatar
      schrieb am 21.03.07 22:12:44
      Beitrag Nr. 2.865 ()
      Antwort auf Beitrag Nr.: 28.420.369 von amorphis am 21.03.07 21:35:39na gut - reuters.
      ich weiss , das du die CC mithörst und uns die eckpunkte hier oder per BM mitteilst.DANKE
      Avatar
      schrieb am 21.03.07 22:15:19
      Beitrag Nr. 2.866 ()
      Antwort auf Beitrag Nr.: 28.420.610 von sliverin am 21.03.07 21:48:38The Milpitas-based company (NASDAQ:SIGM - News) did not provide a balance sheet because of an ongoing internal investigation into past options dating practices. :eek:
      Avatar
      schrieb am 21.03.07 22:15:23
      Beitrag Nr. 2.867 ()
      Antwort auf Beitrag Nr.: 28.420.610 von sliverin am 21.03.07 21:48:38So schön ist Geld verdienen.:laugh::eek::laugh:

      Nahe des Tiefs gekauft jetzt wieder raus. Immerhin waren es 6% oder ein normaler Bruttomonatslohn.
      Avatar
      schrieb am 21.03.07 22:19:00
      Beitrag Nr. 2.868 ()
      Antwort auf Beitrag Nr.: 28.420.610 von sliverin am 21.03.07 21:48:38tja, wenn dir die 5% reichen, biste hier gut aufgehoben.nun wie lange.:confused:

      es gibt hier welche , die schon 200% im plus sind und wollen nicht aussteigen.

      wenn aber die 5% nicht steht -NICHT JAMMERN.
      Avatar
      schrieb am 21.03.07 22:22:49
      Beitrag Nr. 2.869 ()
      Antwort auf Beitrag Nr.: 28.420.989 von sliverin am 21.03.07 22:15:23Nahe des Tiefs gekauft jetzt wieder raus.

      Wieso denn wieder raus? Auf Nummer sicher gegangen? Hast Du vermutet, dass die Erwartungen zu hoch würden? After hours trading positiv.
      Avatar
      schrieb am 21.03.07 22:24:46
      Beitrag Nr. 2.870 ()
      Antwort auf Beitrag Nr.: 28.421.051 von miristegal am 21.03.07 22:19:00Es waren sogar 7,5%. Hatte ein paar shares nicht mit eingerechnet die der Broker im Tief noch gekauft hatte.

      Was hast du gegen 7,5%? Also mir reichen die paar tausend Dollar in nicht mal einer halben stunde. Wieviel machst du so?
      Avatar
      schrieb am 21.03.07 22:28:12
      Beitrag Nr. 2.871 ()
      Antwort auf Beitrag Nr.: 28.421.123 von kep am 21.03.07 22:22:49Ich bin nur kursfristiger trader bei solchen Aktien. Spekuliere regelmässig bei QErgebnissen der grossen Firmen mit.

      Wie ich schon geschrieben habe interessiert mich die Firma und deren Zukunftsaussichten nicht unbediengt.

      Natürlich mache ich mir meine Strategie vorher zurecht und recherchiere ein wenig.
      Avatar
      schrieb am 21.03.07 22:35:35
      Beitrag Nr. 2.872 ()
      MANO seid ihr aber gut drauf. schon mal bei yahoo die AH ins auge
      gefasst. JA wer kein geld verdienen will und nur stänkern kann , darfim nachhinein nicht vor neid platzen.

      und wenn du deine 6% noch versteuern musst? - na da bleibt nicht viel übrig. glückwunsch.
      Avatar
      schrieb am 21.03.07 22:39:02
      Beitrag Nr. 2.873 ()
      SIGMA DESIGNS INC (NasdaqGM:SIGM) Delayed quote data Edit
      After Hours: 31.60 Up 1.15 (3.78%)
      Avatar
      schrieb am 21.03.07 22:42:52
      Beitrag Nr. 2.874 ()
      Antwort auf Beitrag Nr.: 28.421.333 von miristegal am 21.03.07 22:35:35und sie waren in der ah zuerst mal im minus...wußte das da noch ein comeback kommt...;) zahlen sind soppe...es geht jetzt erstmal richtung 40$...auf jahresfrist sehe ich sigm mindestens im 50-60$ bereich. die aktie bleibt eine art selbstläufer - weil iptv und alles andere so kräftig rollt...ums kurz zu sagen: WOW!

      kann den call leider nicht hören. hab mein system die tage neu aufgesetzt...und dabei den audiotreiber vergessen zu installieren. werd aber die zusammenfassung in form einer mitschrift von winter wieder hier reinstellen. der ist live vor ort und macht nen prima job.
      Avatar
      schrieb am 21.03.07 22:44:23
      Beitrag Nr. 2.875 ()
      ganz kurz vorab: der call scheint ziemlich BULLISH zu sein...
      Avatar
      schrieb am 21.03.07 22:45:29
      Beitrag Nr. 2.876 ()
      Antwort auf Beitrag Nr.: 28.421.154 von sliverin am 21.03.07 22:24:46ist in ordnung. hättest du aber mehr holen können. meine gewinne mache ich jedoch aus , dir bestimmt bekannten gründen nicht offentlich .

      viel erfolg noch und respektiere auch mal die longs. danke.
      Avatar
      schrieb am 21.03.07 22:49:54
      Beitrag Nr. 2.877 ()
      Antwort auf Beitrag Nr.: 28.421.123 von kep am 21.03.07 22:22:49Hi kep

      bist du auch dabei? danke für deine tips in sohu TH.

      gruss
      Avatar
      schrieb am 21.03.07 22:55:38
      Beitrag Nr. 2.878 ()
      Antwort auf Beitrag Nr.: 28.421.447 von amorphis am 21.03.07 22:42:52ich kann sie zwar hören, aber verstehe nur b-hof.
      Avatar
      schrieb am 21.03.07 23:17:36
      Beitrag Nr. 2.879 ()
      AH-31,10 doll. Danke. bis morgen.
      Avatar
      schrieb am 22.03.07 00:43:35
      Beitrag Nr. 2.880 ()
      AP
      Sigma Could File 4Q Results Late
      Wednesday March 21, 5:19 pm ET
      Sigma Designs Says It Could File 4th-Quarter, 2006 Results Late Due to Stock Option Review


      MILPITAS, Calif. (AP) -- Chipmaker Sigma Designs Inc. said Wednesday it could file its fourth-quarter and full-year results late because of an ongoing review over its stock option grant practices.
      The company is already late in filing its quarterly report for the period ended July 29 with the Securities and Exchange Commission and has been warned by the Nasdaq Stock Market that its shares face delisting.

      ADVERTISEMENT


      Sigma said in July the SEC started an informal inquiry into its stock option grant practices. It is one of 107 companies under scrutiny by investigators over possible backdating issues. Backdating is a practice where the company changes the vesting date of stock option grants to inflate the value for the holder. The practice is not necessarily illegal, but can be if not properly disclosed to investors.

      On Sept. 21, the company said actual measurement dates for prior grants might differ from the recorded management dates. The company is still conducting an internal review to determine the impact, if any, to its prior financial statements.

      In a statement, the company did say revenue for the fourth-quarter rose 24 percent to $31.2 million from $25.1 million during the same period a year prior. Full-year revenue more than doubled to $91.2 million.

      The company said it is not in a position to announce any additional results because of the ongoing review.

      Shares of Sigma rose $1.04, or 3.5 percent, to close at $30.50 on the Nasdaq. The stock has traded between $7.99 and $29.75 over the last 52 weeks.
      Avatar
      schrieb am 22.03.07 01:10:17
      Beitrag Nr. 2.881 ()
      Antwort auf Beitrag Nr.: 28.421.558 von miristegal am 21.03.07 22:49:54Hi miristegal,

      ja, ich bin dabei. Was die Tips im Sohu-Thread anbelangt, bitte sehr.
      Avatar
      schrieb am 22.03.07 02:01:26
      Beitrag Nr. 2.882 ()
      cc-notes

      The guidance for Q1 is for sales between $33m and $35m.

      Cash on hand at the end of last quarter was up from the previous quarter.

      Gross margins have been trending up and should be about 50% in the current quarter. 50% is the company's stated long term target for GM's. SIGM's ASP continues to decline as they give more and more volume discounts, but this is being offset by cost reduction efforts and by quantity discouts from their fab, Taiwan Semi. The trend in operating margin is positive as revenues are increasing faster than costs. The long term target for operating margin is 20%. They can't comment right now on how they are doing relative to this target. The audit of the last fiscal year (that ended 1-31-07) is now underway and a re-audit of the previous 2 fiscal years in underway. They will be able to talk in more detail about the financials once this process is complete. There will be another conference call when it is complete. Completing the process is the top priority for the company's finance staff right now. They have a May 4 deadline with Nasdaq on their SEC filings.

      They continue to dominate in IPTV. They are getting wins that 6-9 months ago they didn't think they could get. The competition is struggling and SIGM is now the low risk solution for those getting into IPTV and as a result telcos want to go with SIGM. STM has really been struggling and SIGM has been successful in squeezing BRCM out. Many new telcos are getting ready to roll with IPTV - should be about 12 more in the next year.

      Regarding opportunities in cable and satellite, SIGM's strategy is to solidify its position with customers such as MOT and CSCO/SFA. They expect to be able to move into cable and satellite in coming years in partnership with these customers.

      Winter asked a good question about the stickiness of their blu-ray wins. SIGM is in the process of achieving a dominating position because with all the experience they have they can now bring a new solution to market much faster than the competition. I will let Winter elaborate further on this in his comments which I look forward to seeing tomorrow. Thinh Tran mentioned that he expects Blu-ray player prices to drop to $499, 399, and maybe even to 299 by the end of this year, which should really cause volumes to ramp. Just Sony's new $599 product should have a significant positive impact on sales volume. SIGM expects to see a significant ramp in Blu-ray revenues in 2H07. Blu-ray is winning in the format war and is now getting the lion's share of shelf space in stores.

      SIGM is going to be adding a lot more people (20-30) in engineering and also more people in other areas of the company such as customer support, a sign of the very rapid growth they are experiencing.

      There is a lot of activity in the UWB space and widespread interest in SIGM's UWB product. Look for more announcements of wins in this space.

      In summary, it's looking good for SIGM. IPTV is really ramping and SIGM is dominating in the IPTV space. Blu-ray looks set to provide a significant boost to growth in 2H07. Looking out longer term, products such as UWB and emerging opportunities in cable and satellite could really propel SIGM's growth. I expect to see increased price targets from all or nearly all the analysts tomorrow. SIGM needs to get their option issues resolved and then it should be clear sailing.
      Avatar
      schrieb am 22.03.07 02:03:42
      Beitrag Nr. 2.883 ()
      ich dachte der trend würde sich im negativen sinne verschlechtern?pliscon das hast du den leuten hier erzählt. fakt ist:

      Gross margins have been trending up and should be about 50% in the current quarter.
      Avatar
      schrieb am 22.03.07 02:13:54
      Beitrag Nr. 2.884 ()
      also...wenn das jahr keine besonderen vorkommnisse beinhaltet...dann sollten die 50-60$ bis jahresende nur noch formsache sein. warten wir mal ab...wie groß der umsatzschub durch blue ray wirklich wird...hier wird ja ab dem 2. hj ein signifikanter anstieg beim umsatz erwartet. iptv has ramped, blue ray is ramping...and next are hdtv & dma :) hier werden also in den kommenden monaten verschiedene bereiche ihren beitrag leisten...umd für starkes wachstum sorgen. sehe keine probleme für sigm in den kommenden jahren weiter dreistellig zu wachsen. we'll see...
      Avatar
      schrieb am 22.03.07 06:08:33
      Beitrag Nr. 2.885 ()
      AG Edwards report out; estimate Q4 profit was .26
      Sigma Designs (Recent Development: Another Exceptional Quarter)

      -Once again, Sigma reported revenue well above (+13%)
      our estimates, with Q4 FY 2007 (January) revenue of
      $31.2 million, up 25% QoQ (up 198% YoY). However, due
      to an on-going option grant investigation, the company
      was unable to report other income statement items.

      -We estimate that pro forma gross margin and operating
      margin were 50% and 20%, respectively, yielding pro
      forma EPS of $0.26 for the quarter ($0.04 above our
      estimate).
      Avatar
      schrieb am 22.03.07 06:09:46
      Beitrag Nr. 2.886 ()
      WINTER_CFA

      Quick thoughts: (3 Ratings) 22-Mar-07 12:02 am
      Powerful sales # and endless powerful comments on the call.

      Everyone's numbers will be going up over the next day or two, including mine, as will price targets.

      The financials/options issue WILL get resolved before the next deadline IMO - they are working 24x7 on it.

      My full notes & comments might be a tad later than normal since I'm catching an early flight to San Francisco tomorrow.

      What a year this is going to be!
      Avatar
      schrieb am 22.03.07 08:20:13
      !
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      schrieb am 22.03.07 09:16:04
      !
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      schrieb am 22.03.07 09:39:33
      !
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      schrieb am 22.03.07 10:04:44
      !
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      schrieb am 22.03.07 11:29:56
      Beitrag Nr. 2.891 ()
      Antwort auf Beitrag Nr.: 28.422.899 von amorphis am 22.03.07 06:09:46Hi amorphis,
      habe mich schon über den verpassten Einstieg geärgert:mad:
      Seit Mai 06 auf der Watchlist,und seitdem 160% zugelegt.
      Glückwunsch!
      Wäre nett von Dir,wenn Du mal auf die Frage,die ich Dir im
      Pixelw. Brett gestellt habe eingehen könntest:)
      Wünsche Dir noch viel Erfolg mit Sigma!

      Gruß gerl
      Avatar
      schrieb am 22.03.07 13:51:35
      Beitrag Nr. 2.892 ()
      22-Mar-07 08:06 ET

      Sigma Designs: Color on quarter - Montgomery (30.45)

      Montgomery is reiterating their Buy rating on SIGM and raising their ests and tgt following the release of strong Q4 results last night. Firm notes SIGM continues to post upside to revs and guidance as a function of its
      industry-leading position in the IPTV market, aided by continued strength in emerging HDTV, PMP, and Blu-Ray markets. Firm continues to believe SIGM is an
      excellent play on a number of these ramping advanced codec market opportunities, which gives them confidence in SIGM's growth prospects throughout 2007.
      Avatar
      schrieb am 22.03.07 13:53:37
      Beitrag Nr. 2.893 ()
      und nr. 2 der kursanhebungen...

      Briefing.com:

      22-Mar-07 07:41 ET

      Sigma Designs tgt raised to $38 from $33 at Roth Capital, following strong
      earnings (30.45)
      Avatar
      schrieb am 22.03.07 20:12:26
      Beitrag Nr. 2.894 ()
      amorphis

      danke für die Arbeit :):kiss::lick:

      Selten so eine Aktie gehabt

      Gruß
      TMK
      Avatar
      schrieb am 22.03.07 21:18:38
      Beitrag Nr. 2.895 ()
      Antwort auf Beitrag Nr.: 28.440.144 von TMK1263 am 22.03.07 20:12:26bitte :)

      dann muss das wohl mal öfters kommen was...;) ?

      kein problem...das machen wir schon...:)
      Avatar
      schrieb am 22.03.07 22:33:34
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      schrieb am 22.03.07 22:45:53
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      schrieb am 23.03.07 03:48:38
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      schrieb am 23.03.07 22:31:50
      Beitrag Nr. 2.899 ()
      Avatar
      schrieb am 24.03.07 05:52:08
      Beitrag Nr. 2.900 ()
      so...dann mal ran an den speck:

      WINTER_CFA

      SIGM 4Q Conf Call Notes

      SIGM has added resources to supplement its accounting team in support of its audit firm and all are working together to support a filing as soon as practical. At such time as SIGM is able to file all the prior fiscal years 2005 through 2007, it will hold another conference call to review that detail.

      For SIGM’s first quarter ending April 30 for 2008, the firm is estimating revenues to range between $33 million and $35 million. SIGM expects the revenue mix to be similar to that of the prior quarter with approximately three quarters of the total revenues coming from IPTV set-top boxes.

      SIGM’s gross margins have been trending positive recently and for the first quarter of 2008 expects its gross margin to be around 50%. On the product cost side, SIGM is seeing benefits from both cost reduction efforts, as well as quantity discounts from increasing wafer volumes. Regarding cost and product strategies, SIGM has been going in phases. First, what the firm has been doing in the last couple quarters is optimizing the process to achieve cost reductions based on current products. SIGM is still gaining the benefit from that. Then, as SIGM moves into the second half of this year, it should have products that provide architectural benefits on top of that improved process. As to operating expenses, SIGM’s operating expense margins have been trending positive as revenues have accelerated more quickly than the underlying operating expense.

      SIGM expects to add maybe 20 to 30 more people in engineering over the next year to accommodate its growth. On the G&A front, SIGM is looking at what it needs to do to solve its own issues and would expect there to be some additional hiring there.

      From a cash perspective, i.e. working capital plus whatever cash flow from operations that SIGM may have generated, cash is up from the prior quarter.

      SIGM had five customers that were 10% customers in the 4Q: MTC Singapore, a Motorola-operated facility; Freebox; Uniquest, a SIGM distributor in Korea; Scientific-Atlanta, part of Cisco; and Netgem. Some of SIGM’s largest IPTV set-top customers are shipping both platforms (i.e. Microsoft and Linux), so they are buying chips at a total aggregate volume price.

      The market for IPTV-based video services is continuing to expand with 12 telcos in volume deployment and many others at trial or early launch. SIGM expects at least a couple of telco wins to be announced each quarter. With 12 telcos in active deployment and 12 others expected to deploy in the next twelve months, SIGM believes that it has the market and product position to remain the leader in the IPTV set-top box market throughout the foreseeable future. SIGM right now is the low-risk route in media processors for IPTV.

      As a result of this leadership in both Linux and Microsoft platforms, SIGM is in volume shipment of media processors with the top names in set-top boxes as follows: Freebox, a captive Linux platform supplier for Iliad's free video service; Netgem, a supplier of Linux platforms for Neuf and others; Celrun, a supplier of Linux platforms at Hanaro and others as well; Motorola, a supplier of MSTV and Linux platforms to AT&T and other telcos; Cisco's Scientific-Atlanta, a supplier of both MSTV and Linux platforms at Deutsche Telecom and others; and UTStarcom, a supplier of Linux platforms at China Telecom as well as others. Additionally, SIGM has a number of set-top box customers that are preparing products for potential future deployments including Philips, Tatung, Wegener and others.

      In Europe, SIGM is being actively deployed at the following locations: Free in France, the largest IPTV deployer to date; Deutsche Telecom, the first major deployment of the MSTV platform, which includes T-Online Germany, France and Spain; Neuf in France; Swisscom; and British Telecom in minor volume deployment so far. SIGM is also engaged with several other carriers in Europe including AOL France and four others that should launch services this year or early next year.

      In Asia, SIGM is being actively deployed at the following locations: Hanaro Telecom in Korea; China Telecom, the number one DSL network in China; China Netcom, the number two DSL network in China; and USEN in Japan. SIGM is also engaged with several other carriers in Asia including four carriers that should launch services later this year.

      In North America, SIGM is being actively deployed at AT&T, the largest MSTV platform customer, who is expected to ramp up volume around midyear. The firm is also engaged with four other North American carriers that should launch services later this year.

      SIGM sees Microsoft IPTV developing some strength fairly soon in Europe and then sees North America starting to kick in more in the second half. To a certain extent, it will be a gradual increase because of the telco providers they have captured, although it is going to have a knee to the curve at some point. Microsoft-based set-top chips were something just north of 20% of total IPTV chip volume in the 4Q. As the Microsoft TV platform begins to ramp in worldwide deployment, it has the potential to grow to one-third of SIGM’s overall IPTV unit volume by year end 2007.

      SIGM feels very positive about the fact that none of its IPTV accounts have migrated to date and that it is seeing the potential to migrate into some of the other accounts that had been traditional ST Micro strongholds. The competitive trend has been that SIGM is continuing to get opportunities to win sockets that six to nine months ago it didn't think it would have an opportunity in. That can only be translated from the fact that ST Micro is continuing to have difficulty. As far as Broadcom goes, they are a dangerous competitor when they do enter a market, but at this point in time they have been struggling.

      SIGM has talked for a while about the fact that although it is very difficult to break into the cable and satellite market coming through the front door, its strategy has been to solidify its position within major set-top box players like Motorola and Scientific-Atlanta and then, as a part of their efforts to unify their platforms, expects in the next coming years to be offered into cable and satellite solutions.

      SIGM believes that the battle between Blu-Ray and HDTV for the next generation dominance has made continual progress and the progress has been distinctively toward Blu-Ray. SIGM has captured six Blu-Ray player design wins at top consumer manufacturers. Sharp is now part of the SIGM camp. SIGM believes that meaningful shipments should start to ramp strongly in the second half of 2007 as prices decrease, as the Blu-Ray standard solidifies, and as the content just continues to expand. SIGM believes its quite possible that next year will start seeing the knee of the curve.

      Sony just announced a $599 version of its Blu-Ray player and there will be a lot of other players that don’t have as good a name as Sony that will try to undercut Sony in pricing. SIGM estimates that you’ll have players announced in the $399 to $499 range toward the end of the year and some of them may break the $300 mark. SIGM expects volumes to be fairly significant when prices breaks the $300 barrier.

      SIGM has been working on Blu-Ray for a year and a half now and it took quite some time for it to get the first new customers shipping. Now the firm has a fairly good complete reference solution that it can put a new customer through production in a very short period, three to six months. SIGM can get new accounts to have a complete ready resolution launched within that timeframe. What that translates into is that somebody new coming in that hasn't perfected their suite of Blu-Ray software, i.e. SIGM’s competition, could take nine to twelve months. So, there is a huge time advantage for someone to jump on board with SIGM versus somebody that has not shipped Blu-Ray products before.

      For HDTV sets, SIGM recently announced shipment to Sampo, HP SmartDisplay, Pioneer's Elite, Sony's BRAVIA Internet Video Link, and Sony's LocationFree TV. The firm’s product strength in this area has emerged with its 8620 series of media processors, but SIGM is seeing more interest in upgrading to its 8630 series as it moves ahead. The Sony Bravia Internet Video Link is based on the 8634. It is a leading-edge product and SIGM anticipates that they are just now going through the launch phase for it. SIGM expects that as this product launches perhaps in April, it really won’t feel that demand until at least probably the latter part of its second quarter.

      Digital media adapters are continuing to show promise for an increase in a volume ramp in the coming quarters, as media centers running Microsoft's Vista begin to take hold.

      SIGM is targeting to have volume production of its UWB chips in maybe the 4Q of this year. The firm is sampling to a lot of accounts right now. This would basically provide SIGM with extra revenue per set-top box via discrete chip sales. SIGM is talking to very powerful consumer equipment companies across the world and there is a lot of widespread interest, but as a new technology it is taking a while to make its way into meaningful products.

      Comments on the notes

      There is no doubt about it.

      SIGM posted another quarterly sales number and growth rate that clearly shows it to be one of THE hottest names and story stocks inside or outside the technology space.

      The sales number of $31.2M, again the only hard figure provided, nicely exceeded my street-high $30.0M estimate, a figure I have been using since SIGM’s last conference call, but soared above the street consensus of $28+M and company guidance of $27.5M (or up 10%). Factoring in SIGM’s qualitative guidance comments regarding the quarter’s gross profitability (which I believe was around the 50% level) and my expense growth assumptions, I believe SIGM would have shown EPS of $0.24 in the period had they reported a full set of numbers (consistent with my figure and above the street’s consensus of $0.22). As with last quarter, these numbers are again a big deal since they continue to rebut criticism by some that SIGM’s sales growth would moderate and that they were locked in a pattern of steadily declining profitability with little control of the process. What SIGM’s past two reports and commentaries do at this point is provide us with much greater confidence in any growth and profitability projections they make going forward.

      At this point, the IPTV space is literally exploding for SIGM with 4Q segment sales rising a staggering 47% sequentially (this category includes DMAs, which SIGM did not break out). Importantly, SIGM is now shipping to a total of 12 IPTV customers, although a smaller number than this are clearly accounting for the bulk of the units. Indeed, identified 10% customers in the quarter (which would mean slightly over $3M in sales or roughly 150,000 chips) included Free (supplying to Iliad), Netgem (supplying largely to Neuf), Motorola (supplying to multiple providers, most notably AT&T), Scientific Atlanta/Cisco (supplying to parts of Deutsche Telecom and others for IPTV as well as into non-IPTV applications such as media players and digital signage), and Uniquest (supplying to possibly non-IPTV customers such as media player makers). The point here is that SIGM produced a blowout IPTV sales number by shipping high volumes to most likely just a few customers. Importantly, many of SIGM’s highest unit potential wins, notably many of the Microsoft-based ones, have barely begun to take units. Thus, we not only have SIGM doubling its IPTV customer shipping list over the next year, but will have certain large customers taking significantly higher units during the second half of 2007 and even more in 2008.

      And where is SIGM’s highly feared and frequently discussed competition, a topic simplistically but uniformly brought up by dozens of high-powered sell-side analysts and investors (who don’t cover or own the stock) as well as numerous media commentators? They are floundering! ST Micro has been working on their SOC for several years and still can’t get it right and consequently are seeing some of the few potential end customers they thought they had turning to SIGM. Broadcom is nowhere in sight. Indeed, neither of these firms have been showing up at key IPTV conferences over the past year. Analog Devices and Texas Instruments, DSP providers frequently mentioned as being emerging players in this space, are even less of a threat at this point, at least in high definition systems, according to almost all key set-top makers and service providers.

      Consequently and as stated last quarter, SIGM is supplying to all of the right set-top makers, who are in turn supplying to all of the biggest telco IPTV customers, and seemingly has a strong product roadmap in place to not only maintain its lead in the existing IPTV market, but to begin to move, by his time next year most likely, into the equally lucrative cable side of the video business, where a massive set-top upgrade cycle may be looming in response to telco IPTV efforts.

      Given the above, I have to believe at this point that quarterly unit sales in SIGM’s IPTV segment (which again includes DMA units) have the potential to at least double to 2 million units or more by the end of this year, rising to $40+M in sales by the 4Q, and that quarterly unit sales in calendar 2008 will surge well beyond that.

      SIGM restated that is has six Blu-Ray wins, adding Sharp to its list of Sony, Panasonic and Pioneer. While two wins remain to be discovered at this point, it should be noted that SIGM’s slide on the subject lists other player providers as being Samsung (which uses a multi-chip Broadcom solution), LG (which uses the same multi-chip Broadcom solution in its dual-format player), Mitsubishi, Funai, and Philips (who is currently OEMing the Samsung player). While others will no doubt be added to this list over time, including possibly CE/set-top suppliers such as a Cisco or a Motorola, it remains to be seen who else SIGM has and will get. SIGM’s comments regarding its full Blu-Ray solution with a quick time-to-market profile were most encouraging in this regard.

      In terms of unit potential, SIGM is clearly projecting a more substantial product ramp during the second half of this year and possibly more massive adoption as 2008 progresses. As I see it, SIGM’s major Japanese customers in this segment will continue to evolve their products using SIGM chips. I’m projecting just moderate unit growth for this segment over the course of this year (a segment which includes SIGM’s somewhat stable portable player business as well as a number of red laser non-portable players) to roughly 500,00 total units by SIGM’s 4Q.

      Regarding HDTVs, SIGM surprisingly saw (at least to me) only modest unit shipments in the 4Q, but continues to line up an increasing number of top-tier design wins. Wireless HDTVs are clearly poised to garner consumer attention and likely purchase as these products get more heavily marketed and consumer awareness regarding their functionality and ease-of-use continues to rise. Mainstream products such as the Sony Bravia Internet Link, Hewlett Packard’s SmartDisplay and Pioneer’s Elite Pro models all could become significant sellers as we move into the next holiday selling season. Moreover, feedback for the Far East continues to suggest that many lesser brands there are also actively designing in SIGM chips. Relatedly, I see that SIGM is now showing an SMP8634-based wireless HDTV reference design on its product page. In any event, I will continue to use modest unit assumptions for this segment for SIGM until they report a clear surge in quarterly sales.

      In the DMA space, I was encouraged by SIGM’s comments to the effect that this product category shows promise for a volume ramp in the upcoming quarters. With a highly regarded and well reviewed product about to ship from Netgear (the EVA800), similarly advanced products shipping from D-Link and Cisco/Linksys, heavy marketing in the space by Apple for its (non-SIGM) DMA device, more content models showing up from folks such as BitTorrent, and a consumer shift to Microsoft’s video-centric Vista PC platform, we may finally see this product category take off, again particularly as the next holiday selling season approaches. As mentioned above, any sales ramp here would fall into SIGM’s IPTV segment.

      Finally, SIGM continues to make headway with its UWB (ultra wideband) technology. While volume shipment of its UWB chips has clearly slid a little relative to early indications as widespread adoption of this new technology continues to move through its standard process, SIGM is clearly seeing huge interest in its solution from its top-tier customer base and is having it evaluated for inclusion in products at many of its customers in general. I will make no assumptions for sales here on my spreadsheet until SIGM actually reports some.

      All in all, it just keeps getting better and better for SIGM. At this point, the firm is essentially selling to almost every major player in its target markets and to literally dozens of smaller up-and-comers in each space. As stated, SIGM is becoming the “low-risk” selection among media processors due to its ability to actually ship high functionality products that work and provide extensive ready-to-design-and-ship platforms on which to run them. SIGM is seeing wider usage at many of the largest firms and is really only at competitive risk, in my opinion, if they actually manage to screw up on their future chip roadmap – something I assign essentially zero risk to currently. The bottom line here is that total global demand for SIGM chips could be almost without limit over the next several years and, frankly, I’m having trouble keeping my projections low enough so as not to seem unreasonable (as shown below).

      Despite the lack of and my desire for P&L details below the sales line for SIGM over it past three quarters, it has come to the point where I have to revise my projected numbers upward. I will view today’s revisions as part one of a two-stage process that will be completed after SIGM provides a full set of historic numbers along with some specific line item guidance going forward. Thus, my quarterly sales numbers for SIGM’s new fiscal year are being increased to $36M, $41M, $48M and $55M , respectively, for SIGM’s 1Q, 2Q, 3Q and 4Q. These new numbers bring my full year total to $180M, a gain close to 100% versus the year just reported. Beyond sales, I am assuming a near-term gross margin of roughly 50% with a decline approaching 49% by year end. Relatedly, expense growth has been bumped up somewhat to reflect stronger sales levels and management’s new comments regarding headcount additions. Interest/other and taxes remain minor figures on my spreadsheet at this point, although I have accelerated my share count assumptions to reflect a higher stock price and more options exercise. Consequently, my new quarterly EPS figures for the year rise to $0.29, $0.35, $0.44 and $0.52, respectively, for a new full year total of $1.60 (or about $1.10 if fully taxed). While I will not be doing a quarterly model for the following fiscal year for another quarter or two, it should be noted that even modest quarterly sequential gains next year off of this year’s 4Q sales and EPS numbers of $55M and $0.52, respectively, should easily generate sales in that year of over $250M and EPS of over $2.25 (or about $1.50 if fully taxed). It should be noted that while a return to a more normal tax rate at some point will effectively mute reported EPS gains at that time, this should in turn be offset by a positive valuation adjustment that accounts for fully taxed profit figures.

      As frequently discussed in the past on these pages, breakout stock performers with a fundamentally strong story tend to move toward very high price/sales and price/earnings levels once reported results and the stock’s price have started their moves. Figures of 5x and 50x annualized sales and (fully taxed) EPS levels, respectively, one year out have typically been seen for comparable issues. In SIGM’s case, its next-year 4Q sales and EPS projections of $55M and $0.52 ($0.34 fully taxed), respectively, would, when annualized, suggest possible updated intermediate stock price moves to roughly $39 and $68. The second method would be to use a 30x to 40x P/E valuation objective, again a typical range for strong technology stories, on this year’s new EPS estimate of $1.60 (or about $1.10 fully taxed), which calculates a $33 to $44 target at this point). Finally, any valuation using a PEG (price/earnings versus growth) ratio, a method popular with many growth managers, would yield even higher objectives due to the high growth rates projected for SIGM over the next several years. Moreover, as we move through 2007 and begin to look toward next year’s even higher estimates, expect all of the target ranges above to rise accordingly. The bottom line here remains that SIGM is growing into a much bigger company and its stock price goal is much higher than its current market price any way you slice it.

      For the record, I remain significantly invested in SIGM. While undisputable evidence of SIGM’s current and future success has finally started to yield superior stock performance for its patient investors, I strongly believe the largest point gains, if not percentage gains, for the stock are yet to come.

      ALL ROADS LEAD TO SIGMA or at least enough of them do to make this the stock of the decade!
      Avatar
      schrieb am 25.03.07 01:20:11
      Beitrag Nr. 2.901 ()
      Antwort auf Beitrag Nr.: 28.393.339 von HotMod am 20.03.07 17:34:13Hi HotMod.

      ich war einer der ersten , der sich bei dir bedankt hat.

      ABER ein bisken mehr fingerspitzengefühl würde uns doch weiter helfen. wahllos postings zu loschen bringt uns anleger auch nicht
      weiter. wenn da auf einmal zu meinungsunterschieden kommt, ist dies
      meiner meinung nach nur positiv für alle. kritik wurde in diesem TH
      immer seriös beantwortet . jede frage wurde auch den laien, die vernünftig sie stellte , auch beantwortet. die galt auch für VIRO-TH.

      bis auf einmal user da waren, die nur stunk und provokationen suchten. alles war vorbei.ende.

      ich hoffe, du lässt diesen posting einige zeit stehen, damit sich auch andere dazu äussern dürfen.bitte,bitte - nicht wieder provokationsschiene oder persönliches.
      Avatar
      schrieb am 25.03.07 01:27:58
      Beitrag Nr. 2.902 ()
      Antwort auf Beitrag Nr.: 28.479.545 von miristegal am 25.03.07 01:20:11danke für deinen einsatz...ich denke es ist alles zum wohle des threads geklärt...;) kann nur bergauf gehen...;)
      Avatar
      schrieb am 25.03.07 01:46:26
      Beitrag Nr. 2.903 ()
      Antwort auf Beitrag Nr.: 28.479.554 von amorphis am 25.03.07 01:27:58dat will ich aber schwer hoffen.bin auch in anderen TH "forschungsaktiv" und weiss deine arbeit zu schätzen.
      da suchst du das ganze internet ab, um an infos zu kommen und stellst es zur verfügung. als dank bekommste nur spott, weil manche zu einer vernüftigen meinungsaustausch nicht fähig sind.

      SWE - ich muss ins bett.morgen maloche.
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      schrieb am 25.03.07 12:17:40
      !
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      schrieb am 25.03.07 13:40:15
      !
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      schrieb am 25.03.07 17:05:40
      !
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      schrieb am 26.03.07 00:16:01
      Beitrag Nr. 2.907 ()
      http://biz.yahoo.com/bw/070322/20070322005449.html?.v=1

      und dazu nun von mir ausgewählte texte:

      Sigma media processor capability demonstrations
      Blu-Ray players, UWB based HD-streaming, and more
      TOPICS: You'll also have an opportunity to speak one-on-one with these executives on consumer entertainment topics, such as:

      The evolution and future of television
      Next generation HD media viewing
      The ongoing high definition DVD standards battle
      Wireless HD-media streaming

      bin zwar laie in dieser branche, aber verstehen tu ich es doch.

      mfg
      Avatar
      schrieb am 26.03.07 00:33:42
      Beitrag Nr. 2.908 ()
      aber auch dies darf man nicht ignorieren. solche artikel haben schon grössere firmen in die tiefe gezogen, wenn auch nicht langfristig:

      http://www.fool.com/investing/small-cap/2007/03/23/pick-a-ma…

      mfg
      Avatar
      schrieb am 26.03.07 01:51:22
      Beitrag Nr. 2.909 ()
      am rande - die gelöschten posting der charts vom p. und o.

      beide hatten recht. aber es war auch lt. den charts anzunehmen, das die umschichtung im märz vom solarpark in sigm ein volltreffer gewessen wäre.

      tja, wenn wir dat alles vorher wüssten, wäre die börse ein leichteres spiel als lotto.
      schade nur, das den denkenden, diese postings nicht mehr zur verfügung stehen.

      mfg
      Avatar
      schrieb am 26.03.07 02:13:05
      Beitrag Nr. 2.910 ()
      hätte, wenn und wäre hilft ja leider nicht weiter...richtig.

      für mich und die anderen investierten geht es hier doch um die langfristige verfolgung unserer sigma.

      wir sind jetzt über 2 jahre dabei und ehrlich gesagt bereuhe ich nicht einen tag der bisherigen investitionsdauer. seitdem wir den wert hier verfolgen und begleiten hat sich der kurs immerhin verfünfacht...für mich ist das eine aussergewöhnliche performance über den zeitraum von 2 jahren. das ist ein halber tenbagger. das ganze kann man nun drehen und wenden wie man will...aber eine solarparc hat das nicht in dieser zeit gemacht. die verfünffachung ist steuerfrei. :)

      wer abseits von sigm nach performance gesucht hat...klar der war mit einer solarparc zuletzt gut bedient. aber eben nur für kurze zeit. seit ein paar wochen ist die akrtie stinklangweilig...da habe ich mich in einer ASTI in den letzten tagen wesentlich besser gefühlt. davon ab...was soll die ständige diskussion die aktie...oder die aktie...wäre besser gewesen. hinterher kann man immer kommen und sagen "hier ich bin der kingdingeling höchstpersönlich und meine werte sind diese und jene...ätsch!sie sind besser als deine...!"

      die frage ist nur...warum führen diese user hier keinen thread...in welchem sie auf die künftigen top-performer zeitnah hinweisen?

      die antwort ist recht simpel...weil sie nichts vom geschäft verstehen und sie solche entwicklungen erst gar nicht sehen.

      so einfach ist das.

      greez
      Avatar
      schrieb am 26.03.07 02:37:22
      Beitrag Nr. 2.911 ()
      WINTER_CFA


      About the SIGM San Fran Event:

      It was impressive, to say the least. Great displays of the Microsoft IPTV platform's capabilities, including high picture quality, fast channel changes, and multiple and swappable pictures on screen. Motorola VIP1216 boxes were used for this. Also, a Sony Blu-Ray player was showing Casino Royale - although it was nothing you couldn't see at your local Best Buy.

      The UWB demo was very impressive. A great picture was seen via transmission of a signal across the room. A generic SIGM-based set-top included a small board (i.e. slighly bigger than a credit card) which contained SIGM's UWB chips. Given the size of these chips and the >0.13u geometry they were at, they should fit into a future shrinked SIGM media processor with no problem at all.

      I picked up numerous tidbits at the event, but more importantly am here to say that my come-away feeling from all of it is that SIGM continues to expand its domination of its target markets and that competition is going to have a heck of a time keeping up.

      Finally, I had several meetings and discussions with all of the SIGM executives there and, boy oh boy, are they pumped! In particular, I must relate that my face-to-face impressions of new CFO Mark Kent were as good as they come. Having met dozens, if not hundreds, of CFOs over the past 25 years, I have to say that SIGM has landed a real winner. I found Mark to be a candid, personable, intelligent, straight shooter who knows EXACTLY what needs to be done vis-a-vis SIGM's current accounting/options problems as well as many other aspects of the firm's day-to-day operations. He will be a huge asset as SIGM deals with more and more sell-side analysts and major institutional investors.


      The tour of AT&T park wasn't bad either.


      This company will continue to amaze and astound all but the densest of people over the next 2 years.
      Avatar
      schrieb am 26.03.07 09:33:36
      Beitrag Nr. 2.912 ()
      Antwort auf Beitrag Nr.: 28.492.581 von amorphis am 26.03.07 02:13:05beitrag #2846 ist sachlich falsch.

      seitdem wir den wert hier verfolgen und begleiten hat sich der kurs immerhin verfünfacht...

      zum zeitpunkt des beitrages vom ersten beitrag an gerechnet beträgt die kursperformance von SIGM
      174% (kurse frankfurt) bzw.
      168% (nasdaq).

      dies ist zweifelos eine gute performance, jedoch weit entfernt von 400%.
      gerade noch akzeptabel wäre eine äußerung wie
      hat sich der kurs immerhin knapp verdreifacht.



      zu dem sei mir der hinweis gestattet, daß bereuen soviel heißt wie reue empfinden. ein h ist hier fehl am platze.
      Avatar
      schrieb am 26.03.07 09:43:17
      Beitrag Nr. 2.913 ()
      Antwort auf Beitrag Nr.: 28.492.581 von amorphis am 26.03.07 02:13:05vollkommen d'accord hingegen gehe ich mit der auffassung, daß das ständige übertrumpfen mit phantasieperformances irgendwelcher titel, die nicht einmal zum thema passen, sehr lästig ist!

      und hierbei ist es völlig egal, von wem diese unsitte praktiziert wird.
      Avatar
      schrieb am 26.03.07 11:50:31
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      schrieb am 26.03.07 16:11:13
      Beitrag Nr. 2.915 ()
      Antwort auf Beitrag Nr.: 28.493.971 von Mr.Arrogance am 26.03.07 09:33:36amorphis schrieb: "...wir sind jetzt über 2 jahre dabei ..."
      Mit "wir" meinte er wahrscheinlich eine Gruppe von Leuten, die auch außerhalb dieses Forums kommunizieren. ;)

      In diesen zwei Jahren war die performance wie folgt:


      Ich finde daher schon, daß man grob von einer Verfünffachung sprechen kann.

      Es ist schon eigenartig, wie von bestimmten Leuten
      a) sofort Erbsenzählerei betrieben und nicht gemachte Aussagen hineininterpretiert werden
      b) damit verbunden eine generelle Unehrlichkeit unterstellt wird

      Wer dies tut, verfolgt andere Ziele, als hier sachlich zu kommunizieren. :rolleyes:
      Avatar
      schrieb am 26.03.07 19:22:06
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      schrieb am 26.03.07 23:05:44
      Beitrag Nr. 2.917 ()
      Bin jetzt seit 2 1/2 Jahren in Sigma investiert. Hatte es schon mal geschrieben. Weil der thread sehr sachlich war, nur Infos, keine Polemik etc. Seit Pliscon sein Unwesen hier treibt wirds echs Sch...
      Hatte lange gesucht bei Wallstreet um die richtige Aktie und dazu vernünftige Information zu bekommen. (ohne Wertung). Bleibe aber trotzdem voll investiert. Hat sich bis jetzt gelohnt. Amorphis, eine Bitte, lass dich nicht auf das Niveau von Pliscon herunterfallen, auch wenn es schwerfällt, aber wenn du keine Antwort gibts wissen es die longs zu schätzen.
      Gruß Robert
      Avatar
      schrieb am 27.03.07 00:48:28
      Beitrag Nr. 2.918 ()
      Antwort auf Beitrag Nr.: 28.509.697 von hahel am 26.03.07 23:05:44Dito. zwar etwas später EK 10doll.

      gruss
      Avatar
      schrieb am 27.03.07 00:52:38
      Beitrag Nr. 2.919 ()
      Antwort auf Beitrag Nr.: 28.501.568 von overview am 26.03.07 16:11:13genau so ist es. was mich aber wundert-die sind gar nicht in sigm investiert. sind nur auf stunk programmiert. traurig.


      gruss
      Avatar
      schrieb am 27.03.07 01:16:20
      Beitrag Nr. 2.920 ()
      Antwort auf Beitrag Nr.: 28.501.568 von overview am 26.03.07 16:11:13es ist schon seltsam, diese aufregung, nur weil eine falsche behauptung richtig gestellt wird.

      auch dein eingeblendeter zweijahreschart zeigt eine perfomance von ca. 200%, und nicht etwa 400%.
      und erbsenzählerei ist es gewiß nicht, wenn eine angebliche 400%-performance beim nachrechnen nur 170% beträgt.
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      schrieb am 27.03.07 01:26:15
      Beitrag Nr. 2.921 ()
      im übrigen ist es eine unart, sofort wieder mit persönlichen attacken zu reagieren.
      es bricht sich niemand hier einen zacken aus der krone, der sagt, ok, da hab ich mich ziemlich verrechnet auf die schnelle, aber immerhin ist es eine sehr gute perfomance von 170% in den letzten gut 2 jahren.
      so gewinnt man nur an ansehen!
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      schrieb am 27.03.07 08:40:36
      Beitrag Nr. 2.922 ()
      Antwort auf Beitrag Nr.: 28.510.556 von Mr.Arrogance am 27.03.07 01:16:20"auch dein eingeblendeter zweijahreschart zeigt eine perfomance von ca. 200%, und nicht etwa 400%."
      "erbsenzählerei ist es gewiß nicht, wenn eine angebliche 400%-performance beim nachrechnen nur 170% beträgt"


      ca. 6,80 (Tief vor knapp 2 Jahren) auf ca. 31,00 = 200% ??? :confused:

      ca. 10,00 (genau vor zwei 2 Jahren) auf ca. 31,00 = 170% ??? :confused:

      @Mr.Arrogance:
      Auch Dir fällt kein Zacken aus der Krone, wenn Du jetzt sagen würdest: "ok, da hab ich mich ziemlich verrechnet auf die schnelle..." ;)
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      schrieb am 27.03.07 10:08:55
      Beitrag Nr. 2.923 ()
      Antwort auf Beitrag Nr.: 28.511.301 von overview am 27.03.07 08:40:36das tief vom 13.05.05 ist in diesem zusammenhang uninteressant. das weißt auch du.
      es geht hier um einen zeitraum von über 2 jahren, du hast es selbst erwähnt. genauer um den zeitraum vom 14.02.05 bis vorgestern.

      wenn du genau liest, habe ich geschrieben, dein zweijahreschart zeigt eine performance von ca. 200% (nicht 170%!).
      dies ist völlig korrekt!
      der startpunkt lag über 10$, das ende bei knapp über 30$.
      wo also habe ich mich verrechnet?

      da der proklamierte zeitraum etwa eineinhalb monate zuvor beginnt, ist die performance aus dem chart nicht abzulesen.


      14.02.2005: kurs 11,50$
      23.03.2007: kurs 30,87$

      performance 168% in 2 jahren und 5 wochen!
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      schrieb am 27.03.07 11:02:44
      Beitrag Nr. 2.924 ()
      :cry:

      Da schreibt jemand wie Amorphis von einer Verfünffachung in einem 2-Jahrezeitraum. Dies war von ihm wohl "so ungefähr" gemeint und nicht auf die Kommastelle genau. Nicht mehr und nicht weniger. In diesem Zeitraum gab es ein Tief und von diesem Tief aus hat sich der Kurs ungefähr verfünffacht. So habe ich das verstanden und ich gehe davon aus, die meisten der Mitleser ebenfalls.

      Dann kommt "Mr. Arrogance" daher, legt irgendein Anfangs- und Enddatum fest (das Amorphis nie so genannt hatte), rechnet die performance dafür aus und schreibt, daß Amorphis nicht rechnen kann!

      Hallo? :confused:

      Steh doch einfach mal dazu, daß Du speziell Amorphis einfach Dinge unterstellst und eigene Annahmen triffst, die er so nie gesagt hat, um selbst den Schulmeister spielen zu können! ;)
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      schrieb am 27.03.07 11:14:36
      Beitrag Nr. 2.925 ()
      Antwort auf Beitrag Nr.: 28.514.237 von overview am 27.03.07 11:02:44amorphis schrieb:

      wir sind jetzt über 2 jahre dabei und ehrlich gesagt bereuhe ich nicht einen tag der bisherigen investitionsdauer. seitdem wir den wert hier verfolgen und begleiten hat sich der kurs immerhin verfünfacht...für mich ist das eine aussergewöhnliche performance über den zeitraum von 2 jahren. das ist ein halber tenbagger.

      ich denke, da gibt es nicht viel mißzuverstehen!
      der zeitraum ist recht eindeutig definiert!
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      schrieb am 27.03.07 11:30:23
      Beitrag Nr. 2.926 ()
      Antwort auf Beitrag Nr.: 28.514.237 von overview am 27.03.07 11:02:44im übrigen gab es in diesem gesamten zeitraum nicht einen einzigen tag, von dem aus gerechnet der kurs sich aus heutiger sicht verfünffacht hätte.
      selbst im best-case, einer kaufempfehlung am 13.05.2005, als der kurs für einen tag einbrach, lägen wir aktuell bei 349%.
      bei einer performance-bewertung die drei monate vorher einfach zu ignorieren, ist aber äußerst fragwürdig.
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      schrieb am 27.03.07 13:56:28
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      schrieb am 27.03.07 14:41:54
      Beitrag Nr. 2.928 ()
      hallo ihr beiden,

      man sollte eure Posse mal veröffentlichen - im Ernst.

      Als Außenstehender kann man es kaum glauben was hier abgeht.... :rolleyes:

      Ich möchte, das diese sich hoch schaukelnde Diskussion, nun ein Ende findet.

      WO hat einige Instrumente dies zu bewerkstelligen:
      - den IGNOREBUTTON
      - die Blogs (seit heute)
      - das thread-Verbot
      - das Schreibverbot

      es liegt nun an euch welches ihr wählt
      HotMod :cool:
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      schrieb am 27.03.07 14:53:34
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      schrieb am 27.03.07 16:09:12
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      schrieb am 27.03.07 16:12:53
      Beitrag Nr. 2.931 ()
      Antwort auf Beitrag Nr.: 28.509.697 von hahel am 26.03.07 23:05:44jepp...ich werde versuchen mich zurückzuhalten. bin momentan eh krank und komme nicht zum posten.

      gruß chris
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      schrieb am 27.03.07 16:13:28
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      schrieb am 27.03.07 16:15:53
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      schrieb am 27.03.07 16:17:59
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      schrieb am 27.03.07 16:24:10
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      schrieb am 27.03.07 23:58:55
      Beitrag Nr. 2.936 ()
      Antwort auf Beitrag Nr.: 28.518.690 von HotMod am 27.03.07 14:41:54Hi HotMod

      Als Außenstehender kann man es kaum glauben was hier abgeht....

      tja, das ist das problem. in eine gut funktionierende diskusion und meinungsaustasch ,sind welche dazu gekommen , die nur persönliches im kopf haben und dabei beleidigend und provokativ hier posten. da platzt letzendlich jedem der kragen.
      wenn du zeit findest , verfolge diesen TH etwa 2 monate zurück und bilde dir deine eigene meinung.mir reichts allemal. habe bis jetzt immer von den hier gestellten infos profit gemacht. und ich bin nicht der einzige hier. manche haben es immer noch nicht verstanden, das die börse ein geben und nehmen ist.

      gruss und mfg
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      schrieb am 28.03.07 15:04:33
      Beitrag Nr. 2.937 ()
      AT&T says U-verse sales up "dramatically"
      Wed Mar 28, 2007 8:40 AM ET


      NEW YORK, March 28 (Reuters) - Sales of AT&T Inc.'s <T.N> video and broadband service called U-verse rose dramatically in the past few weeks, said Ralph de la Vega, group president of AT&T's regional wireline operations.

      He made the comments at a Bank of America conference in New York.

      © Reuters 2007

      (note: u-verse ist - selbstverständlich - SIGM-powered!)

      und note nr. 2: :D:D:lick:
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      schrieb am 28.03.07 15:06:08
      Beitrag Nr. 2.938 ()
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      schrieb am 28.03.07 15:29:19
      Beitrag Nr. 2.939 ()
      lasst euch nicht verar****! ;)

      war klar das auf eine meldung wie:

      "AT&T says U-verse sales up "dramatically" "

      eine direkte antwort der ANALysten-gilde folgt.

      wer brauch noch ein paar sigmas?
      Avatar
      schrieb am 28.03.07 15:29:58
      Beitrag Nr. 2.940 ()
      das sollte noch unten dran:

      SIGM Sigma Designs downgraded to Neutral at AmTech (30.36 )

      AmTech is downgrading SIGM to Neutral from Buy saying that at current levels, it is their belief that the positive developments within IPTV and strong forecasted growth have been captured. Firm says that while they still believe this is an exciting space with strong growth prospects, they believe the stock is now reflecting a great deal of optimism about 2008 numbers, which need to be scrutinized while taxed and if competition gains ground. Firm says competition is accelerating at a much more rapid pace than management commentary. Firm believes investors will soon begin to "look though" CY07 ests and value SIGM on its CY08 pro-forma EPS ests.
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      schrieb am 28.03.07 17:17:51
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      schrieb am 28.03.07 17:41:54
      Beitrag Nr. 2.942 ()
      hi

      du mal eine frage den zusammenhang verstehe ich nicht ganz

      war klar das auf eine meldung wie:

      "AT&T says U-verse sales up "dramatically" "

      eine direkte antwort der ANALysten-gilde folgt.

      wer brauch noch ein paar sigmas

      das ist doch eine sehr positive meldung für sigm oder nicht??
      und warum dann ein downgrade??
      danke für die aufklärung!!
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      schrieb am 28.03.07 17:44:13
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      schrieb am 28.03.07 17:46:47
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      schrieb am 28.03.07 17:51:07
      Beitrag Nr. 2.945 ()
      Hi

      ich habe gerade nochmal zu 27,25$ nachgelegt ;)
      Schau mer mal
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      schrieb am 28.03.07 17:55:25
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      schrieb am 28.03.07 17:56:27
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      schrieb am 28.03.07 18:01:18
      Beitrag Nr. 2.948 ()
      Antwort auf Beitrag Nr.: 28.547.270 von amorphis am 28.03.07 17:56:27dein hirn sagt also "good news"

      right - keine einwände.

      aber warum brauchst du dann die meinung des analysten?du weißt doch...das hier ist börse - da wird nichts verschenkt.

      und abgegrast wird immer gerne...

      so...genug zum thema gesagt. meine meinung ist eindeutig.

      tag einfach abhaken. bald siehts wieder besser aus.
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      schrieb am 28.03.07 18:32:41
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      schrieb am 28.03.07 18:32:56
      Beitrag Nr. 2.950 ()
      Schade, schade, hab keine liquiden Mittel mehr. Ich lass mich auf keinem Fall von den sogenannten Analysten rausschütteln. So sicher verdientes Geld, steuerfrei, hab ich den letzten Jahren nicht verdient.
      Gut Ding will Weile haben.
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      schrieb am 28.03.07 22:06:10
      Beitrag Nr. 2.951 ()
      in einer gestern veröffentlichen, sehr ausführlichen BRCM-analyse im bekannten barrons-magazin,...tja...da wird so einiges klar...:D:laugh: es ist wie ich es sagte...

      TUESDAY, MARCH 27, 2007
      WEEKDAY TRADER | Barron's Online Exclusive
      Back to Business at Broadcom
      By TIERNAN RAY

      IT SEEMS THE FINAL SHOE has dropped at Broadcom. After spending 2006 as a poster child for stock-options excess, the company can now return to the mundane task of making semiconductors for the world's fastest growing markets.

      And that may help the stock, down 26% in the last 12 months, and flat this year, to start gaining ahead.

      Flamboyant founder and former chief executive Henry T. Nicholas III, who graced business magazines in his Lamborghini in the late '90s, is long gone, having retired in 2003 for "personal reasons."

      Which is just as well, given that Broadcom's internal investigation, concluded three months ago, determined that Nicholas was at least partly to blame for backdating of options to the tune of $2.2 billion from 1998 through 2005.

      Gone, too, is chief financial officer Bill Ruehle, who may have rigged options grant dates, according to Broadcom, and who resigned from the company last September, two days before he was to be interviewed about the matter.

      The latest shoe fell last Thursday when Motorola, one of Broadcom's biggest customers, announced deeply disappointing preliminary results for sales and profit in the March quarter, a fact greeted with a 4% drop in Broadcom shares in the last five days.

      With all those awful developments now behind it, Broadcom can welcome incoming CFO Eric K. Brandt with a stunning balance sheet consisting of $2.8 billion of cash and marketable securities, no debt and a cash flow statement that added $721 million last year, faster than in 2005.

      In Nicholas's stead is Scott McGregor, formerly a chip executive with Philips Electronics N.V., the European tech giant. Though he doesn't drive racecars, McGregor managed to increase sales 37% last year, faster than most chip companies, by selling, among other things, the tiny radio chips that wirelessly connect cellphones to so-called Bluetooth headsets.

      The recent drama has left Broadcom shares at a reasonable price-to-earnings multiple of 21x 2008's projected earnings, near its lows over the last two years, as McGregor leads the company's advance into the fastest-growing market for semiconductors, the cellphone.

      "They continue to be very strong in executing plans to enter new chip markets, and they consistently out-engineer many other chip companies," says J.P. Morgan chip analyst Shawn Webster, commenting on why he initiated coverage of Broadcom in late February with the equivalent of a Buy rating.

      Webster estimates the annual market for the kind of semiconductors that Broadcom makes -- including chips that make decisions for networking equipment, chips that decode video in set-top boxes and cellphone chips -- is about $27 billion, seven and a half times Broadcom's sales last year. He expects that market will rise 26% per year on average over the next five years.

      Having cleaned house in '06, McGregor can now focus on Broadcom's principle growth market for years to come, namely, cellphones, of which sales may rise 10% this year over last year, according to projections from Nokia, the world's biggest maker of phones.

      Broadcom doesn't yet sell chips to Nokia, and McGregor acknowledged last October on a conference call with analysts that it's not acceptable for Broadcom to have all its Bluetooth eggs with one very large customer, meaning Moto.

      "We are picking up additional large customers," he assured them, without naming names, and some analysts have speculated 2007 could see Nokia join Broadcom's camp.

      To expand in cellphones, 2007 will be a year of higher operating expenses for Broadcom in order to invest in making the most advanced chips with the smallest features, on the order of 65 billionths of a meter, or less than one one-hundredth of the width of a human hair.

      That's a worthwhile investment, as it will allow Broadcom to do for cellphones what it has done in many other markets: cram more features onto smaller chips that cost less and consume less power. That's just what tomorrow's ultra-slender smart phones need.

      The rise in costs won't drain too much cash since Broadcom maintains no factories but rather outsources chip-making to Asian giants like Taiwan Semiconductor.

      To be sure, Broadcom faces substantial entrenched competitors such as Texas Instruments and Qualcomm, which own more than 40% of the market for cellphone chips.

      But Broadcom has had astoundingly good luck of late defending its chip patents, which suggests it's well-armed for the battle. The International Trade Commission is mulling whether to ban phones using Qualcomm chips from entering the U.S. after Qualcomm was found to infringe some Broadcom chip patents.

      Separately, Qualcomm has dropped its own patent claims against Broadcom in wireless chips, a sign, perhaps, that, as J.P. Morgan analyst Ehud Gelblum wrote in a recent note on Qualcomm, "[T]his type of ongoing litigation would appear to be more trouble to Qualcomm than it's worth."

      Trading at 21x next year's projected $1.53 per share, according to Thomson Financial, Broadcom is more expensive than, say, Intel, at 17x, but it is also far below the 32x forward multiple at which the stock has peaked during the last two years. Based on that multiple, the stock could have upside to $48 over the next 12 months, fifty percent above a recent price of $32.06.

      It's possible that the full ramifications of Motorola's bombshell last week could be yet another shoe to drop when Broadcom reveals this quarter's results. But the damage is mitigated because Broadcom's McGregor already lowered analysts' expectations for sales and profit back when he spoke in February, and estimates have dropped accordingly.

      And sales of Bluetooth chips to Moto's phone division in fact make up just 2% of sales for Broadcom, A.G. Edwards analyst Gary Mobley wrote in a note last week. Most of Moto's patronage consists in buying Broadcom's parts for set-top boxes, a market that's going just fine at Moto, opines Mobley.

      Worries about Motorola, and about weakness in the chip market more broadly, are of passing concern. But the promise of an exploding market for cellphone chips is where Broadcom, and investors, may do well for some time to come.



      findet hier iptv eine glanzvolle erwähnung?nein!das war heute mal wieder sigm-typisch in szene gesetzt...:cool:
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      schrieb am 29.03.07 06:15:56
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      schrieb am 29.03.07 20:41:01
      Beitrag Nr. 2.957 ()
      der chip-sektor im allgemeinen ist relativ schwach:

      http://biz.yahoo.com/rb/070329/markets_stocks.html?.v=15

      no panic!
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      schrieb am 29.03.07 22:40:27
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      schrieb am 29.03.07 23:45:53
      Beitrag Nr. 2.960 ()
      Antwort auf Beitrag Nr.: 28.575.449 von miristegal am 29.03.07 23:27:27Q :http://biz.yahoo.com/tm/070329/15652.html?.v=1
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      schrieb am 30.03.07 16:08:36
      Beitrag Nr. 2.983 ()
      der beitrag ist entnommen von der page

      http://blogs.barrons.com/techtraderdaily/
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      schrieb am 30.03.07 17:33:48
      Beitrag Nr. 2.990 ()
      besteht seine superbe research-arbeit im dienste sigmas und seines fanclubs aus dem kritiklosen übernehmen der meinung eines brokerboard-schreibers (winter_cfa)?

      hm...mal kurz überlegen.

      ist es so?oder gehört winter vielleicht zu einer art "netzwerk" von mir und sind die infos vielleicht gar nicht so "blind" übernommen...wie du vermutest?denk mal scharf nach...und vergleich nochmal die prognosesicherheit der hier "blind" kopierten aussagen des brokerboard-schreibers.
      Avatar
      schrieb am 30.03.07 17:36:31
      Beitrag Nr. 2.991 ()
      http://bluray.highdefdigest.com/pr_sony_032707.html

      Sony Pictures Home Entertainment (SPHE)'s blockbuster Bond title, Casino Royale, released March 13 on Blu-ray Disc, has hit the 100,000 units shipped mark and is setting records at retail for greatest number of high-definition copies sold in one day, it was announced today by SPHE Worldwide President, David Bishop. "Blu-ray has accounted for approximately 70 percent of the high-definition market since the first week in January, and as that market share continues to grow, we are dedicated to providing consumers with the content they crave," added Mr. Bishop. Casino Royale debuted in the top 10 on Amazon's DVD top-sellers list - a first for any film in high definition. The film's director, Martin Campbell, extolled the disc quality and commented, "It's just unbelievable. Clearly, it's fantastic. The comparison between standard def DVD and Blu-ray is quite stunning and quite transparent to the master. It's precisely what would make me want to buy a copy."
      Avatar
      schrieb am 30.03.07 17:39:30
      Beitrag Nr. 2.992 ()
      http://www.trustedreviews.com/tvs/news/2007/03/29/Sony-Final…

      Sony To Finally Bring Blu-ray Player To Europe
      Author Gordon Kelly
      Published 29th March 2007
      Sony To Finally Bring Blu-ray Player To Europe

      As the founding father of Blu-ray, Sony – logically – should have been the first company to bring a player to the UK. As it stands the company is over six months behind Samsung and its debut will be a model it unveiled over a year ago!


      The 'BDP-S1E' is the European version of the BDP-S1 that appeared in the US in the summer of 2006 and sports identical specs. That isn't all bad though because it means 1080p HD output through its HDMI port and up to 1080i using component, while DVDs can be played and the picture quality is automatically upscaled. CDs containing both Jpegs and MP3s are also compatible enabling slideshows and music to be played through the TV.

      So in terms of features the BDP-S1E really doesn't have anything to worry about. Where it will run into problems however is in marketability. With a projected 'summer 2007' release date the BDP-S1E will be a first generation player in a second generation market. It will also come with a £900 price tag and given that Samsung's (admittedly rubbish) first gen players can already be bought for little over £500 online I simply can't see how it can be competitive?

      Couple this with the fact that Sony itself has already announced US customers will receive its second gen Blu-ray player, the BDP-S300, at the same time we get the first (and with a 40 per cent price saving) and you can see that once again we have sh!*%y end of the stick.

      For whatever reason Sony is currently stuck in a phase of getting its products across to Europe late and with premium prices. I think we all wish it snaps out of it soon...

      Update: My bad, the BDP-S1E does have a few new tricks up its sleeve, namely: HDMI 1.3 and x.v. colour support for AVC-HD-encoded discs. That improves things, a bit.

      dazu:

      In yesterday's report, the Baird analyst had the following comments:
      As Blu-ray wins the battle against HD DVD, Sigma Designs is well positioned to have a lock on all new-generation DVD players. The company has unannounced design wins in addition to the currently ramping ones.

      In last week's conference call, SIGM management stated that with all the experience they now have with Blu-ray customers, they are now able to get new customers up and running in 3-6 months. Their competition (BRCM) might take 9-12 months. Being able to provide a much faster time to market will be a huge advantage for SIGM in getting future Blu-ray wins. SIGM stated during the call that Blu-ray is now getting the lion's share of shelf space in retail outlets and they believe sales of Blu-ray players will ramp strongly in the second half of this year. Lower priced players, starting with the new model from Sony, will boost Blu-ray sales.
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      schrieb am 30.03.07 17:39:43
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