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    SigmaDesign - kurz vor break des ATH - 500 Beiträge pro Seite (Seite 2)

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      Avatar
      schrieb am 27.10.05 05:10:52
      Beitrag Nr. 501 ()
      [posting]18.457.964 von Stochastic am 26.10.05 18:59:47[/posting]und...bevor jetzt knapp 8% instis verkauft haben...wie gesagt...nicht ein großer verkäufer sondern 12 kleine...ist der bestand an shares um über 18% nach oben gegangen...diese anteilseigner die jeweils größere pakete halten sind nicht draussen!also...ich sehe nur ganz normale umschichtungen...die nichts zu bedeuten haben!warten wir die earnings ab...ich wette auf sehr gute zahlen...sigm wird kommen...definitiv!
      Avatar
      schrieb am 27.10.05 13:51:27
      Beitrag Nr. 502 ()
      also...nochmal...bei sigm ist alles in ordnung!ich sage sogar...in bester ordnung!

      zwar nicht ganz frisch...aber lest euch das nochmal durch!

      September 14th, 2005

      Sigma Design and Microsoft Announce IPTV Solution

      Microsoft Corp. (NASDAQ:MSFT) and Sigma Designs Inc. (NASDAQ:SIGM) at the International Broadcasters Convention announced a chip solution for low-cost, high-definition IPTV based on Microsoft’s TV Internet Protocol Television software platform. The new chip, Sigma Design’s SMP8634 media processor used for the design of IPTV-ready receivers, along with Microsoft’s platform gives settop box companies the capability to produce products to deliver full-service home IPTV services. The chip supports a number of standard peripherals and interfaces to lower settop manufacturers’ cost. USB2.0, IDE, Ethernet, HDMI, VC-1 and H.264 (MPEG-4) video codec support are some of the features integrated into the chip.

      According to Ken Lowe, vice president of strategic marketing at Sigma Designs. "Platforms based on Sigma`s SMP8634 and Microsoft IPTV Edition offer the dual benefit of achieving a dramatically new user experience and significantly lowering the cost of IPTV-ready receivers. Ultimately, high-definition content will help come alive for consumers as a clearly differentiated service."

      At Microsoft, Phil Corman, director of Worldwide Partner Development for the Microsoft TV Division indicated that the solution developed with Sigma Designs will bring benefits to settop manufacturers, "Our collaboration with Sigma is a great example of driving innovation in the IPTV industry that will ultimately enable an exciting world of next-generation TV and connected-entertainment experiences that consumers do not enjoy with today`s legacy TV offerings. The combination of Sigma`s new SoC and the Microsoft TV IPTV Edition software platform will bring significant benefits to set-top manufacturers, IPTV service providers and consumers alike."

      Sigma’s SMP8634 media processor integrates decoder engines, graphics acceleration, multi-standard audio decoding, a dedicated secure processor, flash memory, digital rights management (DRM) engines, a 300-MIPS host CPU, a 3.2 GB/second unified memory controller, an Ethernet 10/100 controller, dual USB 2.0 controller, and IDE controller.

      Hardware partners that have confirmed support for the Microsoft TV platform include Linksys-KiSS, Motorola Inc., Scientific-Atlanta Inc., Tatung Co. and Thomson.
      Avatar
      schrieb am 27.10.05 13:56:50
      Beitrag Nr. 503 ()
      für ein wenig verständnis...so ganz allgemein...nicht sigm spezifisch!


      http://www.intellon.com/pdfs/IPTV_White_Paper.pdf
      Avatar
      schrieb am 27.10.05 15:26:22
      Beitrag Nr. 504 ()
      gerade gefunden...roth capital scheint mit nem neuen rating draussen zu sein!

      Roth reits BUY!
      by: ibwankanobe
      Long-Term Sentiment: Strong Buy 10/27/05 08:55 am
      Msg: 88195 of 88196

      $15 price target!
      Believes SIGM is designed into Philips` set top box that was selected by British Telecom for IPTV; expect press announcements
      Avatar
      schrieb am 27.10.05 15:28:52
      Beitrag Nr. 505 ()
      die sache mit philips würde wunderbar zu den postings #499 + #500 passen!

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      Avatar
      schrieb am 27.10.05 15:33:47
      Beitrag Nr. 506 ()
      Looks like Philips is on board
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/26/05 11:18 am
      Msg: 88170 of 88197

      BT has selected Philips to supply set top boxes. Every set top box will include a personal video recorder (PVR) capable of storing up to 80 hours of programming and capable of delivering High Definition content. The BT-Philips partnership builds on the recently announced alliance with Microsoft, which will provide Microsoft TV IPTV Edition as the software platform for BT`s TV over broadband service.

      http://www.telecom.paper.nl/news/article.aspx?id=101744&nr

      Europe`s biggest cable television operator UPC said on Monday it would start offering high definition television services in the Netherlands in the first half of 2006 with a set top box from Philips. The move puts UPC into the pioneering group of European operators moving to high definition television (HDTV), ahead of the soccer world championships in Germany next summer which will be broadcast in HDTV.

      http://today.reuters.co.uk/news/newsArticle.aspx?type=intern… 10-10T094042Z_01_FLE034784_RTRIDST_0_OUKIN-UK-PHILIPS-UPC.XML&archived=False

      SIGM`s 8634 chip is the only IPTV chip that supports Microsoft`s IPTV platform in addition to dual HD stream support for MPEG-2, MPEG-4, WMV9 and VC-1 formats.

      http://biz.yahoo.com/prnews/050909/sff033.html?.v=16

      So in summary, it looks like Philips will be announced as a SIGM customer before too much longer, perhaps at the upcoming TelcoTV conference.

      http://www.sigmadesigns.com/news/events.htm
      Avatar
      schrieb am 27.10.05 16:28:33
      Beitrag Nr. 507 ()
      der report...

      Jay Srivatsa

      SIGM in Philips` Set Top Box for British
      Telecom`s IPTV Service; Reiterate Buy

      We believe SIGM is designed into Philips` (PHG - $26.04 -NR) set top box,the first set top box slated for British Telecom`s IPTV service.
      British Telecom (BT) announced yesterday that it had selected Philips Electronics as the set top box supplier for its IPTV service and Microsoft`s (MSFT -$25.11-NR) IPTV
      platform as the software.

      Given that Sigma Designs is the only chip supplier that
      successfully supports Microsoft`s IPTV platform, we believe SIGM`s 8634 chip has been designed into Philips Set Top Box for BT`s IPTV deployment.


      With ~5 million broadband subscribers , British Telecom could be major revenue driver for SIGM, in our view.

      We believe initial volumes in CY:06 could
      be ~300K-500K units. At ~$30 ASP, BT could represent a $9 million-$15 million revenue opportunity for SIGM in CY:06, in our view.

      We note SBC (SBC-$23.44-NR) confirmed that its IPTV rollout remains on track for launch in late 2005 or early 2006.

      SBC stated its goal of reaching 18 million households by mid 2008. We note SBC has selected Motorola
      (MOT-$21.34-NR) and Scientific Atlanta (SFA-$33.52-NR) as its set top box suppliers and SIGM has been designed into both these boxes, in our view.
      We believe IPTV is gaining momemtum and these announcements are a reflection of the growing interest by telcos worldwide to launch video services.

      We believe several press announcements related to SIGM`s IPTV design wins could be imminent.

      Trading at 18x FY:07 P/E and 2.8x EV/FY:07 Sales, we view SIGM as being undervalued. We are reiterating our Buy rating on SIGM with a 12 month price target of $15.
      Avatar
      schrieb am 27.10.05 18:01:19
      Beitrag Nr. 508 ()
      Re: Sigma ONLY
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/27/05 11:00 am
      Msg: 88207 of 88222

      The following are additional comments from today`s report from Roth analyst Jay Srivatsa:

      SUMMARY
      We believe SIGM is designed into Philips` set top box, slated for British Telecom`s IPTV service. SIGM`s 8634 in the box increases the switching cost for Philips, in our view. The set top box is expected to include DVB-T functionality to support Freeview as well as a broadband return path allowing video-on-demand. The set top box is also designed to include a personal video recorder (PVR) capable of storing up to 80 hours of programming and capable of delivering High Definition content over IP. As such, given the complexity of the box, we believe the entry barriers are high for SIGM`s competitors.

      We note SBC in its earnings call confirmed that its IPTV rollout remains on track for launch in late 2005 or early 2006. At Telecom 2005 show in Las Vegas yesterday, SBC stated its goal of reaching 18 million households by mid 2008 having completed the first set trials successfully earlier this month. We note SBC has selected Motorola and Scientific Atlanta as its set top box suppliers and SIGM has been designed into both these boxes, in our view.

      Sigma`s partnership with Microsoft is valuable, in our view. Given that Sigma Designs in the only chip supplier that successfully supports Microsoft`s IPTV platform, we believe the partnership with Microsoft could provide SIGM exposure to several other IPTV service providers beyond SBC Communications and British Telecom namely Telecom Italia, Swisscom, T-Online among others.

      We believe Bell Canada could follow closely on the heels of SBC in launching their IPTV services as well. In addition, we note SIGM is shipping to IPTV deployments by China Telecom, China Netcom, Korea Telecom, Softbank and Leo Palace in Japan among others and is working with LG Electronics, Samsung, Amino, Wegener and other STB manufacturers to address IPTV opportunities that are emerging in other countries as well as regional telcos in the US. These telco IPTV opportunities represent the biggest growth opportunity for SIGM, in our view.

      We believe IPTV is gaining momentum and these announcements are a reflection of the growing
      interest by telcos worldwide to launch video services. With its SMP8634 product, SIGM is the best positioned codec company in the IPTV space, in our view. We expect several of these announcements to come to fruition beginning in Q1:06 making 2006 a breakout year for SIGM. We believe several press announcements related to SIGM`s IPTV design wins could be imminent.

      We are reiterating our Buy rating on SIGM with a 12 month price target of $15.
      Avatar
      schrieb am 28.10.05 15:59:16
      Beitrag Nr. 509 ()
      SBC comments of interest:
      by: WINTER_CFA 10/27/05 03:18 pm
      Msg: 88244 of 88274

      "SBC CTO says IPTV is on track"

      http://www.networkworld.com/edge/news/2005/102605-sbc-iptv.h…

      "It`s not falling behind," says SBC CTO Chris Rice at this week`s Telecom `05 conference in Las Vegas. "What we`ve done is a controlled launch to allow us to get our processes in place to ensure that we can scale. This isn`t a Lightspeed technology or IPTV problem; this is all about, if we`re going to roll it out, roll it out on a very controlled basis initially to get all the processes in place…(and to) ensure that you`re not going to have problems with servicing at that scale."

      "IPTV technology from Microsoft and infrastructure equipment from Alcatel is "all working as expected," Rice says.

      Rice also took issue with recent assertions by analysts that the RBOCs will backpedal from IPTV due to the cost of trying to maintain video service parity with cable companies, among other factors.

      "Have any of them ever watched IPTV," Rice asked rhetorically. "Probably not." Rice asserts that IPTV is at parity with cable service today. But IPTV today also surpasses cable in that it can do, for example, picture-in-picture not only on TVs, but in PDAs, cell phones, laptops and other portable devices. Cable also has to eliminate content or use extra channel capacity to deliver similar functionality, Rice says.

      "I think (analysts are) missing the boat because they don`t know IPTV, they don`t know what the infrastructure looks like, they never experienced it to know how advanced it is today," he says. "I think they need to take a harder look instead of writing the analysis and actually experiencing it to know whether we are going to back away or not."

      Rice believes cable companies will ultimately adopt IPTV in order to stay competitive.
      Avatar
      schrieb am 28.10.05 16:00:58
      Beitrag Nr. 510 ()
      :D:D:D:D:D:D:D:D:D:D:D

      DMA
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/27/05 04:27 pm
      Msg: 88249 of 88274

      Analyst Anton Wahlman of Needham is out today with a new report on Netgear with many significant comments about DMA products. From the report:

      In our view, the most important basic metric for Netgear’s long-term success is its product success. We believe Netgear will have new initiatives in the consumer market in the next few months:
      A new DMA to replace the 115 model: This would use a Sigma Designs chip, probably the 8620 but possibly soon also the 8630 or even the 8634. D-Link has led this market early the game with innovative new models introduced at the latest CES. However, the DMA market itself hasn’t taken off, allegedly because a lack of attractive content. There are at least two reasons for a takeoff in this market in 2006: First, Intel will be pushing its Viiv DMA platform as if it were Centrino. Second, Apple seems to have unlocked the content model with its Disney/ABC deal for the iPod.
      ******************************************************

      So in summary there are going to be new DMA products coming out with Sigma inside, and there are good reasons to believe that the DMA market is set to take off in 2006. This gives Sigma another high growth market for 2006. IPTV sales are set to take off using the 8634, and next generation DVD products will also be taking off in 2006. Everything continues to point to 2006 being a break out year for SIGM.
      Byron
      Avatar
      schrieb am 28.10.05 16:02:17
      Beitrag Nr. 511 ()
      Avatar
      schrieb am 28.10.05 16:04:02
      Beitrag Nr. 512 ()
      überall sigm inside!!!!


      For Philips, the contract is the latest in a series of high-profile set-top box wins in recent weeks. In France, it signed a deal with CANAL+, which will see the two companies work together to develop a range of differentiated services and products; this will include HDTV set-top boxes that will decode HD programs from CANAL+. Philips plans to start delivering the “HD MediaSat+” in the first half of 2006 to support the HD CANAL+ LE BOUQUET launch, and the “HD MediaSat+ PVR” (a combination of set top box and PVR) starting in the middle of next year. It’s also teamed with UPC to form a strategic partnership to introduce HDTV first into the Netherlands and then in other European countries


      Re: PHILIPS + CANAL= MORE SIGMA
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/27/05 05:47 pm
      Msg: 88252 of 88274

      Great info. Looks like Philips will be all over Europe with Sigma inside.

      http://www.telecomweb.com/news/1130442527.htm
      Avatar
      schrieb am 28.10.05 16:05:06
      Beitrag Nr. 513 ()
      Avatar
      schrieb am 28.10.05 16:06:42
      Beitrag Nr. 514 ()
      Re: DMA
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/27/05 07:53 pm
      Msg: 88258 of 88275

      I went back and reviewed SIGM’s presentation at the Roth investment conference last month.

      Slide #12, “DMA Business”, listed existing customers D-Link, Sharp, Sony, Onkyo, Denon, Pinnacle, and IO Data and repeated its 2006 market forecast of 1 million units. Comments of interest: “SIGM has found itself clearly dominating this market with about a 90% share.”

      We’re now seeing Netgear, a company with annual sales approaching $500 million, making a big new push with new products into the DMA space, thereby helping to validate SIGM‘s 2006 market forecast of 1 million units. Assuming this market forecast turns out to be correct, DMA sales for SIGM in 2006 should be in the $20 million range.
      Byron
      Avatar
      schrieb am 28.10.05 16:10:24
      Beitrag Nr. 515 ()
      doctor bringt es auf den punkt...;):D

      Gut Feel
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 10/28/05 08:34 am
      Msg: 88267 of 88275

      I have this gut feel that momentum is building behind the scenes and that Sigma is going to play a much bigger part than any of us believe. IPTV plus DMA plus HDTV plus PMD could exceed $100 million next year. Day one of the ramp has always been elusive, but the year seems clear - it is 2006. What about 2007???

      I have this lov`n feeling.
      Avatar
      schrieb am 28.10.05 16:11:23
      Beitrag Nr. 516 ()
      Visibility continues to rise:
      by: WINTER_CFA 10/28/05 09:12 am
      Msg: 88269 of 88275

      On slide #14 of Microsoft`s Conference Call presentation last night, SIGM was specifically listed (along with Thomson, Motorola, and Scientific Atlanta) in an IPTV bullet point regarding recent announcements:

      http://www.shareholder.com/common/media/MSFTWC/20051027/1740…

      Some verbiage of interest from management`s canned call comments (made at 18:25 into the call):

      "We continue to see strong progress and momentum in our MSTV TV Business. We`ve hit several important milestones including the commercial launch in September of Verizon`s Fios TV service, the release of Version 1.0 of Microsoft`s TV IPTV edition software, and the availability of the first set-top boxes and system-on-chip silicon designs supporting Microsoft TV IPTV edition."

      Unfortunately, no one asked about IPTV in the call`s relatively limited Q&A segment.


      Sooner or later, the majority of the investment community WILL learn just how well SIGM is positioned in the IPTV space (not to mention the blue laser and DMA ones). It will be a sight to see.
      Avatar
      schrieb am 29.10.05 03:36:52
      Beitrag Nr. 517 ()
      IPTV Asia to be held in November

      Indiantelevision.com Team

      (28 October 2005 4:00 pm)


      MUMBAI: Asia`s IPTV forum will be held in Hong Kong from 28 November to 29 November. The forum will deal with issues such as the successful implementation of IPTV.




      Topics that will come up for discussion include security and digital rights management, IPTV technologies and risks on piracy and illegal duplication.

      Media reports have quoted Asia Forum organiser Ian Johnson as saying, "IPTV is the new frontier for telecoms convergence and with Asia`s high demand for latest technology solutions from users, the time is right for a forum to share experiences, and learn about the prospects, as well as the potential pitfalls."




      Some of the organisations that will figure in the event include HBO Asia, Fastweb, Chunghwa Telecom, NTT, Scientific Atlanta, Sony Pictures, ESPN, Bharti Tele-Ventures, MITV, City Telecom, Videonetworks, Microsoft TV and China Netcom.
      Avatar
      schrieb am 31.10.05 19:19:20
      Beitrag Nr. 518 ()
      Avatar
      schrieb am 31.10.05 19:22:06
      Beitrag Nr. 519 ()
      things to consider not covered here
      by: harold_flashman (M/yorkshire)
      Long-Term Sentiment: Strong Buy 10/28/05 11:32 pm
      Msg: 88311 of 88345

      After reading this board for about 2 years, I`m convinced that many here are industry players, or at least, wonderfully informed by the web. It`s been a long time since I posted on this board, so long that I`ve forgotten my old user ID, and Yahoo UK probably deleted my account now, but now that things are getting pretty hot, it`s about time, so I created a new account just for fun.

      Some things not covered here, though. Not to colour everybody`s perceptions, but here goes...

      1) IPTV etc. I beg to differ with WinterCFA to some extent. IPTV is a small volume play at this time. It will not help generate such significant. Sales cycle has gone on for 2 years, but will take another year or so for the deals to be closed.

      2) nobody here is anticipating the arrival of Apple`s set top box. Since the Apple Ipod Video-edition is on H264, and Broadcom has revealed their hand (can`t decode HD H264), there leaves Sigma as more or less the lone H264 full HD decode supplier.

      3) nobody here talks much about the wave of mobile video solutions. Here I`m not exclusively talking about Portable Video players like the Zen or the Ipod Video edition, but small little solutions like this:

      http://www.cooldrives.com/aidimi2usbdr.html

      The Aivx drives make an excellent mobile solution for cars, home ... implementation does not require a network infrastructure (as in networked DVD players, digital media appliances, etc) because they don`t need to stream. Anybody who`s used a USB flash drive before, can use it. This is a product correct for this time.

      Aivx isn`t the only player. I included it only because it`s in the top my the google search. There`re at least 20 brands on the market, and perhaps 10-20 manufacturers for it.

      Sigma chips (perhaps the EM8511) which have a long mature history of development (since the Kiss player days) are mature enough now to be robust enough for even automotive applications.

      4) Nobody`s looking hard enough at Sony`s response to Apple Itunes+Ipod Video. Didn`t you notice that Sony is a long time Sigma supporter?

      5) I didn`t see any mention of http://www.streamium.com/ and the Sigma products in its portfolio. Follows that nobody tried to anticipate the next logical product in this product range. Since this company is already Sigma centric, we need a discussion of this for completeness` sakes, I think.

      6) I think we should all use translation software to understand what`s happening in the Far East consumer markets. Yes, everybody knows the manufacturing`s in the far east, but the consumer markets there are booming too, and their requirements are not as what we have here in England and the States, and definitely different from our European neighbours. (yeah, I don`t believe that England`s in Europe)

      Cheerio!
      Avatar
      schrieb am 31.10.05 19:24:16
      Beitrag Nr. 520 ()
      Re: things to consider not covered here
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/29/05 10:59 am
      Msg: 88316 of 88345

      Harold,
      UBS put out a report last summer that discussed a broader Apple Computer move into the entertainment space. Specifically, they said that "...we believe Apple could discuss a media hub (& related online service) that acts as a storage unit for music, movies, photos and/or other types of home entertainment as early as calendar year-end `05". This appears to be something SIGM might well be involved with and people have asked SIGM if they are working on anything with Apple, but the response from SIGM has been that Apple does not like anyone saying anything about any unannounced Apple projects. I’d be interested in anything that you have heard about any Apple projects SIGM might be working on.

      Information is available about what SIGM and Sony are working on in the DMA space, such as the EM8620L-powered VGP-MR100. Also, Sigma has stated that they have a design win with a major movie studio which will be providing a proprietary movie download service, and Sony Pictures is a major studio who has mentioned an interest in offering a movie download service. Additionally, SIGM is believed to be working with Sony on their blu-ray DVD products. What have you heard about Sony`s response to Apple Itunes and Ipod Video and any SIGM involvement?

      My regards to everyone in Yorkshire and other non-European locations.
      Byron
      Avatar
      schrieb am 31.10.05 19:47:24
      Beitrag Nr. 521 ()
      Avatar
      schrieb am 31.10.05 19:48:07
      Beitrag Nr. 522 ()
      KiSS Technology launches a remote programming and recording feature for its hard disk recorder via and the cell phone and the Internet. The DP-558 hard disk recorder which offers the world’s first connected EPG (Electronic Program Guide) can now be programmed to record from the user’s cell phone or PC. At the same time KiSS expands launches a DP-558 with 200 GB hard drive.

      http://www.kiss-technology.com/?p=news99&v=users
      Avatar
      schrieb am 31.10.05 19:49:30
      Beitrag Nr. 523 ()
      KiSS Technology introduces IP-TV set-top box


      KiSS Technology is launching a new concept for receiving content over the Internet. The KiSS MediaMate is an elegant IP-TV set-top box which is compatible with Windows Media content. With the KiSS MediaMate TV-on-demand is a reality directly via an ordinary ADSL connection. The concept is already marketed via Denmark’s first broadband TV channel, TV-2 Sputnik, which enables viewers the freedom to select what they want to see and when.

      The compact MediaMate is based on the same chip technology from Sigma Designs as KiSS Technology’s other DVD-players and hard disk recorders. The box will be capable of receiving content such as film, images and TV directly via an ordinary ADSL connection in Windows Media format. The KiSS MediaMate works in both standard-definition and high-definition streaming. The MediaMate will also be certified to Microsoft’s PlaysForSure program. The MediaMate is also equipped with a WLAN 802.11g connection for cable-free access to the Internet or home pc.

      In Denmark TV-2 Sputnik has selected KiSS Technology as the provider of its new TV-box, which provides consumers with complete control of TV programs and movies on-demand via a simple remote control. The solution and the box will be demonstrated at CeBIT.

      “Besides TV-2 Sputnik we are currently in discussions with several telecom companies and Internet providers about the concept. There is a great deal of interest being expressed in this reasonably priced and very high-quality solution. At the same time we are also offering one of the best solutions on the market for protecting the copyright of the content being sent,” says Bo Lustrup , Marketing Manager, KiSS Technology A/S.

      As part of the MediaMate concept, KiSS plans to expand the range to also include a similar box with hard disk for downloading content or using progressive download for better viewing results. It will be possible to purchase these boxes as extras, and they will match the MediaMate in terms of both design and functionality.

      KiSS Technology expects the first commercial MediaMate projects will be available at the end of March 2005.
      Avatar
      schrieb am 31.10.05 19:54:03
      Beitrag Nr. 524 ()
      Avatar
      schrieb am 31.10.05 19:58:05
      Beitrag Nr. 525 ()
      by: WINTER_CFA 10/31/05 08:58 am
      Msg: 88336 of 88345

      "Apple may change how we see TV and movies"

      http://www.shreveporttimes.com/apps/pbcs.dll/article?AID=/20… 347/1064

      Excerpts:

      "Now think about what Apple is doing. It`s offering a handful of TV shows, short films and music videos for sale, buyable and viewable 24 hours a day. Imagine if every show were available this way, and then consider whether you would need a cable subscription, a TiVo or a DVD player in such a world."

      "Microsoft`s Media Center operating system will soon be able to transmit TV shows, music and photo slideshows to any XBox gaming console in the house."

      "SBC Communications is installing super-fast fiber networks capable of sending video to the home in addition to data and telephone service. Using a set-top box, subscribers would also be able to send their TV shows throughout the home."

      "Closer to home, Dallas Mavericks owner Mark Cuban and his business partner, Todd Wagner, are using their collection of media companies to experiment with releasing Hollywood movies in theaters, on DVD and on television at the same time."

      "There`s also no need to record and store TV shows if they`re constantly available for download. When consumers can download any show anytime they please for $2 a pop, only the most avid TV watchers will care about setting their recorders. "Appointment viewing" is out; "no-appointment-necessary viewing" is in."

      "But neither the video quality nor the selection is good enough for prime time on the iTunes service right now."

      "Several industry experts say they`re convinced that Apple`s new video service is just a trial run for something much bigger. One longtime computer industry analyst, Roger Kay of Endpoint Technologies Associates, said that by getting Disney and Pixar involved, Apple was showing other big media companies that it was OK to experiment. Their copyrights can be protected and they can make money with video downloads."


      BOTTOM LINE - The technologies needed for all this (i.e. advanced decoding, hi-def, networking, DRM) are right down SIGM`s wheelhouse.

      The comments about Cuban were also quite interesting. As a small holder of SIGM stock and with his plan above that could require SIGM technology, his limitless pockets could produce a windfall for SIGM at some point.

      Stay tuned.
      Avatar
      schrieb am 31.10.05 20:00:02
      Beitrag Nr. 526 ()
      Re: 51 DAYS WITHOUT NEWS
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/31/05 09:48 am
      Msg: 88338 of 88345

      Big trade show next week in San Diego. There will be some news released there.

      http://www.sigmadesigns.com/news/events.htm
      Avatar
      schrieb am 31.10.05 20:00:24
      Beitrag Nr. 527 ()
      Avatar
      schrieb am 31.10.05 20:02:31
      Beitrag Nr. 528 ()
      Avatar
      schrieb am 31.10.05 20:06:46
      Beitrag Nr. 529 ()
      Recommend this Post Ignore this User | Report Abuse
      Recommended reading:
      by: WINTER_CFA 10/31/05 02:05 pm
      Msg: 88346 of 88346

      This 4Q05 newsletter from a venture investment shop called Telesoft Partners has a very good discussion of IPTV under a banner called "From the Front Lines":

      http://www.telesoftvc.com/news_resources/newsletters/data/Ne…

      Many providers and equipment names are mentioned therein (it`s a veritable Who`s Who of SIGM customers/relationships) although the article does not get into the decoder chip players.
      Avatar
      schrieb am 31.10.05 22:26:10
      Beitrag Nr. 530 ()
      Silvio Perich
      by: wimbledonwimbledon
      Long-Term Sentiment: Strong Buy 10/31/05 03:40 pm
      Msg: 88351 of 88352

      Microsoft-now positioned to serve theoretically 26 percent of the world`s fixed-access phone subscribers with its own IPTV platform-has become a guiding light to chip vendors seeking access to the high-end IPTV market. Eleven operators around the world have signed up for Microsoft`s early adopter program. They include British Telecom, Swisscom, SBC, Verizon, T-Online in France, Telecom Italia, Bell Canada, Bell South and India`s Reliance Infocomm.

      Microsoft has spelled out what it expects of IPTV set-top silicon in terms of feature sets, integration level and mass-production deadlines. "Microsoft is predefining the whole user experience," said Silvio Perich, senior vice president at digital media processing vendor Sigma Designs Inc. (Milpitas, Calif.).

      http://www.commsdesign.com/news/insights/showArticle.jhtml?a…
      Avatar
      schrieb am 01.11.05 21:57:16
      Beitrag Nr. 531 ()
      FiOS news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/01/05 10:03 am
      Msg: 88367 of 88375

      Verizon Boosts Fiber-Optic Lines As It Embraces TV
      BY REINHARDT KRAUSE
      INVESTOR`S BUSINESS DAILY
      Web Posted 10/31/2005 - Print Edition 11/1/2005

      No. 1 phone service provider Verizon Communications (VZ) plans to double the number of homes and offices reached by its speedy fiber-optic service next year as it bids to become a big TV services provider.

      Verizon`s fiber network, called FiOS, will reach 3 million homes by year-end, the company says, and 6 million by the end of next year.

      For now, the local Bell is selling high-speed Internet services via the fiber network to 1.2 million homes. And it`s selling TV services, but only in the small market of Keller, Texas.

      Verizon needs FiOS to compete with cable TV companies as the two fields start to offer similar products. Cable firms are ramping up their phone services, especially in Verizon`s Northeast core market.

      It`s much less expensive for cable operators to offer phone services than for phone companies to sell TV. Verizon had to build a new network, but the cable firms can add VoIP phone service to their existing networks. Also, the cable guys own some content but the telecoms have to buy all their programming.

      As a result, investors and some analysts are worried about Verizon`s fiber rollout costs and its return on investment. Others say Verizon has little choice but to forge ahead. And certainly the company is showing no signs of doing anything else.

      "We can make money at FiOS-TV and win a substantial share of the market over time," said Robert Ingalls, president of the firm`s Verizon Retail Markets unit. "With FiOS Internet, we offer superior broadband speed.

      "There are plenty of things that are going to drive broadband speeds — movie on demand, interactive games, media sharing, videoconferencing. Along with our voice network, that`s a pretty good offer in the market."

      Costly Project

      The buildout costs Verizon billions of dollars a year. That outlay has been a drag on Verizon`s financial results and its stock, which is down 25% this year.

      Verizon must make the FiOS investment or risk losing the highest-spending consumers to cable rivals, says Andy Belt, an analyst at consulting firm Adventis.

      "They can`t afford not to be leaders in this space," he said. The telecom-cable battle "will come down to who can deliver the most innovative services over their broadband pipes."

      FiOS provides faster Internet access than does cable or phone company DSL broadband. Analysts say Verizon is signing up a good share of Internet customers where FiOS is available.

      Verizon says some 30% of Keller`s 11,500 homes have signed up for FiOS-based Internet service.

      As for video, UBS analyst John Hodulik expects Verizon will offer TV in five more small markets by year`s end. He forecasts it will have 345,000 TV customers at the end of 2006.

      Verizon says FiOS-based TV will be available to 3 million homes by mid-2006, but it still needs regulatory approval to sell TV services in many markets.

      It expects to sign up 20% of homes for TV service within five years after entering a market.

      The company is offering a programming lineup similar to cable, but at a lower price. In Keller, Verizon offers a 180-channel service for $44 a month, plus taxes.

      In the long run, Verizon expects FiOS will reach 60% of its 30 million U.S. household customers.

      At its current spending pace, Verizon`s FiOS network would reach 18 million homes by 2010, says David Barden, an analyst at Banc of America Securities.

      SBC Communications (SBC) plans to offer TV to about the same number of homes via an upgraded network.
      ******************************************************

      FiOS will be delivered via a set top box with Sigma inside. 345,000 Verizon TV customers by the end of 2006 means roughly $10 million in 2006 revenues for SIGM from Verizon.
      Byron
      Avatar
      schrieb am 01.11.05 22:03:26
      Beitrag Nr. 532 ()
      Another take on BT`s IPTV effort:
      by: WINTER_CFA 11/01/05 11:47 am
      Msg: 88371 of 88377

      "Telephone line TV will give viewers favourites on demand"

      http://www.telegraph.co.uk/connected/main.jhtml?xml=/connect… ne01.xml&sSheet=/connected/2005/11/01/ixconn.html

      "Users of BT’s video on demand service, due to start next summer, will be able to choose from a library of thousands of films and TV shows."

      "They will also be able to replay instantly programmes from the previous week’s digital television schedules including EastEnders, Coronation Street and Desperate Housewives."

      "However, the new – as yet unnamed – package will be the first to be nationally available without subscription."

      ""No longer will customers be reliant on TV schedules. From next year, they will be able to watch what they like when they like.”

      Industry analysts believe that 2006 could be the year that television over broadband takes off in Britain and begins to threaten the dominance of cable, satellite and Freeview – the digital television available via a rooftop aerial.

      Initially the new service will only be offered to BT Broadband customers who will need to buy a set top box, manufactured by Philips.

      The box connects to their television, telephone line and a roof top aerial. Microsoft will provide the software for the boxes.

      Using a standard 2MB broadband telephone connection, owners of the boxes will be able to choose from a library of old films, television shows and music.

      Each programme is likely to cost between £1 and £3 to watch and can be paused, rewound or fast forwarded like a conventional video or DVD.

      BT will also offer a selection of programmes from the previous week’s broadcast schedules. They are likely to include shows from all the major digital and non-digital channels such as BBC1, ITV1 and Sky 1."

      "So the set top box will contain a Freeview digital television receiver, giving owners access to 30 terrestrial digital channels.

      The box also comes with a built-in personal video recorder capable of storing up to 80 hours of programmes on its internal disc drive.

      The set top box, which will start trials in the spring, will also be able to handle the new high definition television signals due to start in the next few years.

      BT claims it will be simple to use and will appeal to people who have been reluctant to upgrade to digital. It will allow viewers to take part in on-screen video conferences with friends while watching football matches, or to text each other during soap operas."
      Avatar
      schrieb am 02.11.05 05:50:12
      Beitrag Nr. 533 ()
      Survey: IPTV to boom


      Mia Gralla
      (11/01/2005 8:43 AM EST)
      URL: http://www.eetimes.com/showArticle.jhtml?articleID=173400626

      IPTV will become the next global growth industry, with a potential market of 200 billion RMB (Chinese currency), according to a study by Analysis International. The China IPTV market, in particular, will skyrocket, reaching 16.7 billion RMB in revenue and nearly 17 million users by 2009, the group adds.
      The early stages of market cultivation may pose some threats and risks, the group says. Uncertain regulations, insufficient hardware platforms, an immature value chain and unclear business models are the main concerns right now.

      The potential for profit has attracted many companies despite the risks. According to the study, there will be 1.1 million IPTV users in China by the end of 2005. That number grow quickly until it slows down by the end of 2009. By that point, there will already be 16.7 million users.
      Avatar
      schrieb am 02.11.05 17:01:26
      Beitrag Nr. 534 ()
      Wollte nur mal kurz einwerfen, dass es gestern ein MACD Kaufsignal gab, sowie den Ausbruch aus den Abwärtstrend! Bin gespannt wie es weitergeht! ;)
      Avatar
      schrieb am 02.11.05 23:13:52
      Beitrag Nr. 535 ()
      Avatar
      schrieb am 03.11.05 12:39:42
      Beitrag Nr. 536 ()
      [posting]18.545.346 von Stochastic am 02.11.05 17:01:26[/posting]Scheint so als ob die Instis auch nach der Charttechnik gehen/kaufen:

      Total Shares Held:

      01.11.: 6,434,861
      02.11.: 6,643,721

      Und gestern wurden gerade mal 361k Shares umgesetzt! ;)
      Avatar
      schrieb am 03.11.05 13:27:30
      Beitrag Nr. 537 ()
      na...:cool: was sagt den die charttechnik erst....wenn wir das ath durchbrochen haben?;)

      http://www.digitalbroadcasting.com/content/news/article.asp?…

      Current Headlines
      Return to News & Community Home

      High-Definition Multimedia Interface Digital IP Receiver And Transmitter Core Unveiled
      11/1/2005

      Sunnyvale, CA - Silicon Image, Inc. extended its industry leadership when it unveiled the first High-Definition Multimedia Interface (HDMI) digital IP (intellectual property) receiver and transmitter core with a companion physical layer (PHY) chip.

      The new Silicon Image offerings extend the most comprehensive set of HDMI solutions available on the market, giving IC designers and OEMs flexibility to select the HDMI and PHY components that best suit their time-to-market, packaging, cost, integration and other design needs. Silicon Image is the leader in HDMI technology, with comprehensive solutions ranging from HDMI Tx and Rx (transmitter and receiver) standalone chips, to integrated HDMI digital and PHY IP, to HDMI Tx and Rx digital IP plus a companion PHY chip.

      HDMI has quickly become the de facto interface standard for high-definition consumer electronics products such as HDTV, DVD, set-top boxes and A/V receivers. Chip designers for these consumer electronics products seek HDMI integration options as they begin to integrate HDMI into their designs. Silicon Image aids this process by offering the broadest portfolio of HDMI solutions on the market.

      Silicon Image`s HDMI Tx and Rx Digital Logic, announced today, is a soft RTL (register transfer logic) core that is independent of foundry and process geometries, which SoC designers can integrate with their own logic and interface circuitry to connect to the external HDMI PHY. The HDMI digital logic core offers customers an affordable yet integrated HDMI solution that they can quickly take to their foundry partner to manufacture.

      The company`s Sil9002 HDMI Tx PHY, also announced today, is an affordable PHY transmitter chip designed as a companion to Silicon Image`s HDMI Tx digital IP. Fully compliant with HDMI 1.1 and HDMI 1.2, the Sil9002 is designed to be integrated into a customer`s system-on-a-chip (SoC) designs. Silicon Image is also developing a companion PHY receiver chip, the Sil9003, with availability in the second quarter of 2006; pricing and packaging details for the Sil9003 will be announced at that time.

      "Producing a standalone HDMI PHY with associated digital core IP enables our customers to choose the level of HDMI integration in their chip designs," said Eric Almgren, vice president of Intellectual Property Licensing at Silicon Image. "We will continue to expand our portfolio of HDMI technology -- ranging from chips to IP -- to enable our customers to build solutions that meet their functionality, time-to-market and cost requirements."

      These new offerings will enable customers to more quickly integrate HDMI IP, remain process independent, and keep high-speed analog circuitry out of their system-on-a-chip designs, while helping to reduce the bill-of-material (BOM) costs for OEMs.

      Renesas Technology Corp., one of Japan`s leading consumer electronics chip manufacturers, has licensed Silicon Image`s HDMI Tx and Rx IP. Because Silicon Image has HDMI compliance-verified, silicon-proven IP in tens of millions of devices shipped, companies like Renesas are attracted to the low-risk of integrating Silicon Image`s IP. "Renesas Technology is developing a family of integrated chips that require the HDMI interface," said Kazutami Arimoto, deputy general manager of Renesas`s System Core Technology Division in Japan. "We licensed Silicon Image`s HDMI IP because their solution is silicon-proven."

      Sigma Designs Inc. has licensed Silicon Image`s HDMI digital transmitter IP. "Our key customers helped drive the integration of HDMI to reduce the bill of materials and achieve an airtight security system with HDCP encryption directly on the chip," said Ken Lowe, VP of strategic marketing Sigma Designs, Inc. "Naturally we chose to work with Silicon Image, as they`ve established the de facto standard for HDMI implementation and a clean, fast route to silicon."

      SOURCE: Silicon Image, Inc.
      Avatar
      schrieb am 03.11.05 13:46:42
      Beitrag Nr. 538 ()
      hu...also...der liebe doctor of value...aus dem yahoo-sigm threat...hat da glaube ich die richtige antwort...

      sollte man ernst nehmen...meiner meinung nach!

      Advice - don`t sell
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/02/05 10:20 pm
      Msg: 88458 of 88463

      I don`t have enough confirmation to post exactly what I have heard, but those of you who may have the slightest bit of trust in my posts, I will say DO NOT SELL ANY STOCK. Sigma should be making a significant announcement soon which should move the stock as much as 30%. Those who feel that management manipulates the stock with self serving timing would expect the announcement at CC time so that Tran can get his 40,000 off at a much higher price. Those who continue to believe that management is dedicated to letting all investors know the same information at the same time would believe that an announcement is close at hand.

      The key to knowing more than the other guy is knowing people who have contacts with Sigma customers. I have posted about my contact with Cavalier Telecom. This recent information (which is not confirmed enough) is NOT from that source. I will say that if you are a big dude, you can butt in front of the line.

      A short squeeze is highly likely the day Sigma admits that the SMP8634 is shipping. While I think MSU is an asshole, I am nice enough to tell him to stay out of a short position through the next CC. Sigma is NO LONGER a trading stock. NO ONE should sell at this time.
      Avatar
      schrieb am 03.11.05 16:19:17
      Beitrag Nr. 539 ()
      Institutional buying
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/03/05 10:17 am
      Msg: 88468 of 88468

      The due date for Q3 filings from institutional money managers is the 15th. Early filings continue to trickle in. A small money manager that I`ve never heard of, STG Capital Management, had a very small position in SIGM at the start of Q3, then took a much larger position during the quarter.

      http://www.nasdaq.com/asp/Holdings.asp?FormType=institutiona… ed=SIGM

      Of the $92 million STG had under management at the end of Q3, they had $2.4 million in SIGM, and it was one of their 15 largest positions. Obviously this firm likes what they see at SIGM.

      As more and more institutional investors move into SIGM and take larger and larger positions, the stock will continue its process of moving from a microcap to a small cap, and then eventually to a mid cap.
      Byron
      Avatar
      schrieb am 04.11.05 05:18:59
      Beitrag Nr. 540 ()
      Top SBC Exec to Deliver a Technology Update on Project Lightspeed at Heavy Reading`s Links 2005 Executive Summit on Nov. 10

      Ralph Ballart, VP of Broadband at SBC Labs, Will Detail SBC`s Latest Technology Plan to Roll Out Fiber-Based Triple-Play Services to 18 Million Customers

      http://biz.yahoo.com/prnews/051103/clth507.html?.v=16
      Avatar
      schrieb am 04.11.05 05:20:38
      Beitrag Nr. 541 ()
      Of interest:
      by: WINTER_CFA 11/03/05 10:58 am
      Msg: 88471 of 88495

      "Toshiba`s risky push on HD DVD"

      http://news.com.com/Toshibas+risky+push+on+HD+DVD/2100-1041_…

      "TOKYO--In the high-stakes battle with Sony over whose format will power the next generation of DVD players, Toshiba has adopted a potentially perilous strategy: encouraging low-cost Chinese competitors to crank out machines using its standard, known as HD DVD."

      "To thwart Sony, Toshiba has reached a bargain with Chinese manufacturers. By making its technology available to them, Toshiba hopes to get cheaper HD DVD players in the stores months ahead of Sony, Panasonic and other Blu-ray companies...Toshiba, industry analysts say, also knows that DVDs became a mass market item in the United States after low-priced models arrived from China and filled big-box retailers like Wal-Mart."

      "In September, two of China`s largest made-to-order DVD makers, Amoi and JiangKui, said they would start using Toshiba`s HD DVD format to produce high-definition disc players for other companies as early as next year."


      Any development that moves blue laser players into high volume should be a distinct positive for SIGM, IMO.
      Avatar
      schrieb am 04.11.05 05:22:12
      Beitrag Nr. 542 ()
      SBC and Verizon, the 10,000-pound IPTV gorillas, aren`t buying into the anti-Hollywood hype. Both have hired top programming executives to run their operations. Dan York, SBC`s executive vice president for programming, used to handle In Demand Network`s relationships with Hollywood heavyweights like HBO and Showtime; he previously spent 13 years at HBO. Terry Denson, leading Verizon`s FIOS effort, was a vice president for programming at Insight Communications, where he handled relationships with loads of premium cable channels like Starz, HBO, and Cinemax. He was also previously in affiliate sales at MTV.

      Both men have assembled a programming team heavy with former Hollywood executives, and they are busily negotiating rights for cable offerings like HBO, Disney Channel, ESPN, TBS, and Fox News.

      The National Rural Telecommunication Cooperative, which represents rural telephone operators, is also negotiating on behalf of its members for rights to the most popular cable channels.

      Yes, they`re paying top dollar. Yes, they`re dealing with onerous digital rights agreements. But anybody getting ready to invest big bucks in an IPTV network had better reserve some big bucks for Hollywood, too. Otherwise, they may soon be watching FIOS TV while they wait for their next job offer.
      Avatar
      schrieb am 04.11.05 05:25:00
      Beitrag Nr. 543 ()
      Re: Expanded Chinese IPTV rollout
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/03/05 03:17 pm
      Msg: 88485 of 88495

      The Roth analyst covering SIGM came out with a report October 14th. Excerpts:

      China Telecom and China Netcom close to completing IPTV trials.
      In our visit to China last week, we were able to confirm the status of IPTV trials at China Telecom and China Netcom, the two major telcos in China. China Telecom in cooperation with Shanghai Media Group is in the process of completing its trials in 5 provinces and 17 cities in South China. Upon completion later this month, we believe the Company could begin launch of its services beginning in Q1:06. China Netcom is currently testing IPTV services in 10 cities in North China with expected completion at the end of Nov 2005. With ~600 million phone subscribers and ~30 million broadband subscribers, China Telecom and China Netcom expects to attract at least 10% of its broadband subscribers in 2006 to its IPTV services. We note UT Starcom using a SIGM chipset signed an agreement with both China Telecom and China Netcom earlier this year to provide the network infrastructure and set top boxes.
      Avatar
      schrieb am 04.11.05 05:25:59
      Beitrag Nr. 544 ()
      Re: Expanded Chinese IPTV rollout
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/03/05 03:44 pm
      Msg: 88487 of 88495

      No, you are not missing anything. IPTV is in the process of rolling out in China and this will be a huge moneymaker for SIGM. SBC and Verizon are in the process of rolling out IPTV here, initially using SD hardware. Now that the Sigma 8634 HD chip is available, SBC and Verizon will be switching over to set top boxes from SFA and MOT that have the 8634 inside. BT and others in Europe are in the process of rolling out IPTV using a Philips set top box with the 8634 inside. So IPTV is going to be big, big, big for SIGM, and the advice in post 88458 is correct. Anyone selling this stock at this point is nuts.
      Byron
      Avatar
      schrieb am 04.11.05 05:27:02
      Beitrag Nr. 545 ()
      Bill & I would like to invite you
      by: wimbledonwimbledon 11/03/05 04:19 pm
      Msg: 88488 of 88495

      Microsoft`s Bill Gates to Receive Industry Award at CEA`s Digital Patriots Dinner; 2006 Entertainment Technology Summit Also to Feature ``New Content, Delivery and Devices`` Conference, Plus 11th Annual HDTV Summit

      CEA Entertainment Technology Summit

      ARLINGTON, Va.--(BUSINESS WIRE)--Nov. 3, 2005--The Consumer Electronics Association (CEA) today announced that Microsoft Corp. Chairman and Chief Software Architect Bill Gates will be presented the Industry Digital Patriot Award for his lifelong commitment to technological innovation and the digital transition. Gates will be receiving the award in person at CEA`s second annual Digital Patriots Dinner on March 15, 2006 in Washington, DC.


      "We are honored to recognize Bill Gates for his persistent vision, outstanding achievements and industry contributions," said CEA President and CEO Gary Shapiro. "CEA created the Digital Patriots awards last year in order to recognize and celebrate industry and government leaders who fight for the freedom to innovate and change the world through digital technology. Perhaps no industry leader exemplifies these principles better than Gates and we are overjoyed he has agreed to receive this award in person."

      The Digital Patriots Dinner is part of CEA`s Entertainment Technology Summit, which will be held March 14-17, 2006, at the Ronald Reagan Building and International Trade Center. The event will include conference programming beginning with the HDTV Summit: Pipelines, Spectrum and the American Consumer on Wednesday, March 15. This will be the 11th annual conference of its type and will delve into policy, technology and consumer issues related to the end of analog broadcasting. The HDTV Summit also will feature the 2005 Academy of Digital Television Pioneers (DTV Academy) Awards luncheon where industry and government leaders will be recognized by their peers for their contributions to the analog to digital television transition. The DTV Academy Awards honor excellence in all aspects of digital television content development, content delivery and DTV transition leadership.

      On Thursday, March 16, CEA`s Entertainment Technology Summit will feature a new day-long conference titled New Content, Delivery and Devices on Thursday, March 16. The remainder of the Entertainment Technology Summit will focus on CEA membership division meetings and networking opportunities. Registration details and additional programming information will be available online at www.CE.org/events as the event approaches.
      Avatar
      schrieb am 04.11.05 05:28:56
      Beitrag Nr. 546 ()
      [November 03, 2005]

      FCC to Act on IPTV Local Franchising Delays

      By ROBERT LIU
      TMCnet Wireless and Technology Columnist

      In the midst of a blockbuster week for Internet Protocol (IP)-based video services, the Federal Communications Commission on Thursday announced steps to ensure that state and local authorities don’t hamper the rollout of IPTV service by companies like the regional Bell operating company (RBOC), which haven’t yet secured all the necessary local franchise agreements as required by cable operators.


      “We are hearing from some providers that local authorities may be making the process of getting franchises unreasonably difficult. New video entrants, regardless of the technology they employ, should be encouraged – not impeded from entry,” explained FCC Chairman Kevin Martin.

      The FCC’s Notice of Proposed Rulemaking is a symbolic win for companies like SBC Communications, which have been lobbying to reform the local franchising system that cable operators must abide by. In response to today`s actions, SBC officials echoed the sentiments of the commissioners.

      “Consumers deserve more choices, competitive prices and new, innovative services, and we applaud the FCC for looking into alternative ways to make that happen. The cable TV franchising process today is exploited by the dominant cable companies to deter competitive entry and delay the day consumers see competitive choice for their TV and entertainment services,” James C. Smith, senior vice president, at SBC.
      Ironically, the FCC’s actions come on the same day that SBC provided its own update on the rollout of its IPTV/video-on-demand (VOD) service called Project Lightspeed.

      Addressing a group of industry analysts hosted by IBM in New York today, SBC Services Chief Information Officer Andy Geisse confirmed the company will embark on the next phase trials for its delayed IPTV service with a limited customer rollout around the end of 2005 or early 2006 in neighborhoods in San Antonio, Texas. Up to now, SBC has only been testing the service in the homes of about 40 employees

      “IP is the next big thing. We`re going to change the face of television with an IP-based platform that enables integration, personalization and a high-quality entertainment experience,” Geisse is quoted as saying.

      The news comes only a day after Sprint’s milestone announcement with some of the largest cable operators in the U.S. to offer consumer converged applications. Sprint and cable executives on Wednesday promised their so-called “Quadruple Play” services (video, voice, data and wireless) would hit the market in 6 to 9 months – around the same time that SBC is expecting to scale up the offerings.

      Meanwhile, DIRECTV also announced on Thursday that it has struck an agreement with Level 3 to upgrade and augment the backbone to support and aggregate HDTV signals from local markets for rebroadcast to DIRECTV customers.

      SBC said it expect to reach approximately 18 million households by the first half of 2008 as part of initial deployment, using fiber-to-the-node (FTTN) and fiber-to-the-premises technologies. SBC is using the Microsoft TV Internet Protocol Television (IPTV) Edition software platform and working with Alcatel to provide access, routing, and aggregation infrastructure equipment and video system integration services. Other partners include Scientific-Atlanta (IP video network equipment), Amdocs (billing, ordering and payment systems), Scientific-Atlanta and Motorola (set-top boxes), and IBM.

      Separately, the FCC also mandated that digitally transmitted video or radio services must include access emergency alert and warning information by the end of next year.

      ----

      Robert Liu is Executive Editor at TMCnet. Previously, he was Executive Editor at Jupitermedia and has also written for CNN, A&E, Dow Jones and Bloomberg. For more articles, please visit Robert Liu`s columnist page.
      Avatar
      schrieb am 04.11.05 11:00:32
      Beitrag Nr. 547 ()
      @amorphis
      die letzten postings sehen doch wirklich gut aus.
      Warten wir mal die Zahlen ab und dann sollte es doch endgültig aufwärts gehen.
      Verstehe nur nicht, warum diese Aktie in D kaum Handel verzeichnet.
      Avatar
      schrieb am 04.11.05 11:42:56
      Beitrag Nr. 548 ()
      Re: I wrote Ken Lowe
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/03/05 11:32 pm
      Msg: 88496 of 88499

      I agree that Ken Lowe`s reply to my e-mail was benign. Since I received that message, I have had contact with sources that tell me the SMP8634 has already begun to ship. The way I interpret the information (be clear this is an interpretation) is that backlogs are so high that Sigma has been forced to decide which customers will get the available supply. Sigma has had to decide which customers will "take them to the dance". Amino, while a great account, is not a Motorola or a Scientific Atlanta. Amino wants to get supplied, but they are being allocated what is left over from the tier one accounts.

      In the past, posters have responded to my questions about capacity ramps. The foundry was sighted as having capacity to supply sufficient quantities as needed. I hear this is not the case today. They (Tiawan something) can not keep up with demand. BUT, there is a ramp curve, and I interpret the current situation as temporary.

      If Sigma decides not to keep investors as informed as those who have discovered information from the customer side of things, Sigma`s management is continuing to make the same credibility mistakes as have plagued them in the past. To be certain, I am stating this as if my information sources are totally correct - I am not convinced that this is the case. But, the stock is acting as if it is correct. Somebody knows something. I am not telling anyone to buy, but I am saying that you should not sell. If you can, I would suggest transferring your long shares into your cash account (out of your margin account) to force shorts to cough up the shares. The squeeze is something I have been waiting to witness.
      Avatar
      schrieb am 04.11.05 11:43:34
      Beitrag Nr. 549 ()
      Re: I wrote Ken Lowe
      by: harold_flashman (M/yorkshire)
      Long-Term Sentiment: Strong Buy 11/04/05 02:52 am
      Msg: 88497 of 88499

      Doctor of Value,

      I cannot comment on your other statements. But your statement that Amino is not a Scientific Atlanta,.... , I would say this....

      Sigma`s chips are fast becoming `the` consumer electronics chip of choice for Feature-Packed Consumer Electronics Devices which employ video.

      Fact of the matter is, most of the world`s manufacturing and design-ins is today driven by Asia, not old blighty, not Europe and not the good old USA anymore. Japan has still some interesting design capability, but they design for their own market, and these designs are far too expensive for anybody else in the world to buy. Koreans have design capability, but their impact on innovation is too small from the perspective of consumer electronics - and more influential in terms of LCD displays, washing machines, refrigeration technologies, chip fabrication, etc.

      In the past, if HP needed to make a PDA, they designed it and made it in the USA. Then, 5 years ago, they designed it and asked Taiwan to manufacture it. TODAY, HP designs it, goes to a Taiwanese manufacturer, and the manufacturer (paraphrased) sort of says: `Hey, I`ve got all these designs already, it`s too much trouble to make a new design for you, take one of my designs instead.` and HP accepts that because it`s quick to market, well tested and damn, it`s a whole sight cheaper. (damn, I`m beginning to write like a yank after reading too many yank forums)

      Any Taiwanese manufacturer or Chinese manufacturer today, have heard of Sigma, or already have Sigma chips in their design portfolio already, or are already shipping Sigma`s products. This is important - while the Yanks or others* concentrate on the software part of it - the hardware is ready and tested. So, the bottom line is this: Though Scientific Atlanta is a plum, hordes (maybe 30-50) manufacturers with their sales forces knocking on every yank brand`s door to sell their Sigma devices, are more important than a single account like SA. Because it is these 30-50 manufacturers who decide on which chip to use in the future. In my opinion, SA is not a plum. Apple is. And they have to approach Apple more aggressively (if they have not already)

      And the longer we go on like this, the higher the barriers to entry for other chip manufacturers. And the better chance Sigma has to survive.

      And here I agree with Wimbledon - top management must realise what I say is true. At this time, they do not seem to.
      Avatar
      schrieb am 04.11.05 13:16:36
      Beitrag Nr. 550 ()
      [posting]18.571.214 von hahel am 04.11.05 11:00:32[/posting]ja definitiv!man sollte sich als anleger einfach mal vor augen halten...in welchen projekten sigma design schon jetzt zu 100% vertreten ist...hinzu kommt das mircrosoft so große stücke auf sigm setzt...es wird schon was heißen, dass sigma design die einzige firma ist...die derzeit den anforderungen von msft gerecht wird!msft hat die power und das nötige kleingeld sich im iptv-markt einen großen anteil des marktes zu sichern!die können standards setzen...

      mich wundert das nicht, das sigma design hierzulande kaum umsätze verzeichnet!das handelsvolumen ist selbst an der nasdaq teilweise relativ dünn (für nasdaq verhältnisse!;) )das ganze dürfte sich ändern...wenn auch hierzulande iptv in aller munde ist...projekte sind ja geplant-und überhaupt soll in europa ein großer teil des marktes entstehen!

      ich gehe schon bei den kommenden zahlen von den ersten sichtbaren erfolgen aus...zudem dürfte der ausblick bekräftigt werden...und weitere details sollten genannt werden!ich kann mir durchaus vorstellen...das wir noch in diesem monat richtung 15$ laufen...die richtigen partner mit msft und cisco/linksys hat man...entweder wird sigma in den kommenden jahren selbst "groß" durchs internet...;) oder...sie werden geschluckt...mit einer dicken prämie!(würde das 1. bevorzugen!)...

      gefahren sehe ich eigtl keine mehr...für mich steht zu 100% fest...das der umsatz-/ergebnissprung im kommenden jahr zu 100% kommen wird...sobald die börse das erkennt...:D

      greez
      Avatar
      schrieb am 04.11.05 15:23:21
      Beitrag Nr. 551 ()
      @ amorphis
      Danke für die schnelle Antwort.
      Stimme dir voll und ganz zu.
      Ich vertraue auch auf positive Quartalszahlen und einen weiteren positiven Ausblick.
      Und wenn SIGM in den nächsten Jahren aus eigener Kraft ein "großer" wird habe ich dann einiges für meine Altersvorsorge getan.
      Avatar
      schrieb am 04.11.05 15:57:18
      Beitrag Nr. 552 ()
      Avatar
      schrieb am 04.11.05 16:04:39
      Beitrag Nr. 553 ()
      und noch einer...;)

      http://www.tmcnet.com/usubmit/2005/nov/1201116.htm

      by the way...ich hoffe es ist JEDEM klar...das 2006 bald ist...;) dann startet pro.lightspeed...und sigm...ist def. dabei!ach ja...noch ein kaufargument....iptv ist lediglich ein bereich von vieren...in denen sigm zukünftig stark wachsen wird!
      Avatar
      schrieb am 04.11.05 16:50:03
      Beitrag Nr. 554 ()
      mVision news from UTSI
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/04/05 10:45 am
      Msg: 88503 of 88504

      UTSI reported their earnings yesterday. Included in UTSI`s revenue guidance for the fourth quarter is approximately $40 million in revenue related to the Softbank BB mVision IPTV product deployment. SIGM is partnering with UTSI on mVision, so this is obviously positive for SIGM.

      http://www.sigmadesigns.com/news/press_releases/050523.htm
      Avatar
      schrieb am 04.11.05 16:50:40
      Beitrag Nr. 555 ()
      Re: article on project lightspeed
      by: WINTER_CFA 11/04/05 10:47 am
      Msg: 88504 of 88505

      Here is SBC`s PR on the subject, which I don`t believe was posted here yet:

      http://biz.yahoo.com/bw/051103/35784.html?.v=1
      Avatar
      schrieb am 04.11.05 18:15:48
      Beitrag Nr. 556 ()
      Lots going on
      by: WINTER_CFA 11/04/05 11:08 am
      Msg: 88509 of 88518

      Comments from UTStarcom`s conference call yesterday:

      "The company will continue to aggressively lead the IPTV market:

      a. The company believes this technology has a strong growth potential and it is starting to see the initial adoption by major carriers worldwide.

      b. It has been one of the pioneers in the market and it is currently one of the very few providers that has a complete entry in IPTV solution in the large-scale commercial service globally.

      c. The company enjoyed the initial success in China, Japan, North America, Latin America, and India and sees additional opportunity in Europe."

      "During 3Q05, the company launched its first commercial IPTV network in Japan with the Yahoo BB...they currently have approx. 30,000 active subscribers on the networks.

      In 4Q05, the company expects to launch commercial IPTV services with DSSI, a competitive local exchange carrier in Florida and at least one commercial network in China."

      From the Q&A:

      "IPTV overall in China, we have significant number of trial sites. We actually have probably about close to 40 test sites. But we have actually very actively working closely with the heart being in the north and we also actively working with Shanghai and also with the trendjo as as well as the Fujo and we are in the very final discussion with the Serjian province. And predominantly with China Telecoms and also we will be actively engaged with China Netcoms as we speak. I think this is in the very, very early stage. I know most of operators there are going to focus on quite a bit of their future expansion and IPTV, it seems to be one of their focus points. Now, nevertheless, that we have been doing the trial, in Harbin, we have been seeing fairly strong and it takes some time to really make the system mature. And we believe we are one of the most mature system-wise and commercially ready and we are already deployed in Japan. So, it is also commercially ready in China. I would say the system is going to be still lumpy. And so we were hoping it`s going to be a very, very significant revenue base for us in 2007 on. But 2006 is going to be a lot of introduction and a lot of groundwork and a lot of smaller installation bases to start, to begin with."

      "The trial site that we have, largest one is in Harbin. We already have more like close to 50,000 subscriber trial. And so that`s a very significant trial site. And we believe capacity`s over 10 million. So I think each city, it would be easily giving you close to I would say, anywhere between 5 to $10 million range. If they start taking off obviously, we`ll go more. And in Japan, we have a much bigger contract. It`s a much bigger scale. So one single order wise, Japan is much bigger. But opportunity-wise, China is by far much bigger than in Japan just simply because of the sheer number of users out there with the broadband capabilities."



      ***********************************************************




      "TI Plans Converged Services"

      http://www.lightreading.com/document.asp?doc_id=83472&WT.svl…

      "The Telecom Italia Group is also moving ahead with its third significant challenge: content distribution over fixed terminals (TVs and computers) and mobile terminals. By the end of December, IPTV (Internet Protocol Television) will bring a vast range of innovative services to home TV sets. Customers TVs equipped with an infrared keyboard, an ADSL connection and a special Set-Top Box offer access to a vast range of high-definition content (films, news, sport, music, reality shows and live events), as well as allowing customers to surf the internet and send/receive e-mail. Trials of IPTV are now almost complete and the service is scheduled for rollout in 21 Italian cities by the end of the year."


      Telecom Italia is an early adopter of MSTV and SIGM`s encoder partner Tandberg has been involved with the trials there.


      ***********************************************************


      Lots going on
      by: WINTER_CFA 11/04/05 11:20 am
      Msg: 88513 of 88518

      Here is a great interview with yet another SIGM partner, Streaming21:

      "INSIGHT: China`s IPTV market is the "next step," says Streaming21 CEO"

      http://www.interfax.cn/showfeature.asp?aid=7140&slug=IPTV

      "Streaming21 provides broadcast and media-on-demand software solutions used to deliver broadcast-quality video and audio over IP networks. The company is already working with Shanghai Media Group (SMG), the only IPTV license holder in China, on the Shanghai-based broadcasters IPTV field trials."

      "In terms of China, I see ongoing trials next year, in 2006. My prediction on China`s IPTV market is about 2007. The reason for this is the Olympics in 2008 in Beijing and the World Expo in 2010 in Shanghai. IPTV will be a multimedia communication tool, and definitely will play a crucial role in these two events."

      "If we can have the patience to wait until 2006, in the metropolitan areas, the bandwidth should be ok. Because China is a big market, we don`t need to focus on the whole market, we just need to focus on the metropolitan areas."

      "We have set-top box partners, two of them are in Beijing, Sunniwell and Yuxing. They offer a really niche low end set top box, a very cost effective deployment set top box. As you know, the investment in the set top box is a big one. You need to buy one box for each household, so there`s a big investment."

      "The growth rate could be a 200-300% growth rate per year. As I mentioned, the Olympics and the World Expo, these two events are really important events for the IT industry and IPTV also. They have a need.

      I would say by 2007, the Chinese market could break 1 mln. In the second half of 2006, there will probably be trials all over the place. Trial sizes normally range between 20,000 and 50,000 households. By 2007, because the Olympics are closing in, 1 mln users will be a good milestone.

      In 2008, I would say, 5 million and continue to grow to 20 to 30 mln households using IPTV by 2009, could be a good guess."

      "So far in Japan I already see the commercial launch size of 200,000-300,000 subscribers. They will break 1 mln by the first half of 2006. Once they break 1 mln users, they will grow very fast."


      The 2 set-top makers mentioned use SIGM chips.


      Yuxing:

      http://www.sigmadesigns.com/news/press_releases/031029.htm
      http://www.yu-xing.com/mpeg4.htm

      Sunniwell:

      http://www.sunniwell.tv/pdfs/6100.pdf

      There is also an 8630 model, which is not always actively listed yet, so here is a cache url for it:

      http://64.233.187.104/search?q=cache:_NWpmruCGssJ:www.sunniwell.tv/product/S6201 Box.html+sunniwell+8630&hl=en

      PS - The Ziva-based models from both these firms won`t cut it going forward, or so I`m told.
      Avatar
      schrieb am 05.11.05 22:00:03
      Beitrag Nr. 557 ()
      Re: News?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/05/05 01:01 pm
      Msg: 88542 of 88542

      Last month the Baird brokerage came out with a report predicting growth in IPTV from less than 3 million subscribers now to over 25 million in 2008. Keep in mind that many subscribers will need more than one set top box. Assuming the Baird forecast is correct, I think sales of 10 million set top boxes in calendar year 2007 is a reasonable projection. Assuming SIGM has a 50% market share, this implies revenue of around $100 million. I also think $100 million in sales from other products, mostly DVD and DMA, is achievable, for total sales of $200 million in calendar year 2007, or the year ended January 2008. Sigma is on track for revenues in the current fiscal year ending January 2006 of a bit over $30 million, so obviously we are looking at a lot of growth here. As the company has noted, the customers that they are working with now are 10 times the size of the ones they were working with a year ago.
      Byron
      Avatar
      schrieb am 06.11.05 06:33:33
      Beitrag Nr. 558 ()
      Re: This company has no debt?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/06/05 12:25 am
      Msg: 88549 of 88549

      SIGM has bank lines of credit that they occasionally access. Latest available balance sheet is as of 7/31/05. About $500,000 in bank debt was on the balance sheet at that time. There could be more now. The company has a new chip, the 8634, that just went into full scale production. The word is that there is a lot of demand for this chip from set top box and DVD OEMs. It’s possible that SIGM has accessed more of their bank line of credit to finance the ramp up of this product.
      Byron
      Avatar
      schrieb am 06.11.05 11:43:51
      Beitrag Nr. 559 ()
      Hallo amorphis,

      deine Beiträge finde ich echt klasse.
      Vielen Dank für die vielen News.
      Da ich in Englisch nicht so fit bin, kannst du mir bitte das lightspeed-projekt näher erklären? :confused:


      Gruß

      investi007
      Avatar
      schrieb am 06.11.05 17:14:56
      Beitrag Nr. 560 ()
      na klar...;)

      also...das project lightspeed ist eines der ganz großen IPTV-projekte in den usa...es werden dort über 20 millionen haushalte angepeilt die dieses auch nutzen!der verbraucher benötigt dazu breitbandinternet sowie eine settop box zu empfangen der einzelnen kanäle...

      überall auf der welt werden in den nächsten monaten solche projekte an den start gehen...das wichtige ist...das microsoft in diesem markt mitmischt...und zwar kräftig!bislang hat msft etwa 25% des marktes sicher...weil immer mehr projekte mit der software von msft laufen werden!bislang ist sigma design der einzige hersteller von mediaprozessoren (werden für die settop box benötigt!) der den anforderungen von msft entsprechen konnte!es ist zum jetztigen zeitpunkt sicher das sigma design im projekt lightspeed vertreten sein wird...ausserdem aber noch in vielen anderen!

      ich stelle dir mal ein älteres posting von mir herein...damit die fantasie deutlich wird!

      noch fragen? :)

      greez


      beginnen wir mit der company...

      was macht sigma design im allgemeinen?

      Sigma Designs, Inc. engages in the development, manufacture, and marketing of silicon-based digital moving picture experts group decoders primarily for consumer appliances and commercial systems. The company offers media processor chipsets for consumer appliances, including Internet protocol television set-top boxes, digital media receivers, high definition digital versatile disk players, high definition television, and portable media players, based on its proprietary REALmagic Video technology. It also provides hardware and software support services. The company sells its products through its direct sales force, as well as through distributors and manufacturer representatives worldwide. The company was founded in 1982 by Thinh Q. Tran. Sigma Designs is headquartered in Milpitas, California.

      diese media-prozessoren...die in settop-boxen,mobile media playern,hddvd-player,etc zum einsatz kommen...sind technisch führend...man schätzt den vorsprung den sigm vor wettbewerbern wie STM,broadcom,pxlw hat auf etwa 9 monate.


      den wichtigsten markt stellt der schnell wachsende iptv-bereich dar (auf kurze sicht - langfristig sind die anderen bereiche genauso bedeutend)...hier ist noch in diesem jahr mit wichtigen aufträgen für die settop-boxen zu rechnen!

      zum thema iptv-wachstum:

      http://www.advancedippipeline.com/showArticle.jhtml?articleI…


      August 23, 2005

      IPTV Will Grow 1000% By 2010: Report



      By Mia Gralla Courtesy of Networking Pipeline

      The number of IPTV subscribers will jump tenfold by 2010, according to a new report published by Informa Telecoms & Media.

      The report covered 50 countries and found that although there are only 2.5 million subscribers globally today, there will be 25 million subscribers by the end of 2010. Hong Kong is currently the leading market with 475,000 subscribers, but it will drop to eighth position by 2010. At that time, China is estimated to take over the lead spot with 4.9 million subscribers. The U.S. will be in second place with 3.9 million.

      According to a statement by the author of the report, Adam Thomas, " IPTV is entering a crucial stage in its development. It is moving away from a technology under trial, into full commercial deployment."

      Thomas suggests that IPTV must find a compelling strategy to compete with existing TV services, including low price points, the licensing of unique content, and through technical innovations.



      ein wichtiger meilenstein stellt der SMP8634 media processor für das unternehmen dar!
      dieser prozessor hat als einziger sämtliche features, welche von den großen telcos gefordert wurden...

      http://www.sigmadesigns.com/news/press_releases/050818.htm


      " The SMP8634 represents a substantial milestone for the media processor industry, providing the first system-on-chip processor that not only decodes H.264 (AVC), VC-1 and MPEG-2, but also supports multi-stream decoding of any format, up to the equivalent of two simultaneous high-definition streams, along with full-screen graphics."


      also kurz gesagt...unterstützt der prozessor sämtliche formate die es auf diesem planeten gibt...

      ein weiterer großer vorteil ist die enge zusammenarbeit mit microsoft. es hat sich in den letzten monaten herausgestellt das sich msft einen großen teil des iptv markts mit einer eigenen plattform sichern wird. viele große firmen auf der ganzen welt unterstützen den weg, den msft eingeschlagen hat. ganz wichtig dabei ist...das der sigm-chip der einzige ist, welcher nicht nur theoretisch " im labor" funktioniert...der sigm chip war der einzige, welcher ohne probleme allen anforderungen nachgekommen ist. einen link der dieses belegt habe ich jetzt leider nicht parat...da muss vertraut werden auf das was ich sage-es ist aber definitiv so!

      zudem beinhaltet der sigm-chip ein sicherheits-feature...welches besonders wichtig ist für die anbieter die z.b. bei einem video on demand service den " content" liefern!denn ohne diesen schutz wären sämtliche inhalte ungeschützt...was die industrie natürlich vermeiden will. also auch im bereich sicherheit hat der chip ein alleinstellungsmerkmal!

      was ist in künftig zu erwarten? dazu ein von mir kürzlich abgegebenes posting:


      habe mir mal aktuell gedanken gemacht...was für dimensionen sigma design erreichen könnte in den nächsten jahren...

      eine einfache rechnung...welche nicht 100% richtig sein muss...es soll ja auch nur das potential aufgezeigt werden...

      habe die frage im yahoo forum gestellt…wo in etwa die preise im verkauf der sigma chips liegen werden...und der user byronangel hat mir folgendes geantwortet...

      nur zur info...den user halte ich ebenfalls für sehr kompetent!er hat kommt definitiv aus der finanzbranche...hat schon viele zusammenhänge erklärt...und ist ebenfalls auf den analystenmeeting/conference calls von sigma design verteten...gehe also davon aus das die infos nah an der realität liegen!

      Re: could someone please...
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/24/05 05:49 pm
      Msg: 85966 of 85966

      Last I heard the planned price point on the 8634 was in the low \$40´s.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=79401

      Keep in mind that prices will come down a bit once volume really takes off, but this will still be a very, very profitable product for SIGM. They are way ahead of the competition with this product.
      Byron


      => also...denkt jetzt nur mal an den iptv markt...in so einem projekt wie z.b. lightspeed...werden um die 20 millionen haushalte angepeilt...solche projekte sind aber zunehmend auf der ganzen welt in planung...so...legen wir jetzt mal den durchschnittlichen preis von 25\$ je chip zugrunde...(da der preis der chips ja fallen soll bei zunehmender größe des marktes)...

      weil die sigm chips die besten am markt sind...und ich jetzt einfach mal weitere innovationen unterstelle...wird sigma design in weiteren projekten wie lightspeed vertreten sein...angenommen nach der anrollphase von iptv ist sigm in 5 projekten verteten...dann würden bei 100 millionen haushalten settop-boxen mit sigm chips stehen...

      100 millionen boxen mal 25\$ für den chip würden also 2,5 mrd \$ umsatz erzeugen...da ich denke das durch den breitbandboom sich die iptv technologie durchsetzen wird...sind also langfristig einige 100 millionen haushalten drin, die solch eine settop box benötigen...ist also ein hammer umsatzpotential vorhanden!

      gleichzeitig bedeutet das...die vermeldung des lightspeed auftrags einen umsatzsprung ab dem nächsten jahr garantieren würde!bei preisen von 25\$ je chip ...und angestrebten 18 millionen kunden würde der auftrag mit 450 millionen \$ in den folgenden jahren zum umsatz beitragen!so...wir reden aber hier die ganze zeit nur von dem umsatzbringer iptv...was ist mit den bereichen hdtv,mobile media-player,next generation hd-dvd playern?auch alles wachstumsbringer...sowohl kurzfristig als auch langfristig...könnte das " die" aktie werden!

      das ganze kombiniert mit einem weiteren gedanken zu sigma design:

      => iptv entwickelt sich bis 2010 zum massenmarkt und sigm sichert sich einen großen teil...ausserdem entwickelt sich das geschaft im zusasmmenhang mit dem cisco/kiss deal positiv...sigma design wird dann hohe wachstumsraten beim gewinn und beim umsatz vorweisen...und somit ein potentieller übernahme-kandidat für den dann statt aktuellen knapp 200 millionen 3-4 milliarden \$ bezahlt werden... was dem 15-20 fachen entsprechen würde...


      in dem posting spreche ich von cisco/kiss...

      gemeint ist damit eine kürzlich erfolgte übernahme der kleinen dänischen firma kiss durch cisco. das wichtige daran ist die tatsache, das kiss bis dato nur sigm-inside verwendet-das wird auch so bleiben.

      cisco möchte sich mit der übernahme einen großen teil der neu entstehenden consumer-electronic märkte sichern. die neuen kiss produkte treten also in völlig neue dimensionen...da der vetrieb jetzt über den giganten cisco läuft...

      was das geschäftliche angeht...kann man sich schon vom nächsten quartal einiges erhoffen...sigm gibt allerdings keine prognose ab, was allerdings ein kluger schritt des managements war, um keine falschen hoffnungen zu wecken.

      spätestens ab 2006 wird dann der große sprung in den zahlen gelingen...wenn aktuell zwischen 30-40 millionen $ im jahr umgesetzt werden...wird der umsatz im nächsten jahr schätzungsweise 80 millionen $ betragen.
      Avatar
      schrieb am 06.11.05 17:35:27
      Beitrag Nr. 561 ()
      Hallo amorphis,

      tausend Dank für deine mehr als ausführlichen Infos.
      Das hört sich alles wirklich seh sehr gut an.
      Werde nun investieren ;)


      Gruß

      investi007
      Avatar
      schrieb am 06.11.05 18:29:04
      Beitrag Nr. 562 ()
      [posting]18.623.504 von investi007 am 06.11.05 17:35:27[/posting]denke das wirst du nicht bereuhen!sigm ist meine zweitgrößte position hinter viropharma!ab märz sind die shares von sigm steuerfrei...habe aber vor deutlich länger zu halten!wenn sich alles so entwickelt wie ich es erwarte (mein eindruck zu sigm hat sich in den vergangenen monaten durch viele kleine eindrücke zum thema sigma design/der angepeilten märkte entwickelt) wird sigm in den nächsten monaten ein top-performer!bleibt nur zu hoffen das die company nicht übernommen wird - denn so würde nur ein kleiner teil des gesamten potentials abgeschöpft!ist natürlich alles nur meine meinung...;)

      greez
      Avatar
      schrieb am 07.11.05 14:56:23
      Beitrag Nr. 563 ()
      ratet mal wer die chips für aminos boxen liefert?!...;)


      Amino Selected for First HD IPTV Deployment in USA; Surewest to Be First to Market Using AmiNET120 for MPEG-2 HDTV Service

      Ref: EMQ1314

      CAMBRIDGE, England--(BUSINESS WIRE)--Nov. 7, 2005--Amino (LSE:AMO) today announced that it has enabled leading independent telecommunications holding company SureWest Communications (NASDAQ: SURW) as it prepares to become the first US broadband service provider to offer high-definition (HD) television services over IP. Through its current beta testing phase, SureWest has already rolled out Amino`s AmiNET120 HD set-top box to a core group of subscribers in the Sacramento, California region. With the first high-definition IPTV roll-out of its kind in the USA, SureWest customers will be able to enjoy the same live sports, Hollywood films, and other high-definition content with the added benefits of IPTV.


      "Many cable companies have begun to deploy HD services in an effort to attract more subscribers," commented Bill DeMuth, SureWest`s vice president and chief technology officer. "Therefore, time to market was a critical factor for us in selecting the AmiNET120, in addition to fundamental quality."

      The SureWest fibre-to-the-premises (FTTP) infrastructure in the Sacramento region supplies more than enough bandwidth to allow its standard-definition (SD) IPTV subscribers to receive full HD services.

      The AmiNET120 unit is based on the award-winning AmiNET103 design and has the same dimensions as the AmiNET110, which is currently deployed with SureWest subscribers. "The design of the set-top box was important to us," explained DeMuth. "Customers appreciate modern-looking equipment that performs at high levels and doesn`t take up much space. The AmiNET120 is the smallest high-definition set-top box we evaluated offering advanced functionality and high-performance."

      Rick Sailor, VP Sales - Americas for Amino noted, "HDTV has been accepted as the next evolutionary stage for television and manufacturers are already making HD-ready equipment available to consumers for their homes. Consumers are therefore demanding HD services from their Pay-TV operators to justify their hardware investment. SureWest has been very quick to respond to this increasing consumer demand and provide advanced, interactive HD IPTV services over its existing fibre network."

      Amino`s technology will be demonstrated at TelcoTV 2005, San Diego - USA, from 9 to 10 November, stand #628.
      Avatar
      schrieb am 07.11.05 22:25:35
      Beitrag Nr. 564 ()
      Avatar
      schrieb am 08.11.05 09:20:20
      Beitrag Nr. 565 ()
      @amorphis

      ich klink mich jetzt mal auch in diesen thread als stiller Leser ein.

      An dieser Stelle Dank an deine Arbeit und Recherchen hier!
      Avatar
      schrieb am 08.11.05 14:36:36
      Beitrag Nr. 566 ()
      ja...hallo...;) hoffentlich kannste so deinem namen bald alle ehre machen...oder machste das schon?!:D

      Re: WINTER CFA>
      by: WINTER_CFA 11/08/05 08:02 am
      Msg: 88581 of 88582

      I own more than ever before.

      I will never run with the Donald, regardless of wealth level.

      I think we see $15 by or before the CES show.

      In just briefly until Thurs.
      Avatar
      schrieb am 08.11.05 14:44:08
      Beitrag Nr. 567 ()
      Re: Question to WINTER
      by: WINTER_CFA 11/08/05 08:08 am
      Msg: 88582 of 88582

      I think DMA sales for SIGM through 2006 could be substantial, perhaps reaching seven figures per Q at some point if ViiV PCs really sell well and are used as video servers.

      For now, I`ll stick with the EPS and share price numbers given in my last CC comments.
      Avatar
      schrieb am 08.11.05 16:19:58
      Beitrag Nr. 568 ()
      A little News
      by: MOIKER
      Long-Term Sentiment: Strong Buy 11/08/05 10:14 am
      Msg: 88584 of 88585

      Sunnyvale, CA - Silicon Image, Inc. extended its industry leadership when it unveiled the first High-Definition Multimedia Interface (HDMI) digital IP (intellectual property) receiver and transmitter core with a companion physical layer (PHY) chip.


      ********************************************************

      Sigma Designs Inc. has licensed Silicon Image`s HDMI digital transmitter IP. "Our key customers helped drive the integration of HDMI to reduce the bill of materials and achieve an airtight security system with HDCP encryption directly on the chip," said Ken Lowe, VP of strategic marketing Sigma Designs, Inc. "Naturally we chose to work with Silicon Image, as they`ve established the de facto standard for HDMI implementation and a clean, fast route to silicon."

      SOURCE: Silicon Image, Inc.


      http://www.digitalbroadcasting.com/content/news/article.asp?… 7A-4B26-A388-EA9F8B5B9C22%7d&Bucket=Current+Headlines&VNETCOOKIE=NO
      Avatar
      schrieb am 08.11.05 16:52:08
      Beitrag Nr. 569 ()
      @amorphis

      leider bin ich`s noch nicht, aber ich arbeite noch daran, Frührentner bzw. Privatier zu werden ;-)

      Weiterhin happy trades!
      Avatar
      schrieb am 08.11.05 17:17:43
      Beitrag Nr. 570 ()
      Re: kiss news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/08/05 10:48 am
      Msg: 88590 of 88594

      Keep in mind that there are lots of products on the way from KiSS.

      From a recent report from the Baird analyst following SIGM:
      Cisco/KiSS, A Broadbased Platform For Sigma Starting In 2006.
      Cisco will make recently acquired KiSS Technology a worldwide brand including in the U.S., with HD DVD players, set-top boxes, digital media adapters, and LCD TV launches starting in 2006. Sigma Designs is currently the sole supplier of decoders to KiSS. We anticipate this relationship to last given the extensive software development effort from KiSS around Sigma Designs` decoders.

      Comments from SIGM in their last earnings conference call:
      As a result of its entrenched position as a key media processor technology within the Kiss product line, SIGM anticipates a higher level of future demand as it takes advantage of the distribution resources within Cisco. Regarding the launch of an IPTV product category by Cisco/Kiss, SIGM stated that such an announcement would not surprise them. SIGM expects to see product announcements and product introductions from Cisco/Kiss probably toward the end of this year in the calendar 4Q.
      Avatar
      schrieb am 08.11.05 19:25:07
      Beitrag Nr. 571 ()
      @amorphis

      gabs in der (jüngeren) Vergangenheit mehr o. weniger grosse Käufe von "Insidern" und/oder Institutionellen Adresssen?
      Avatar
      schrieb am 09.11.05 02:21:52
      Beitrag Nr. 572 ()
      Net Institutional Purchases - Prior Qtr to Latest Qtr
      Shares
      Net Shares Purchased (Sold) 1,577,480
      % Change in Institutional Shares Held 18.5%
      Data provided by Computershare




      Stock Picks based

      on Insider Trading.
      Avatar
      schrieb am 09.11.05 13:43:15
      Beitrag Nr. 573 ()
      Nov 9, 2005

      Telecom Asia Daily
      UTStarcom secures a new IPTV supply deal from China Telecom and the Shanghai Media Group. UTStarcom will provide devices in the IPTV commercial tests the carrier will conduct in the Pudong and Minghang districts in Shanghai.

      Australia`s Optus attracts 59,000 new mobile phone customers in the last quarter. The carrier now has over 74 million subscribers overall.

      Solutions provider iGate Global Solutions plans to expand and double its manpower headcount in Japan. The company is aiming to beef up its customer and technology operations in the country.
      Avatar
      schrieb am 09.11.05 13:43:42
      Beitrag Nr. 574 ()
      Kasenna Breaks Streaming Server Performance Barrier - Setting New Record for Large-Scale Triple Play IPTV VOD Delivery

      12-node Intel-based Linux Server Cluster Delivers 135Gbps, Powers `Metro-Scale` Deployment of Over Half-Million Subscribers

      http://biz.yahoo.com/prnews/051108/sftu098.html?.v=32
      Avatar
      schrieb am 09.11.05 15:34:31
      Beitrag Nr. 575 ()
      WORLDBEAT - Life Squared shows Microsoft`s vision
      Jeremy Kirk

      The idea of Microsoft Corp. some day decorating your home or business might be taking the software king`s influence a bit too far.

      But Microsoft has made a mock-up home, business and cafe as part of a marketing strategy to show its customers exactly how the technology it produces would really work if, say, someone actually used it.

      Situated in a brick-walled compound on London`s rapidly developing Chelsea Harbour neighborhood on the south riverfront, the Life Squared project is a brisk, 90-minute tour into how Microsoft wants you to work and relax using its products.

      "It`s really an educational process," said David Weeks, Windows marketing manager, on a recent tour. "We`re showing how it (the technology) connects together."

      All of the software and products are already on the market, Weeks said. The demonstration, which runs through February, is not open to the general public, but is instead aimed at courting high-level Microsoft customers and at its partners.

      The tour begins in the reception area of Marsh Marine, an entirely fictitious business that loves Microsoft.

      The owner, "Rick Marsh," who is played by an actor, explains how he uses a range of products to keep track of how many winches his salespeople sell, where the winches must be sent and how fast his customers can receive their orders. Through a deft network of wireless devices used by salespeople, Rick extols the virtues of three flat-paneled screens that show his sales.

      He uses Microsoft`s Office Communicator to talk to one of his co-workers about where is a good place to grease a winch. He also uses the company`s OneNote program with the same employee to jointly view a diagram in a chalkboard-like setting to mark where the grease should be applied. He later comments that his father, who started Marsh Marine, could not believe the efficiencies that are gained now through technology.

      Life Squared is well rehearsed. The actors breathlessly roll through product demonstrations, deftly clicking and manipulating programs with almost unrealistic consumer ease. But the actors are just for show: Life Squared tourists are advised before embarking to ask no questions of the actors, as they are not the experts on the technology, and to save queries for Microsoft spokespeople.

      So thus continued the very candid and smiling one-way tour. At one point, the candor and surface likability of the actors almost trick me for a few minutes into believing all of it is real. I nearly ask a question, too.

      Moving on from the business, you enter Microsoft`s enviable if slightly Orwellian home on tour with Jenny Marsh, Rick`s wife. The gargantuan living room has a massive flat screen television running Microsoft`s Media Center, a muscled-for-multimedia software package integrating music, video, photos and television.

      Then on to the kid`s room. Want to set limits on your child`s access to computers and Web sites? No better way than to stop mischievous access than through biometric identification, Microsoft`s Optical Desktop Elite with Fingerprint Reader for Bluetooth, a solid challenge for the budding fraudster.

      Microsoft`s house wouldn`t be a bad place to live -- a perfect plush palace of interconnected devices and unmissed TV programs in which to raise a nuclear family. And Marsh Marine seems like a squared-away business, with not a winch out of place.

      But is it safe from burglars? We won`t ask Microsoft about home security for now
      Avatar
      schrieb am 09.11.05 17:52:35
      Beitrag Nr. 576 ()
      Ist was negatives mit Sigma im Busch?
      Geht ja heute richtig runter.
      Avatar
      schrieb am 09.11.05 19:52:18
      Beitrag Nr. 577 ()
      denke ist einfach so nach einigen Tagen der Aufwärtsbewegung, und sie sind auch am oberen Boilingerband angestoßen, oder besser gesagt sie waren oberhalb dieser und sind wieder in diese reingerückt, das ist nur eine kleine Konsolidierung und die Luft nach oben ist einfach dünner, außer es kommt noch mal Masse in die Aktie
      fundamental ein Spitzenwert
      Avatar
      schrieb am 09.11.05 21:56:47
      Beitrag Nr. 578 ()
      Eagle Broadband to Demonstrate High-Definition MPEG-4 H.264 Set-Top Box at TelcoTV Conference

      New MPEG-4 Compression Technology Added to MediaPro IP5000 With Standard and High-Definition PVR Capabilities

      http://biz.yahoo.com/bw/051109/20051109005647.html?.v=1
      Avatar
      schrieb am 09.11.05 21:57:10
      Beitrag Nr. 579 ()
      ILC Teams with Envivio to Help Service Providers Rollout IPTV Services

      ILC-Envivio Solution Powers World`s First Satellite Digital Multimedia Broadcasting Service for Mobile Devices

      http://biz.yahoo.com/bw/051109/20051109005292.html?.v=1

      Previous Envivio - Sigma News
      http://biz.yahoo.com/prnews/050909/nyf045.html?.v=17
      Avatar
      schrieb am 10.11.05 20:49:46
      Beitrag Nr. 580 ()
      Re: by the way winter
      by: WINTER_CFA 11/10/05 11:22 am
      Msg: 88689 of 88709

      I have met with Thinh Tran on numerous occasions over the past 7 years. I`ve always found him to be intelligent, honest and personable. He has clearly put the bulk of his adult life`s sweat and effort into SIGM. He has kept the firm afloat through several silicon valley boom and bust cylces over the past 20 years (unlike literally 1000s of others long forgotten) and has finally, largely through his vision and business connections, guided the firm to an increasingly dominant position in several potentially huge growth markets.

      Those that share his vision and stay for the endgame will, IMO, earn a huge payoff just like he will (his periodic stock sales versus total exposure have been MINISCULE). It`s as simple as that.



      To see him anonymously slandered by others on an ongoing basis disgusts me.

      There is no honor in such actions.
      There is no integrity in such actions.
      There is certainly no bravery in it.
      All in all, it smacks most of immaturity.

      The rules of stock investment are clearly written and basically are (as elsewhere): lead, follow, or get out of the way.


      Just calling `em like I see `em.
      Avatar
      schrieb am 10.11.05 20:50:48
      Beitrag Nr. 581 ()
      :D:D:D:D:D:D

      Institutional buying
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/10/05 01:34 pm
      Msg: 88700 of 88710

      Q3 filings from institutional investors are due 11/15. Early filings continue to trickle in. One of SIGM`s institutional investors, Wall St. Associates, which owned over half a million shares heading into the quarter, picked up about another 50,000 shares during Q3.

      http://www.nasdaq.com/asp/Holdings.asp?FormType=institutiona… ed=SIGM

      When somebody already owns over 500,000 shares, and then they buy another 50,000, that, to me, is a very bullish sign.
      Byron
      Avatar
      schrieb am 11.11.05 19:36:53
      Beitrag Nr. 582 ()
      Institutional buying
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/11/05 11:40 am
      Msg: 88748 of 88754

      Another filing is in today, this one from Roxbury Capital Management. They owned around 800,000 shares of SIGM at the start of Q3, then added about 150,000 during the quarter.

      http://www.nasdaq.com/asp/Holdings.asp?FormType=institutiona… ed=SIGM

      Institutional buying is set to take SIGM towards $15/sh between now and the Consumer Electronics Show at the start of 2006.
      Byron
      Avatar
      schrieb am 11.11.05 19:37:33
      Beitrag Nr. 583 ()
      Re: 100K purchase
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/11/05 12:27 pm
      Msg: 88750 of 88754

      Yes, looks like another institutional buy. A large institutional buy at this point in time indicates that the Q4 ramp in SIGM revenues is on track.
      Byron
      Avatar
      schrieb am 11.11.05 19:38:06
      Beitrag Nr. 584 ()
      Avatar
      schrieb am 11.11.05 19:39:45
      Beitrag Nr. 585 ()
      Option trade
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/11/05 01:19 pm
      Msg: 88753 of 88754

      One possible explanation for the 100K blocks is that a large investor is buying huge amounts of January and April $7.50 call options from the option market maker. The MM then buys the stock to have available to sell at $7.50 when the calls are exercised. The market maker buys 100K at $10.80 and sells the calls at $4.30. In April, he sells the stock at $7.50 for a $1.00 per share profit.

      It is my opinion that these option trades and large share blocks are connected in this fashion. The good news is that someone or some institution is willing to pay $11.80 for the added leverage gained by going with the calls instead of just buying the stock. That is extremely bullish. Trades like these are only done based on very solid information. I just wish Ken Lowe would share this information with me. I don`t feel that I am being included in the club. Please Ken, I have paid my dues!
      Avatar
      schrieb am 12.11.05 16:49:40
      Beitrag Nr. 586 ()
      der untere abschnitt des artikels ist interessant für uns...


      http://biz.yahoo.com/weekend/watchtv_1.html


      Tech
      How to Watch TV
      The Wall Street Journal Online
      By Peter Grant and Dionne Searcey

      Flurry of Deals Gives Viewers New Options
      For Tuning In to Shows; Paying by the Program

      Watching TV used to be the embodiment of mindlessness.

      But now, deciding how and what to view is a surprisingly complex task, as a series of industry-transforming deals presents consumers with a host of new viewing options. Each approach requires a different device, and each charges viewers in a different way.

      The upshot: It is easier than ever before to watch any show you want anytime you want, instead of watching scheduled shows. The move toward "time shifting" accelerated this week, when two big TV networks, CBS and NBC, agreed to make such prime-time shows as "Survivor" and "Law & Order: Special Victims Unit" available for viewing anytime. The deal comes less than a month after Apple Computer Inc. and Walt Disney Co. made a deal that allows viewers to download episodes of popular TV shows, including "Desperate Housewives" and "Lost," on a video iPod.

      Now, programs can also be viewed on cellphones, computers and practically any other device with a screen. Sprint Nextel Corp. last week announced a deal that will dramatically increase the amount of content available for viewing on cellphones. Already, Sprint and Cingular Wireless offer some live TV, and Verizon Wireless and Vodafone run a video-on-demand service called Vcast.

      This changing landscape means viewers can often avoid commercials. But they may have to prepare for a future of paying fees for specific shows, such as the CBS/Comcast Corp. deal that will sell episodes of "Survivor" for 99 cents apiece. Here`s a viewer`s guide to the latest ways to watch TV.

      Video on Demand

      Cable companies now make movies and other programs available to subscribers who buy a higher "digital" tier of service, which costs roughly $10 to $15 a month extra. To start watching, all viewers have to do is press a few buttons on their remotes, tapping into thousands of hours of content stored in central offices. Viewers usually can reverse, pause or fast-forward the action so they can speed through commercials.

      On-demand services have one notable plus: They usually include programs that aren`t available on regularly scheduled TV. Operators offer everything from local high-school football games to clips of available singles in the area. Also, many cable operators give a special on-demand benefit to subscribers to premium channels. They can, for example, watch at any time any episode of Rome that`s aired on HBO so far this season.

      But by the same token, the content is limited by the cable company. Cable companies vary widely on how much content they have provided and what they charge. Often, operators charge a fee to view recently released movies, prime-time programming or other popular content.

      Comcast, the country`s largest cable company, offers 3,800 movies and programs -- most of them free. Comcast charges about $4 apiece for the most recently released movies and 99 cents each for the CBS prime-time shows that were announced this week. More than 90% of Comcast`s 9.4 million digital subscribers can get on-demand service.

      But other cable companies have been slower to offer on demand. Cox Communications Inc., for example, which has put a higher priority on rolling out phone service, offers on-demand service to about 50% of its subscribers. Cox also has less free content and charges $1.95 to $3.95 for movies.

      Time Warner`s cable division, meanwhile, is heading off in a different direction. It offers a standard on-demand service that includes hundreds of movies for a fee and 350 hours of free content from Cartoon Network, Court TV and other programmers. But Time Warner Cable also has just introduced a new on-demand service, known as "Start Over," that enables viewers to watch a show from the beginning even if they tune in while it`s in progress. That service only works if the viewer tunes in during the show`s scheduled time. Also, while pausing and rewinding is available, consumers can`t fast-forward, so they have to watch commercials.

      DVRs

      TiVo`s introduction in the 1990s of DVRs, which can record shows without tapes and can pause and reverse live TV, was a major improvement over videocassette recorders. Today, digital recorders are offered by most major cable and satellite companies as well. The best aspect of DVRs is that once consumers acquire the equipment, they can record any show they want for no additional fee.

      Consumers can either buy a DVR from TiVo or another manufacturer such as ReplayTV or lease one from a satellite or cable company such as Time Warner Inc. Most viewers have preferred to lease, which costs roughly $10 to $15 a month over the price of digital cable service. TiVo recently reached for more market share by dropping the prices of its least expensive unit to $49.99. TiVo subscribers also have to pay a monthly fee, but many consumers prefer TiVo service because it is easier to use and can do things that other DVRs can`t do, like recommend shows on the basis of viewing habits.

      One drawback of DVRs: The storage capacity is limited, so at some point consumers have to delete programs they`ve recorded to make room for others.


      Cellphones

      People who want to watch TV on the small screen are getting a lot more choices. The new Sprint deal will enable viewers to watch shows that they`ve stored on their home DVR, along with more live TV and on-demand offerings. Sprint and Cingular Wireless both offer MobiTV, which has 25 live TV programs, including MSNBC, Fox Sports and two C-SPAN channels. Sprint also has a video-on-demand service called Sprint TV that offers frequently updated short video clips of news, entertainment and weather forecasts and live TV from outlets such as Fox news.

      Meanwhile, Vcast features shorts from NBC, CNN and Dow Jones & Co.`s MarketWatch, along with music videos and clips of "The Daily Show With Jon Stewart" and other TV comedy and entertainment programs.

      To watch cellphone TV, consumers have to buy video-ready phones, which cost as little as $99. The TV service also usually costs an extra fee. While the mobility may be enticing, allowing you to watch TV anywhere you get cellphone service, the quality of the picture is not as good as on traditional TV sets. Also, content is limited to what the cellphone companies make available.

      IPods, etc.

      IPod viewing has pros and cons similar to those of cellphones: It`s portable, but the content is limited.

      Under the Apple/Disney deal, viewers can synch shows to their iPods and tune in on the go. The episodes cost $1.99 each. New episodes are available the day after they are broadcast, and older ones from the first season are available immediately. In addition to "Desperate Housewives" and "Lost," the other shows are "Night Stalker," "That`s So Raven," and "The Suite Life of Zack & Cody." The cost of the video iPod starts at $299.

      NBC Universal has said it is close to working out a deal with Apple to provide shows on the video iPod. Apple also has a deal with Pixar Animation Studios to distribute short animated features including "Tin Toy," "Geri`s Game" and "For the Birds" for $1.99 each. And the company is offering 2,000 music videos licensed from major recording companies.

      New Content Providers

      Other technology companies are looking for ways to put on TV content stored on the Internet. Computers using Microsoft Corp.`s Media Center operating system can connect directly with TVs, enabling users to watch Internet content. Users can either view things they`ve downloaded from the Internet or, using a Media Center application called Online Spotlight, they can watch content from services like MovieLink and CinemaNow. Computers with Media Center software can now be purchased for under $1,000. Internet content services like CinemaNow charge fees starting in the $1.99 range.

      A venture of Yahoo and TiVo announced earlier this week also plans to make Internet content available on TV. At first, TiVo subscribers who plug high-speed Internet connections into their boxes will be able to use the Yahoo site to see photos and check traffic and weather. Eventually, the venture may make it possible for TiVo subscribers to search for video on the Internet.

      Besides the rush to the small screen, traditional phone companies are trying their hand at getting into the television business. Verizon Communications Inc. this fall launched its fiber-based television service in Keller, Texas, and has plans to expand the offer elsewhere. SBC Communications Inc. is preparing its own Internet-based television service to be deployed in coming months. The companies are spending billions to enter the TV market in hopes of competing with cable companies that have entered their turf by offering Internet-based phone services.

      Write to Peter Grant at peter.grant@wsj.com and Dionne Searcey at dionne.searcey@wsj.com.
      Avatar
      schrieb am 13.11.05 18:31:45
      Beitrag Nr. 587 ()
      verbindungen zu softbank bestehen...;)


      Softbank eyes local Web TV market

      `NEW ERA`: The founder of the Japanese firm said that it was eyeing partnerships with local content providers to venture into the promising new Internet TV market
      By Jason Tan
      STAFF REPORTER
      Saturday, Nov 12, 2005,Page 10
      "With its highly mature broadband infrastructure, Asia will play the main role in the Internet TV era."

      Masayoshi San, founder and chief executive of Softbank

      Softbank Corp, Japan`s second biggest provider of high-speed Internet services, is set to form a joint venture with Taiwanese content service providers in the near term to tap onto the booming Internet TV market, its founder said yesterday.

      "TV stations and broadcasting companies here create good content which is limited to Taiwanese viewers.

      Now with Internet TV, they can offer programs to 1 billion Internet users around the globe, which will help create a superstar industry," Masayoshi Son told reporters after delivering a speech in Taipei yesterday.

      content on demand

      Its Internet TV platform, called TV Bank, will enable viewers to search for and watch content such as foreign films over broadband connections.

      The Japanese Internet giant is in discussion with local companies, including TV stations, digital content providers, record companies, broadcasting firms and production houses for possible cooperation. But Son decline to reveal further details.

      According to Chinese-language newspapers, Taiwan Television Enterprise Ltd (‘䎋) is one of the domestic companies showing a high interest in partnering with Softbank.

      The service, which will launch in Japan next spring, will have strategic bases in Tokyo, Taipei, Beijing, Shanghai and Seoul, the paper said.

      "The preliminary investments in Taiwan will be small, but it will gradually increase over time," Son said.

      He added that Softbank will serve as the hub of Internet TV, and help distribute Taiwanese content to the rest of the world, while bringing overseas content to local viewers.

      "With its highly mature broadband infrastructure, Asia will play the main role in the Internet TV era," Son told an audience in a speech given in conjunction with the 2005 Taiwan International Film & TV Expo.

      To make the TV Bank platform work, offering free content on an advertisement-based model will be a start, he said, adding that the pay-per-view model will follow afterward as a way of increasing revenues.

      Conservative companies which focus only on a domestic audience will not be able to succeed in a blossoming global broadband era, said Son, who has been dubbed the "Bill Gates of the East."
      Avatar
      schrieb am 13.11.05 18:32:56
      Beitrag Nr. 588 ()
      Avatar
      schrieb am 13.11.05 18:34:44
      Beitrag Nr. 589 ()
      Philips, BT, & SIGM
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/13/05 10:45 am
      Msg: 88769 of 88770

      On 10/27/05 Jay Srivatsa, the Roth analyst covering SIGM put out a report on the new Philips Set Top Box for British Telecom`s IPTV Service. From the report:

      We believe SIGM is designed into Philips` set top box, the first set top box slated for British Telecom`s IPTV service. British Telecom (BT) announced yesterday that it had selected Philips Electronics as the set top box supplier for its IPTV service and Microsoft`s IPTV platform as the software. Given that Sigma Designs in the only chip supplier that successfully supports Microsoft`s IPTV platform, we believe SIGM`s 8634 chip has been designed into Philips Set Top Box for BT`s IPTV deployment. With ~5 million broadband subscribers, British Telecom could be major revenue driver for SIGM, in our view. We believe initial volumes in CY:06 could be ~300K-500K units. At ~$30 ASP, BT could represent a $9 million-$15 million revenue opportunity for SIGM in CY:06.
      *********************************************

      The Financial Times recently published additional invormation about what BT is doing with IPTV and the set top box they will be using. From the Financial Times:

      One core offering of BT’s version of television will allow broadband customers with the right set-top box to download films from a back-catalogue on demand via their phone-line and to watch and rewind the movie as they please for a certain amount of time. The same set-top box will have a digital signal decoder built in, so customers can watch the free-to-air digital terrestrial offering enjoyed by Freeview subscribers.

      http://news.ft.com/cms/s/a656769a-5228-11da-9ca0-0000779e234…
      Avatar
      schrieb am 13.11.05 18:35:51
      Beitrag Nr. 590 ()
      Re: 100K purchase
      by: seeker_of_value
      Long-Term Sentiment: Strong Buy 11/13/05 11:10 am
      Msg: 88770 of 88771

      I think these 100K buys are not indications that the institutions know much more than we do. They are simply indications of institutional accumulation of SIGM stock.

      Total institutional ownership of SIGM is only 35%. This is very small. Most decent stocks are owned 90+% by institutions. So the institutions are simply increasing their holdings of SIGM. They are not helped by 100 share purchase. Individuals keep selling in small quantities and MM keep buying lowering the stock price and then institutions come and buy up 100 K shares in one chunk.

      Why are institutions buying? The writing is on the wall. Online video is increasing rapidly. We have seen numerous postings on this board. By last week all three major networks CBS, NBC and ABC had decided to put their prime time shows for on-demand viewing. Within one or two years there will be huge increase in online videos. The result will be a huge demand for related hardware and software.

      It is just a matter of time when small companies like SIGM, SIMG, SEAC will go through the roof. The writing is clearly on the wall. Who cares if it takes some time. Some of our short term gains will become long term gains. That is all.

      So nobody should short SIGM. If SIGM goes up suddenly, huge losses will be there.
      Avatar
      schrieb am 13.11.05 19:43:38
      Beitrag Nr. 591 ()
      3rd Quarter Earnings ?
      by: azaria2whistler 11/13/05 12:35 pm
      Msg: 88771 of 88771

      Back on May 13th 2005 Sigma gave a negative warnings announcement for the 1st Q. and the stock plunged. Back on Aug. 17th they gave a notification of 2nd Q earnings call with no negative warning and the stock accelerated up to eventually peak at 12.50. This is the week for yeh or nay on the 3rd Quarter. If no negative announcement on their earnings call then expect a steady stream of positive news as SIGMA`s new processor starts to ramp up in orders and production. The stock will blow by 12.50 in a flash and as the shorts start to cover 15.00+ is a given!!! Remember that there are only 20 M shares and Tran isn`t going to dilute them to raise capital.
      Keep your fingers crossed over the next few days from the good news .
      Avatar
      schrieb am 14.11.05 15:13:59
      Beitrag Nr. 592 ()
      Press Release Source: Sigma Designs, Inc.

      Sigma Designs, Inc. to Hold Third Quarter Conference Call
      Monday November 14, 6:30 am ET

      MILPITAS, Calif.--(BUSINESS WIRE)--Nov. 14, 2005--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer appliances, announced today that the Company will be discussing third quarter results during a conference call on Tuesday, November 22, 2005, at 5:00 p.m. Eastern time.

      ADVERTISEMENT
      Participants can dial into the conference call at 866-362-4820 (617-597-5345 for international) using the passcode 14686979. A question and answer period will take place at the end of the discussion. The earnings release will cross the wire at the close of market on the same day.

      The call will be webcast live by CCBN and can be accessed at Sigma`s web site at www.sigmadesigns.com/. The webcast is also being distributed 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).

      An audio replay of the call will be available shortly thereafter the same day and will remain on-line for one week. The replay number is 888-286-8010 (617-801-6888 for international) using passcode 99167440. For further information, please see the link on our website at www.sigmadesigns.com or email investor relations at IR@sdesigns.com.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq:SIGM - News) specializes in silicon-based media processors for IPTV set-top boxes, digital media receivers, high-definition DVD players, HDTV and portable media players. The company`s award-winning REALmagic® Video Streaming Technology is used in a variety of consumer applications providing highly integrated solutions for high-quality decoding of H.264, WMV9, MPEG-4, MPEG-2 and MPEG-1. 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/.
      Avatar
      schrieb am 14.11.05 16:22:38
      Beitrag Nr. 593 ()
      More Softbank comments:
      by: WINTER_CFA 11/14/05 08:23 am
      Msg: 88779 of 88785

      "Softbank CEO: Softbank to launch IP TV in 1Q 2006"

      http://www.digitimes.com/systems/a20051114A9048.html

      Japan-based Softbank plans to launch its IP TV business in the first quarter of 2006, aiming to play the role of Google in the global video content service industry, company president and CEO Masayoshi Son said in Taipei last week.

      The company’s IP TV service program, dubbed “TV Bank,” will stage a test-run starting in Japan in March 2006 and then venture into the Taiwan market in the second quarter of 2006, Son noted.

      While in Taipei, Son met with a number of video content providers and television networks to tout his TV Bank venture and invite local content providers to invest in his IP TV program. Softbank will provide a platform and also integrate content for its IP TV, Son added.

      IP TV will become a profit-making business by initially taking advertisements and then start to charge fees based on the contents it provides, Son indicated.
      Avatar
      schrieb am 14.11.05 17:28:12
      Beitrag Nr. 594 ()
      Re: More Softbank comments:
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/14/05 10:36 am
      Msg: 88786 of 88788

      Good info. I would just like to remind everyone that SIGM mentioned Softbank in their presentation at the Roth investment conference a couple of months ago - Slide #10, “Worldwide IPTV Deployments”, listed the following customers (by geography) and deployment timeframes: Europe - British Telecom (1H06), Swisscom (1H06), T-Online (2H06), Deutsche Telecom (2H06), Telecom Italia (2H06); North America - SBC (1H06), Bell Canada (2H06), Verizon (2H06), Bellsouth (2H06); Far East - China NetCom (now), China Telecom (now), Softbank (now), Korea Telecom (1H06).

      Last month the Roth analyst covering SIGM reported that SIGM had started shipping product to Softbank for its IPTV deployment in Japan.
      Byron
      Avatar
      schrieb am 14.11.05 18:24:48
      Beitrag Nr. 595 ()
      hm...man lasse sich mal diese wahnsinns-wachstumsraten der nächsten jahre auf der zunge zergehen!!!!:D


      und seid euch sicher...sigm ist dabei!

      so oder so...hoffe nicht das sigm übernommen wird...das würde uns das potential zum global player nehmen!


      Press Release Source: Infonetics Research

      IPTV Set to Skyrocket: 53.7M Subscribers, $44B in Service Revenue by 2009, Says Infonetics Research
      Monday November 14, 10:12 am ET

      CAMPBELL, Calif., Nov. 14 /PRNewswire/ -- IPTV service revenue, subscribers, and capital expenditures are increasing rapidly, says a new report by analyst firm Infonetics Research, IPTV Equipment and Services Market Outlook.

      ADVERTISEMENT
      Worldwide IPTV service revenue will skyrocket to over $44 billion in 2009, according to the report. DSL providers account for the bulk of service revenue now, but cable broadband providers will also migrate to all-IP triple-play services in the next few years, possibly offering wireless services as well.

      Service providers anticipate big payoffs from IPTV, judging from the significant investments they are making. In 2004, service providers worldwide spent $304 million on IPTV-related services infrastructure, growing to almost $4.5 billion in 2009 as providers look to IPTV services as the means of raising ARPU from a near-saturated broadband subscriber base.

      "Service providers have been investing in IP DSLAMs, broadband edge routers, and aggregation switches to prepare for IPTV in the network infrastructure layer, but are having to make significant investments in the services layer too, adding video on demand servers, encoders, and headend equipment as well," said Richard Webb, Infonetics Research analyst and lead author of the report. "But the biggest decision they face right now is who to choose as a middleware partner."

      IPTV subscribers are increasing briskly as well, topping 53 million worldwide in 2009. Subscriber growth is strong in all regions, especially in Asia Pacific, where faster forms of DSL like VDSL and ADSL2/2+ are stimulating subscriber growth.

      "Service providers in Asia Pacific and EMEA, especially PCCW in Hong Kong and FastWeb in Italy, and independent operators in North America like SureWest, are already experiencing significant IPTV subscriber growth," noted Jeff Heynen, Directing Analyst for Broadband and IPTV at Infonetics Research. "We expect SBC, Verizon, BT, and other large providers to successfully conquer the technical and marketing hurdles before them, and when they do, their IPTV subscriber figures will increase substantially year-over-year."

      Growth Highlights
      -- Worldwide IPTV service revenue will grow to over $44 billion in 2009
      -- IPTV services infrastructure capex will grow 1,377%, from $304
      million to close to $4.5 billion
      -- The number of IPTV subscribers worldwide will grow to 53.7 million
      in 2009
      -- The number of IPTV subscribers in North America will increase
      12,985% between 2004 and 2009

      Infonetics` report analyzes the fundamental drivers, growth areas, and technologies gaining the most traction in the market, tracking IPTV service infrastructure capex, IPTV service revenue, and IPTV subscribers. The report includes worldwide and regional market size, analysis, and revenue, capex, and subscriber forecasts through 2009 for North America, EMEA, Asia Pacific, CALA, and worldwide.

      Download sample data at www.info.infonetics.com. For sales, contact Larry Howard, vice president, at larry@infonetics.com or +1-408-583-3335.

      Infonetics Research (www.infonetics.com) is the premier international market research and consulting firm specializing in data networking and telecom. Services include market share and forecasting, end-user survey research, service provider survey research, and service provider capex analysis.
      Avatar
      schrieb am 14.11.05 18:25:37
      Beitrag Nr. 596 ()
      so ist es!

      :D

      Re: IPTV News
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/14/05 11:55 am
      Msg: 88790 of 88793

      This kind of growth in IPTV implies annual revenue for SIGM of over $100 million, just from IPTV alone.
      Byron
      Avatar
      schrieb am 14.11.05 18:26:40
      Beitrag Nr. 597 ()
      Re: IPTV News
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/14/05 12:23 pm
      Msg: 88793 of 88793

      In the last conference call SIGM pointed out that the customers they are working with now are 10 times the size of the ones they were working with last year, they said that the lines of credit they had established would be needed to support a revenue ramp to $30 or $40 million in quarterly sales, and that they expect Q4 (ending 1/31/06) revenue to be significantly higher than Q2. I expect similar statements to be made next week as it`s now clear that the long awaited revenue ramp is getting underway for SIGM. I don`t expect the company to provide specific Q4 guidance due to the inherent variability of this company`s revenues from quarter to quarter. Hopefully investors will focus on the fact that on an annual basis SIGM`s revenues are set to take off and not worry so much about the quarterly ups and downs caused by the timing of orders and other random factors.
      Byron
      Avatar
      schrieb am 15.11.05 15:43:30
      Beitrag Nr. 598 ()
      More IPTV news from China:
      by: WINTER_CFA 11/14/05 09:27 pm
      Msg: 88807 of 88816

      "China Netcom To Initiate IPTV Tests In Beijing"

      http://www.chinatechnews.com/index.php?action=show&type=news…

      "November 15, 2005
      China Netcom (CN) is to sign a cooperation agreement with Shanghai Media Group for IPTV implementation and to increase the number of cities undergoing IPTV trials from 1 to 21.

      Shanghai Media Group won the first IPTV license in China a few months ago and is currently testing IPTV.

      Under the agreement, Shanghai Media Group will provide IPTV content, and China Netcom will provide technology and value-added service."
      Avatar
      schrieb am 15.11.05 15:45:46
      Beitrag Nr. 599 ()
      30,000 share purchase
      by: sigmawahoo (36/M/Reston, VA)
      Long-Term Sentiment: Buy 11/15/05 09:40 am
      Msg: 88816 of 88817

      at 9:39 there was a 30,000 purchase. It will be interesting to see if there is similar activity on the option side this morning.
      Avatar
      schrieb am 15.11.05 18:19:55
      Beitrag Nr. 600 ()
      wir heben ab!guckt mal auf den kurs!!!!!

      UTSI report on CNBC
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/15/05 12:16 pm
      Msg: 88830 of 88830

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… sid=1600640741&mid=117282

      This will be big, big, big for SIGM!!!
      Byron
      Avatar
      schrieb am 15.11.05 18:29:05
      Beitrag Nr. 601 ()
      @ amorphis
      Seh es auch, hoffentlich hat sich das warten und das Vertrauen in SIGMA gelohnt und der Anstieg wird von Dauer sein.
      Avatar
      schrieb am 15.11.05 18:30:31
      Beitrag Nr. 602 ()
      $10-15 mil in revenue for SIGM in 2006
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/15/05 12:29 pm
      Msg: 88833 of 88833

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… sid=1600640741&mid=117352

      This could mean an extra $10-15 million in revenue for SIGM in 2006, just from this one contract.
      Byron
      Avatar
      schrieb am 15.11.05 18:32:29
      Beitrag Nr. 603 ()
      [posting]18.827.990 von hahel am 15.11.05 18:29:05[/posting]mach dich auf ein gutes jahr 2006 gefasst...kommt alles was sich derzeit abzeichnet...kann es nur nocheinmal wdh...entweder haben wir hier nen tenbagger im depot....oder wir werden übernommen...was sich auch positiv für uns auswirken wird...nur leider das ganze potential nicht ausschöpfen wird!aus meiner sicht gibt es aber nichts mehr zu verlieren!
      Avatar
      schrieb am 15.11.05 19:03:47
      Beitrag Nr. 604 ()
      UTSI - Worth repeating:
      by: WINTER_CFA 11/15/05 12:47 pm
      Msg: 88836 of 88840

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=88509

      Comments from UTStarcom`s conference call yesterday:

      "The company will continue to aggressively lead the IPTV market:

      a. The company believes this technology has a strong growth potential and it is starting to see the initial adoption by major carriers worldwide.

      b. It has been one of the pioneers in the market and it is currently one of the very few providers that has a complete entry in IPTV solution in the large-scale commercial service globally.

      c. The company enjoyed the initial success in China, Japan, North America, Latin America, and India and sees additional opportunity in Europe."

      "During 3Q05, the company launched its first commercial IPTV network in Japan with the Yahoo BB...they currently have approx. 30,000 active subscribers on the networks.

      In 4Q05, the company expects to launch commercial IPTV services with DSSI, a competitive local exchange carrier in Florida and at least one commercial network in China."

      From the Q&A:

      "IPTV overall in China, we have significant number of trial sites. We actually have probably about close to 40 test sites. But we have actually very actively working closely with the heart being in the north and we also actively working with Shanghai and also with the trendjo as as well as the Fujo and we are in the very final discussion with the Serjian province. And predominantly with China Telecoms and also we will be actively engaged with China Netcoms as we speak. I think this is in the very, very early stage. I know most of operators there are going to focus on quite a bit of their future expansion and IPTV, it seems to be one of their focus points. Now, nevertheless, that we have been doing the trial, in Harbin, we have been seeing fairly strong and it takes some time to really make the system mature. And we believe we are one of the most mature system-wise and commercially ready and we are already deployed in Japan. So, it is also commercially ready in China. I would say the system is going to be still lumpy. And so we were hoping it`s going to be a very, very significant revenue base for us in 2007 on. But 2006 is going to be a lot of introduction and a lot of groundwork and a lot of smaller installation bases to start, to begin with."

      "The trial site that we have, largest one is in Harbin. We already have more like close to 50,000 subscriber trial. And so that`s a very significant trial site. And we believe capacity`s over 10 million. So I think each city, it would be easily giving you close to I would say, anywhere between 5 to $10 million range. If they start taking off obviously, we`ll go more. And in Japan, we have a much bigger contract. It`s a much bigger scale. So one single order wise, Japan is much bigger. But opportunity-wise, China is by far much bigger than in Japan just simply because of the sheer number of users out there with the broadband capabilities."
      Avatar
      schrieb am 15.11.05 19:05:05
      Beitrag Nr. 605 ()
      Institutional buying
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/15/05 12:52 pm
      Msg: 88838 of 88841

      Most of the Q3 filings are now in. Most major holders of SIGM added to their positions in Q3. For example, Kingdon added almost 400,000 shares. Additionally, heavyweight new investors are coming into the stock. For example, Citigroup took an initial position of over 100,000 shares.

      http://www.nasdaq.com/asp/Holdings.asp?FormType=institutiona… ed=SIGM

      Looks like from today`s volume institutional investors are continuing to move into SIGM. These are the buyers that will take this stock to $15 by the CES at the start of January.
      Byron
      Avatar
      schrieb am 15.11.05 19:05:41
      Beitrag Nr. 606 ()
      Re: A question on simg`s chip
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/15/05 12:56 pm
      Msg: 88839 of 88841

      SIGM has some customers in the portable media player space, including Unibrain, AL Tech, DTS, Digital Cube, and Dvico. However, right now SIGM is focused on the IPTV, DVD, and DMA spaces. Portable media players could become a growth business for SIGM at a later time.
      Byron
      Avatar
      schrieb am 15.11.05 19:51:43
      Beitrag Nr. 607 ()
      INSTITUTIONAL
      Total Number of Holders 53
      % of Shares Outstanding 37.05%
      Total Shares Held 7,925,403
      Total Value of Holdings $88,051,227
      Net Activity 1,624,220


      Top 5 Holders Shares Held
      KINGDON CAPITAL... 1,592,643
      ROXBURY CAPITAL... 936,143
      WEISS GEORGE A 850,000
      WALL STREET ASS... 617,800
      DIMENSIONAL FUN... 399,435
      Avatar
      schrieb am 15.11.05 19:55:50
      Beitrag Nr. 608 ()
      Avatar
      schrieb am 15.11.05 20:19:13
      Beitrag Nr. 609 ()
      denke es wird kräftig gesammelt!

      Volume: 1,298,234
      Avg Vol (3m): 340,154

      hm...bald kommen die zahlen...noch eine woche...viel zeit für spekulationen bleibt nicht mehr!das gute...bisher gabs keine warnung seitens des managements...der haken...eine prognose wurde beim letzten meeting nicht abgegeben...trotzdem...ich gehe von einem starken quartal aus...und von richtig starken folgenden quartalen!bleibe bei 15$ zum jahresende...und deutlich mehr in 2006!
      Avatar
      schrieb am 15.11.05 20:42:15
      Beitrag Nr. 610 ()
      Sigma Designs may benefit from UTSI contract with China Telecom - BWS Financial (11.64 +0.53)

      BWS Financial writes that other than UTSI, SIGM would likely be the greatest beneficiary of UTSI winning a contract with China Telecom to provide Internet-Protocol TV tech to the carrier. Firm notes that SIGM and UTSI entered into a collaboration earlier this year where UTSI would use SIGM chips in its IPTV equipment. The more units that UTSI ships to China, the more revenue SIGM could see from the partnership. The initial estimates were that SIGM could see up to 500,000 units being sold to UTSI by 2006. BWS says it now believes that the initial estimate could very likely double depending on the expansion UTSI sees in China.
      Avatar
      schrieb am 15.11.05 21:18:22
      Beitrag Nr. 611 ()
      @amorphis
      Habe mich die letzten 1,50 Stunden intensiv durch die letzten Infos/News gekämpft.
      So langsam aber sicher kommt bei mir auch ein echt gutes Gefühl auf.
      Die Frage für mich ist nur: Kann noch ernsthaft etwas "in die Hose" gehen ?? Eigentlich nicht.
      Daher freuen wir uns auf 2006 und einen guten Verlauf noch in 2005.
      Wäre auch mit $12,50 zum Jahresende zufrieden.
      Ach ja, mach weiter so. Hier ist es wenigstens ruhig, keine Chaoten, gute Infos.
      Avatar
      schrieb am 15.11.05 21:27:09
      Beitrag Nr. 612 ()
      [posting]18.830.495 von hahel am 15.11.05 21:18:22[/posting]Die Frage für mich ist nur: Kann noch ernsthaft etwas " in die Hose" gehen ?? Eigentlich nicht.

      das kann ich zu 100% unterstreichen!
      Avatar
      schrieb am 15.11.05 21:29:19
      Beitrag Nr. 613 ()
      Baird update
      by: handsr_24 11/15/05 03:27 pm
      Msg: 88863 of 88863

      Baird analyst is out today with update. Headline reads "Momentum should accelerate into year-end and 2006".
      Key points:
      -Believes momentum should return to Sigma`s top line Jan Q driven in part by DMAs as well as higher mix of 8620 (vc-1/h.264) integrated decoder family
      -Their checks indicate company is currently in dicussions with tier-one PC OEMs for DMAs and other consumer electronic devices supporting advanced video decoding.
      -DMAs shipments should accelerate in 2006 driven by Intel`s Viiv strong marketing push. Key to Viiv media pc platform will be ability to wirelessly stream video around the house and across devices, making DMAs central to Viiv`s strategy.
      -Also expects wins at 2006 CES in new segments including HD DVD and Blu-ray players.

      This is not just an IPTV story, folks, although that is potentially huge. This company has so many ways to generate big #`s, it is hard to see them missing the brass ring at this point. The great thing about some of the leading institutions buying more in the Sept. Q is that it tells you that their original premise in buying the stock is intact, and getting stronger.
      Avatar
      schrieb am 15.11.05 21:32:04
      Beitrag Nr. 614 ()
      Press Release Source: UTStarcom, Inc.

      China Telecom to Launch IPTV Service Powered by UTStarcom`s mVision End-to-End IPTV System
      Tuesday November 15, 3:09 pm ET
      Initial Deployment of 5,000 Subscribers in Shanghai

      ALAMEDA, Calif., Nov. 15 /PRNewswire/ -- UTStarcom, Inc., a global leader in IP-based, end-to-end networking solutions and services, today announced that China Telecom, the largest fixed-line telecom operator in China, has chosen UTStarcom`s mVision end-to-end IPTV system to support its new IPTV service in China to be launched by the end of the year. The first official service launch of up to 5,000 subscribers is scheduled to be in Shanghai.

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

      "While we don`t expect revenue associated with this agreement to be meaningful in the near term, we do believe this represents a significant opportunity over the next several years," said Ying Wu, chief executive officer and president of UTStarcom China. "We believe that IPTV technology will revolutionize the way people watch TV by empowering users with the ability to choose the programs they want to watch when they want to watch them. According to a recent report from ABI Research, IPTV subscriber growth is expected to exceed 110 million people by 2010, with the Asia Pacific region accounting for more than 50 percent of the subscribers worldwide."

      "We feel confident in our long-standing relationship as an equipment provider to China Telecom, which dates back more than 10 years when we started to deploy our PAS networks," Wu added. "We believe our mVision IPTV solution is a mature, field-proven platform, having been deployed by Softbank Broadband in Japan for the launch of their BBTV commercial IPTV service in July. We believe the success Softbank Broadband has had to date with mVision in Japan will translate well in China, a country with more than 1.3 billion people and a television penetration rate of more than 90 percent. The company currently has more than 40 trials underway throughout China."

      The launch of the commercial service in Shanghai is the culmination of an integrated commercial trial of IPTV by China Telecom in five provinces throughout China. Partnering with Shanghai Media Group (SMG), a leading multimedia television content provider, China Telecom Shanghai plans initially to offer subscribers a service package of live broadcast television and videos-on-demand. Additionally, the service is also designed to offer subscribers "time-shift" capabilities -- the ability to pause and rewind live television, as well as an expansive amount of storage to record any program and watch on each subscriber`s own schedule.
      Avatar
      schrieb am 16.11.05 12:07:51
      Beitrag Nr. 615 ()
      Harry Boxer Update
      by: jm15670 11/15/05 07:48 pm
      Msg: 88880 of 88888

      Harry Boxer discussed Sigma (he`s the guru in the last news item on Sigma) on Winning on Wall Street tonight. Said the large volume is bullish. Thinks it would be good for the stock to flag (go sidewise for a few days) in preparation to spring through the multi-year resistance of $12.50. If it penetrates $12.50, he agrees with your $17.00 as initial target. Long term --- $25.00.
      Avatar
      schrieb am 16.11.05 12:08:31
      Beitrag Nr. 616 ()
      SBC mentions SIGM today:
      by: WINTER_CFA 11/15/05 11:39 pm
      Msg: 88883 of 88888

      At the UBS Telecom Conf in NYC this morning, SBC CTO John Stankey made the following remarks in response to a question regarding chip suppliers for its Lightspeed program:

      "There are two vendors playing in this chip world today, ST Micro and Sigma. They`ll be the core chip producers...Motorola and Scientific Atlanta will take their chips and integrate them into their boxes."

      NOTE - These comments can be heard at the 49:40 mark in a replay that is available at SBC`s homepage:

      http://www.sbc.com/
      Avatar
      schrieb am 16.11.05 12:09:28
      Beitrag Nr. 617 ()
      Some insight on SIGMA from Harry Boxer a stock guru :
      Today was significant for Sigma in that it broke across a two-month double-top above the 11.40-.45 range. But more importantly the volume today, at 1 3/4 million, was the heaviest volume the stock has seen since February, and the fact that this stock closed over that 11.40-.45 zone at 11.55 today is a key. Follow-through is going to be important. More importantly, as we all know, major multi-year multiple tops at the 12 1/2-3/4 range need to be taken out before this stock can make any significant progress. I still hold it personally. Thanks everyone! --Harry
      Avatar
      schrieb am 16.11.05 12:12:07
      Beitrag Nr. 618 ()
      Re: Byron
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/15/05 04:19 pm
      Msg: 88870 of 88888

      SIGM has a better short term outlook. We’re going to be getting some big IPTV announcements and I also think there will be some major DVD announcements at the CES in January and by that time the stock will probably be around $15. It’s been a tough year for VNWK due to the Telco mergers. I don’t look for much to happen with VNWK until tax loss selling ends and the Telco mergers are completed and SBC and Verizon start a marketing push to sell more products and services based on VNWK technology. However, once this starts to happen I think there is a lot of money to be made in VNWK. The stock will at least get back to the $4 range where it was before all the Telco mergers. So in summary I think VNWK has the better long term outlook. It will reach $3.60, probably sometime in 2006, before SIGM makes it to $36, which probably won’t happen until 2007.
      Byron
      Avatar
      schrieb am 16.11.05 20:41:27
      Beitrag Nr. 619 ()
      More on the SIGM-powered Acer DMA:
      by: WINTER_CFA 11/16/05 08:44 am
      Msg: 88889 of 88909

      This EM8620L-powered DMA is getting a lot of press in Europe:

      "The Linux-powered Acer Media Gateway MG-3001P media extender takes Jørgen Sundgot by surprise; straight out of the starting blocks, it proves to be a marvellous little media juggler."

      http://www.infosyncworld.com/reviews/n/6314.html

      "Installing and setting up the MG-3001P is a deceptively simple affair"

      "A slew of formats can be pushed either via Wi-Fi or wires to the MG-3001P, including MP3, WMA 7/8/9, LPCM and WAV for audio; MPEG 1/2/4, DivX, XviD, WMV 9 and Quicktime for video; and JPEG, PNG, TIFF, GIF and BMP for pictures. It should also be noted that MPEG2 is supported up to 1080i resolution; MPEG4 up to 720p; and WMV 9 similarly up to 720p. Despite this superbly broad plethora of acronyms, however, we`re a tad disappointed by the lack of support for Secure WMA. Still, future support is at the very least not entirely implausible given the MG-3001P`s Internet-upgradeable firmware."

      "The highlight of the MG-3001P, though, is its video streaming capabilities - which must be said to be utterly impressive. The most capable player we`ve seen to date, it supports a battery of formats and streams all with aplomb in resolutions up to 1080i, easily resizing formats on the fly between different resolutions and gloriously trumping competitors such as the Philips Streamium SL400i."

      "The Acer Media Gateway MG-3001P is now shipping throughout Europe, selling in the €250 EUR range."

      If the last line is true, this would certainly have helped SIGM`s about-to-be-reported 3Q.
      Avatar
      schrieb am 16.11.05 20:42:36
      Beitrag Nr. 620 ()
      Re: earnings
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/16/05 10:34 am
      Msg: 88891 of 88909

      I’m not sure what the the Q3 results will look like but I don’t think it’s all that important - what matters are the forward looking statements about Q4 and 2006. We should be getting postive comments from SIGM in all 3 of their key areas:
      IPTV - Philips has chosen SIGM for their set top boxes in Europe, UTSI is using SIGM in Asia, and Motorola and SFA are using SIGM in North America and elsewhere.

      DVD - Important wins will be announced at the CES at the start of 2006

      DMA - Baird reported yesterday that their checks indicate SIGM is currently in dicussions with tier-one PC OEMs for DMAs and other consumer electronic devices supporting advanced video decoding. Baird believes that DMA shipments should accelerate in 2006 driven by Intel`s Viiv strong marketing push. Key to Viiv media pc platform will be ability to wirelessly stream video around the house and across devices, making DMAs central to Viiv`s strategy.

      So in summary I think we will be hearing plenty of good news from SIGM next Tuesday and the stock will start its move to the next level on Wednesday.
      Byron
      Avatar
      schrieb am 18.11.05 01:48:40
      Beitrag Nr. 621 ()
      SA also mentions SIGM:
      by: WINTER_CFA 11/16/05 11:20 pm
      Msg: 88929 of 88980

      Day 2 of the UBS Telecom Conf in NYC today saw Scientific-Atlanta CTO Rob McIntyre make a presentation largely focused on IPTV.

      I spoke briefly with him before his presentation and he had this to say about SIGM and ST Micro, respectively:

      SIGM - "They`re a good company and they`ve grabbed the lead."

      ST Micro - "We`re sticking with them because they`re our foundry."

      Based on the wording of these two remarks, it sounds to me like SIGM could very well get the majority of IP STB business at SA for at least a while.

      Interesting items/remarks from the presentation itself included:

      A list of prospective IPTV customers that included basically everyone using or evaluating the MSTV platform.

      "We have seen a significant incease in RFQ (request for quote) activity (for video over DSL) in recent months."

      "For IPTV, all TVs will require a set-top and the average home has 3 TVs."

      "The adoption of video over DSL will be the equivalent of adding 200 million subcribers that need video networks and CPE (customer premise equipment)."

      In the Q&A segment, at the 49 minute mark, yours truly asked about the firm`s IPTV silicon suppliers. This was the response:

      "We`ve been pretty open about the fact that we actually have two different silicon platforms. They have SOCs for IPTV solutions. They were not selected by us, but by our customers. One is the Sigma platform, a company in California. The other is ST Micro. They have different feature sets and different schedules...we`re going to develop both platforms and we have to. As well we are developing several different versions of software to run on those platforms."

      Sounds good to me.

      The replay of the presentation can be heard at:

      http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=SFA&s…
      Avatar
      schrieb am 18.11.05 01:49:31
      Beitrag Nr. 622 ()
      News about Kiss:
      by: WINTER_CFA 11/17/05 08:02 am
      Msg: 88932 of 88980

      "Evolution Audio Video Launches K/i/S/S in Canada"

      http://marketnews.ca/news_detail.asp?nid=1241

      Toronto, ON, November 16, 2005: Evolution Audio Video Inc., in conjunction with the Royal Danish Consul General, held a launch event last night, introducing the Danish designed and developed K/i/S/S (Keep it Simple Solutions) brand to the North American market. Select media, consumer electronics retailers, and system integrators, were invited to the event, which took place at the Trump Tower model suite in downtown Toronto. The Danish Ambassador, Poul Erik Dam Kristensen, was in attendance; as well as Carsten Knudsen from the KiSS Technology A/S office in Denmark.

      Recently acquired by Cisco Systems’ Linksys division, and headquartered in Horsholm near Copenhagen, K/i/S/S was founded over a decade ago. The Company manufactures DVD products and DVB receivers, and has developed advanced networked and DVB-receivers, DVD-players and hard disk recorders, as well as plasma and LCD TVs.

      Featured at the North American launch was the sleek-looking DP-600 media player that streams online movies with video-on-demand (where available), accesses online services, and allows users to experience a wide range of multimedia files. Using either an Ethernet connection or the built-in wireless LAN, the DP-600 allows consumers to connect a computer or USB drive, and enjoy video, audio, and picture files directly on a TV with K/i/S/S PC link. The device will play DVDs, CDs, Windows Media 9 (including Windows DRM), Nero Digital, DivX High Definition, MPEG-1,2,4, XviD, MP3, Ogg Vorbis, JPEG and PNG Picture files.

      “This European innovator has solved the universal problem of how to marry consumers’ PCs with high definition TVs and sound systems, play virtually any media file, and do so wirelessly,” commented Saxe Brickenden, President of Evolution Audio Video.

      Connected to the Internet and upcoming VOD services, the K/i/S/S player is fully upgradeable, with free online downloads from K/i/S/S.
      Avatar
      schrieb am 18.11.05 01:51:38
      Beitrag Nr. 623 ()
      Words from Viewsonic:
      by: WINTER_CFA 11/17/05 10:11 am
      Msg: 88941 of 88980

      "ViewSonic moves to Taiwan, an interview with H.C. Ho, president of ViewSonic International"

      http://www.digitimes.com/displays/a20051031AB067.html

      "ViewSonic aims to ship 600,000 LCD TVs next year."

      "By the end of this year, the company will also introduce other products that feature built in WLAN."


      From last January`s CES:

      http://www.viewsonic.com/companyinfo/pressrelease_detail.cfm… 59

      "Later this year, ViewSonic will deliver consumers even more entertainment flexibility by introducing Linux based products that feature Microsoft Digital Rights Management compatibility and superior video and wireless networking performance. These platforms, being developed in partnership with Broadcom Corporation, Sigma Designs and Syabas, will allow consumers to easily collect, store, and access digital content anywhere around the home."

      Looks to me like some SIGM-powered Viewsonic LCD TVs are ready to be introduced.
      Avatar
      schrieb am 18.11.05 02:05:46
      Beitrag Nr. 624 ()
      by: WINTER_CFA 11/17/05 10:33 am
      Msg: 88947 of 88980

      "Acer to expand branded presence in non-PC markets in 2006"

      http://www.digitimes.com/systems/a20051116A1001.html

      "Besides its ambitions in the PC segment, Acer is gearing up to expand its branded presence in the PDA and LCD TV markets in 2006, according to company chairman JT Wang, who anticipates on-year sales growth of more than 100% in both the PDA and LCD TV segments next year."

      "For LCD TVs, Acer projects it will ship one million units by 2007, up significantly from an estimate of 150,000 units this year. Quanta Computer is currently Acer’s major contract maker for the segment."


      Previously:

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=86898
      Avatar
      schrieb am 18.11.05 02:07:33
      Beitrag Nr. 625 ()
      Re: News about Kiss:
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/17/05 10:47 am
      Msg: 88951 of 88980

      On the subject of Kiss, Needham is out with a report which mentions them. From the report:

      Kiss, now recently part of Cisco/Linksys, relied primarily on MPEG chips from Sigma Designs (SIGM). Interestingly, we have written in previous research reports that SFA also is likely to rely on SIGM for MPEG chips in the IP set-top boxes it will start shipping to SBC soon. This common reliance on Sigma Designs should a clear sign of synergies and a common engineering approach and philosophy as both Cisco and SFA are angling to attack the same IPTV market. For example, we believe Cisco is competing against SFA for several international IPTV set-top awards in places such as the United Kingdom and through continental Europe, for example.
      ***********************************************

      Regardless of whether Cisco or SFA gets these European set top contracts, the boxes will have Sigma inside. Obviously it`s also of interest that SFA is going to start shipping product soon to SBC with Sigma inside.
      Byron
      Avatar
      schrieb am 18.11.05 02:08:05
      Beitrag Nr. 626 ()
      IPTV about to take off
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/17/05 10:49 am
      Msg: 88952 of 88980

      Infonetics Research Inc. believes that IPTV infrastructure spending will zoom to almost a billion in 2006, then double by the end of 2007 and reach $4.5 billion in 2009. (See IPTV Revenues to `Skyrocket`.)

      http://www.lightreading.com/document.asp?doc_id=84404&WT.svl…
      Avatar
      schrieb am 18.11.05 02:09:20
      Beitrag Nr. 627 ()
      Kasenna news
      by: sigmawahoo (36/M/Reston, VA)
      Long-Term Sentiment: Buy 11/17/05 02:16 pm
      Msg: 88963 of 88980

      Kasenna wins IPTV deal

      http://www.lightreading.com/document.asp?doc_id=84458&WT.svl…
      Avatar
      schrieb am 18.11.05 16:51:16
      Beitrag Nr. 628 ()
      Sigma partners with Opera
      by: MOIKER
      Long-Term Sentiment: Strong Buy 11/17/05 08:36 pm
      Msg: 88981 of 89038

      That`s a new one on me.


      http://www.opera.com/products/homemedia/partners/portfolio/
      Avatar
      schrieb am 18.11.05 16:52:33
      Beitrag Nr. 629 ()
      Avatar
      schrieb am 18.11.05 16:53:15
      Beitrag Nr. 630 ()
      Init thoughts on CSCO/SFA deal:
      by: WINTER_CFA 11/18/05 08:10 am
      Msg: 88995 of 89038

      BOTTOM LINE - This deal should be VERY positive for SIGM given the following:

      1) CSCO`s recent purchase of Kiss Technology already made it effectively a SIGM-only supplier of their advanced video end-point devices.

      2) SFA was positioned to split its IPTV set-top business between SIGM and ST Micro. As indicated recently here, though...

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=88929

      ...SFA`s CTO stated that SIGM had the technology lead in IPTV and that ST Micro would still a player for them, in part, because of foundry incumbancy.

      3) CSCO has no reason to maintain such loyalty to the weaker solution. They are off-the-shelf buyers of the best technology on most occasions.

      Thus, it seems to me that CSCO will now pursue a large number of global Telco IPTV opportunities using SFA`s infrastructure technology and SIGM`s chips at the endpoints either exclusively or practically so (at least for the foreseeable future).


      Man, it`s going to be fun to own this stock over the next 12 months.
      Avatar
      schrieb am 18.11.05 16:54:53
      Beitrag Nr. 631 ()
      Reaction to the Cisco/SFA deal
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/18/05 10:20 am
      Msg: 89025 of 89038

      From the Wall St. Journal:

      Cisco has made no bones about its ambitions to be the leading equipment supplier as the Internet evolves to take over functions that were long carried out by separate entertainment, voice and data networks. But in doing so, it has to penetrate an area that has been dominated by a duopoly of Motorola Inc. and Scientific-Atlanta.

      Set-top boxes play a key role in determining what features can be offered on the TV screen. Scientific-Atlanta has about 40% of the U.S. set-top box market, or roughly 56 million cable devices in U.S. households. Its largest customer is Time Warner Inc.`s cable division.

      Demand for set-top boxes is expected to intensify as competition heats up in the TV distribution business and technology makes possible a wide array of advanced TV features. Roughly 300 million analog televisions will need some form of converter to work with the digital broadcast signals required by the government by 2009. At the same time, telephone companies, like SBC Communications Inc. and Verizon Communications Inc., are racing to provide television service, opening a new market for set-top boxes.
      ***********************************************

      Cisco is already relying on SIGM in its Kiss product line. If Cisco/SFA relies more on SIGM than on STM and this deal causes a shift in business from STM to SIGM, it`s a huge win for SIGM. Also, I think the fact that Cisco, a huge company that is only interested in huge markets, is buying SFA proves that set top boxes are about to become a huge market.
      Byron
      Avatar
      schrieb am 18.11.05 16:55:46
      Beitrag Nr. 632 ()
      Amino products rolling out, SIGM inside
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/18/05 10:29 am
      Msg: 89034 of 89038

      http://www.businessweekly.co.uk/news/view_article.asp?articl…

      Amino has SIGM inside.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=88049
      Avatar
      schrieb am 18.11.05 17:23:07
      Beitrag Nr. 633 ()
      also....cico übernimmt sfa...was bedeutet das für sigma design???nachdem jetzt schon die dänische kiss durch linksys/cisco übernommen wurde...der nächste deal seitens cisco im iptv markt!cisco will ein großes stück des marktes haben...ganz klar...und wenn man aktuelle studien zugrunde legt...sehr verständlich!immerhin wird das die nächsten jahre der wachstumsmarkt schlechthin!iptv wird für sigm eine ganz ganz dicke sache werden!mit weltfirmen wie microsoft und cisco an der seite ist sigm bestens aufgestellt...

      siehe posting #621:

      SIGM - " They`re a good company and they`ve grabbed the lead."

      heute 52 wochenhoch erreicht...wir stehen bei etwa 13$...steigende tendenz...nächste woche dienstag dann die earnings...meiner meinung nach dürfen wir ne positive überraschung erwarten...dann gehts ganz schnell mit sigm!mein kz von 15$ zum jahresende sollten wir in jedem fall sehen...nächste woche wenn die earnings draussen sind...denke ich nochmal drüber nach...;)
      Avatar
      schrieb am 18.11.05 18:07:33
      Beitrag Nr. 634 ()
      Avatar
      schrieb am 18.11.05 18:38:17
      Beitrag Nr. 635 ()
      es lohnt sich immer wieder in Sigma zu investieren, auch wenn der Staat die Spekufrist abschaffen will, hoffe die kommen damit nicht durch
      Avatar
      schrieb am 18.11.05 19:01:47
      Beitrag Nr. 636 ()
      [posting]18.870.197 von kojote1 am 18.11.05 18:38:17[/posting]mich interessiert die spekufrist nur am rande...wenn alles so weitergeht wie es sich derzeit abzeichnet...und sigm nicht übernommen wird...steht sigm in ein paar monaten deutlich höher...wie sie in ein paar jahren stehen könnten...daran denk lieber nicht...sonst nimmt die gier überhand...:D
      Avatar
      schrieb am 18.11.05 19:13:30
      Beitrag Nr. 637 ()
      die müssen schon steigen wenn wir jetzt bis 67 arbeiten sollen, in meinem Beruf wäre ich da schon lange unter der Erde:laugh:
      Avatar
      schrieb am 18.11.05 20:06:23
      Beitrag Nr. 638 ()
      @amorphis:

      Glückwunsch....hat SIGM es jetzt endlich geschafft über das alte Hoch! ;)

      Wollte vor ein paar Tagen schon schreiben, dass jetzt beim 4. Versuch der Sprung darüber klappen könnte....sah gut soweit aus....habs dann aber doch sein lassen....nicht das es doch anders kommt! :D:rolleyes:
      Avatar
      schrieb am 18.11.05 20:09:48
      Beitrag Nr. 639 ()
      ohne worte!!!

      Volume: 1,003,428
      Avg Vol (3m): 368,030

      nächste woche dienstag sindearnings...solltest dir schnell was überlegen...:D
      Avatar
      schrieb am 18.11.05 20:10:01
      Beitrag Nr. 640 ()
      Ach ja, wenn ich schon vor 20 Uhr auf den Kurs gesehen hätte, dann hätte ich noch in Dtld. zugegriffen....so muss ich erstmal warten....Volumen stimmt jedenfalls!
      Avatar
      schrieb am 18.11.05 20:10:59
      Beitrag Nr. 641 ()
      kauf doch in den staaten...;)
      Avatar
      schrieb am 18.11.05 20:13:43
      Beitrag Nr. 642 ()
      [posting]18.871.373 von amorphis am 18.11.05 20:10:59[/posting]Ne dazu ist "mein" Volumen zu gering....das rentiert sich nicht....aber vielleicht ist es eh mal besser die Earnings abzuwarten....kann ja nie wissen was kommt....erwartest Du denn gute Zahlen?
      Avatar
      schrieb am 18.11.05 20:14:08
      Beitrag Nr. 643 ()
      sollte sigm aufgekauft werden...hier ne einschätzung was man mindestens als kaufpreis erwarten sollte...:cry::cry::cry: hoffe nicht das es so kommt!20$ sind mir 40$ zu wenig...:laugh:
      Avatar
      schrieb am 18.11.05 20:16:30
      Beitrag Nr. 644 ()
      [posting]18.871.410 von Stochastic am 18.11.05 20:13:43[/posting]ich erwarte zahlen die sehr sehr gut sind...deutet eigtl alles drauf hin!was aber viel wichtiger sein wird...der cc samt ausblick!
      Avatar
      schrieb am 18.11.05 20:16:50
      Beitrag Nr. 645 ()
      [posting]18.871.418 von amorphis am 18.11.05 20:14:08[/posting]Re: Winter/Byron: What`s $400-$500 mill
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/18/05 02:03 pm
      Msg: 89070 of 89071

      Not less than $20/sh. Keep in mind that in a conference call earlier this year SIGM management said they might be approached about a buy out.
      Byron
      Avatar
      schrieb am 18.11.05 20:28:03
      Beitrag Nr. 646 ()
      Will dir nicht nahe treten aber bei Vphm hast das selbe gesagt, meistens kommt es anders als man denkt.
      Avatar
      schrieb am 18.11.05 20:49:01
      Beitrag Nr. 647 ()
      [posting]18.871.615 von formentum am 18.11.05 20:28:03[/posting]will dir nicht zu nahe treten...aber wo habe ich was falsches gesagt?!viro ist zu unrecht zurückgekommen...jeder kann anderer meinung sein...aber ich vertraue auf meine recherche!bin mit viro durchschnittlich dreistellig im plus...mit sigma design im hohen zweistelligen bereich...iptv wird ein milliardenmarkt...und sigm ist der key-player was die chips betrifft...lies den threat...dann merkst du das!entweder wird sigm übernommen und ich gehe dreistellig raus...oder...was ich hoffe...sie bleiben wer sie sind...eine eigenständige firma...dann steht einem tenbagger auf sich der nächsten drei jahre nichts im wege!hast du dir mal die wachstumsraten angesehen?jetzt...wenige user im iptv markt...2010 sollen es 110 millionen weltweit sein...vor allem asien wird sehr stark wachsen...welch glück das sigm bisher in allen großen iptv projekten als chiplieferant für die boxen ausgewählt wurde...und welch glück das msft und cisco auf sigm vertrauen...und...welch mega glück das sigm nächsten jahr nen umsatz und ergebnissprung von mehr als 100% machen wird...;)

      wers weiß bleibt ganz locker und gelassen...das betrifft übrigens auch viropharma!
      Avatar
      schrieb am 18.11.05 21:10:38
      Beitrag Nr. 648 ()
      China Netcom to increase trials
      by: heyanyonehome 11/18/05 02:51 pm
      Msg: 89077 of 89077

      China Netcom To Sign Contract With SMG For IPTV Test

      http://au.news.yahoo.com/051118/3/wur1.html

      Like China Telecom earlier, this should be a boost to UTStarcom and to Sigma.
      Avatar
      schrieb am 18.11.05 21:22:17
      Beitrag Nr. 649 ()
      13,30$!!!!
      Avatar
      schrieb am 18.11.05 22:10:17
      Beitrag Nr. 650 ()
      ich traue mir meinen Hintern wetten das wir bei 13,00 schließen, diese Amis sind solche Angsthasen...war doch schon weiter oben...na dann halt am Montag...
      Avatar
      schrieb am 19.11.05 17:12:47
      Beitrag Nr. 651 ()
      Cisco to increase foreign sales by SFA
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/19/05 10:44 am
      Msg: 89117 of 89117

      Cisco Systems sees its future sitting on top of a television. In announcing yesterday a $7 billion deal to acquire Scientific-Atlanta, the maker of television set-top boxes, Cisco signaled its commitment to a strategy of augmenting sales of its powerful routers that direct Internet traffic with more consumer-oriented technology. Cisco`s decision is built on the idea that entertainment and communications will converge around the digital technology that it provides.

      It also has a more modest short-term goal: using its international sales force to increase sales at Scientific-Atlanta, which is largely unknown outside the United States.

      "We have no relationships with telephone companies internationally," James F. McDonald, the chief executive of Scientific-Atlanta, said. With Cisco`s access to markets overseas, he said, "We can put this capability through almost instantly."

      http://www.nytimes.com/2005/11/19/business/19cisco.html

      As we all know, there are large opportunities for set top box sales in Asia and Europe. Cisco`s aquisition of SFA will result in SFA becoming a player in these markets, meaning more sales for SIGM.
      Byron
      Avatar
      schrieb am 20.11.05 22:13:38
      Beitrag Nr. 652 ()
      so...isset...;)

      Breakout Short Pressure
      by: azaria2whistler 11/19/05 09:39 pm
      Msg: 89128 of 89134

      According to Stock Charts. com SIGM experienced a Double Top Breakout on Nov 18th, Traditional 3 box reversal chart with a bullish price objective (Rev) of $25.00.
      Positive guidance in combination of major orders and we have the Tran Rocket zooming on high octane fuel from 2 and 1/2 million shorts!!
      Avatar
      schrieb am 21.11.05 14:38:54
      Beitrag Nr. 653 ()
      SBC to pump $800M into video, Internet initiative
      Sunday November 20, 2:38 pm ET


      SBC Communications Inc. will invest $800 million in video and high-speed Internet technology in Texas, the San Antonio telecommunications company said Thursday.
      During a ceremony in Plano, SBC (NYSE: SBC - News) said it signed a five-year deal with Plano-based Alcatel USA Inc. to provide equipment and video system integration services for SBC`s Project Lightspeed. As part of the project, SBC Texas plans to install about 5,500 miles of fiber-optic wire and related network technology throughout the state.


      "This tremendous capital investment will bring more choices and new services to Texas consumers, and it will have a huge impact all across this state as these funds flow through our economy," Gov. Rick Perry says.

      Project Lightspeed is SBC`s initiative to deliver video, voice and high-speed Internet access services to about 18 million households in 13 states.

      SBC cited Senate Bill 5 as the impetus for the $800 million investment. The law allows telecom companies such as San Antonio-based SBC and New York-based Verizon Communications Inc. (NYSE: VZ - News) to obtain statewide franchises to offer broadband TV services in Texas, rather than having to gain franchise approval from various municipalities.

      Proponents say the law creates greater competition for video, cable and telecom services. Opponents contend the law robs communities of local control over such services and further burdens Texas taxpayers.

      "As a direct result of strong state leadership and policies that encourage investment in advanced technology, Texas consumers will have more choices, better products and a much-needed alternative in the TV and entertainment market," says Jan Newton of Austin, president of SBC Texas.

      Earlier this month, the Public Utility Commission of Texas authorized SBC to offer its advanced video services in the San Antonio area.

      SBC employs roughly 2,000 people in the Austin area.

      Published November 17, 2005 by the Austin Business Journal
      Avatar
      schrieb am 21.11.05 14:41:43
      Beitrag Nr. 654 ()
      SFA has sold 3.7M boxes so far
      by: ihs54
      Long-Term Sentiment: Strong Buy 11/21/05 04:56 am
      Msg: 89139 of 89142

      http://us.ft.com/ftsuperpage/superpage.php?news_id=fto112120… r_id=yahoofinance

      "... Although their original purpose was to provide the "conditional access" needed to manage a pay-TV service, set-top boxes have been evolving into broader consumer devices. Scientific-Atlanta`s Media Center DVR includes a digital video recorder, DVD player and burner. That is a close echo of Microsoft`s Media Center PC, a version of the Windows software that is meant to power PCs with many of the same features."

      The market for these more versatile digital boxes remains in its infancy: after a slow start, 6m Med Center PCs have so far been sold, while Scientific-Atlanta has sold 3.7m set-top boxes with built-in DVR capability.
      Avatar
      schrieb am 21.11.05 14:43:16
      Beitrag Nr. 655 ()
      Press Release Source: Amino Communications

      Amino Outgrows APAC Offices
      Monday November 21, 6:25 am ET
      Company Relocation Reflects Regional IPTV Growth

      CAMBRIDGE, England--(BUSINESS WIRE)--Nov. 21, 2005--Amino, global leader in set-top box technology and software for the IPTV industry, has announced the recent expansion of its Asia Pacific (APAC) office, based in Hong Kong. The relocation to larger premises in Tsim Sha Tsui, Kowloon reflects the increased growth of the IPTV market in this region and significant success in winning new deployments with Asian service operators. The Hong Kong-based team is expected to grow further in 2006, to satisfy the increased demand for Amino`s award-winning AmiNET product range and engineering expertise.


      The APAC office move follows just three months after the US arm of the company, Amino Communications LLC, tripled its office space by relocating to a new 5000 square foot facility in Atlanta. The new Hong Kong office is strategically located by the harbour, in front of the famous Peninsula Hotel.

      Jeff Tan, general manager, sales (APAC) for Amino commented, "the IPTV industry in Asia is booming and Telcos and system integrators are looking at service providers with proven technology, which can be implemented quickly to satisfy the growing consumer demand." He continued, "Our reputation for enhanced interoperability with middleware and conditional access partners as well as the success of other regional deployments have made Amino an attractive partner for Asian Telcos looking to deploy triple-play services."

      Amino is the global leader for making the smallest, most attractive, high-performance IP set-top boxes on the market. Fundamental to this success has been Amino`s ability to develop a highly stable, industry proven, versatile software stack, to be portable across a variety of silicon platforms. Asia is spawning many independent set-top box and gateway manufacturers who understand that the software stack is the key factor behind a successful set-top box design, they look to Amino to provide a turn-key, licensable, software solution."

      A recent report published by Infonetics Research states that the IPTV industry is set to "skyrocket", reaching 53.7 million global subscribers and $44billion in service revenue by 2009. The Asia Pacific region is identified in the same report as a region experiencing particularly strong levels of subscriber growth, largely due to the advanced DSL technologies such as VDSL and ADSL2, already in place.
      Avatar
      schrieb am 21.11.05 14:49:31
      Beitrag Nr. 656 ()
      News Analysis
      By Peter Burrows

      Cisco`s Bold New TV Bet
      The Scientific-Atlanta deal pushes the networking giant deeper into consumers` home and helps it court cable and telecom providers

      Until three years ago, Cisco Systems (CSCO) steered clear of cutthroat markets for high-tech consumer gear. It stuck happily to its business of selling high-margin networking equipment to corporations and communications providers.
      Advertisement

      But Cisco changed tack and in 2003 began a slow, steady march into homes with the purchase of Linksys Group, a maker of routers for consumers. Cisco reckoned it could compensate for lower gross margins on consumer products by keeping operating costs low while cranking up sales. The experiment worked, so Cisco quietly began looking for more deals. In July it went from home offices to the living room by buying tiny KiSS Technology, a maker of networked DVD players (see BW Online, 08/05/05, "Cisco`s Link to Your Living Room").

      But those were just preludes to the Nov. 18 blockbuster $6.9 billion acquisition of Scientific-Atlanta, which along with Motorola (MOT) dominates the market for cable TV set-top boxes. "This is about owning the home," says Edmond Lewis, a general partner with RelevantC Business Group, a Chicago communications-industry consultant.

      VIDEO EXPERTISE. It`s a risky but worthwhile bet by a company intent on finding growth. Cisco`s stock has been stuck in neutral for years because of investors` doubts about its ability to find new businesses that could sustain its cushy profits -- typically around 20% of sales (see BW Online, 08/10/05, "Cisco: Investors Still Aren`t Convinced"). Cisco has announced a range of new growth initiatives of late, including emergency communications systems for first responders, small-business gear, and new wireless networks for corporate campuses.

      But Scientific-Atlanta is by far the biggest and boldest move in years. Cisco aims to boost Scientific-Atlanta`s growth rate to 14% to 16%, from 10% to 12%. Doing that would help Cisco hit the upper range of a target to achieve overall growth of 10% to 15% a year.

      Maybe more important, the acquisition gives Cisco products and expertise in video services. That in itself could be a $10 billion market by 2009, says Cisco Chief Executive John Chambers.

      BUNDLE WARS. Certainly the timing is good. For years, cable and phone companies have been pouring money into building so-called converged networks, capable of delivering all manner of digital traffic over gear based on the Internet Protocol. Now these carriers are racing to fill these networks with a profitable "quadruple play" of services that combine Internet access with Net-based phone calling, wireless calling, and video services.

      While already a dominant supplier in the first three, Cisco had been a relative no-show in video. "Once you add video, not just in products but in being able to integrate them all together, that gives us leadership that is very, very unique," Chambers told analysts the day the deal was announced.

      Indeed, the deal could make Cisco a far more formidable supplier to various camps in the bundle wars, which for the most part pit cable providers against telephone companies such as Verizon (VZ). In particular, it strengthens Cisco`s ability to help cable companies such as Comcast (CMCSA) and the cable division of Time Warner (TWX).

      MARQUEE TELECOM ACCOUNTS. Cisco already sells roughly $1 billion a year to cable companies, but this will let it sell a soup-to-nuts suite of products -- from its routers that direct Internet traffic, to Scientific-Atlanta`s head-ends, which pull programming down from satellites for delivery to subscribers’ homes -- and finally its set-top boxes. Scientific-Atlanta has a nearly 50% share of the millions of homes that have set-top boxes.

      While some cable executives might balk at having one supplier be that powerful, Scientific-Atlanta President Jim McDonald said he spoke with his two largest customers on Nov. 17, and both were positive. "They`re interested in speed to market, and how you integrate all of this to make it work," he told analysts.

      Solidifying Cisco`s position with cable companies could be a huge advantage, since they have made by far the most progress in the early innings of the contest against phone companies. The cable companies currently provide video service to 70 million U.S. homes, compared with less than 1 million for the phone companies that only now are rolling out video offerings. Also, the cable companies have made far more progress selling phone and broadband access to big phone-company customers than the other way around.

      But Scientific-Atlanta could help Cisco with phone companies as well. Until two years ago, the 50-year-old communications company sold only to cable companies. Since then it has landed some marquee telecom accounts. It will provide the set-top boxes in SBC`s Project Lightspeed, which is supposed to bring IP-based TV services to 18 million homes by the end of 2007.

      THREAT TO MICROSOFT? And Cisco may have bigger plans up its sleeve to help carriers of all stripes reach consumers. For example, analysts expect it to try to make a big splash with the networked DVD players purchased from KiSS. By integrating this technology into Scientific-Atlanta`s set-top boxes, for example, Cisco would allow consumers not only to receive content via their set-top box but also make DVD copies of favorite shows and even transfer programming to other PCs or TVs in the home, depending on licensing rules imposed by owners of that content. "Having Scientific-Atlanta plus Linksys will enable carriers to bring new services to the home," says Cisco Senior Vice-President Dan Scheinman. "As you connect your set-top box to your wireless network, you`ll be able to get what you want, where you want, on the device you want."

      That could step on some other industry players` toes. Alcatel, for example, has landed a series of big contracts to help carriers create converged IP-based networks and fill them with new-fangled services, including SBC`s IPTV plans. And many say Cisco`s new push for the home puts it in increased competition with Microsoft. Indeed, the software king has made almost no progress in having any of its software deployed in set-top boxes -- in part because Scientific-Atlanta and Motorola have their own proprietary technologies.

      As a result, Microsoft has focused its efforts on creating its IPTV software for the phone companies, which have minuscule market share in video and must still prove they can cut it in this industry (see BW Online, 11/15/05, "Microsoft and Cisco: Ready to Rumble?"). "Microsoft can`t be happy about this," says Jeff Binder, president and founder of Broadbus Technologies, a video-on-demand technology provider. "Cisco is a much bigger threat to Microsoft with the telcos than Microsoft is to Cisco in cable."

      BOLD MOVES. Indeed, many industry eyes will be watching to see what happens with San Antonio-based SBC (SBC). As of now it`s using Microsoft`s IPTV software, along with routers from Alcatel and Scientific-Atlanta`s set-top boxes. But many in the industry claim Microsoft may be behind schedule, something the company denies. Still, "the folks in San Antonio have got to be pleased," says RelevantC`s Lewis. "They now have a second potential supplier, and that gives them more pricing leverage and flexibility."

      That said, Cisco faces vast challenges as well. Most obviously, the deal breaks the mold from scores of past acquisitions. Chambers stuck religiously to buying small Silicon Valley outfits with slick new Internet-style technology -- not 50-year-old proprietary-technology companies located on the other side of the country. And while Chambers and McDonald insisted there was a cultural mind meld between the two companies, that`s a minority opinion.

      "My father used to run Varian Associates in the 1960s, and he competed with Scientific-Atlanta," says Ron Sege, chief executive of wireless gear maker Tropos Networks. "They`re very set in their ways. And Chambers has said it himself: `Big acquisitions almost never work.` If you`re mindful of history, you`d have to be concerned."

      Than again, few companies have more expertise at making acquisitions work. And if Cisco`s investors were waiting for some bold move to grab their attention, this one makes a lot of sense. Because history also shows that bold bets sometimes pay off.
      Avatar
      schrieb am 21.11.05 15:31:07
      Beitrag Nr. 657 ()
      Tran wishes he didn`t....
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/21/05 09:28 am
      Msg: 89144 of 89144

      I was cleaning up my home office over the weekend and came across the May 2005 prospectus for the annual meeting. Unfortunately, I forgot to bring it to work, but on the pages just past the ownership listing, it states that....Thinh Tran HAS entered into an automatic stock option selling plan 105b ?? This means that he WILL be selling 40,000 shares as soon as the window opens. He can not control this or future sales. He may be kicking himself for doing this, but his option sales are NOT an indication of his confidence in the future of the company. This post should clear up this ongoing debate regardless of which side you are on. All must agree that his decision to sign up in this SEC program was not a good idea, but that is poor investing, not disceptive practices. I am going to cut him some slack, he has brought the horse to the water and he looks thirsty!

      I have made the decision to hold this stock for another two years. Seems clear to me that revenues are headed for $300 million - up 10x over last year.
      Avatar
      schrieb am 21.11.05 16:31:19
      Beitrag Nr. 658 ()
      sieht gut aus heute...;)
      Avatar
      schrieb am 21.11.05 16:57:01
      Beitrag Nr. 659 ()
      JAGfn Rumors
      10:41 a.m. 11/21/2005 Provided By JagNotes


      Nov 21, 2005 (JAGfn.com via COMTEX) -- STOCKS ON THE MOVE (SIGM)$13.40 NEW YEAR HIGH
      Avatar
      schrieb am 21.11.05 18:20:59
      Beitrag Nr. 660 ()
      New chips for AT&T
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/21/05 11:54 am
      Msg: 89152 of 89153

      Page 1 article in the Wall St. Journal today about the new AT&T (SBC has completed its acquisition of AT&T and adopted that name). Quoting from the article: "AT&T plans a "controlled launch" of its TV service next month in a few hundred San Antonio homes, but initially it won`t have some of the features most cable operators offer, like high-definition channels. AT&T executives say that shortcoming will be corrected when new chips arrive early next year."

      We know who is supplying those new chips, don`t we?
      Byron
      Avatar
      schrieb am 21.11.05 18:21:31
      Beitrag Nr. 661 ()
      latest news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/21/05 12:09 pm
      Msg: 89153 of 89153

      Comments from the Roth analyst this morning:

      * While SIGM did not provide specific guidance for the quarter, we believe the Company could post flat sequential growth from Q2:06. As such, the Company could report revenues in the range of $7.70 -$8.20 million, in our view. Street Consensus is revenues of $8.04 million and EPS of $(0.02). We are looking for $8.19 million and $0.00, respectively. SIGM reports Q3:06 earnings on Tuesday, November, 22 AMC.

      * We expect an upbeat conference call highlighting the ramp up of several IPTV deployments, continued growth in Digital Media Adapters (DMA) and progress in engagements with FVD/EVD, Blu-Ray, HD-DVD and HDTV OEMs.

      * SIGM could provide Q4:06 guidance. The Company has refrained from providing specific guidance in the past however, given the momentum and visibility into several IPTV deployments, we believe SIGM could provide guidance for Q4:06.

      * The momentum in IPTV deployments and ramp up of DMA`s could enable the Company to post 25-30% sequential revenue growth in Q4:06, in our view. As such, we could expect guidance in the range of $9.75 million - $10.75 million. We have modeled for revenues of $10.63 million and EPS of $0.02. Street consensus is at $10.74 million and $0.02, respectively.
      ***********************************************

      Should be an interesting call tomorrow. I will be out of town all day but will listen to the call replay tomorrow night.
      Byron
      Avatar
      schrieb am 21.11.05 19:11:36
      Beitrag Nr. 662 ()
      das bild was sich in den letzten monaten angedeutet hat...ergibt immer mehr ein ganzes...ein richtig großes ganzes um genau zu sein!

      :D

      noch fragen zu den möglichkeiten bei sigma design?!;)


      IPTV forecast
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/21/05 12:33 pm
      Msg: 89154 of 89154

      Screen Digest`s report European IPTV: Market Assessment and Forecast to 2009 shows IPTV is set to mount a significant challenge to the established satellite and cable operators in Europe. Although there are just 658,000 IPTV subscribers in Europe today, this is poised to increase to 8.7 million by 2009.

      http://www.c21media.net/resources/detail.asp?area=89&article…

      Philips and Cisco will be big players in this market. Both these companies have Sigma inside their set top boxes.
      Byron
      Avatar
      schrieb am 21.11.05 22:01:54
      Beitrag Nr. 663 ()
      Of high interest:
      by: WINTER_CFA 11/21/05 02:48 pm
      Msg: 89156 of 89157

      Back on the May 24th 1Q conf call, Ken Lowe mentioned an Asian win and pending deployment for the SIGM/Oregan platform. As discussed below, it now looks like a second win and deployment will be seen early in 2006 with "an unnamed European incumbant telecom operator":

      "New IPTV browsers at IBC
      CabSat European Briefing
      28 October 2005

      Provider of solutions for IPTV and connected consumer electronics markets ANT launched its new IPTV client-software platform recently at IBC. The web browser, called ANT Galio, enables platform operators to provide mixed-media IPTV applications, combining local device set-up menus and controls with interactive applications and EPGs. "We supply browsers and most of the video streaming software for IPTV. Our mission is to become a one-stop shop for these types of software," said Andrew Bovingdon, head of marketing and product management at ANT. The company has already developed two IPTV browsers, Fresco and Galio, of which Galio is the more advanced in terms of graphics and the number of user features. "If we look at all accessible web browsers in the market, Galio has more features than other IP browsers such as Internet Explorer or Mozilla. The main thing is it is designed for TV applications. It does not require a large amount of memory. The browser is designed for set-top boxes," said Bovingdon. Meanwhile rival browser software supplier Oregan Networks announced at IBC that it had integrated its solution with IPTV VOD specialist Bitband’s Vision video server for unnamed customers in the Asia Pacific and EMEA regions. The combined solution integrates Bitband’s server with Oregan’s IP set-top client and TV browser, allowing streaming of multi-codec video and the rendering of dynamic HTML and Macromedia Flash-based user interfaces, internet browsing, online games, instant messaging and EPGs. At IBC, Oregan showed its browser working on a set-top with a Sigma 86-20 MPEG-2 single chip. Milya Timergaleyeva, vice-president, marketing, Oregan, said that Oregan would support advanced compression chipsets from Sigma, ST Microelectronics and Equator. Oregan has also announced that it has won a deal from an unnamed European incumbent telecom operator, with a rollout of Oregan-connected set-tops based on Sigma Systems’ reference design scheduled for the first quarter of next year. The box will support MPEG-1 and 2, Windows Media Version 9, Xvid, and high-definition WMV9, as well as 802.11g Wi-Fi. Separately, Espial, another middleware provider for set-top boxes and consumer electronic devices, has launched the Espial EscapeT browser for IPTV applications. The company introduced the browser at IBC. The browser supports internet standards and advanced TV-specific improvements such as fit-to-width web page rendering for TV and plug-ins."

      http://www.informamedia.com/marlin/30000000461/ARTICLEVIEW/m… 57069/mp_pubcode/CSEB


      FYI - This article was a son-of-a-gun to retreive from Google. The URL enclosed doesn`t work. What you have to do is a Google search using words from the article (e.g. sigma + galio + milya) to bring the article up, then click on the cache version (which still doesn`t work) and then click on "cached text only" while the article trys (unsuccessfully) to load.
      Avatar
      schrieb am 21.11.05 22:23:00
      Beitrag Nr. 664 ()
      na...sieht doch gut aus...guter schluss...und nachbörslich bei 13,49$...das lässt für morgen hoffen...alles wird gut :cool:
      Avatar
      schrieb am 22.11.05 13:51:02
      Beitrag Nr. 665 ()
      Q3 2006 Sigma Designs Earnings Release - After Market Close
      CCBN
      Avatar
      schrieb am 22.11.05 15:12:35
      Beitrag Nr. 666 ()
      http://english.eastday.com/eastday/englishedition/business/u…



      Huawei, ZTE and UTStarcom share IPTV deals 22/11/2005 17:27

      Jane Chen / Shanghai Daily news

      Three domestic telecommunications suppliers have defeated their overseas rivals in the bid for Internet Protocol Television (IPTV) equipment deals offered by China`s two leading telecom operators: China Telecommunications Corp and China Network Communications Group Corp, the Beijing News reported today.
      With IPTV service, users are able to watch TV on their phones.
      For China Telecom, Shenzhen-based Huawei Technologies Co Ltd won the deal for a test IPTV network for its Guangdong branch, while ZTE Corporation, China`s largest publicly-traded telecom supplier, pocketed the deal for its Jiangsu unit. Nasdaq-listed UTStarcom Inc won the contract to supply Shanghai Telecom.
      The Guangdong Telecom deal is for a network for 100,000 users, covering Guangzhou, Shenzhen and other wealthy areas of the Pearl River Delta. However, industry sources cited by the Beijing-based newspaper indicated Huawei is not the only winner of the bid and will be sharing the deal with other contenders including UTStarcom.
      ZTE`s deal for Jiangsu Telecom is for China`s largest IPTV network, covering the four test cities of Suzhou, Nanjing, Wuxi and Yangzhou and with a capacity of 100,000 users. In addition to it, ZTE has won an order from China Telecom`s Shaanxi Telecom unit.
      UTStarcom is the biggest winner of the trio, bringing in deals totaling US$45 million to US$100 million. Besides the deal for Shanghai Telecom, it has won the bid for China Netcom`s Harbin branch.
      Given the fact that the biggest-ever IPTV deal, for China Netcom`s Beijing branch, will not be revealed until next year, industry analysts expect stiffer competition ahead, noting that there are a score of telecom equipment manufacturers competing in the fledgling IPTV field.
      Currently, Huawei, ZTE and UTStarcom are dominating and overseas players Alcatel Shanghai Bell and Siemens are performing actively in the sector, they noted. The five have signed-up to tender for nearly all the IPTV bids, according to specialists with Shanghai Telecom`s Technological Research institute, the key test carrier of China Telecom`s IPTV networks.
      Observing that UTStarcom was displaying the utmost zeal, specialists revealed that the company had participated in tests for half of the IPTV bids, including in Zhejiang, Shanghai, Chengdu, Fuzhou and Shantou.
      Alcatel Shanghai Bell and Siemens have won no bids so far, but both are redoubling their efforts.
      Siemens` IPTV standard is still at the test stage and has not been adopted by China`s telecom operators for the test networks, the specialists explained.
      Meanwhile, telecom operators are speeding-up the building of test IPTV networks, with confidence boosted by the warm market response to mobile TV.
      China Telecom plans to expand network-coverage from 17 cities to 23, while China Netcom aims to increase coverage to 20 cities. China Telecom`s IPTV business is called "Bai Shi Tong", or SITV, and China Netcom calls its service "Xin Shi Jie". The services are provided in alliance with Shanghai Media Group, which holds the country`s sole IPTV business license.
      Shanghai Dragon, China`s only authorized mobile TV service provider, said yesterday it has over 5,000 subscribers for mobile TV services.
      Avatar
      schrieb am 22.11.05 15:32:15
      Beitrag Nr. 667 ()
      Re: Earnings After Market Close
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/22/05 09:23 am
      Msg: 89184 of 89185

      I guess nobody is counting the gain from the sale of Kiss stock to Cisco. If I remember correctly, it is around $.10 per share, so the reported number should be earnings of $.08 per share.
      Avatar
      schrieb am 22.11.05 17:35:21
      Beitrag Nr. 668 ()
      so...die letzten zögerlichen...rein/raus...was tun...?!:D denke gegen ende des abends kommt kaufdruck...sind ein paar nervös...:)

      bin bis zum cc unterwegs...bis denne...und go sigm go...;)
      Avatar
      schrieb am 22.11.05 18:24:21
      Beitrag Nr. 669 ()
      wie so soft wird am großen Baum mächtig gerüttelt, nur kräftige….. Hände halten!

      Alles wird Gut…… :lick:
      Avatar
      schrieb am 22.11.05 18:38:17
      Beitrag Nr. 670 ()
      einfach abwarten, mehr kann man nicht mehr machen, Infos sind noch nicht rauszubekommen, wäre ja sonst auch nicht legal...:lick:
      Avatar
      schrieb am 22.11.05 21:03:35
      Beitrag Nr. 671 ()
      Als Voreinstimmung für die Zahlen heute nachbörslich...die Analysten erwarten 8,04 Mio. Umsatz und ein EPS von -0,02!
      Avatar
      schrieb am 22.11.05 22:06:55
      Beitrag Nr. 672 ()
      Avatar
      schrieb am 22.11.05 22:07:57
      Beitrag Nr. 673 ()
      EPS 0,09...alle Achtung! ;)
      Avatar
      schrieb am 22.11.05 22:08:09
      Beitrag Nr. 674 ()
      nochmal zum lesen...;)

      Press Release Source: Sigma Designs, Inc.

      Sigma Designs, Inc. Reports Third Quarter Results
      Tuesday November 22, 4:05 pm ET

      MILPITAS, Calif.--(BUSINESS WIRE)--Nov. 22, 2005--Sigma Designs®, Inc. (Nasdaq:SIGM - News), a leader in digital media processors for consumer appliances, announced results for its third fiscal quarter ended October 31, 2005.

      Net revenues for the third quarter were $8,497,000 up 7% from $7,961,000 for the previous quarter and up 11% from $7,677,000 reported for the same period last year. Sigma reported a net profit of $1,948,000 or $0.09 per basic and $0.08 per diluted share in the third quarter. This compares to a net profit of $163,000, or $0.00 per basic and diluted share, for the previous quarter, and net profit of $525,000 or $0.03 per basic share and $0.02 per diluted share during the same period one year ago. The increase in revenue is primarily attributable to increased sales of EM8620L chipsets, and the third quarter net profit includes a one-time investment gain of $1.5 million.

      "We are pleased to report another sequential increase in quarterly revenue, with many accounts showing steady or increasing demand for our chipsets. Our design activity is at an all-time high with the majority of our efforts placed on top-tier accounts across multiple segments. We remain heavily focused on IPTV set-top box and Blu-ray/HD-DVD player opportunities, where we enjoy a technology leadership position. Looking forward, we maintain our expectation of meaningful top-line growth for our fourth fiscal quarter, as well as our next fiscal year," stated Thinh Tran, chairman and chief executive officer, Sigma Designs.

      Recent business developments include:

      * Jointly announced with Microsoft a collaboration to enable the production of low-cost, high-definition-capable devices optimized for the Microsoft® TV Internet Protocol Television (IPTV) Edition software platform. The new SMP8634 media processor from Sigma Designs will enable set-top box, and consumer electronics manufacturers to create a range of products for broadband service providers to deliver IPTV services to the home. Microsoft and Sigma Designs have worked closely together to extend the processing functionality of Sigma Design`s open standards-based SMP8634 media processor, to achieve a feature set that delivers the full power of the Microsoft TV platform.
      * Announced that Sharp Corporation has selected Sigma Designs` media processors to power its newest network LCD monitor, the IT-32X2. Sigma`s EM8620L media processor streamlines the networkability for Sharp`s new LCD monitor. Sharp`s new large screen network LCD monitor provides a high-resolution, 32-inch liquid crystal display (LCD) that consumers can use as a TV, PC monitor and display for digital photographs.
      * Announced that Scientific-Atlanta`s advanced IPTV set-tops were demonstrated at the IBC conference using the company`s SMP8634 media processors. The demonstration of this new class of system-on-chip (SOC) based set-top box platforms was shown at the Scientific-Atlanta stand to address telco opportunities on a worldwide basis.

      The conference call relating to third quarter results will take place following this announcement at 5:00 PM EDT today, November 22. The dial-in number is 888-362-4820 (international callers dial 617-597-5345) and the passcode is 14686979. 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 99167440. 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 REALmagic MPEG silicon 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. 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 31, 2005 and the report on Form 10-Q for the quarter ended July 31, 2005. 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.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq: SIGM - News) specializes in silicon-based media processors for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company`s award-winning REALmagic® Video Streaming Technology is used in a variety of consumer applications providing highly integrated solutions for high-quality decoding of H.264, WMV9, MPEG-4, MPEG-2 and MPEG-1. 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/.

      REALmagic and Sigma Designs are registered trademarks of Sigma Designs. All other products and companies referred to herein are trademarks or registered trademarks of their respective companies.

      Following are comparative, unaudited highlights of the third quarter
      and nine-months results of fiscal 2006 and 2005:


      Quarter ended October 31, 2005 2004
      -------------------------------------------- ------------ ------------

      Net revenues $8,497,000 $7,677,000
      Net income $1,948,000 $525,000
      Basic net income per share $0.09 $0.03
      Basic weighted average shares 21,447,000 20,838,000
      Diluted net income per share $0.08 $0.02
      Diluted weighted average shares 24,401,000 23,629,000


      Nine months ended October 31, 2005 2004
      -------------------------------------------- ------------ ------------

      Net revenues $22,833,000 $23,549,000
      Net income (loss) $1,394,000 $1,857,000
      Basic net income (loss) per share $0.07 $0.09
      Basic weighted average shares 21,307,000 20,754,000
      Diluted net income (loss) per share $0.06 $0.08
      Diluted weighted average shares 23,179,000 23,363,000


      SIGMA DESIGNS, INC.
      CONDENSED CONSOLIDATED BALANCE SHEETS
      (In thousands)
      (Unaudited)



      October 31, January 31,
      2005 2005(a)
      ------------ -----------
      Assets

      Current assets:
      Cash and cash equivalents $15,074 $10,250
      Short-term investments 9,395 8,529
      Accounts receivable - net 4,512 6,417
      Notes receivable - related party 500 -
      Inventories 2,990 3,675
      Prepaid expenses and other 648 764
      ------------ -----------

      Total current assets 33,119 29,635

      Equipment and leasehold improvements, net 1,762 1,756
      Long-term investments 1,282 3,313
      Other assets 166 233
      ------------ -----------

      Total $36,329 $34,937
      ------------ -----------


      Liabilities and shareholders` equity

      Current liabilities:
      Accounts payable 1,769 3,540
      Accrued liabilities and other 2,037 2,097
      Current portion of bank lines of credit 205 -
      ------------ -----------

      Total current liabilities 4,011 5,637

      Bank line of credit 288 -
      Other - long term liabilities 127 188

      Shareholders` equity:
      Common stock 89,618 88,207
      Accumulated other comprehensive income 14 28
      Accumulated deficit (57,729) (59,123)
      ------------ -----------

      Total shareholders` equity 31,903 29,112
      ------------ -----------

      Total $36,329 $34,937
      ------------ -----------


      (a) Derived from audited balance sheet included in the Company`s
      annual report on Form 10-K for the year ended January 31, 2005.



      SIGMA DESIGNS, INC,
      CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
      (In thousands, except per share data)
      (Unaudited)


      Three months ended Nine months ended
      October 31, October 31,
      -------------------- ------------------
      2005 2004 2005 2004

      Net revenues $8,497 $7,677 $22,833 $23,549

      Costs and expenses:
      Costs of revenues 2,666 2,155 7,349 7,090
      Research and development 3,613 2,762 10,650 8,714
      Sales and marketing 1,259 1,137 3,713 3,563
      General and administrative 880 1,165 2,903 2,814

      ----------- -------- -------- ---------

      Total costs and
      expenses 8,418 7,219 24,615 22,181

      Income from operations 79 458 (1,782) 1,368
      Gain on sales of long-term
      investment 1,466 - 2,549 -
      Interest and other income
      (expense), net 401 63 629 516

      ----------- -------- -------- ---------

      Income (loss) before income
      taxes 1,946 521 1,396 1,884
      Provision for income taxes (2) (4) 2 27

      ----------- -------- -------- ---------

      Net income (loss) $1,948 $525 $1,394 $1,857

      =========== ======== ======== =========

      Basic net income (loss) per
      share $0.09 $0.03 $0.07 $0.09
      Shares used in computing per
      share amount 21,447 20,838 21,307 20,754

      Diluted net income (loss) per
      share $0.08 $0.02 $0.06 $0.08
      Shares used in computing per
      share amount 24,401 23,629 23,179 23,363



      Contact:

      Sigma Designs, Inc.
      Ken Lowe, 408-957-9850 (Investor Relations)
      fax: 408-957-9741
      IR@sdesigns.com
      Avatar
      schrieb am 22.11.05 22:08:50
      Beitrag Nr. 675 ()
      jetzt abwarten was der cc bringt...zahlen schonmal besser als erwartet...:D
      Avatar
      schrieb am 22.11.05 22:09:49
      Beitrag Nr. 676 ()
      13,70 nachbörslich! ;)
      Avatar
      schrieb am 22.11.05 22:10:31
      Beitrag Nr. 677 ()
      wir fliegen....:D:D:D:D:D:D:D:D:D:D

      wette das die nachbörse noch über 14 geht!
      Avatar
      schrieb am 22.11.05 22:25:44
      Beitrag Nr. 678 ()
      was soll man noch dazu sagen?????
      Man freut sich ein Loch im Bauch, dass ich heute drüben noch um 21.00h habe kaufen können! :yawn:

      Hervorragende Zahlen, und der Ausblick für die kommenden Jahre......... Gawaltig!!!!

      Führerschein und ein kl. Auto für meine KInder!!
      Avatar
      schrieb am 22.11.05 22:41:38
      Beitrag Nr. 679 ()
      na..die 14 sind doch noch etwas weg...aber...dat wird...:)
      Avatar
      schrieb am 22.11.05 22:48:25
      Beitrag Nr. 680 ()
      AP
      Sigma Designs 3Q Profit Up Fourfold
      Tuesday November 22, 4:34 pm ET
      Sigma Designs Third-Quarter Profit Rises Fourfold on Investment Gain

      MILPITAS, Calif. (AP) -- Sigma Designs Inc., a maker of digital media processors for consumer appliances, said Tuesday its third-quarter profit rose nearly fourfold from a one-time investment gain.

      Net income grew to $1.9 million, or 8 cents per share, from $525,000, or 2 cents per share, a year ago, primarily from increased chip set sales, and a one-time investment gain of $1.5 million.

      Revenue rose 10 percent to $8.5 million from $7.7 million last year. Analysts surveyed by Thomson Financial expected revenue of $8 million.

      Sigma shares were up 42 cents in after-hours trading after closing at $12.65 on the Nasdaq.
      Avatar
      schrieb am 22.11.05 23:02:42
      Beitrag Nr. 681 ()
      Trügt der Anshein, oder wir der Kurs AH mit Absicht noch ein klein wenig unten gehalten? :O

      Ein Schelm der böses dabei denkt......:cool:
      Avatar
      schrieb am 22.11.05 23:23:49
      Beitrag Nr. 682 ()
      Vom Plus ins dicke Minus:

      REAL-TIME ORDER BOOK FROM INET

      Bid Orders
      Price Order Size
      12.02 400
      11.98 1800
      11.97 200
      11.80 2000
      11.78 200
      11.74 200
      11.70 25
      10.20 50
      6.11 1000
      6.10 100

      Ask Orders
      Price Order Size
      12.25 300
      12.43 100
      12.94 1000
      13.27 400
      13.35 1000
      13.38 100
      13.80 4900
      13.90 200
      13.99 550
      14.00 1030
      Avatar
      schrieb am 23.11.05 00:31:52
      Beitrag Nr. 683 ()
      [posting]18.945.677 von amorphis am 22.11.05 22:41:38[/posting]sigma ist eine der seltenen Aktien, die ich noch nie im Depot hatte und trotzdem nie ganz aus den Augen verloren habe, seit Du sie zum ersten mal erwähnt hattest amorphis

      Hab dafür immer noch kein Geld übrig (mal sehen ob sich das nicht doch noch mal ergibt), aber freu mich für euch Investierte, dass es damit gut läuft.

      bin nun doch noch mal wieder mit etwas Kleingeld in meine Ariba Calls rein - langsam könnte diese Aktie doch wieder halten, was sie seit Börsenstart verspricht!:laugh:

      Wenigstens ist der Aufwärtstrend ein besserer Zeitpunkt zum Einstieg gewesen.

      viel Glück noch - vielleicht reise ich mal wieder vorbei zu diesem Thead

      Gruß und weiter viel Erfolg

      jumwi
      Avatar
      schrieb am 23.11.05 00:34:45
      Beitrag Nr. 684 ()
      [posting]18.946.340 von jumwi am 23.11.05 00:31:52[/posting]PS: Bald kann man hier sicher auch bestimmen, wo der zukünftige Aufwärtstrend genau langläuft!
      Avatar
      schrieb am 23.11.05 02:53:40
      Beitrag Nr. 685 ()
      [posting]18.945.967 von Stochastic am 22.11.05 23:23:49[/posting]tja...achterbahn nie ausgeschlossen...:laugh:

      geht doch...:cool:

      LAST MATCH
      Price 12.9500
      Time 19:45:11.390

      TODAY`S ACTIVITY
      Orders 11,921
      Volume 319,628
      Avatar
      schrieb am 23.11.05 03:08:07
      Beitrag Nr. 686 ()
      -guided with 20% increase in revenues in 4th quarter alone

      -new chips will ship in mid december with ability to ship 10`s of thousands

      -revealed chips will now be used in the new motorola IPTV boxes, which was previously only speculation

      -revealed chips will now be used in scientific atlanta IPTV boxes (which cisco will now own & use)

      -mentioned for 1st time that SBC will be using them in their new huge IPTV rollout

      -hinted for the 1st time that sony will prob use them in the new playstations/dvd`s

      -unexpected larger than anticipated demand/growth in their HDTV

      -china was a huge win for them in the IPTV deal UTStarcom (NASD - UTSI) won with china`s 2 largest telecom co.`s

      -mentioned and were asked several times if they can comment on new deals/customers, and they always snickered 1st then said repeatedly there will be many, and wish they can say/tell us more right now, but those companies themselves needed to announce their new services/products 1st, before they can announce it will be them who supplies the chips

      -every analyst started off with a comment of "great, great quarter and guidance guys"
      Avatar
      schrieb am 23.11.05 03:18:00
      Beitrag Nr. 687 ()
      soso...in der neuen playstation also...:D:D:D:D

      20% umsatzwachstum bedeuten nächstes quartal 10 mille...na...da wurde bestimmt raum gelassen für mehr...;)

      viele neue kunden die noch nicht genannt werden können...aber dazu langt es...die nächsten wochen abzuwarten!spätestens auf der messe in vegas anfang januar ist es soweit...sicher!

      2006 will be golden...stay with your shares...;)

      sehe kurse von mindestens 20-30$ im nächsten jahr!
      Avatar
      schrieb am 23.11.05 14:21:44
      Beitrag Nr. 688 ()
      http://www.thestreet.com/_yahoo/markets/stocksinmotion/10254…


      Early Stocks in Motion
      Page 3

      Sigma Designs (SIGM:Nasdaq - commentary - research - Cramer`s Take) reported net income of $1.9 million, or 8 cents a share, for the third quarter ended Oct. 31, up from $525,000, or 2 cents a share, a year ago. Results were boosted by a one-time investment gain of $1.5 million. Revenue rose to $8.5 million from $7.7 million last year. "Looking forward, we maintain our expectation of meaningful top-line growth for our fourth fiscal quarter, as well as our next fiscal year," said Thinh Tran, chairman and chief executive, in a statement. The stock fell 15 cents, or 1.2%, to $12.65 after hours.
      Avatar
      schrieb am 23.11.05 14:31:04
      Beitrag Nr. 689 ()
      für alle die noch nicht wissen was bei IPTV auf uns zukommt...welches wachstum da ansteht...bitte...;) lesen...:D


      -China estimates 97% of the population is in their IPTV target market
      -China`s current population = 1,306,313,812
      -Reports project 65% may use or move to IPTV in 2006-2007
      -UTStarcom project they will capture 50% of that market = 850,000,000
      -Initial test phase/purchase of UTSI`s IPTV boxes from China was 100,000 users
      -Initial purchase for these 100,000 boxes was estimated at $45-100 million
      -Potential revenue to UTSI from scenerio above in 2006-2007 = ~$300 billion



      BEIJING, Nov. 23 2005-- Three domestic telecommunications suppliers have defeated their overseas rivals in the bid for Internet Protocol Television (IPTV) equipment deals offered by China`s two leading telecom operators: China Telecommunications Corp and China Network Communications Group Corp, the Beijing News reported today.
      With IPTV service, users are able to watch TV on their phones.

      For China Telecom, Shenzhen-based Huawei Technologies Co Ltd won the deal for a test IPTV network for its Guangdong branch, while ZTE Corporation, China`s largest publicly-traded telecom supplier, pocketed the deal for its Jiangsu unit. Nasdaq-listed UTStarcom Inc won the contract to supply Shanghai Telecom.

      The Guangdong Telecom deal is for a network for 100,000 users, covering Guangzhou, Shenzhen and other wealthy areas of the Pearl River Delta. However, industry sources cited by the Beijing-based newspaper indicated Huawei is not the only winner of the bid and will be sharing the deal with other contenders including UTStarcom.

      ZTE`s deal for Jiangsu Telecom is for China`s largest IPTV network, covering the four test cities of Suzhou, Nanjing, Wuxi and Yangzhou and with a capacity of 100,000 users. In addition to it, ZTE has won an order from China Telecom`s Shaanxi Telecom unit.

      UTStarcom is the biggest winner of the trio, bringing in deals totaling US$45 million to US$100 million. Besides the deal for Shanghai Telecom, it has won the bid for China Netcom`s Harbin branch.

      Given the fact that the biggest-ever IPTV deal, for China Netcom`s Beijing branch, will not be revealed until next year, industry analysts expect stiffer competition ahead, noting that there are a score of telecom equipment manufacturers competing in the fledgling IPTV field.

      Currently, Huawei, ZTE and UTStarcom are dominating and overseas players Alcatel Shanghai Bell and Siemens are performing actively in the sector, they noted. The five have signed-up to tender for nearly all the IPTV bids, according to specialists with Shanghai Telecom`s Technological Research institute, the key test carrier of China Telecom`s IPTV networks.

      Observing that UTStarcom was displaying the utmost zeal, specialists revealed that the company had participated in tests for half of the IPTV bids, including in Zhejiang, Shanghai, Chengdu, Fuzhou and Shantou.

      Alcatel Shanghai Bell and Siemens have won no bids so far, but both are redoubling their efforts.

      Siemens` IPTV standard is still at the test stage and has not been adopted by China`s telecom operators for the test networks, the specialists explained.

      Meanwhile, telecom operators are speeding-up the building of test IPTV networks, with confidence boosted by the warm market response to mobile TV.

      China Telecom plans to expand network-coverage from 17 cities to 23, while China Netcom aims to increase coverage to 20 cities. China Telecom`s IPTV business is called "Bai Shi Tong", or SITV, and China Netcom calls its service "Xin Shi Jie". The services are provided in alliance with Shanghai Media Group, which holds the country`s sole IPTV business license.

      Shanghai Dragon, China`s only authorized mobile TV service provider, said yesterday it has over 5,000 subscribers for mobile TV services.
      Avatar
      schrieb am 23.11.05 14:32:45
      Beitrag Nr. 690 ()
      CC
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/22/05 10:26 pm
      Msg: 89391 of 89420

      I thought the call went well. I feel we are on track for $15/sh by the CES at the start of 2006. Motorola and Philips were confirmed as customers. Although they do not yet have permission to name many other customers they are continuing to add more top tier accounts across multiple market segments.

      In the IPTV space they are substantially ahead of the competition and are continuing to add new set top box customers at an increasing rate. They continue to target 50% market share in the IPTV space.

      DMA’s appear to be heading into a volume ramp next year. New products will launch at CES. They do not know of any significant DMA manufacturers that are not using SIGM products.

      In the DVD space they have added 2 new customers. Everyone in this space is using the top of the line 8630 series chips. Volume in next generation DVD products will pick up next year and they expect Christmas 2006 to be big.

      In the portable space, business will be ramping up in China this quarter.

      New HDTV products using SIGM will demo at the CES.

      Regarding product development, they are actively hiring new engineers and R&D will continue to move incrementally higher. They are adding new features to their chips that will guarantee that they will be designed into the next generation of products from their customers.

      The top of the line 8630 products will see a big revenue ramp in 2006 and will take the lead in revenue generation about this time next year.

      They have all the production capacity they need at the fab they are doing business with in Taiwan. Even in an optimistic scenario they have the production capacity they need.
      Byron
      Avatar
      schrieb am 23.11.05 14:35:17
      Beitrag Nr. 691 ()
      Avatar
      schrieb am 23.11.05 14:37:19
      Beitrag Nr. 692 ()
      BBC NEWS
      Internet TV `to boom` in Europe
      TV delivered over broadband internet connections will become increasingly popular in Europe over the next four years, new research has predicted.

      The number of subscribers is set to hit 8.7 million in 2009 - up from 658,000 now - giving operators almost 9.5% of the pay-TV market, Screen Digest said.

      The leading enthusiasts in Europe are currently viewers in France and Italy.

      But the services have taken longer to catch on in the UK, amid competition from satellite and cable firms.

      The report into IPTV (internet protocol TV) looked at standard broadcasts and on-demand programming delivered via broadband on normal telephone lines to TV screens.

      Staying competitive

      Europe`s telecoms firms are looking to both IPTV and broadband to offset falling income from their traditional fixed-line business - offering a so-called "triple-play" service.

      Competitively priced triple-play offers that includes true video-on-demand will prove a winning formula
      David Schmitt, Screen Digest

      The Screen Digest research suggests IPTV is set to pose a significant challenge to established cable and satellite operators, although they too are starting to invest in the area.

      The impact of IPTV is predicted to be strongest in France, Italy and Spain where operators would have between a 16% and 20% share of the pay-TV market by 2009.

      UK services

      London-based Homechoice, which has announced plans to expand beyond the capital, is the UK`s leading IPTV service provider.

      The market is set to get more crowded next year with new services from BT and other broadband providers.

      About 7.5% of pay-TV viewers in the UK could be using IPTV in four years, Screen Digest said.

      "Although some technical and content issues have yet to be resolved, the combination of compelling, competitively priced triple-play offers that include true video-on-demand will prove a winning formula," said report author David Schmitt.

      "Many traditional pay television providers are finding that they too must adopt IPTV technologies in order to remain competitive."
      Story from BBC NEWS:
      http://news.bbc.co.uk/go/pr/fr/-/1/hi/entertainment/tv_and_r…

      Published: 2005/11/22 15:02:53 GMT
      Avatar
      schrieb am 23.11.05 14:41:40
      Beitrag Nr. 693 ()
      Re: CC
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/23/05 12:00 am
      Msg: 89403 of 89422

      That was Mr. Alger from Pacific Growth. He`s always had it in for this company for some reason that I`ve never been quite able to figure out. He was referring to the growth in Q3 that just ended which apparently wasn`t up to his expectations. Management informed him that there will be growth in all market segments in Q4 including IPTV. In Q4 in the IPTV market segment they expect good sales in China of their most cost effective product, the 8500 chip series, their mid-range 8622 product will have higher volume in Q4, and the new, top of the line 8634 chip will ship for the first time in Q4. So everything is on track in the IPTV market segment. In response to a question from Winter management stated that IPTV has the most upside potential of any of SIGM`s market segments.
      Byron
      Avatar
      schrieb am 23.11.05 14:41:46
      Beitrag Nr. 694 ()
      und ich denke doch, das heute die 14$ angekratzt werden können. Vielleicht sogar drüber....:look:

      cc von letzter Nacht war doch wie erwartet hervorragend, obwohl ich ( ja, ja..meine Engisch Kenntnisse)nicht habe alles verstehen können!

      Schauen wir mal!
      Avatar
      schrieb am 23.11.05 14:44:50
      Beitrag Nr. 695 ()
      man man man...gibt ne menge zu lesen...hoffe ihr kommt mit...;):D

      ps...die vorbörse sieht nicht schlecht aus...;)

      November 22, 2005
      Cavalier Telephone to Launch VOD-Enabled IPTV Service Next Month

      --Service will be Delivered Using MPEG-4

      Cavalier Telephone says that it will launch an IPTV service, called Cavalier Broadband TV, in Richmond, Virginia next month. The service will provide 150 TV and music channels, an EPG, on-screen caller ID, and VOD. Significantly, it will be delivered over the telco`s 15Mbps fiber optic ADSL2+ network using MPEG-4 technology. The service will employ Amino`s AmiNET 124 set-top box; a range of IPTV and VOD products from Kasenna (including 1) the latter`s full PortalTV product suite, which consists of its LivingRoom middleware platform and client SDK, its MediaBase video servers, and its vFusion video network management software, as well as 2) major studio content from Kasenna`s content aggregation subsidiary, ViewNow, and 3) Kasenna`s ViewTrak monitoring software); and Tut Systems` MPEG-4 AVC Astria Content Processor platform.

      The new IPTV service will be bundled with Cavalier`s existing phone and data services: the triple-play will be priced at $95 per month. In Richmond, it will pass 150,000 households; after it is rolled out in the coming months to Cavalier`s other markets--which include Norfolk, Virginia; Baltimore; Philadelphia; Delaware; and Northern Virginia--it will pass around 2 million households. Cavalier says that it plans to launch additional interactive applications on the service going forward.
      Avatar
      schrieb am 23.11.05 14:55:46
      Beitrag Nr. 696 ()
      Lieber Amorphis, halte sehr viel von deinen Meinungen aber das ständige Posten aus dem YahooBoard ist bei 95 % ALLER US-Aktien zum Grossteil Strong Buy und Sigma hat zwar ein gutes Quartalsergebnis erreicht aber das heisst noch lange nichts, viel wichtiger war das die 12 Dollar durchbrochen wurden, bin gestern noch mit 12,60 rein, hoffe genauso wie bei Vphm auf steigende Kurse.
      Was fällt Dir zu Taro PHarma ein, bin ich auch massiv reingegangen, tolle Zahlen wie bei VPHM aber gewaltig bestraft, aber ein tolles Unternehmen im Bereich Generika.
      Avatar
      schrieb am 23.11.05 15:02:41
      Beitrag Nr. 697 ()
      [posting]18.952.411 von formentum am 23.11.05 14:55:46[/posting]wem geht es um das strong buy????????was interessiert mich das strong buy von anderen....zähle eins und eins zusammen...beschäftige dich mal mit dem was ich da poste...ich poste nicht alles was da steht...sondern immer nur eine bestimmte auswahl...das hat so seinen grund!
      Avatar
      schrieb am 23.11.05 15:07:38
      Beitrag Nr. 698 ()
      [posting]18.952.411 von formentum am 23.11.05 14:55:46[/posting]formentum...nochmal zu erklärung...

      ich kenne da einige aus dem yahoo-board...byron und winter z.b. waren gestern persönlich auf dem conference call von sigma design...bisher ist mir nicht eine sache aufgefallen...in der winter,byronangel u.a. dinge gepostet hätten...die so nicht stimmen!und ganz nebenbei...ja...ich habe auch ein strong buy für sigm über...weil es ein strong buy ist!

      ;)
      Avatar
      schrieb am 23.11.05 15:09:42
      Beitrag Nr. 699 ()
      [posting]18.952.221 von goyauno am 23.11.05 14:41:46[/posting]cc war soppa...;)
      Avatar
      schrieb am 23.11.05 15:25:05
      Beitrag Nr. 700 ()
      Warum ein Downgrade???????
      vom Buy auf Hold...:mad:

      Needham & co
      Avatar
      schrieb am 23.11.05 15:28:34
      Beitrag Nr. 701 ()
      09:03 SIGM Sigma Designs downgraded to Hold at Needham (12.80 ) -Update- Briefing 11/23/05

      Needham downgrades SIGM to Hold from Buy following better-than-expected Q3 results, citing valuation. Firm is optimistic about the co`s prospects, saying their concerns are primarily competitive and execution-oriented, as the prospects of a large market should attract lots of R&D from companies including BRCM, STM and CNXT.

      weil sie mehr shares haben wollen?? :cool:

      bleib ruhig...das letzte mal wurde sigm von strong buy auf buy abgestuft!da standen wir bei 10$...
      Avatar
      schrieb am 23.11.05 15:31:25
      Beitrag Nr. 702 ()
      Re: DR.: you know these guys?
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/23/05 09:28 am
      Msg: 89455 of 89457

      Yes! The CC answered a lot of questions. The analyst who asked the question, "when will the SMP8634 chip begin to ship?" is my broker (and life long friend) and has direct contact with an engineer at Cavalier. I now understand why Amino has not been able to get chips from Sigma. This contact quoted a guy from Amino who said, "as soon as the chips are available, I will hire a jet to go pick them up." Cavalier wants to roll out asap. Their fiber optic network is state of the art without copper limitations. Earlier, I had heard that Amino could not get sufficient quantities of chips to meet their demand. Ken Lowe clarified that yesterday by saying that capacity exceeds demand starting in mid December. My earlier information was either wrong or just a matter of timing. I think timing. BTW, the numbers that Cavalier is talking about far exceeds my estimate. 2 million households - I was thinking 100,000 or so.
      Avatar
      schrieb am 23.11.05 15:35:36
      Beitrag Nr. 703 ()
      ach so...der doctor erzählt auch keinen mist...:D

      Re: Stock is still cheap
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/23/05 09:33 am
      Msg: 89461 of 89461

      Correct me if I am wrong, but I remember hearing Ken Lowe say that net income would be 20% when they got to $100 million in revenue. That is a roughly $.95 per share run rate starting in 6 months. A P/E of 30 would be appropriate at that time.
      Avatar
      schrieb am 23.11.05 15:37:14
      Beitrag Nr. 704 ()
      und ein kleines kurs-update???!!!:laugh::laugh::laugh:

      sind dick im minus wa?!ich seh die 13 wieder...:laugh:
      Avatar
      schrieb am 23.11.05 15:43:02
      Beitrag Nr. 705 ()
      Also, ca. 2 Millonen Haushalte und Cavalier benötigt ganz dringend Chips vom SIGM für ihre Boxen?

      Habe ich das jetzt richtig verstanden?

      ps: Habe nirgends ein Kursziel vom Needham & Co sehen können.
      Avatar
      schrieb am 23.11.05 15:53:41
      Beitrag Nr. 706 ()
      Re: SIGM Still can`t make money.
      by: piratespu 11/23/05 09:26 am
      Msg: 89451 of 89454

      If you read what Needham says it is laughable. How you downgrade when you say the company had better than expected results and is optimistic about the future is beyond me.
      All of a sudden other companies will just have a great chip available. Not so easy.
      Avatar
      schrieb am 23.11.05 15:55:45
      Beitrag Nr. 707 ()
      Toshiba collaborating With SIGM
      by: song1017
      Long-Term Sentiment: Strong Buy 11/23/05 09:49 am
      Msg: 89472 of 89474

      Toshiba America Electronic Components, Inc. (TAEC)* today announced that it is collaborating with Sigma Designs, Inc., a leader in digital media processing for consumer appliances, to offer a new Linux® platform based on the highly integrated Toshiba TX4938 MIPS-based(TM) TX System RISC microprocessor, and the Sigma EM8620L digital media processor. The Toshiba/Sigma platform will provide customers with a quick-time-to-market decoder solution for a range of digital multimedia appliances, including DVD players, IP set-top boxes and digital media players
      Avatar
      schrieb am 23.11.05 16:10:46
      Beitrag Nr. 708 ()
      It`s coming faster than you think. The switch from analog TV to digital broadcasting promises to be a bit of a headache for the average consumer, but its good sense for both the government and a host of smart businesses.

      As announced today at the International Broadcaster Convention 2005, Microsoft (nasdaq: MSFT - news - people ) Chairman Bill Gates is wasting no time in getting on board the digital train, setting up deals with companies like Linksys-KiSS , Motorola (nyse: MOT - news - people ), Scientific-Atlanta (nyse: SFA - news - people ), Tatung and Thomson (nyse: TOC - news - people )to provide next-generation Internet protocol television set-top boxes capable of receiving high-definition digital TV signals over the Internet.

      Getting all the heavy analog signals freed up will provide the bandwidth for the U.S. government to finally create a nationwide interoperable first-responder communication network--a need highlighted again by Hurricane Katrina.

      Earlier this summer, the U.S. Senate Committee on Commerce, Science and Transportation met to finally set a date for the mandatory transition, Dec. 31, 2008. But Microsoft is staying ahead of the curve. By producing these new set-top boxes early, the price could come down significantly by the time the transition happens. Plus, there`s the added benefit of those reliable early adopters.

      Gates also authorized a partnership with Sigma Designs (nasdaq: SIGM - news - people ), a semiconductor company that produces a chip that can integrate a home`s worth of high-def TV sets, set-top boxes, DVD players and gaming consoles. Network operators including British Telecom (nyse: BT - news - people ), Swisscom (nyse: SCM - news - people ) and SBC Communications (nyse: SBC - news - people ) also stand to benefit as more customers migrate to Internet protocol.
      Avatar
      schrieb am 23.11.05 16:11:50
      Beitrag Nr. 709 ()
      [posting]18.953.366 von goyauno am 23.11.05 15:43:02[/posting]yep hast du...übrigens...sigm hat gestern auf dem cc gesagt...das sie der nachfrage nach chips selbst im besten fall nachkommen können...;)
      Avatar
      schrieb am 23.11.05 16:13:41
      Beitrag Nr. 710 ()
      Re: Stock is still cheap
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/23/05 09:56 am
      Msg: 89475 of 89477

      Correct, the company believes that once revenues have ramped up gross margin will be 50%, operating expenses will be 30%, and operating margin will be 20%.
      Byron
      Avatar
      schrieb am 23.11.05 16:14:50
      Beitrag Nr. 711 ()
      Baird price target is $15

      Baird - 11/23/05
      Revenue Momentum Should Accelerate Over Next Few Quarters; Rated Outperform

      Sigma Designs` revenue momentum should accelerate in the January quarter and into
      2006, on the heels of stronger-than-expected third-quarter results, and driven by the ramp of multiple design wins in various markets including IP set-top boxes, digital media adapters, portable media players, HD DVD players, and digital TVs. Outperform rating.

      Details
      Sigma Designs reported better-than-expected top-line and EPS results in the October
      quarter. Fiscal fourth-quarter revenue guidance up 20% suggests not only the company has reached an inflexion point marked by an acceleration in top-line growth but also increased visibility based on design wins now ramping in volume. The company confirmed a few OEM wins including Motorola and Philips (British Telecom). The top line should benefit from the gradual rollout of various design wins in end markets including digital media adapters, IP set-top boxes, studio download devices, portable media players, digital TVs, and high-definition DVD players. China offers a particularly significant growth opportunity for Sigma Designs with unannounced design wins in addition to UTStarcom. Net, Sigma Designs is starting to benefit from the multiple design wins it has signed resulting from its position as first-to-market with an integrated advanced decoder at a time when the rollout of high-definition video services is creating demand in numerous end-applications. Sigma`s momentum story is intact, in our view, and 2006
      should witness the rapid ramp of multiple design wins where Sigma Designs` chip can be
      locked in for as many as two years, partially immunizing the company from emerging
      competition next year. We are reiterating our Outperform rating and $15 price target on
      SIGM shares.
      Avatar
      schrieb am 23.11.05 16:18:19
      Beitrag Nr. 712 ()
      Baird report - continued

      October-Quarter Results
      Sigma Designs reported fiscal third-quarter EPS of $0.08, above our estimate of $(0.03) and consensus of $(0.02). Excluding a one-time investment gain of $1.5 million, EPS was $0.02, also better than our estimate and primarily due to better-than-expected gross margin and increased sales of Sigma`s EM8620L chipsets. Revenues came in at $8.5 million, up 7% sequentially, above our estimate of $8.1 million (up 2% sequentially). Gross margin of 68.6% was above our 63.0% estimate.

      Update On Sigma`s Design Win Activity:
      Silicon Supplier For Microsoft`s IPTV Edition Software Platform. Sigma Designs and Microsoft announced Sigma`s SMP8634 as the first silicon solution supporting Microsoft`s IPTV Edition software platform. Microsoft is working with a handful of telecom operators worldwide that are rolling out IPTV services over the next few years, including SBC, British Telecom, Telecom Italia, Swisscom, and Reliance Infocomm, among others. The SMP8634 is expected to ship in volume in the middle of December, in line with expectations.

      Sigma Confirms Motorola And Philips IP STB Wins.
      Sigma confirmed it has design wins at Motorola as well as with Philips (British Telecom). The company announced it has design wins with three other unannounced set-top box manufacturers which are deploying the Microsoft IPTV Edition software platform.

      Sigma Well Positioned In China IPTV Market. Sigma Designs mentioned that China is
      a primary focus of the company and that it has wins with unannounced parties in addition
      to UTStarcom in this market.

      Intel ViiV Platform To Drive Increased DMA Growth In 2006.
      Intel, which is expected to roll out its ViiV media center platform in the first quarter of 2006, plans to aggressively market the media center PC concept in 2006 and the integration of digital media adapters (DMA), which can stream audio and video content from PCs, into TVs. Sigma Designs is well positioned in the emerging digital media adapter market, which is still a relatively small market today, given its current market share leadership there.

      Next-Generation DVD Players In 2006.
      Sigma Designs, which has previously discussed
      working with four next-generation DVD player manufacturers, announced the company is
      engaged with two additional vendors. Sigma expects deployments of HD DVD and Blu-ray players to begin by the middle of 2006, with significant volume likely by the 2006
      holiday season.

      Movie Download Service To Roll Out In 1Q06.
      Sigma announced it has been working with a company who is planning to roll out a movie download service in the first quarter of 2006.

      New Estimates. Our new January-quarter revenue estimate is $10.2 million, slightly below our previous $10.4 million estimate, while our new EPS estimate is $0.03, up from $0.02, a result of a better-than expected gross margin outlook. Our fiscal 2006 revenue and EPS estimates remain unchanged at $78.9 million and $0.60.

      Valuation
      Our price target of $15 for Sigma Designs is based on the stock trading at 25 times our
      new calendar 2006 EPS estimate of $0.60. The multiple we are using in the determination of our price target is in line with a group of peer companies.
      Avatar
      schrieb am 23.11.05 16:30:17
      Beitrag Nr. 713 ()
      @amorphis
      Reichlich gelesen. Bin mit den Fakten zufrieden.
      Aber worum nennt Needham kein Kursziel. Ist für mich nicht nachvollziehbar. Warum wollen die einen abschrecken?Baird nennt ein Ziel von $15,00
      Ist es dann nicht doch vermessen von einem Ziel um die
      25$ Ende 06 auszugehen?
      Avatar
      schrieb am 23.11.05 16:35:36
      Beitrag Nr. 714 ()
      warum...;) tja...warum hatten sämtliche analysten bei viropharma ein kz das ständig im laufe der letzten monate nach oben angepasst werden musste?!

      bei sigm sieht es ähnlich aus...höhere kz werden folgen...sobald aus den nächsten zahlen hervorgeht, dass sigm das schafft...was sie vorgeben...!für mich ist das klar...für den rest der street noch nicht...;)
      Avatar
      schrieb am 23.11.05 16:37:41
      Beitrag Nr. 715 ()
      Conf Call Notes
      by: WINTER_CFA 11/23/05 10:28 am
      Msg: 89483 of 89493

      These are the new or significant statements made by SIGM on this week’s conference call:

      Many of SIGM’s accounts are showing steady demand for its chipsets. Design activity remains exceptionally strong as the SMP8634 continues to attract more top tier accounts across multiple market segments. The firm’s heaviest focus remains on IP set-top box (STB) opportunities, where it enjoys a leadership position in both technology and market position. SIGM is also increasing its engagement for high-definition DVD players along with other new consumer products, which combined have the potential to generate substantially increased revenues throughout the coming year.

      The firm has now entered into a timeframe in which it feels its visibility enables it to offer reasonable guidance for future revenue growth. Therefore, based on current visibility, SIGM expects to achieve approximately 20% revenue growth in its fourth quarter. Though SIGM anticipates continued sequential growth throughout next year, it will not be supplying specific guidance at this time.

      Relative to previous (2006) unit market estimates from SIGM, the firm sees upside in every category. Based on SIGM seeing many large organizations, large telcos with very, very determined plans in place to meet a schedule of deployment, the highest probability of upside looks to be in the IPTV space. SIGM has assurance from TSMC (its chip foundry) that it would have capacity to take care of its needs even in the optimistic scenario.

      There are a lot of new features SIGM is adding to future versions of its chips that will guarantee that they will be designed into the next series of products.

      SIGM has qualified its new SMP8634 silicon and will be providing production parts in mid-December, as well as production software for all primary features. SIGM’s market intelligence indicates this is substantially ahead of its closest competitor. The firm will have the capacity to ship probably more than the demand in December. Collectively, as SIGM hits December, January, February, it will be shipping in the tens of thousands.

      SIGM has become the first silicon of choice for a total of five major STB suppliers who are developing Microsoft TV-based STBs. As speculated, SIGM is the silicon behind the Motorola STBs being readied for deployment by SBC. Again as speculated, SIGM is also the chosen silicon behind the Philips STBs being readied for deployment by British Telecom. Regarding the three unannounced MSTV STBs, SIGM is making every effort to announce these formally and is applying as much pressure as is reasonable for it to apply. SIGM is demonstrating a STB product with Scientific Atlanta, but can’t preannounce their intentions (although that firm stated at a recent investor conference that SIGM was one of their two IPTV platforms, the other being ST Micro, and that they planned to develop both platforms as well as several different versions of software to run on them).

      SIGM is engaged with a number of independent telco STB deployments that leverage its foundation of strength and IPTV expertise to launch non-MSTV services next year. This includes SIGM’s continuing shipments to UTStarcom, who is a strong force in the developing market for IPTV in China, which currently includes China Netcom and China Telecom. SIGM is in very strong position in China, not just with UTStarcom, but with other accounts as well. SIGM is also involved in other UTStarcom projects, on a selected basis, although China is the top focus. This also includes a fast-moving telco in Europe who is expected to launch new services during the first half of next year. And finally, this includes a studio-driven movie download service that`s also expected to launch new services in the first half of next year. SIGM believes that, as a group, these IPTV deployments have the potential to start adding to its top line in the fourth quarter of this year with far more substantial growth next year.

      Microsoft has an enormous effort to support the worldwide IPTV engagements they have. They have a large design team that`s not only porting to different set-top boxes but are also engaged in developing new feature sets for new future versions of MSTV code that will bring out some of the types of features that have not been implemented by telcos or anybody else yet. The telcos are focused on providing differentiated services, not just “me-too” video, so they are going to continue to roll out new features. Without tipping their hands for them, this is a pretty wide-reaching effort and Microsoft is very heavily involved in this. Obviously, as they move to develop these new features, they are asking SIGM for new silicon support and the firm is working in a close partnership with them to keep that in a very tight loop.

      DMAs appear to be heading toward a volume ramp as SIGM heads into next year. Wide-reaching programs involving Intel`s Viiv and Microsoft “Play for Sure” technologies will result in greater proliferation of media center PCs next year, which are expected to drive the unit demand for DMAs to extend the entertainment network throughout the home. Sigma has achieved design wins at the majority of current DMA suppliers and has engaged with a new slate of vendors. Several new product launches are set to occur at CES with ensuing revenues having an incremental impact on the firm’s top line starting in the first quarter of next year. To date, SIGM does not know a substantial vendor of DMA products that is not using SIGM media processors in their design. Intel is trying to act as a catalyst for the entire DMA industry and is going to be contributing to the overall marketing programs, including some money that they will allow people to use for advertising and promotion.

      Previously, SIGM indicated its involvement with four vendors of Blu-Ray or HD DVD products. At this time, SIGM is moving ahead on a rapid course of product development to satisfy demand for these first generation players. Additionally, the company has engaged with two other vendors, who are again seeking SIGM to satisfy the demand for a unique combination of features. All of these players will initially be based on the firm’s industry-leading SMP8630 series.

      Regarding PMDs, several design wins in China have produced a unique segment of demand that has now begun to ramp into volume and which will add to the growth expected in SIGM’s fourth quarter.

      For HDTVs, SIGM continues to maintain a long-term focus on eventually gaining more flat-panel design wins and expects to be part of more demonstrations at the upcoming CES show. SIGM has a couple of name brands already using its chips, but it has three or four designs with some big names in Asia and hopes a few of them will start showing products at this coming CES.
      Avatar
      schrieb am 23.11.05 16:38:59
      Beitrag Nr. 716 ()
      Comments of the Notes
      by: WINTER_CFA 11/23/05 10:29 am
      Msg: 89487 of 89494

      The train is leaving the station.

      In my last set of conference call notes, I stated that we had reached at least the beginning of the “Game Over” point whereby significant production choices for many next-generation video products had either been made or were about to be made and that SIGM had become the main or sole choice for many of them. With this call, we are now starting to see not only much stronger evidence of this, but also stronger sales levels and (both qualitative and quantitative) projections because of it. The evidence is becoming overwhelming at this point:

      1) In the IPTV space, SIGM has the silicon technology lead (“substantially ahead” in the firm’s own words) and has won five (I assume major) STB designs for the MSTV platform. Motorola, the supplier not only to SBC for IPTV, but likely for at least Verizon and Bell Canada as well, is now a certain win. The Philips announcement is both new and equally big since its STB has already been selected by British Telecom (and the firm is supposedly pursuing numerous other telco projects in Europe). I assume two of the unannounced three are Scientific Atlanta and Cisco/Kiss and remain unsure of whom the fifth customer might be (Thomson perhaps). The killer point here is that SIGM has the pole position for literally all of Microsoft’s IPTV projects at this point and EACH of them will likely offer HUGE unit potential over the next one to three years (Microsoft itself has identified over 175 million possible subscribers based on its IPTV customer list – this is not chip units, which will be two to three times higher given average TV ownership, but households only). The world’s telcos have no choice but to push hard into video as their very franchises are now at risk if they don’t. Add to this potential a VOD project or two (maybe more over time) and the collective impact of China (where SIGM is looking competitively stronger day by day) and numerous other non-MSTV IPTV opportunities around the world and you get a business that could reach maybe $40-$50 million for SIGM in calendar 2006 (deployment timing remains the biggest uncertainty at this point) and easily surpass $100 million in calendar 2007. Remember that $40 million for SIGM here in 2006 would be only about two million chips or about 100 to 200 thousand per major deployment (or only about 30 to 60 thousand subscribers each). While that may be the right number to assume for now (and it could of course go down if some projects get stretched out), it is also possible that deployment units really take off in the second half of 2006.

      2) SIGM has previously made, in my opinion, a modest market projection for the total DMA business in calendar 2006 (one million units). This number could be poised to increase by a factor of five or more assuming Intel and Microsoft can successfully push the concept of distributed entertainment to the mass market. This will essentially be a monopoly market for SIGM, at least during 2006! SIGM clearly stated that no one out there of size is using anything but a SIGM solution (Netgear’s CEO Patrick Lo, for example, told me at lunch last week that their whole line of soon-to-be-introduced DMA products are all SIGM based). Linksys/Kiss should have a similar line out within the next few months. Acer has a product coming out. Numerous others name brands are supposedly readying products. The bottom line here is that if the DMA business does only amount to maybe one million units next year, SIGM still probably makes almost $20 million in sales from it. If the market explodes, however, SIGM could easily rake in $50 to $60 million or more from it.


      3) SIGM now has up to six Blu-Ray and HD DVD customers on board and these are all said to be name brand high volume players in the DVD market, a 100 million unit per year business. While these wins will probably, as indicated, add modestly to SIGM’s results beginning in its second quarter next year, there is home run sales potential for them by next Christmas (when the average price point of these devices has likely dropped to a level necessary for mass adoption and a vast array of viewable content is finally made available - all major studios have announced intentions to do this in 2006). Add to this a steady red laser business for SIGM (with a lot of potential again in China next year and beyond as that country takes the less expensive route to high definition video), and you get a segment that could add anywhere from $20 million to $40 million or more to SIGM’s calendar 2006 totals.

      4) SIGM’s PMD and HDTV prospects have both picked up lately as indicated by comments regarding reported results as well as near-term expectations of demand and/or design activity. I’m keeping my assumptions modest here for 2006 at roughly $5 million each, but expect any changes from these levels to be to the upside.

      Put the above points together and what do you get? In my opinion, you get a base sales case for SIGM in 2006 (assuming a 20% haircut on the additive total above – just to be conservative) of about $75 million, a level at or above that of the sell-side analysts currently covering the stock. The brass ring in 2006 gets offered, however, if the $75 million figure proves to be too low by 25% to 50% or more (as seen below, I’m still at $80 million myself).

      In repeated summary, it can simply be said that SIGM continues to have, for a firm its size, a truly astounding array of opportunities in front of it.

      As usual, I’ve adjusted my spreadsheet once again to reflect updated information and expectations. For the current fiscal year (i.e. 2006, which ends 1/31/06), my 4Q sales and EPS are now $11.0M and $0.06, respectively, and the full-year totals become $33.8M and $0.12 (the latter of which includes the non-recurring 3Q gains). For fiscal 2007, essentially calendar 2006, my numbers for quarterly sales are now $14.0M, $18.0M, $21.0M, and $27.0M, respectively, and the EPS numbers are $0.10, $0.17, $0.22, and $0.31 (for unchanged full-year totals of $80.0M and $0.80).

      Such as SIGM continues to be, a fabless chip firm increasingly well positioned in a number of high-growth markets, I continue to project a fair valuation price/earnings (P/E) range of 20x to 40x for the stock commensurate with rising institutional investor interest as the news flow for SIGM improves and the above sales and profits estimates are increasingly met (such a valuation range remains consistent with that of other similarly positioned technology issues over the past several business cycles). Over the next several quarters, the stock market should increasingly discount SIGM’s calendar 2006 numbers which, when based on the P/E range above, could create intermediate upside potential of between $16 to $32 (assuming of course that sales and EPS targets are in fact met or exceeded). Additionally, a much larger EPS expectation looms, in my opinion, for SIGM in fiscal 2008 (calendar 2007). A figure of $1.50 for that year, for example, would not only further justify the intermediate move to the price range above as we move into the second half of calendar 2006, but could produce an even stronger stock price move than this by late 2006/early 2007.

      As I’ve stated repeatedly before, I remain significantly invested in SIGM and continue to firmly believe that investor patience will ultimately be handsomely rewarded on this stock.
      Avatar
      schrieb am 23.11.05 16:39:20
      Beitrag Nr. 717 ()
      Roth - 11/23/05

      We believe Sigma Designs has reached an inflection point in its revenues.
      We reiterate our Buy rating on SIGM with 12 month price target of $15.

      The key takeaways from the call were:
      SIGM confirmed that it is designed into Motorola`s set top box, for SBC`s IPTV service and Philips set top box for British Telecom`s IPTV rollout. We note SIGM had previously revealed that it is in Scientific Atlanta`s (the other STB supplier for SBC) set top box as well. We believe IPTV deployments by China Telecom, China Netcom could begin in earnest in Q1:06. We note SIGM is designed into UT Starcom`s set top box at these two deployments. In addition, SIGM IPTV customers include Korea Telecom, Softbank and Leo Palace in Japan among others and is working with LG Electronics, Samsung, Amino, Wegener and other STB manufacturers to address IPTV opportunities
      that are emerging in other countries. The telco opportunities combined represent the biggest growth opportunity for SIGM, in our view.

      Strong demand for SIGM products across the board.
      Given the strength in each of its end markets, SIGM foresees sequential growth in its 8500 series, 8620 series and 8630 series. We note the 8630 series is positioned at IPTV set top boxes, Blu Ray and HD-DVD players. The 8620 series is targeted at Linux based set top boxes, digital media adapters, HD red laser and DVD players. The 8500 is positioned for low cost set top boxes, digital media adapters and consumer appliances.
      Avatar
      schrieb am 23.11.05 16:40:26
      Beitrag Nr. 718 ()
      Roth - 11/23/05 part 2

      Sigma is in five major set top boxes with Microsoft.
      We believe SIGM`s continues to benefit from its strong relationship with Microsoft. We note Microsoft has been selected by eight telcos thus far and is in various stages of trials and deployment. Of note, is one European telco (other than British Telecom) who is expected to launch its IPTV service in 1H:CY06. We believe the 8634 is the only chip that works successfully with Microsoft`s IPTV software. With the SMP8634 being qualified and ready move into full production in December, we believe this puts SIGM further ahead of its competitors – Broadcom and ST Microelectronics.

      Intel`s Viiv Media Center PCs could boost Q1:06 demand for Digital Media Adapters.
      Intel`s new platform for digital entertainment—Intel Viiv technology based on a dual-core processor could enable media center PCs consumers to watch a movie or play a game while also downloading music from one integrated system using a remote control. We believe this could be the catalyst that spurs demand for digital media adapters (DMA). With a customer list that includes D-Link, Viewsonic, Sony, Sharp, Pinnacle, LG Electronics and several other DMA OEMs, Sigma Designs is the market leader in digital media adapter ICs, in our view. Given the expected raft of new media center models based on Viiv technology expected in CY:06, we believe SIGM based media adapters could begin to flood the market as well.

      Company is engaged with three top tier Blu Ray DVD recorder OEMs – we believe to be Sony, LG
      Electronics and Panasonic, and one top tier HD-DVD OEM. However, we note that Tier 1 OEMs
      typically have a longer design cycle (10-12 months) versus lower tier OEMs who tend to operate on a 5-7 month design cycle. As such, we expect volume shipments to these OEMs to begin in 2H:CY06.

      We view Sigma Designs as a Company with strong long term potential. We believe SIGM with its
      solid product roadmap and its targeted focus on MPEG-4, WM9 and VC-1 Codec related products could achieve its stated goal of controlling 50% of IPTV market, and establish a strong presence in DMA, DVD recorder, HDTV and other consumer markets. The early momentum SIGM has in several nascent but growth markets namely - IPTV, DVD recorder, DMA and HDTV and its strong relationships with service providers, software vendors and set top box OEMs, lends support to our investment thesis, in our opinion.
      Avatar
      schrieb am 23.11.05 16:58:57
      Beitrag Nr. 719 ()
      viel lesestoff...aber besonders...#715+716 sollten aufmerksam gelesen werden...da kommt einiges...:D
      Avatar
      schrieb am 23.11.05 17:16:55
      Beitrag Nr. 720 ()
      hm...sieht nach guten kursen aus...die angsthasen sind nicht mehr an board...der kurs kann steigen...:)

      sind gleich wieder über 13$...so...ich gucke spädda nochmal nachm kurs...als denn dann...;)
      Avatar
      schrieb am 23.11.05 17:29:31
      Beitrag Nr. 721 ()
      11:09 UTSI UTStarcom strength also attributed to wire report of Shanghai Telecom contract (7.78 +0.41) -Update- Briefing.com 11/23/05

      In addition to a news report speculating on ERICY buying UTSI (8:56), Xinhuanet.com reports that "three domestic telecommunications suppliers have defeated their overseas rivals in the bid for Internet Protocol Television (IPTV) equipment deals offered by China`s two leading telecom operators: China Telecommunications and China Network Communications, the Beijing News reported today... For China Telecom, Huawei Technologies won the deal for a test IPTV network for its Guangdong branch, while ZTE Corp, China`s largest publicly-traded telecom supplier, pocketed the deal for its Jiangsu unit. UTStarcom won the contract to supply Shanghai Telecom... UTStarcom is the biggest winner of the trio, bringing in deals totaling US$45-$100 million. Besides the deal for Shanghai Telecom, it has won the bid for China Netcom`s Harbin branch..." (Briefing.com note: UTSI confirmed on Nov 15 a major deal with China Telecom to provide IPTV to the city of Shanghai.)
      Avatar
      schrieb am 23.11.05 19:50:53
      Beitrag Nr. 722 ()
      Tageschart zeigt ein aufsteigendes Dreieck (Fahnenmuster)!!

      Ich bin überzeugt, dass die Dicken Blöcke zum Schluss, uns ins Plus drehen lassen!

      Bei der Menge an Nachrichten wird es einen ja ganz schwindelig im Kopf……....;)
      Avatar
      schrieb am 23.11.05 20:24:23
      Beitrag Nr. 723 ()
      eine kleine rechnung für euch...damit das potential von sigm auch gut rüber kommt!:)

      kurz zu den earnings...

      earnings besser als erwartet (auch wenn manch einer meckert das im eps von 0,09\$/share 1,5 millionen \$ an sonstigen erträgen (das war ein teil des kiss deals meine ich) enthalten ist...selbst ohne diese 1,5 mille steht sigm besser da als erwartet...konsens war deutlich niedriger bei -0,02!

      den conference call habe ich in voller länge ins board gestellt (sind notizen von winter-stimmen 100% mit dem gesagten überein)

      einfach mal vor augen halten...das derzeit irgendwas um die 35 mille \$ umgesetzt wird in 2005....in 2006 werden es um die 80 millionen sein...da wird einiges an gewinn hängen bleiben...winter schätzt ein eps von 0,80€ im gesamtjahr 2006 sowie 1,5\$ für 2007!

      also...das ergibt bei einem derzeitigen kurs von derzeit 12,90\$ ein kgv ´06 von 16 und ´07 von 8,6!!!ausgesprochen günstig!

      die wachstumsraten werden in den nächsten jahren denke ich enorm sein...(auch über 2007 hinaus!)...halte demnach ein kgv für solch einen wachstumswert von 30 für angemessen!in haussephasen bezahlen die anleger für solch einen titel sogar deutlich mehr...und us-aktien sollten in den nächsten 2 jahren schon eine hausse bekommen...die zinsen sind schon wieder fast am limit...vielleicht gehts noch 50 basispunkte rauf...mehr sollte es nicht sein...damit die haltung der fomc wieder auf neutral steht!(legt man aktuelle aussagen der us-notenbank zugrunde!)

      bleiben wir also konservativ erstmal bei einem kgv von 30...das ermöglicht kurse in 2006 (das haben wir ja bald... und deshalb wird dieser maßstab bald bei den anlegern greifen!!) von ordentlichen 25\$...bringt man 2007 mit ins spiel...was eigentlich ja auch nicht mehr so meilenweit weg ist...sind kurse um 45\$ denkbar!

      so...jetzt einfach mal zurücklehnen...und abwarten!die "pipeline" von sigm ist prall gefüllt...ich habe keine angst vor den nächsten monaten und jahren!

      das schlimmste was derzeit passieren kann...ist eine übernahme durch einen großen...dafür muss aber auch wieder der preis stimmen...bei einem wert mit hohen wachstumsraten kann man von einer ordentlichen prämie ausgehen...denke nicht das derzeit diese prämie im kurs enthalten ist...und ich glaube deshalb das mindestens 20\$ je aktie für sigm bezahlt werden würden!was immer noch mehr als 50% plus vom jetztigen stand aus wären!so...jetzt genug mit wäre, wenn und würde...warten wir es ab...und drückt die daumen das die großen den trend verschlafen...und sigm alleine das ruder in der hand hält!vielleicht kommt es ja auch alles noch viel besser....;)


      greez
      Avatar
      schrieb am 23.11.05 20:28:04
      Beitrag Nr. 724 ()
      ach und noch eine sache...wer von der heutigen entwicklung und dem minus gestern enttäuscht ist...bitte nicht vergessen...das sigm im vorfeld der quartalszahlen schon gut gelaufen ist...manchen reicht ein sicherer gewinn von 20-30%...ich will den tenbagger...:)
      Avatar
      schrieb am 23.11.05 20:29:01
      Beitrag Nr. 725 ()
      Volume: 1,068,230
      Avg Vol (3m): 392,596
      Avatar
      schrieb am 23.11.05 21:22:39
      Beitrag Nr. 726 ()
      ich denke es wird schon aufwärts gehen, auch wenn es noch das gap schließen wird, ist das nur ein rückgang auf 12$ und das können wir an einem Tag wegstecken, technos laufen langsam wieder
      Avatar
      schrieb am 24.11.05 03:03:40
      Beitrag Nr. 727 ()
      By Marguerite Reardon
      Staff Writer, CNET News.com
      Published: November 23, 2005, 4:00 AM PST
      Tell us what you think about this storyTalkBack E-mail this story to a friendE-mail View this story formatted for printingPrint See links from elsewhere to this story (TrackBacks/Pingbacks)TrackBack

      Ever since Edward R. Murrow and Ed Sullivan were doing their thing in black and white, the living room television has been the centerpiece of home entertainment.

      Then, somewhere along the way, a lot of folks in the high-tech industry got it into their heads that families should gather around the PC to watch their favorite TV programs.

      Guess what? The tube still rules. So it`s little surprise that the tech industry, led in a most unlikely way by computer networking giant Cisco Systems, is looking to the TV to finally, once and for all, get out of the home office and into the living room.

      On Nov. 18, Cisco announced the $7 billion acquisition of video set-top box maker Scientific-Atlanta. Microsoft has a deep home entertainment strategy built around the TV. And Apple Computer watchers speculate that Steve Jobs & Co. are preparing a new TV-centric product. What exactly that product is, or whether it even really exists, is still a mystery.

      "For a lot of companies like Cisco and Microsoft, growth opportunities in their traditional markets may be diminishing," said Joe Laszlo, an analyst with Jupiter Research. "But home entertainment is one of the few places left that will grow in the future. And the TV is a centerpiece of that."
      For a lot of companies like Cisco and Microsoft, growth opportunities in their traditional markets may be diminishing.
      --Joe Laszlo,
      analyst

      Focusing on the TV as the cornerstone to a home entertainment strategy seems like a no-brainer for technology companies, considering nearly 99 percent of all households in America have a TV set, and most often more than one. On average, American households spend between three and seven hours per day watching television.

      By comparison, 55 percent of American homes had a Web-connected PC in 2003, according to U.S. Census data. That`s more than triple 1997`s total, but still a long way from TV`s home penetration.

      "TV watching is one of the few activities that most people spend time doing," said Albert Lin, an analyst with American Technologies Research. "It has tremendous mass market appeal."

      But the TV market is gearing up for big change as more and more shows and movies are digitized, and as new competitors enter the market. Telephone companies like Verizon Communications and AT&T (formerly SBC Communications), for example, are building new networks to deliver TV service.

      Internet companies such as America Online, Google and Yahoo are also getting into the video market. On Tuesday, AOL announced it is funding a start-up called Brightcove, which helps programmers syndicate shows across the Web and collect money from it. Content providers like CBS are also seeking out alternative distribution channels for their shows. CBS recently said it was talking to both Google and Yahoo about helping it distribute some of its TV shows, such as episodes from the "CSI" franchise, across the Internet. Google and Yahoo have both been dabbling in video.

      "It`s gotten so cheap to deliver video over a network using IP (Internet protocol) that anyone can do it," Lin said. "The biggest expense is getting the rights to the content."

      TV is changing in other ways, too. Viewers are using digital video recording services, such as TiVo, that allow people to record and store TV shows and movies and watch them at a later time. Thanks to cable operators, which are now offering similar digital video recorder services, the trend is hitting the mainstream.

      But once people have one DVR, they`ll want it for every room there`s a TV--or so the gadget-happy theory goes. This means that devices are needed to network or shuttle video around the house to different TVs in different rooms.

      Tech gets in the act
      That`s where executives at companies like Cisco, Microsoft and Apple believe they can play a role. Cisco and Microsoft are helping the phone companies and cable operators build networks that can deliver more interactive TV over an Internet protocol network. They`re also in the home, helping users view what they can already get on their PCs on their TVs.

      "There used to be talk that all entertainment, including video, would converge onto the PC," said Laszlo. "But I think now we`re seeing that clearly isn`t happening. It`s all about bridging the gap between your PC and the TV, so that you can watch TV shows and movies streamed over the Internet on your TV."

      Cisco, which is best known for making switches and routers that shuttle IP traffic around corporate networks and throughout the Internet, has made the boldest move so far with the planned acquisition of Scientific Atlanta, the second largest supplier of set-top boxes to cable companies in the United States.

      Cisco only entered the consumer networking market in 2003 when it acquired Linksys, which makes low-cost wireless routers. The company hinted strongly at its video strategy earlier this year with the acquisition of a small Scandinavian company called Kiss Technology, which makes DVD and DVR players.

      Then the other shoe dropped with the proposed Scientific-Atlanta deal. A company that can provide the home networking gear, the cable box and the DVR technology could prove a powerful combination.
      Delivering content for TV over an IP network is going to be a significant element for cable and phone companies in the future.
      --Erik Suppiger, networking sales specialist, Pacific Growth Equities

      Cisco has long been the leader in building the underlying infrastructure--the pipes--that connect various pieces of a carrier`s network. Through the Linksys division, it has also become a prominent player in the home networking market, connecting PCs and laptops in the home to the broadband network.

      Scientific-Atlanta is also an infrastructure player, but for video networks. It provides gear that transmits the video feeds coming from satellites on a cable operator`s network and feeds those transmissions into the set-top boxes that are connected to TVs.

      With their forces joined, Scientific-Atlanta helps make Cisco a true end-to-end player when it comes to building the next generation of IP networks that will handle video. Cisco will be better able to help cable operators and phone companies build entire networks optimized for video, which is the most bandwidth-intensive and demanding application on a carrier`s network.

      Analysts believe the complimentary expertise of the two companies actually makes a very good fit.

      "Delivering content for TV over an IP network is going to be a significant element for cable and phone companies in the future," said Erik Suppiger, a networking sales specialist for Pacific Growth Equities. "The Scientific-Atlanta acquisition will likely be a catalyst for convergence by pushing service providers toward faster change."

      Meanwhile, Microsoft has made no secret it also is focusing on TV, though its efforts have sputtered off and on. In 1997, it acquired WebTV and later invested $1 billion in Comcast and $5 billion in AT&T.
      In other news:

      * Sober worm clogging inboxes
      * Tech firms focus on TV
      * Turning oil money into a Silicon Valley
      * CNET`s Holiday Helpdesk: Top tech gifts and deals

      The software giant has acknowledged that its early efforts in the TV market came too early and were too ambitious. Since then, Microsoft`s vision has morphed from an ambitious attempt to bring PC-like functions to the TV to simply improving video delivery. These days, it`s focused on developing software that goes into set-top boxes to enable DVR functionality and improve program menus.

      But Microsoft hasn`t stopped with set-top boxes. It also sells its Media Center operating system to allow users to display pictures, play music, watch videos or record television shows on their PCs.

      As part of a recent update to its Media Center, Microsoft has added the capability to stream digital media--music, videos, photos television and movies--from Media Center PCs to any television via its new gaming console, the Xbox 360, thus bridging the gap between the PC and the TV.

      And then there is Apple, which has been rumored to be working on a new home entertainment product focused on delivering video from the computer onto the TV. In typical Apple fashion, the company has been tight-lipped about its plans, but analysts like Lin believe Apple is pulling the pieces together to introduce a product as early the first quarter of 2006.

      Some speculate that an early sign of Apple`s intentions was the Mac Mini, introduced earlier this year. The low-cost computer came complete with special media playing software.

      "The Mac Mini doesn`t really have the power to be a true video product," said Lin. "But you can see this where Apple would like to go."

      Another clue for Apple tea leaf readers is the release of its new video iPod and updates to its iTunes store, which will now sell TV episodes for $1.99. Apple also has a long history of developing software for movie editing.

      "In some ways TV-centered products may seem like a separate industry for these companies and far from their areas of expertise," Lin said. "But the market is changing, and it will increasingly make more sense for them to be here."
      Avatar
      schrieb am 25.11.05 16:18:49
      Beitrag Nr. 728 ()
      Avatar
      schrieb am 25.11.05 16:43:17
      Beitrag Nr. 729 ()
      hier ein interview mit bill gates...klickt auf Movies & TV

      => GO TO MINUTE 8:45.

      2 SIGMA PARTNERS
      CINEMANOW & MOVIELINK

      SIGMA DESIGNS AND CINEMANOW ENABLE MOVIE STREAMING TO CONNECTED DVD PLAYERS

      http://www.microsoft.com/athome/videos/default.mspx#ETF" target="_blank" rel="nofollow ugc noopener">
      http://www.microsoft.com/athome/videos/default.mspx#ETF

      ;) alles klar?! :)
      Avatar
      schrieb am 25.11.05 18:40:34
      Beitrag Nr. 730 ()
      ist heute nur ein kurzer Tag, aber das Geschenk nehmen wir dankbar an, weiter so:D Schönes Wochenende und viel Spass beim Skifahren
      Avatar
      schrieb am 25.11.05 19:45:54
      Beitrag Nr. 731 ()
      ja danke...geht in NRW besonders gut...:laugh:
      Avatar
      schrieb am 25.11.05 19:48:16
      Beitrag Nr. 732 ()
      IPTV to take 10% of EU pay-TV by 2009
      Screen Digest logo

      Europe`s fast-emerging internet protocol television (IPTV) sector will account for nearly 10% of the pay-TV market by 2009, according to a new report from Screen Digest.

      IPTV subscribers in Europe are forecast to increase to 8.7m by 2009, up from 658,000 today.

      The report, European IPTV: Market assessment and forecast, says IPTV is set to mount a significant challenge to the established satellite and cable operators in Europe.

      By 2009, IPTV will have a 9.4% cent share of the European pay-TV market, and will have a major impact on pay-TV markets in France, Italy and Spain. By 2009 IPTV will have a 20% share of the pay-TV market in Italy, 17% in France and 16% in Spain.

      Report author Daniel Schmitt said: "Although some technical and content issues have yet to be resolved, the combination of compelling, competitively priced triple-play offers that include true video-on-demand will prove a winning formula. Many traditional pay television providers are finding that they too must adopt IPTV technologies in order to remain competitive."

      According to Screen Digest, the most successful IPTV operator is Italy`s Fastweb followed by French telcos Free Telecom and France Telecom. They currently have 190,000, 130,000 and 116,000 customers respectively.

      France`s three major network operators France Telecom, Free Telecom and Neuf Telecom boast 281,000 customers between them, making France the leading IPTV market in Europe. Italy has 190,000 and in Spain there are 57,500 subscribers.

      Despite being Europe`s oldest IPTV market the UK has yet to become a significant player and had only 30,000 subscribers in mid-2005.

      Lovelace Consulting | 25.11.2005
      Avatar
      schrieb am 25.11.05 19:50:38
      Beitrag Nr. 733 ()
      Harry Boxer`s update last Tuesday night (on Winning on Wall Street): He sold a trading postion last week at $13.50, bought back at $12.50. He thought the stock would flag (consolidate) for a while before going to the next level (15-17). He`s looking at $25+ long term.
      Avatar
      schrieb am 25.11.05 19:59:16
      Beitrag Nr. 734 ()
      selbst heute in den "paar minuten" handel...ein überdurchschnittliches volumen!

      Volume: 456,795
      Avg Vol (3m): 408,355
      Avatar
      schrieb am 26.11.05 08:22:06
      Beitrag Nr. 735 ()
      PARIS (Reuters) - Everyone agrees video on demand over the Internet should be a goldmine for telecoms and media firms, but the two converging industries have yet to figure out how both can make money, a conference in France heard this week.

      Video on demand -- the ability to download a movie or TV program via high-speed Internet -- is expected to take off in Europe as broadband, already piped to 10.5 percent of households, attracts enough users to merit investing in the service.

      But how quickly video-on-demand becomes available is uncertain, as telecoms operators and media companies haggle over how to slice up the revenue pie.

      They did not seem close to an agreement at a conference in Montpellier, southern France, this week.

      "We want to launch video on demand (in France) before the spring but it is difficult to agree on the business model," said Carlo D`Asaro Biondo, head of AOL France, which has about a 9 percent share of the French broadband market and is part of the Time Warner Inc. (NYSE:TWX - news) media group.

      Some small deals have been signed in the past six months between U.S. TV and film-right owners, such as Warner, and European telecoms operators such as Fastweb (FWB.MI), Deutsche Telekom AG (DTEGn.DE) and recently with France Telecom (FTE.PA).

      But the choice of films and programs is limited, sometimes giving access only to 100 movies, and profits from such agreements could be difficult to make, partly because of the rivalry between the two camps.

      "It is clear that there is a field in which telecoms operators and media companies are in competition and that is video on demand," Jean-Bernard Levy, chief executive of French telecoms and media group Vivendi Universal (EAUG.PA).

      CASE IN POINT

      France was one of the first countries in Europe to introduce TV on the Internet in 2002 and with half a million IP TV customers shared between operators such as France Telecom, Free (ILD.PA) and Neuf Cegetel, it is a market leader.

      Also, with 14 percent of households in France having broadband access, the country has one of Europe`s highest takeup rates. However, online video on demand has not yet arrived.

      Part of the reason is that market conditions are so competitive that telecoms operators, especially small players such as and Neuf Cegetel which have made losses for years, say they cannot afford to acquire large film catalogues.

      Yet they are keen to introduce a service which allows them to compete with pay-TV groups as broadband connections become cheaper and faster.

      For their part, media companies say they are concerned online video on demand could increase their exposure to piracy.

      Internet peer-to-peer software enables millions of web surfers every day to download films for free, even though piracy protection technology has improved. Films rented from online distributors can destroy themselves within a few hours.

      Simon Kenny, managing director for Europe at Warner Bros. International Television, said Warner was keen to sell and rent films and TV programs online as this represented incremental revenues for the group.

      "But the critical question is, will people pay for a market which in the past has been completely free?" Kenny asked. "We need a general agreement between access providers, film studios and broadcasters. We are in talks with a lot of people at the moment about that."

      Drawing a parallel between the negotiations and difficulties in agreeing the split of profits from music on the Web, executives said they hoped film houses would be quicker to realize the potential of the online market than music companies.

      Had music companies reacted faster they would not have let Apple Computer Inc.`s (Nasdaq:APPL - news) iTunes online music store become a market leader, they said.
      Avatar
      schrieb am 26.11.05 08:57:12
      Beitrag Nr. 736 ()
      Re: what`s a
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/25/05 10:54 pm
      Msg: 89619 of 89624

      From the Roth analyst`s report, 11/23/05:

      Intel`s Viiv Media Center PCs could boost Q1:06 demand for Digital Media Adapters.
      Intel`s new platform for digital entertainment—Intel Viiv technology based on a dual-core processor could enable media center PCs consumers to watch a movie or play a game while also downloading music from one integrated system using a remote control. We believe this could be the catalyst that spurs demand for digital media adapters (DMA). With a customer list that includes D-Link, Viewsonic, Sony, Sharp, Pinnacle, LG Electronics and several other DMA OEMs, Sigma Designs is the market leader in digital media adapter ICs, in our view. Given the expected raft of new media center models based on Viiv technology expected in CY:06, we believe SIGM based media adapters could begin to flood the market as well.
      ***********************************************

      Note that in the earnings conference call earlier this week, management made the following comments:

      Sigma has achieved design wins at the majority of current DMA suppliers and has engaged with a new slate of vendors. Several new product launches are set to occur at CES with ensuing revenues having an incremental impact on the firm’s top line starting in the first quarter of next year. To date, SIGM does not know a substantial vendor of DMA products that is not using SIGM media processors in their design. Intel is trying to act as a catalyst for the entire DMA industry and is going to be contributing to the overall marketing programs, including some money that they will allow people to use for advertising and promotion.
      Avatar
      schrieb am 26.11.05 08:58:00
      Beitrag Nr. 737 ()
      Re: what`s a
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/25/05 11:42 pm
      Msg: 89621 of 89624

      I can`t give you a very informed opinion about STM. It`s clear that in media processors, they are losing the competitive battle with SIGM. However, STM is a huge company that is in just about every major part of the chip business. They may be winning in numerous other places even though they are losing in media processors. I`m not paying that much attention to most of their business lines.
      Byron
      Avatar
      schrieb am 26.11.05 08:59:28
      Beitrag Nr. 738 ()
      Institutional buying
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/26/05 12:18 am
      Msg: 89622 of 89624

      Virtually all of the Q3 reports from the institutions are now in. Pretty much all of SIGM`s major holders added significantly to their positions in Q3. In addition, institutional investors with billions of dollars under management took large new positions in SIGM. New investors during the quarter included Citigroup, Sterling Johnston, and SAC Capital.

      http://www.nasdaq.com/asp/Holdings.asp?FormType=institutiona… ed=SIGM

      It`s my view that buying by institutions has been moving the stock and will continue to do so. This is a classic case of a microcap company that starts out virtually unknown and then begins popping up on more and more radar screens on Wall St. This process doesn`t happen overnight. It takes time but over time the company can go from microcap to small cap and then eventually to mid cap.

      November short interest is out today, about the same as it always is for SIGM, in fact actually up a bit at a time when the stock price is moving significantly higher.

      http://www.nasdaqtrader.com/asp/short_interest_resp.asp?symb… te=11%2F15%2F2005&View.x=31&View.y=0

      It still looks to me like most of the shorting is being done as a hedge and I don`t see anything to indicate that a short squeeze has been or will be happening. The stock is moving higher on institutional buying. In my opinion.
      Byron
      Avatar
      schrieb am 26.11.05 15:46:17
      Beitrag Nr. 739 ()
      Avatar
      schrieb am 27.11.05 17:56:18
      Beitrag Nr. 740 ()
      Re: SIGM recent trading pattern.
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 11/26/05 06:50 pm
      Msg: 89633 of 89649

      Easternwolves,

      I am measuring revenue growth and you are measuring earnings growth. 2600% growth may be mathematically correct, but it is also irrelevant - too small a base. During the Conference Call, Ken Lowe responded to an analyst`s question about gross and net margins. Ken Lowe said that if the company were to have $100 million in revenues, net income before tax would be $20 million or about $.90 per share. There are huge tax loss carryforwards that need to be used before any cash taxes are paid. 300% growth in revenue would take Sigma from $33.3 million to $100 million. While no one has come out with estimates for January, 2008, I think the markets will be just getting into gear by then. Sigma could easily do $200 million plus and be earning $2.00 per share in calendar 2007. $25 is a very conservative estimate if you look out just 18 months from now.

      One word of caution: You have not been around long enough to have been disappointed time and time again by Sigma management`s inability to predict when and how much their customers will buy. While I am very excited about the future, I wake up every day and repeat to myself, "remember, doc, it is Sigma".
      Avatar
      schrieb am 27.11.05 18:01:11
      Beitrag Nr. 741 ()
      Avatar
      schrieb am 27.11.05 18:09:01
      Beitrag Nr. 742 ()
      Verizon and AT&T/SBC - IPTV
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/27/05 10:59 am
      Msg: 89649 of 89649

      Interesting article in today’s New York Times about IPTV. Some excerpts:

      Executives at both Verizon and AT&T, which last week officially changed its name from SBC, hope that the extensive selection of channels, whiz-bang features and low pricing of their video offerings will sway television viewers around the country to switch to their products. Although cable and satellite have spent billions upgrading their delivery systems to accommodate a future in which all forms of entertainment are digital and perhaps interactive, the Baby Bells contend that bandwidth is destiny.

      When they`re done spending their billions, the phone companies say, they will surpass their rivals. They promise a seemingly infinite number of channels, many in crisp high definition, and plenty of interactive tie-ins, like the ability to check e-mail messages or screen incoming telephone calls on the TV set.

      AT&T and Verizon hope to wow consumers with extra channels and diverse programming. Cable operators have regularly struggled with the capacity constraints of their systems, forced to limit the number of channels so they can deliver innovations like video-on-demand and high-definition channels. We don`t have to make that trade-off or compromise, say AT&T and Verizon, because our networks are more advanced.

      http://www.nytimes.com/2005/11/27/business/yourmoney/27cable…

      Motorola and Scientific Atlanta will be supplying the set top boxes used by AT&T and Verizon, with Sigma inside the boxes.
      Byron
      Avatar
      schrieb am 28.11.05 11:42:03
      Beitrag Nr. 743 ()
      Wie hatte einer am Wochenende geschrieben:
      Es wird einem ganz schwindelig bei den vielen news.
      Ich muss erst einmal alles in Ruhe sacken lassen und verarbeiten.
      Ich denke auch über 2006/2007 hinweg.
      Und hoffentlich haben wir nicht das Pech, dass die neue Regierung die Steuerfreiheit ab 2007 streicht. Das wäre schade und kostet uns dann einige tausend Euros bei einem Verkauf.
      Avatar
      schrieb am 28.11.05 15:32:34
      Beitrag Nr. 744 ()
      und die news laufen weiter...dabei ist die CES doch noch gar nicht!:)

      Press Release Source: Amino Communications

      Amino Technologies Plc: Major Licence Agreement Signed
      Monday November 28, 6:27 am ET

      CAMBRIDGE, England--(BUSINESS WIRE)--Nov. 28, 2005--Amino Technologies plc ("Amino" or "the Company"; stock code: AMO), the Cambridge based broadband network software and systems company, announces that it has signed a major licence agreement with AS Intercom Ltd ("Intercom"), a company incorporated in Cyprus but with principal operations within the Russian Federation.

      ADVERTISEMENT
      The licence agreement allows Intercom to manufacture and supply AmiNET MPEG2 and MPEG4 IPTV set top boxes within the Russian Federation, Kazakhstan and the Ukraine. A measure of the potential size of this market is the number of telephone subscribers which exceeds 30 million.

      Intercom has agreed to pay a significant licence fee and royalties in respect of Amino`s IntAct(TM) IPTV software technologies and hardware designs. The licence agreement is for a minimum of 5 years. Whilst the commercial terms are confidential, the royalty rates for both software and hardware are in line with the Company`s expectations.

      Grant Masom, Amino`s Chairman said: "We are pleased to have signed our first major licensing agreement, demonstrating Amino`s ability to be both a market leading supplier of IPTV set top boxes under its own brand and to address a wider market through licensing its technologies to other set top box manufactures and suppliers."

      - ends -

      About AS IntercomTV

      AS Intercom TV (www.intercomtv.com) is an IPTV solutions integrator, partnering with world-leading developers and suppliers of customer-premises products and software technologies for IPTV market (Amino), head-end systems (Anevia) and Conditional Access systems (Irdeto).

      Intercom develops and implements integrated solutions for content operators, adapting old broadcasting methods to new ways of content delivery over IP networks and enabling provision of variety of new on-demand services by operators.

      Intercom TV develops its own software technology (middleware) for IPTV, the ITV Manager, which includes client`s interface and monitoring, billing and control systems for services provision.

      Intercom TV based in Limassol, Cyprus and has offices in Moscow and Samara, Russian Federation.

      About Amino

      Amino (www.aminocom.com) is a designer and supplier of electronic systems, software and consultancy, specialising in applications for on-demand video, IPTV (telco triple-play applications) and in-home multimedia distribution. Amino`s IntAct(TM) client-side system software provides users with the twin benefits of low cost deployment and rapid time-to-market. The key to these benefits is a software stack with a wide selection of pre-integrated third-party components.

      Amino`s own range of small, low cost, high functionality set-top boxes and gateways incorporating its IntAct(TM) software is designed for consumer applications in telecommunications and broadcast markets, as well as on-demand systems for hotels and hospitality markets, healthcare, retail and education. Amino also provides systems consultancy and partners with world-leading companies in content aggregation, middleware, conditional access and head-end systems.
      Avatar
      schrieb am 28.11.05 16:16:15
      Beitrag Nr. 745 ()
      A measure of the potential size of this market is the number of telephone subscribers which exceeds 30 million.

      sigm liefert die chips für die boxen von amino...:)
      Avatar
      schrieb am 28.11.05 18:16:43
      Beitrag Nr. 746 ()
      tja so langsam eilen wir von einem mehrjahreshoch zum nächsten...:D

      1996 gabs zuletzt einem kurs von 13,88....aktuell sind es 13,82$...also etwa 5% plus...und das gegen den markt...;)
      Avatar
      schrieb am 28.11.05 18:45:30
      Beitrag Nr. 747 ()
      ja , das ist schon eine gelungene Sache, kennst du vielleicht auch den Wert opticom?
      Avatar
      schrieb am 28.11.05 19:36:58
      Beitrag Nr. 748 ()
      nein kenne ich nicht...du?heftiger anstieg...
      Avatar
      schrieb am 28.11.05 19:41:35
      Beitrag Nr. 749 ()
      12:47PM Sigma Designs - - Relative Strength (SIGM) 14.06 +0.90: -Technical- The stock displays relative strength today as it stages a breakout above last week`s consolidation high of 13.53. Note this marks a fresh multi-year high for the stock...next level of interest is the 2000 peak at 14.25.
      Avatar
      schrieb am 28.11.05 20:44:02
      Beitrag Nr. 750 ()
      Heavy institutional buying
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/28/05 02:17 pm
      Msg: 89699 of 89704

      Looks like heavy institutional buying today. Major institutions already in SIGM include Citigroup, Vanguard, and Morgan Stanley. Probably adding to their positions, and new institutions coming in as well.
      Byron
      Avatar
      schrieb am 29.11.05 00:35:45
      Beitrag Nr. 751 ()
      Who’s going to make some serious cash in the IPTV market?

      According to a new Light Reading Insider report, “IPTV: Where the Money Is,” technology vendors stand to make a killing.

      ”We believe that technology vendors stand to gain the most from IPTV,” reckons the report`s author, James Crawshaw, “given the demands for new capital investment it requires.” Carriers, though, "are unlikely to be the main winners from IPTV [in direct financial terms]. We see it more as a defensive strategy aimed at reducing customer churn than as a significant new source of profits."

      There are significant drivers forcing telecom operators to adopt those defensive strategies, most notably the increasingly intense competition they`re facing from ISPs and cable and satellite operators. As a result, the IPTV market is set to explode in the coming five years and beyond, finds the report.

      By 2010, IPTV will have captured 65 million subscribers worldwide, predominantly in North America, Europe, and Asia. To deploy the systems needed to deliver those services, carriers will spend a total $21 billion in the 2005 to 2010 timeframe.

      http://www.lightreading.com/document.asp?doc_id=84783&WT.svl…

      SIGM is aiming for a 50% market share in the IPTV space. Assuming that the number of subscribers increases by 60 million over the next 5 years, and assuming that on average each subscriber has 2 TV sets, and assuming that SIGM achieves its goal of a 50% market share, this means that IPTV revenues for SIGM over the next 5 years will be around $1.5 billion!!! We`re talking here about annual revenues of $3-400 million, just from IPTV!!! Plus revenues from DVD`s, DMA`s, and all of SIGM`s other product lines!!! This stock could go to $100/sh!!!
      Byron
      Avatar
      schrieb am 29.11.05 02:48:07
      Beitrag Nr. 752 ()
      Chinese DVD format
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/28/05 06:29 pm
      Msg: 89732 of 89736

      http://www.gamesindustry.biz/content_page.php?aid=13253

      This could be a big opportunity for SIGM.
      Byron
      Avatar
      schrieb am 29.11.05 02:50:18
      Beitrag Nr. 753 ()
      Re: GOLDMINE
      by: handsr_24 11/28/05 07:49 pm
      Msg: 89733 of 89736

      Folks, please take note. Byron is a sober, serious intelligent poster on this board, been helping all the rest of us for a long time and is a board treasure in the same vein as our beloved Winter. For anybody that is new, he is the polar opposite of a pump and dumper. He just strongly believes in his positions because he has done his homework in an intelligent, reasoned manner. Byron, I have never seen you so bullish and I agree Sigma is a potential goldmine. I bought my first position over 2 years ago precisely because my information told me this was a potential homerun. Only reason I ever played, and I am now more convinced than ever that this will be the case. One of the most important things for me in the last year was can this company, with it`s array of chips and markets, ramp up to $80 million or thereabouts in revenue in calendar 06. Why, because if they can do that, that means they are entrenched in the right accounts for the initial rollouts, and have a great opportunity to see their revenues double and triple in the years beyond as this whole digital covergence/transformation occurs. This is a not obviously a one year deal, and what will put a $50 to $100 price tag on this stock is what they do in calendar 07 & 08, and that is dictated by where they are designed in now. I think we pretty much now know the answer to that question, and while there are no gimmies in this world,I believe the market will be discounting a $200 million run rate in calendar 07 within 6 months time, and a $40-50 price tag for this stock to reflect that pheonomon
      Avatar
      schrieb am 29.11.05 02:54:22
      Beitrag Nr. 754 ()
      :D

      das sage ich doch!das könnte ein tenbagger werden in den nächsten 2-3 jahren!

      :eek::eek::eek:

      Re: GOLDMINE
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/28/05 07:57 pm
      Msg: 89734 of 89736

      Yes, design wins are critical. With design wins from Motorola, Philips, UTStarcom, and Cisco/Scientific Atlanta, among others, SIGM has staked out a dominant position for itself in the IPTV space. It`s too late for the competition to do much now - SIGM has been designed in and they can`t be taken out now. The big question now is, how many people are going to sign up for IPTV? This new report out today predicts that far more people will sign up than anyone had previously forecast. If this forecast is anywhere close to being right, then this stock is going to take off like a rocket.
      Byron


      es stimmt...byron übertreibt nicht mit "rocket"...;) läuft alles nach plan haben wir in den kommenden monaten und darüber hinaus einen platz an der sonne...:D
      Avatar
      schrieb am 29.11.05 04:04:54
      Beitrag Nr. 755 ()
      Re: GOLDMINE
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/28/05 09:14 pm
      Msg: 89739 of 89745

      Once SIGM has been designed into a product it`s not that easy to get them out. This is not like substituting one brand of 2x4 lumber for another. Once SIGM is designed in, they`re in and they stay in. Products in the IPTV space tend to have a lifecycle of a couple of years so with the design wins they already have SIGM is in good shape clear out to 2007. Furthermore they are at work right now on adding new features to the future versions of their chips and these new features will guarantee that they will get designed into the next generation of IPTV products. Yes, the competition will be coming out with products and these will get some wins. But SIGM feels they can achieve a 50% market share and it looks to me like they are right.
      Byron
      Avatar
      schrieb am 29.11.05 04:14:37
      Beitrag Nr. 756 ()
      zur erinnerung...sobald sigm die chips in großen mengen liefert...werden preise um 25$ je chip erwartet!

      wenn 2010 65 millionen iptv nutzen (andere analysen sprechen sogar von mehr als 110 millionen nutzern!) und sigm 50% des marktes für sich hält...dann sprechen wir von einem megawachstum...:D

      pro haushalt kann man sicherlich im schnitt von 2 settop boxen ausgehen...rechnet mal...und vergleicht mit den jetztigen umsätzen!:D
      Avatar
      schrieb am 29.11.05 06:52:32
      Beitrag Nr. 757 ()
      SIGM - SIGMA DESIGNS INC (NASDAQ)

      Date Open High Low Last Change Volume % Change
      11/28/05 13.20 14.44 13.15 14.20 +1.04 1674600 +7.90%

      Composite Indicator
      Trend Spotter TM Buy

      Short Term Indicators
      7 Day Average Directional Indicator Buy
      10 - 8 Day Moving Average Hilo Channel Buy
      20 Day Moving Average vs Price Buy
      20 - 50 Day MACD Oscillator Buy
      20 Day Bollinger Bands Buy

      Short Term Indicators Average: 100% - Buy
      20-Day Average Volume - 629105

      Medium Term Indicators
      40 Day Commodity Channel Index Buy
      50 Day Moving Average vs Price Buy
      20 - 100 Day MACD Oscillator Buy
      50 Day Parabolic Time/Price Buy

      Medium Term Indicators Average: 100% - Buy
      50-Day Average Volume - 403400

      Long Term Indicators
      60 Day Commodity Channel Index Buy
      100 Day Moving Average vs Price Buy
      50 - 100 Day MACD Oscillator Buy

      Long Term Indicators Average: 100% - Buy
      100-Day Average Volume - 382510

      Overall Average: 100% - Buy

      Price Support Pivot Point Resistance
      14.20 12.64 13.93 15.22
      Avatar
      schrieb am 29.11.05 14:47:44
      Beitrag Nr. 758 ()
      http://www.shanghaidaily.com/art/2005/11/29/219817/IPTV_come…


      IPTV comes into commercial use in Shanghai
      Li Xinran
      2005-11-29 Beijing Time
      SHANGHAI Media Group and Shanghai Telecom launched a new joint broadband-based TV service in Shanghai today, China Business News reported.

      Compared with the testing networks of 100,000 users in other provinces, the network of the Internet protocol TV service in Shanghai will cover Minhang District and Pudong New Area where millions of people live.

      The IPTV service will charge 60 yuan (US$7.42) a month, said Shen Hongbo, assistant to the general manager of Shanghai Telecom. But during the sales promotion before March, people will pay only 30 yuan a month to get the service. Shanghai Telecom will also give free set-top boxes to people who subscribe now.

      The companies are trying to reach 10,000 subscribers within the year and expand the network to cover the whole city in the middle of 2006.

      The IPTV can offer live broadcast channels, interactive services and information services. It has 50 live broadcast channels and more than 1,000 hours of video-on-demand programs including weather broadcasts, traffic and restaurants information.

      The IPTV in Shanghai plans to broadcast 3,000 to 5,000 hours of VOD programs as a next step. Its content will include video conferences, interactive ads, TV mail box and online games.

      The IPTV service is based on the broadband system of Shanghai Telecom. Shanghai Telecom was in charge of its network upgrading. The service launched in Pudong and Minhang uses ADSL cable now because of its low cost, some insiders of Shanghai Telecom said. Shanghai Telecom wants to put the bills of IPTV, broadband and telephone into all-in-one bills, an insider said.
      Avatar
      schrieb am 29.11.05 16:20:26
      Beitrag Nr. 759 ()
      http://www.sonystyle.com/is-bin/INTERSHOP.enfinity/eCS/Store… ProductInformation-Start?ProductSKU=VGCVA10G&Dept=computers&CategoryName=cpu_VAI ODesktopComputers_VASeries
      Avatar
      schrieb am 29.11.05 16:23:22
      Beitrag Nr. 760 ()
      From Nextinning editor Paul McWilliam`s Semiconductor Industry Investment Website, comments regarding IPTV:

      "The demand for these services is real and substantial. And, since capitalism abhors a demand vacuum, these services will soon be answered with supply.

      Today every major telecom equipment company has developed best of breed partnerships to deliver complete end-to-end IPTV solutions. So far, only one networking equipment company, Cisco (CSCO) has made a major commitment. However, I don’t believe that delivering just “what, when, and how” is the end-game strategies behind Cisco’s recent acquisition of Scientific Atlanta (SFA). I think CSCO’s strategy is also intently focused on “where.”

      Once voice, video, and data are all delivered in packets to a central location in our homes, the set-top box (STB) will have to morph to add the function of a router. Just getting the signal into our homes is only part of the equation; we’ll still need to move the signal to the location where it’s useful. These locations will include phones, computers, TVs, and a wide variety of other consumer entertainment devices. The router will also need to provide our “home network” with complete firewall protection. I believe this is where CSCO is focused on differentiating itself and will leverage SFA’s position as the number-two STB supplier in the world.

      Bottom Line: IPTV is coming and it appears it’s ready for prime time in 2006. Beyond the obvious demand that IPTV will generate for infrastructure equipment needed to get the signal to our homes, it will also drive demand for bulk bandwidth, home networking, and a wide variety of consumer electronics devices capable of connecting to the network. The one thing all this stuff has in common is that it takes semiconductors to build it."
      Avatar
      schrieb am 29.11.05 16:48:07
      Beitrag Nr. 761 ()
      Avatar
      schrieb am 30.11.05 03:45:28
      Beitrag Nr. 762 ()
      IPTV comes to Shanghai
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/29/05 02:33 pm
      Msg: 89835 of 89891

      SHANGHAI Media Group and Shanghai Telecom launched a new joint broadband-based TV service in Shanghai today, China Business News reported.

      Compared with the testing networks of 100,000 users in other provinces, the network of the Internet protocol TV service in Shanghai will cover Minhang District and Pudong New Area where millions of people live.

      http://www.shanghaidaily.com/art/2005/11/29/219817/IPTV_come… e_in_Shanghai.htm

      As previously reported by Winter, UTStarcom is in Shanghai. UTStarcom uses SIGM chips in their set top boxes.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=88509

      Millions of potential customers for SIGM in Shanghai.
      Byron
      Avatar
      schrieb am 30.11.05 03:52:40
      Beitrag Nr. 763 ()
      SIGM wins INDIA IPTV contract thru UTSI
      by: justainvestor (32/M) 11/29/05 03:00 pm
      Msg: 89843 of 89891

      Not posted news yet, but this is HUGE for SIGM


      -----------------------------------

      TV over phone lines soon

      A consumer possessing a broadband connection and a television will be ready for the IPTV revolution.

      New Delhi , Nov. 2005

      COME December Indian consumers will get the latest in broadband technology, IPTV (Internet protocol Television) which enables you to watch content of your choice using your telephone line.

      The US-based technology company, UT Starcom, has tied up with an Indian operator to offer the services, which will allow users to pause, fast forward and rewind live and recorded content stored on a remotely located server by the service provider.

      Mr Vijay Yadav, Managing Director, UT Starcom, said, "We are conducting the pilot for IPTV with one of the bigger Indian players and we are on schedule to roll out services commercially by December. UT Starcom is ideally positioned to help operators in leveraging the potential of the latest in technology."

      A number of operators including Bharat Sanchar Nigam Ltd (BSNL) and Reliance Infocom are planning to launch IPTV in a big way.

      A consumer possessing a broadband connection and a television will be ready for the IPTV revolution. The set top boxes will be available upon rollout of the technology in the consumers` area. IPTV uses a two-way digital broadcast signal (sent through a switched telephone or cable network by way of a broadband connection and a set-top box programmed with software much like a cable or DSS box) that can handle viewer requests to access many available media sources.

      The viewer`s TV connects to a set top box that decodes the IP video and converts it into standard television signals. IPTV allows operators to deliver content to their subscribers using telephone lines through IP technology. So far, this technology was used to deliver voice through Internet telephony. The services on IPTV include video-on-demand and digital video recording.

      TV over telephone line is slated to be the next big application for telecom service providers. Even mobile operators are looking at technologies like the FLO to broadcast live TV on cellular phones. It is predicted that by 2008, 20 million homes worldwide will subscribe to IPTV services.
      Avatar
      schrieb am 30.11.05 03:54:57
      Beitrag Nr. 764 ()
      :D:D:D:D

      2007 price target
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/29/05 04:05 pm
      Msg: 89869 of 89893

      1) As discussed in my post yesterday, one industry observer is predicting that about 60 million households will sign up for IPTV over the next 5 years.

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=89730

      After thinking about this prediction over the past 24 hours, I’ve come to the conclusion that it will most likely turn out to be reasonably accurate. The reason I think this is because of Cisco’s decision to buy Scientific Atlanta. Cisco, a huge company with huge revenues, is only interested in entering huge markets. The only reason for them to buy Scientific Atlanta is if set top boxes will be a huge market opportunity. So based on this forecast for IPTV and based on the design wins that SIGM has with Scientific Atlanta/Cisco, Motorola, Philips, UTStarcom, and others, it looks to me like a reasonable estimate for SIGM’s 2007 revenues from IPTV set top boxes is $200 million.

      2) Winter feels that sales of 5 million DMA’s with SIGM inside is achievable.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=89487

      This implies 2007 revenues of $100 million from DMA’s for SIGM.

      3) Management stated in the recent earnings conference call that they expect that by Christmas 2006 sales of next generation DVD’s will really be starting to ramp up. I feel that $100-150 million is a reasonable estimate of 2007 revenues from DVD’s for SIGM.

      4) I think it’s reasonable to project $50-100 million in 2007 revenues for SIGM from other products such as portable media players and HDTV.

      Therefore, in summary, I’m projecting total 2007 revenues for SIGM of $500 million. Management stated in the recent earnings conference call that they expect to have an operating margin of 20%, so $500 million in revenue means $100 million in profit. Assuming 25 million shares, this equals $4/sh. Assuming a PE multiple of 25 yields a 2007 price target on the stock of $100/sh.
      Byron
      Avatar
      schrieb am 30.11.05 03:59:05
      Beitrag Nr. 765 ()
      Re: 2007 price target
      by: handsr_24 11/29/05 04:32 pm
      Msg: 89872 of 89893

      This is precisely why I am here. I don`t deal in fantasy, and nobody can say your scenario is not plausible or possible. The money being spent in this arena in the next 4-5 years is going to be awesome, and the right technology vendors are going to make huge profits. You couldn`t ask for a better scenario than we have with Sigma, and it is not a question in my mind of making money from here, it is only how much. My bet is enough to make a huge difference in my net worth. I`m with ya, Bryon.

      ich sehe das übrigens ganz genauso...;)
      Avatar
      schrieb am 30.11.05 04:01:03
      Beitrag Nr. 766 ()
      Telecom Italia to launch IPTV on Friday
      by: wimbledonwimbledon 11/29/05 06:52 pm
      Msg: 89879 of 89893

      Telecom Italia to launch IPTV on Friday
      Telecom Italia will launch its IPTV service on 2 December, offering users in four cities premium broadcast content direct to their TV sets via DSL. Alice Home TV will initially be available to two million homes in Rome, Milan, Bologna and Palermo, before being extended to a further 17 cities in January 2006. The telco is investing around EUR350 million to roll out IPTV and is planning to launch a new 20Mbps ADSL broadband package to complement the service in February 2006.
      Avatar
      schrieb am 30.11.05 16:02:43
      Beitrag Nr. 767 ()
      FVDs: "Book `em Dano"
      by: WINTER_CFA 11/30/05 08:18 am
      Msg: 89901 of 89914

      "Taiwan’s FVD players go into volume production"

      http://www.digitimes.com/news/a20051130A7034.html

      DVD players based on FVD (forward versatile disc), a red-laser high-definition DVD standard developed by Taiwan, were brought into volume production by OEM maker Idar Electronics in November of this year, according to Der-ray Huang, deputy director of the Opto-Electronics & Systems Laboratories (OES), the government-sponsored agency that helped develop FVD.

      FVD players support two movie formats, Microsoft WMV HD (Windows media high definition video) and IMAX, Idar pointed out. Idar currently produces 10,000 FVD players a month and aims to ship 300,000 players next year, the company indicated. There will be more than 1,000 FVD movie discs available by the end of 2006, Idar added.

      Taiwan Kolin has placed an OEM order for FVD players and other leading local brands of consumer electronics, including Teco, Sampo, and Tatung may follow suit, Idar indicated.

      DVD players supporting Blu-ray Disc (BD) or HD-DVD or both standards will be expensive and therefore not popular until 2008 at the earliest, Huang pointed out. In the meantime, there are many good opportunities for promoting FVD players, Huang emphasized.

      The Advanced Optical Storage Research Alliance formed by OES and leading Taiwanese makers will promote FVD at the 2006 CES (Consumer Electronics Show) to take place in Las Vegas during January 5-8, 2006, Huang noted. There, the alliance will talk with two movie producers about possible cooperation, Huang added.


      FYI - 300K from Idar alone in 2006 will yield about $6 million in sales for SIGM. If each of the names above does a similar amount, that would yield a total of $30 million from ust this product segment alone.

      The clouds are lifting further.
      Avatar
      schrieb am 30.11.05 16:03:35
      Beitrag Nr. 768 ()
      Re: Telecom Italia to launch IPTV on Fri
      by: WINTER_CFA 11/30/05 09:04 am
      Msg: 89905 of 89914

      Of interest:

      "Telecom Italia Tests IPTV Service In 4 Major Cities"

      http://news.softpedia.com/news/Telecom-Italia-Tests-IPTV-Ser… es-5303.shtml

      "Once the trial phase is complete, over 4 million households will be able to access a wide range of content including movies, news, sport, music, reality shows and live events on their TVs over a 4 MB per second ADSL connection."

      "IPTV trials are being conducted with technology partners Alcatel, Microsoft and Pirelli. Alcatel is supplying technologies including the latest generation of ADSL access devices and its “Open Media Suite” set top box video entertainment TV distribution platform. Microsoft has supplied Telecom Italia with its innovative “Microsoft TV IPTV Edition” software, which the company is using to test and offer a new generation of for-payment video services and content. Microsoft and Alcatel are working together to supply operators with complete, integrated solutions designed to accelerate IPTV protocol rollout over existing and next generation networks. Pirelli Broadband Solutions has developed intelligent modular routers that open up a world of high-quality video services that leverage the most advanced home networking solutions (including multiple high-speed Internet connections, Voice Over IP and Wi-Fi) over broadband through a Set Top Box."

      This is, without a doubt, the STB:

      http://www.totaltele.com/View.aspx?ID=1430&t=1
      http://www.pirelli.com/en_42/cables_systems/telecom/telecom_… cess/products/pdf/discus_multimediagate.pdf

      Triple codec.
      "dedicated high power media processor"

      This looks good for SIGM, very good. Hopefully,
      THIS telco IPTV PR will mention us.

      Still waiting, of course, for SBC/MOT and BT/Philips to cut us a break.
      Avatar
      schrieb am 30.11.05 16:05:18
      Beitrag Nr. 769 ()
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 11/30/05 09:47 am
      Msg: 89910 of 89914

      This is apples and oranges. Viiv is going to drive demand for DMA`s which is where SIGM is. As discussed in the earnings conference call, DMAs appear to be heading toward a volume ramp as SIGM heads into next year. Wide-reaching programs involving Intel`s Viiv and Microsoft “Play for Sure” technologies will result in greater proliferation of media center PCs next year, which are expected to drive the unit demand for DMAs to extend the entertainment network throughout the home. Sigma has achieved design wins at the majority of current DMA suppliers and has engaged with a new slate of vendors. Several new product launches are set to occur at CES with ensuing revenues having an incremental impact on the firm’s top line starting in the first quarter of next year. To date, SIGM does not know a substantial vendor of DMA products that is not using SIGM media processors in their design. Intel is trying to act as a catalyst for the entire DMA industry and is going to be contributing to the overall marketing programs, including some money that they will allow people to use for advertising and promotion.
      Byron
      Avatar
      schrieb am 30.11.05 20:11:57
      Beitrag Nr. 770 ()
      30.11.2005 - 19:57
      Intel schmiedet große Multimedia-Allianz



      Intel hat heute bekannt gegeben, mit über 40 Unternehmen eine Entwicklungs-Allianz für das digitale Wohnzimmer der Zukunft geschmiedet zu haben. Kernstück sei dabei die "Viiv"-Technologie des Chipkonzerns. Intel will eine Architektur entwickeln, die aus mehreren Dual-Core-Prozessoren, verschiedenen Spezialhalbleitern, Software und einer Netzwerkverbindung besteht. Auf dieser Basis sollen Multimedia-Geräte entstehen, die Rechner, Fernseher, Fotostudio und Videorekorder in sich vereinen. Diese sollen dann unter anderem über hochauflösende Monitore oder Fernbedienungen verfügen.

      Eines der neuen Partnerunternehmen Intels wird TiVo, ein Hersteller von Festplatten-Videorekordern. Dieser will auf Viiv-Basis ein neues Gerät entwickeln, mit dem etwa Fernsehfilme und abonnierte Videos mit Hilfe einer Fernbedienung auf dem PC abgespeichert werden können.

      An der Nasdaq geben Intel aktuell 0,07 Prozent auf 26,76 Dollar ab; TiVo klettern um 4,25 Prozent nach oben auf 5,40 Dollar.


      gut möglich...sogar sehr gut möglich...das da sigma design mit dabei ist...:)
      Avatar
      schrieb am 30.11.05 20:24:30
      Beitrag Nr. 771 ()
      Russia > itv, DTV, Streaming
      Intercom TV licenses Amino set-top boxes

      30/11/2005 by Ben Tanner

      Print | Email Colleague | Add Comment | Comments (0)

      UK-based broadband network software and systems company Amino Technologies has signed its first major licensing agreement, a five-year agreement with Intercom TV, a digital television company incorporated in Cyprus but with principal operations within the Russian Federation.

      The licence agreement allows Intercom to manufacture and supply Amino`s MPEG2 and MPEG4 IPTV set-top boxes in Russia, Kazakhstan and the Ukraine. The company estimates that the potential IPTV market in these regions exceeds 30 million.

      Intercom has agreed to pay a licence fee and royalties for use of Amino`s IPTV software and hardware. The companies have not disclosed further financial details.
      Avatar
      schrieb am 30.11.05 20:27:46
      Beitrag Nr. 772 ()
      November 30, 2005
      Blu-Ray Plans To Be Revealed At CES
      By Reuters
      discuss Discuss this now (1 posts)
      LOS ANGELES (Reuters) - The Blu-ray DVD group said on Tuesday it still planned to roll out a high-definition disc format in spring 2006, though members of the consortium led by Sony Corp. said they would unveil specific launch plans at the Consumer Electronics Show (CES) in January.

      "We`re sticking with the spring time frame," said Andy Parsons, a spokesman for Blu-ray, at a demonstration of the new high-capacity DVD format.
      ADVERTISEMENT

      Blu-Ray is vying with a competing format known as HD DVD, championed by a group led by Toshiba Corp.

      "At CES, you`re likely to hear some announcements from a number of companies as to when you`ll see our products on the market," Parsons told a group of analysts, industry members and reporters gathered at the product demonstration at News Corp.`s 20th Century Fox lot. The show is in Las Vegas.

      Sony`s Blu-ray disc technology appears to be the front-runner in the multibillion dollar race to develop the next-generation DVDs, which movie studios and consumer electronics manufacturers hope will ignite sales for the home video sector, which has shown signs of a slowdown recently.

      Both formats provide high-definition versions of movies as well as interactive features.

      Members of the Blu-ray camp, including executives from Disney Corp., Fox, Sony, Pioneer and Panasonic, attended the press briefing on Tuesday to show off Blu-ray`s interactive features, which enable consumers to play games, connect to the Internet and select from various functions, such as subtitles and text, while still watching a movie.

      Blu-ray has more major movie studios on its side, although some industry watchers have said the format will be more expensive to make. While HD DVD discs can be made with only minor tweaks to the standard DVD manufacturing process, Blu-ray discs require completely different equipment.

      Members of the Blu-ray Disc Association consortium have said in the past that costs will come down quickly and be almost immediately competitive with those of HD DVD.

      The consortium consists of various Hollywood studios, computer makers and consumer electronics manufacturers in the United States and abroad.

      Executives said on Tuesday the format`s flexibility gave them added revenue potential by eventually enabling consumers to order films or merchandise using the discs.

      "We do intend to be able to have that as an element in the next Blu-ray specification in terms of its being able to be used as a portal to make transactions," said Bob Chapek, president of Disney`s Buena Vista Entertainment.

      Richard Doherty, analyst with Envisioneering, cited a potential scenario in which a studio may one day pre-package a feature film disc with an additional movie or trailer that has not yet been released to the home viewing market and could be restricted or "locked" until the studio enables consumers to see it.

      "There are lots of opportunities to merchandise between TV shows and movies. They could release movies on command ascribing to pay-per-view limits. The same disc enables many consumer experiences and profit possibilities," he said.

      Members from HD DVD and Blu-ray tried earlier this year to find a unified front but failed, paving the way for a protracted format war and reminding many industry members of the battle between VHS and Sony`s Betamax in the mid-1970s, which led to confusion among consumers and losses for the studios
      Avatar
      schrieb am 01.12.05 08:38:17
      Beitrag Nr. 773 ()
      Broadcom sees big chip demand from digital devices
      Thu Dec 1, 2005 01:58 AM ET
      BANGALORE, Dec 1 (Reuters) - U.S. chip maker Broadcom Corp. (BRCM.O: Quote, Profile, Research) expects demand for chips used in portable video players to surge on the back of rising global sales of digital devices, its chief executive Scott McGregor said on Thursday.

      "We see portable video as a fast growing market," McGregor told reporters in Bangalore, India`s silicon hub, where his company has a technology centre.

      "I think it is very big because you will see multimedia going to cellphones. But it is too soon to have market data on it."

      He said Broadcom was working with leading companies in this space that include Apple Computer Inc. (AAPL.O: Quote, Profile, Research) and Samsung Electronics Co. Ltd. (005930.KS: Quote, Profile, Research) .

      California-based Broadcom specialises in combining several features on a single chip to help make products like television set-top boxes, cellphones and broadband devices. The firm designs microchips, but outsources their production to companies such as Taiwan Semiconductor Manufacturing Co. (2330.TW: Quote, Profile, Research) (TSM.N: Quote, Profile, Research) .

      Officials said Broadcom was in preliminary talks with SemIndia, a public-private partnership involving chip maker Advanced Micro Devices (AMD.N: Quote, Profile, Research) , to outsource manufacturing from a proposed $3 billion chip making facility in India announced on Wednesday.

      McGregor said Broadcom, which has $2 billion in cash, was also eyeing Indian companies for possible acquisitions in the high technology semiconductor research niche.




      auch sigm ist in diesen märkten...die branche steht gut da...:)
      Avatar
      schrieb am 01.12.05 12:17:08
      Beitrag Nr. 774 ()
      Re: Byron
      by: gmi1982 11/30/05 08:19 pm
      Msg: 90051 of 90060

      Byron et al, the key thing to remember with Sigma is that earnings will grow much faster than the revenue growth rate . Margins will come down slightly but operational and G&A costs will remain roughly the same.

      The earliest we`d see price pressures will be in 2007.

      Regards,
      Avatar
      schrieb am 01.12.05 18:17:13
      Beitrag Nr. 775 ()
      The Mechanics of a Mega-Bagger
      by: WINTER_CFA 12/01/05 12:03 pm
      Msg: 90091 of 90095

      SIGM has just posted its best (albeit marginally) sales quarter since its reinvention into a fabless advanced media processor supplier and has forecasted a better than marginally higher sales quarter for its current period. While the firm has yet to provide guidance beyond this, sales growth of 60% to 120+% for calendar 2006 is currently forecasted by myself and others. Consistent with these stronger growth numbers, the stock has finally broken out of a perennial $6-$12 trading range and is now making new multi-year highs (although not all-time highs yet).

      Okay, so the SIGM train has actually left the station. The key investment question now becomes twofold. First, how long of a ride will this be for investors? Second, what type of passengers should they be? Can this stock go to $25, to $50, to $100? How long should such moves take? Should a stock position be traded around spikes and dips or just held to a specific target? What will the sell signal be? Will a successful move to a peak level be followed by gradual stock price erosion or by a sharp drop?

      In my opinion, the answers to all these questions can be obtained by using a “history tends to repeat itself” philosophy that employs comparison analysis of previous similarly situated technology stocks. Three such stocks come to mind: Omnivision Technologies (NASDAQ: OVTI), Trident Microsystems (NASDAQ: TRID), and Emulex (NYSE: ELX). Each of these issues shares some to all of the pre-surge characteristics and expectations of SIGM. In roughly the order of occurrence, these include:

      1) A low and stagnant stock price for several years or more.
      2) Low and stagnant sales growth and roughly breakeven EPS.
      3) Little to no sell-side coverage or institutional sponsorship.
      4) Company innovation that addresses a new high growth technology sector.
      5) Ongoing negative opinions or short betting against the stock.
      6) An increasing pace of overt (or covert) design wins.

      It is interesting to note that while none of these names have become the next Dell, Cisco or Microsoft (issues that steadily rose to Fortune 50 levels and were best held for a decade as opposed to several years), they did produce accelerating sales and EPS growth for a multi-year period, appreciate strongly, and become more established players in their respective market segments. There was a very profitable time period to hold these stocks and then a time to sell them as new cycles and considerations came into play. Hopefully, such will be the case for SIGM too.

      During the 2001-2003 period, when OVTI rose from a split-adjusted trough price of roughly $1.50 to over $30 in 24 months, trailing quarterly sales rose from a trough level of about $10 million to over $20 million and EPS from breakeven to $0.05. The stock’s market capitalization rose to roughly $1.7 billion. Subsequent quarterly sales and EPS levels over the next four quarters, which were likely built into projections by the time the stock hit $30, reached $78 million and $0.23, respectively. Thus, this stock appreciated to levels of roughly 5.5x sales and 60x EPS on run-rate numbers one year out before peaking.


      During the 2003-2005 period, when TRID rose from a split-adjusted trough price of roughly $1 to over $18 in 30 months, trailing quarterly sales rose from a trough level of about $10 million to over $20 million and EPS from breakeven to $0.05. The stock’s market capitalization rose to roughly $950 million. Subsequent quarterly sales and EPS levels over the next four quarters, based on current consensus estimates are projected to reach $40 million and $0.14, respectively. Thus, this stock has appreciated to levels of roughly 5.9x sales and 32x EPS on projected run-rate numbers one year out (and still may have more to go).

      During the 1998-2000 period, when ELX rose from a split-adjusted trough price of roughly $1 to over $100 in just 18 months, trailing quarterly sales rose from a trough level of about $14 million to over $33 million and EPS from breakeven to $0.11. The stock’s market capitalization rose to roughly $7 billion. Subsequent quarterly sales and EPS levels over the next four quarters, which were likely built into projections by the time the stock hit $100, reached $71 million and $0.25, respectively. Thus, this stock appreciated to levels of roughly 24x sales and 100x EPS on run-rate numbers one year out before peaking. It should be remembered that this stock’s price move occurred during a period of excessive price performance for technology stocks in general (and consequently peak valuations here should be probably be discounted by at least 50%).

      What general conclusions can be drawn from the examples above? I have drawn these four:

      1) Quarterly sales growth acceleration for each firm started from roughly the same base level (about where SIGM is now) with absolute sales at least doubling to tripling within two years. Operating margins for each during this timeframe rose from single-digit levels to 25% or more (which is consistent with what I am forecasting for SIGM). These gains coincided with periods of maximum stock price gains.

      2) While stock prices always peaked well before sales and EPS did, they did so at robust valuation levels even based on annualized quarterly numbers one year out. Reasonable targets here would seem to be at least 5x sales and 50x EPS on such forecasts (the key here being that they are in fact eventually met).

      3) Stock price outperformance generally tended to proceed unabated, although TRID and OVTI experienced 50% pullbacks over several quarters during what proved to be temporary periods of sales growth stagnation. Other than these two events, the other (and few) corrections seen tended to be limited to 10% to 15%.

      4) Subsequent stock price performance following peaks for two of the three stocks above (TRID may not have peaked yet) showed high volatility and large price drops before eventually recovering in future cycles.

      Relative to SIGM, the above conclusions suggest that the stock may have a long way to go and that it should probably not be excessively traded at this point (unless you think a soggy quarter or two might occur next year). For example, using the terminal valuations suggested above and assuming SIGM can produce solid sales and EPS gains throughout 2007, my current calendar 2006 fourth quarter sales and EPS projections of $27 million and $0.24 (Note - as opposed to my published number of $0.31, this fully taxed figure should be more comparable to the fully taxed numbers of the firms above), respectively, would calculate peak stock price targets anywhere between $22 and $50 by the end of 2006. Moreover, all things being equal, another strong year in calendar 2008 would allow the 100+% sales and EPS gains preliminarily expected in 2007 to at least double this $22-$50 range by or before the end of 2007. Finally, while my 4Q numbers for next year could prove to be too high, I think it is at least equally likely at this point that they could prove to be too low. Any such variations would obviously adjust projected peak ranges accor
      Avatar
      schrieb am 01.12.05 21:22:27
      Beitrag Nr. 776 ()
      Eagle Broadband Receives High Definition MediaPro IP Set-Top Box Orders from KoolConnect for Deployment at Three Premier Luxury Hotel Properties

      Partnership with Hospitality Interactive TV Leader Expands Distribution for Eagle`s Leading High Definition IP Set-Top Box Technology in U.S. & International Hospitality Markets

      http://biz.yahoo.com/bw/051201/20051201005790.html?.v=1" target="_blank" rel="nofollow ugc noopener">http://
      http://biz.yahoo.com/bw/051201/20051201005790.html?.v=1
      Avatar
      schrieb am 01.12.05 21:58:14
      Beitrag Nr. 777 ()
      wird wohl wieder ein Kaufsignal heute, bullisch engulfing oder so genannt...wir werden ja sehen, schaut gut aus:lick:
      Avatar
      schrieb am 02.12.05 15:50:51
      Beitrag Nr. 778 ()
      Avatar
      schrieb am 02.12.05 15:53:50
      Beitrag Nr. 779 ()
      Of interest:
      by: WINTER_CFA 12/02/05 09:06 am
      Msg: 90165 of 90168

      "Wegener Corporation Reports Results for Fourth Quarter and Fiscal Year 2005"

      http://biz.yahoo.com/prnews/051201/clth056.html?.v=29

      "In addition to MPEG-4, we are also investing in the diversification of the iPump® Media Server to alternate markets. As momentum has been building for iPump in the private network and enterprise markets, management has also identified similar needs in other market segments. Therefore we expanded the functionality of the iPump product for use in other markets where WEGENER has traditionally been strong - the broadcast markets of broadcast television, broadcast radio and broadcast news. With that diversification, WEGENER can now offer iPump products in multiple markets. With the new product plans in place, we booked more iPump orders during the first quarter of fiscal 2006 than we did during all of fiscal 2005. The new iPump products will begin shipping during fiscal 2006 and will begin driving revenue as they are released."

      FYI for any newcomers, SIGM chips power the iPump set-tops.
      Avatar
      schrieb am 02.12.05 17:52:43
      Beitrag Nr. 780 ()
      Re: OT - Byron, VNWK
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/02/05 11:19 am
      Msg: 90179 of 90184

      The big mistake everyone is going to make with SIGM is to sell too soon as the stock goes up up up up. Continue to hold! I guarantee you that I will be holding all 25,000 of my shares at least into 2007 unless there is a buyout here too. My companies get bought out a lot. I made big bucks when Computer Access Technology was bought out last year, I made a huge killing when Verisity was bought out in January, and now VNWK is also being bought out. Verisity was my first half million dollar stock and if SIGM gets bought out in 2006 @$40/sh it will be my first million dollar stock! It could happen!
      Byron
      Avatar
      schrieb am 02.12.05 18:05:12
      Beitrag Nr. 781 ()
      ok , ich werde live dabeisein, und die Sigmas immer in meiner Nähe haben, keine Frage
      Avatar
      schrieb am 02.12.05 19:18:12
      Beitrag Nr. 782 ()
      @ amorphis.
      Ich habe eine Frage.
      Wenn ich die Aussagen von Byron und Winter richtig interpretiere rechnet Byron mit Kursen in 2007 zwischen 50 und 100$ und Winter in 2006 mit Kursen zwischen 22-50$ und in 2007 mit 44 bis 100$.
      Alles unter der Voraussetzung, dass keine wesentlich negativen Dinge passieren.
      Wenn dem so ist kann ja die Entscheidung nur lauten, SIGM laufen lassen.
      Ist das so??
      Danke für deine Einschätzung.
      Ein schönes Adventswochenende wünsche ich dir und deiner Family.
      Avatar
      schrieb am 02.12.05 19:40:17
      Beitrag Nr. 783 ()
      @kojote:

      ich überlege gerade meine vivacon komplett rauszuhauen und in SIGM umzuschichten. wie ist bei dir das verhältnis beider aktien zueinander im depot, wenn ich fragen darf. bin durch dein posting auf SIGM aufmerksam geworden und habe mir schon ein paar zugelegt.

      @amorphis: vielen dank für deine gründliche arbeit am thread, du hast seit ein paar tagen einen weiteren regelmäßigen leser...

      gruß

      hecht
      Avatar
      schrieb am 02.12.05 21:11:19
      Beitrag Nr. 784 ()
      [posting]19.139.242 von hahel am 02.12.05 19:18:12[/posting]jepp so ist es!das deckt sich auch mit dem was ich mit meinen sigm shares vorhabe!

      einfach laufen lassen...nicht bei jeder bewegung der aktie direkt handeln...es kann ja nicht nur aufwärts gehen!;)

      die ganze recherche bezüglich iptv und sigma design (und sigm ist ja nicht nur iptv!) hat für mich ergeben...das es wohl das beste ist...sigm langfristig im depot zu halten!

      da man in gewissen großen projekten sicher verteten ist...kann es keine bösen überraschungen mehr geben!

      das einzige was aus meiner sicht negativ wäre...wäre wie schon oft erwähnt...eine übernahme der firma durch die konkurrenz!das würde sich zwar auch positiv auf den kurs auswirken...aber bei weitem nicht so positiv...wie sich sigm eigenständig entwickeln würde!

      greez and hold on your shares...;)


      papierhecht...willkommen an board!:)
      Avatar
      schrieb am 02.12.05 21:31:31
      Beitrag Nr. 785 ()
      ich würde auch die Vivas nicht vollständig hergeben, behalte dir einige , die sind lecker, genauso wie sigma
      Avatar
      schrieb am 02.12.05 21:41:51
      Beitrag Nr. 786 ()
      [posting]19.139.567 von Papierhecht am 02.12.05 19:40:17[/posting]hab mir deine vivacon grad angesehen...ohne etwas übers unternehmen zu wissen...auch ich würde diese nicht komplett hergeben!der wert befindet sich in einem schönen aufwärtstrend...sowas lässt man laufen...gewinne kann man ruhig mal mitnehmen...evtl den ursprünglichen einsatz...den rest würde ich laufen lassen, bis das momentum aus dem wert ist!

      greez
      Avatar
      schrieb am 02.12.05 21:43:07
      Beitrag Nr. 787 ()
      Of high interest:
      by: WINTER_CFA 12/02/05 03:24 pm
      Msg: 90223 of 90227

      The D-Link DSM-520, the first EM8620L-based WMV9-playing DMA from one of the big 3 CE networking suppliers (i.e. D-Link, Linksys, and Netgear), is now on sale at the firm`s website and elsewhere (you can click on the "Buy Now" icon on the D-Link website to see availability):

      http://www.dlink.com/products/?sec=0&pid=438

      Elsewhere (e.g.):

      http://www.provantage.com/buy-7dlnw04k-dsm-520-wireless-hd-m… w-usb-hdmi-wmv9-wcn-link-systems-networking-shopping.htm

      Netgear should be up next.
      Avatar
      schrieb am 02.12.05 21:43:55
      Beitrag Nr. 788 ()
      Re: Of high interest:
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/02/05 03:35 pm
      Msg: 90224 of 90227

      Regarding Netgear, analyst Anton Wahlman of Needham came out 10/27/05 with a new report on Netgear with many significant comments about DMA products. From the report:

      In our view, the most important basic metric for Netgear’s long-term success is its product success. We believe Netgear will have new initiatives in the consumer market in the next few months:
      A new DMA to replace the 115 model: This would use a Sigma Designs chip, probably the 8620 but possibly soon also the 8630 or even the 8634. D-Link has led this market early the game with innovative new models introduced at the latest CES. However, the DMA market itself hasn’t taken off, allegedly because a lack of attractive content. There are at least two reasons for a takeoff in this market in 2006: First, Intel will be pushing its Viiv DMA platform as if it were Centrino. Second, Apple seems to have unlocked the content model with its Disney/ABC deal for the iPod.

      Also see below regarding Netgear.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=89487
      Avatar
      schrieb am 02.12.05 23:15:42
      Beitrag Nr. 789 ()
      hat sich der kurszum schluss ja noch gefangen...also...keine panik...bin recht gut gefahren mit der strategie bei schwäche zu kaufen...wobei man derzeit ja nicht gerade von schwäche sprechen kann...:)

      heute wurde mal wieder ein recht hohes volumen bei sigm erreicht...

      Volume: 976,160
      Avg Vol (3m): 453,323
      Avatar
      schrieb am 03.12.05 12:24:04
      Beitrag Nr. 790 ()
      ist doch normal das man auch mal beim Laufen schnaufen muss, einfach mal etwas ausrasten und dann kann wieder weitergejoggt werden:laugh:
      Avatar
      schrieb am 05.12.05 12:20:57
      Beitrag Nr. 791 ()
      Avatar
      schrieb am 05.12.05 19:00:45
      Beitrag Nr. 792 ()
      Latest Viiv news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/05/05 12:29 pm
      Msg: 90271 of 90271

      Intel`s Viiv product is starting to get a lot of attention. From today`s LA Times:

      Viiv (rhymes with five) computers, expected to debut early next year, are designed to make it easier to watch TV or movies over the Internet and manage collections of music, video and photos. "These kinds of content experiences are going to explode, the way the Internet exploded 10 years ago," says Kevin Corbett, general manager of Intel`s Content Services Group.

      http://www.latimes.com/business/la-fi-intel5dec05,1,672601.s… es-business

      Also, go to the Investor`s Business Daily web site and read their coverage of Viiv:

      A Fresh Push To Link It All In The Home

      The key player in the next round of media center PCs and connected devices is Intel, (INTC) which is prepping a new digital entertainment platform called Viiv. It`s the chipmaker`s first platform for the digital home that was designed from the ground up.

      Digital technologies, including Intel`s Viiv PCs, are reshaping the consumer electronics and entertainment industries. They`ve triggered a massive upgrade cycle among consumers. "Viiv is going to be a big deal," said Brad Brooks, director of marketing for Microsoft`s Windows eHome division.

      http://www.investors.com/editorial/default.asp?tn=top

      What does Viiv mean for SIGM? In a report 11/23/05 the Roth analyst covering SIGM stated the following:

      Intel`s Viiv Media Center PCs could boost Q1:06 demand for Digital Media Adapters.
      Intel`s new platform for digital entertainment—Intel Viiv technology based on a dual-core processor could enable media center PCs consumers to watch a movie or play a game while also downloading music from one integrated system using a remote control. We believe this could be the catalyst that spurs demand for digital media adapters (DMA). With a customer list that includes D-Link, Viewsonic, Sony, Sharp, Pinnacle, LG Electronics and several other DMA OEMs, Sigma Designs is the market leader in digital media adapter ICs, in our view. Given the expected raft of new media center models based on Viiv technology expected in CY:06, we believe SIGM based media adapters could begin to flood the market.
      Avatar
      schrieb am 05.12.05 22:13:48
      Beitrag Nr. 793 ()
      heute mal etwas ruhiger, gut Luft holen für die weiteren Kurssprünge
      Avatar
      schrieb am 06.12.05 15:08:43
      Beitrag Nr. 794 ()
      http://www.itp.net/news/details.php?id=18943&category=

      Monday, 5 December, 2005
      Philips presents Connected Planet

      Royal Philips Electronics has unveiled its new ‘Connected Planet’ strategy; a vision of a world in which, anyone, wherever they may be, can access any information, entertainment, or services that they want. Under this banner the company has unveiled a new range of wireless products and services, which it believes will help transform people`s lives by delivering easy access to content.

      "Our Connected Planet strategy is really about liberating people from the existing constraints of technology, so that they can explore and create a richer world that until recently they have had to accept.” said Louis Hakim, CEO, Philips Middle East. “We are committed to offering consumers products that are compliant to our brand promise ‘Sense and Simplicity’ especially at a time when technological solutions are becoming very complex”.

      Philips’ new ‘Streamium’ family is designed to help users store music, photo or video files on a PC, and then enjoy this content anywhere in the home using the Streamium Home Entertainment System or the Streamium MultiMedia Links.

      Philips reckons this approach effectively gives the user the best of both worlds, namely the storage and downloading capabilities of an internet-connected PC with the excellent sound and picture reproduction of audio and display products.

      The firm has also unveiled its ‘iPronto’ product, with which a home owner can control every entertainment option via a single dashboard. With this kit, users can also use a few buttons and touch-screen interfaces to control everything from lighting to air conditioning.

      From a digital content viewpoint, Philips is working together with major broadband providers in Europe to implement its vision for a ‘connected planet’. It has to date formed six separate co-operation alliances with BT, T-Com, KPN, Belgacom, Telecom Italia and Telefonica to promote and develop broadband-connected home entertainment. No details are currently available however of any tie-ups relating specifically to the Middle East.


      Re: ‘iPronto’
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/05/05 02:49 pm
      Msg: 90275 of 90289

      Good info. "Philips is working together with major broadband providers in Europe to implement its vision for a ‘connected planet’. It has to date formed six separate co-operation alliances with BT, T-Com, KPN, Belgacom, Telecom Italia and Telefonica to promote and develop broadband-connected home entertainment."

      In the recent earnings conference call, SIGM confirmed that Philips has Sigma inside its set top boxes. Since Philips is doing business all over Europe, it`s obvious that they are set to become a major SIGM customer.
      Byron
      Avatar
      schrieb am 06.12.05 15:10:12
      Beitrag Nr. 795 ()
      CinemaNow Japan Announces Licensing Agreement With Warner Bros.
      2005-12-06 03:01 (New York)

      International Television


      MARINA DEL REY, Calif. & TOKYO--(BUSINESS WIRE)--Dec. 6, 2005


      Announcement Marks the First Time Japan`s 32 Million Broadband
      Internet Users Will Have Access to Major Hollywood Films as Part of a
      Video-on-Demand Subscription Service

      CinemaNow Japan Inc., a joint venture between CinemaNow Inc.,
      Tokyo-based Transcosmos and Microsoft, today announced a licensing
      agreement with Warner Bros. International Television to make movies
      available for download via its Web site (www.cinemanow.jp) on a
      pay-per-view and subscription basis. CinemaNow Japan is the first
      online service to offer movies from a major Hollywood studio to the
      Japanese market via an online subscription.
      "This groundbreaking agreement is a great accomplishment for
      CinemaNow Japan and will deliver a first-of-its-kind service to the
      burgeoning Japanese market," said Curt Marvis, CEO of CinemaNow and
      chairman of CinemaNow Japan. "It marks another major step forward in
      CinemaNow`s mission to build a truly global distribution network that
      reaches localized markets."
      As part of the agreement, Warner Bros. International Television
      will offer hit titles like "Ocean`s Twelve" and "Constantine," as well
      as library titles ranging from "Rebel Without a Cause" to the original
      "Batman" movie. These titles will be available via CinemaNow Japan`s
      unique subscription service, which offers any user with a broadband
      Internet connection the ability to download films on an unlimited
      basis and watch them anytime, anywhere, for as long as they are a
      subscriber.
      "Leveraging CinemaNow`s unmatched operational experience,
      technical expertise, and growing content portfolio, CinemaNow Japan
      was able to quickly establish itself as a leading online
      video-on-demand service," said Toshiyuki Tomii, president of CinemaNow
      Japan. "With the addition of Warner Bros. International Televisions
      content, CinemaNow Japan will offer its broadband users a
      high-quality, easy-to-use, on-demand entertainment experience that is
      unmatched in the marketplace."
      CinemaNow Japan`s new monthly subscription option will also offer
      access to hundreds of videos in total for only 1,480 Yen ($12). In
      addition, users can choose to download and watch any of the videos on
      a pay-per-view basis for as low as 250 Yen ($2) per film for 48 hours
      access.
      The agreement was negotiated on behalf of CinemaNow Japan by Bruce
      Eisen, president of CinemaNow.
      Avatar
      schrieb am 06.12.05 17:19:35
      Beitrag Nr. 796 ()
      What a Digital Media Adapter Does

      To connect my TV and stereo to my PC without stringing lots of wires all over my house, I need a digital media adapter. Digital media adapters enable a wired or wireless (802.11) bridge between your PC and your stereo and television. With the latest desktop PCs becoming media centers for the home, digital media adapters are sure to become a hot product.

      http://www.intel.com/personal/digital_home/dma.htm
      Avatar
      schrieb am 06.12.05 20:36:00
      Beitrag Nr. 797 ()
      die entwicklung gefällt mir sehr gut heute...sind knapp unter dem jüngsten hoch!
      Avatar
      schrieb am 06.12.05 21:09:34
      Beitrag Nr. 798 ()
      das habe ich mir auch schon gerade gedacht, die sind nicht weit weg, holen Luft um dann groß rauszukommen...wir werden diese Woche noch was sehen denke ich
      Avatar
      schrieb am 06.12.05 21:39:44
      Beitrag Nr. 799 ()
      Re: Verizon FiOS packages seem expensiv
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/06/05 03:26 pm
      Msg: 90310 of 90314

      Based on estimates and analysts` cost projections, Verizon has spent $3.2 billion on Fios work over the past two years. The estimated total cost of the entire project to completion is $20 billion.

      http://www.thestreet.com/_googlen/tech/scottmoritz/10255793.… cm_cat=FREE&cm_ite=NA

      Having already invested billions, and being in the process of spending billions more, Verizon now doesn`t have any choice but to do what it takes to get people to sign up, and if that means offering discounts then they`ll have to do it.
      Byron
      Avatar
      schrieb am 06.12.05 22:02:01
      Beitrag Nr. 800 ()
      Habe ein gutes Gefühl für die Zukunft.
      Aber bei Aktien bin ich immer der Meinung "den Ball Flach halten", obwohl ich wie Herberger denke: "flach halten-hoch gewinnen". (Schalke 1:1, nützt denen nichts).
      Was der Kurs macht, wird mich, falls hoffentlich keine negativen News eintrudeln, eh nicht vor Ende 03-04/06 interessieren. Dann, bei gutem Kurs wird man vielleicht zum letzten Mal einen schönen steuerfreien Gewinn einfahren können.Aber wenn`s weiter up geht wird man sich auch mit der Steuer anfreunden können.
      Grüße an die wenigen die diesen thread begleiten. Euch auch viel Erfolg.
      Amorphis mach weiter so.
      Grüße aus Bocholt.
      Avatar
      schrieb am 06.12.05 23:10:30
      Beitrag Nr. 801 ()
      [posting]19.179.026 von hahel am 06.12.05 22:02:01[/posting]leider hat s04 das 3-tes tor nicht geschaft. schade.

      hier wird mehr gelesen , als du denkst.

      amorphis macht hier sehr gute arbeit und hält den ball flach.

      bin hier investiert , habe aber andere invest. wo ich mich besser auskenne.

      amorphis DANKE

      MFG
      Avatar
      schrieb am 07.12.05 05:21:17
      Beitrag Nr. 802 ()
      n`abend...:) oder guten morgen...wie ihr`s wollt...:D

      denke auch das hier der ball bisher relativ flach gehalten wurde...obwohl dafür eigentlich nicht mal ein grund besteht...sehe solch gute aussichten bei diesem wert...das man eher grund hätte mal so richtig auf die kacke zu hauen...:laugh:

      also...die zeit der unsicherheit ist raus aus diesem wert...normal sollte nichts! mehr im wege stehen...

      das einzige was mich seit meinem ersten sigma invest hat zweifeln lassen...war die angst, dass sigm von der viel größeren konkurrenz (wie z.b. STM)) ausgestochen wird...konnte die marktmacht der konkurrenten nicht immer genau einschätzen...und das nicht immer die beste technologie die nase vorn hat...dürfte jedem bekannt sein...zum glück ist aber genau das passiert...die besten chips haben bisher weltweit...sowohl in asien, europa und den usa...das rennen in den ganz großen iptv projekten gemacht!

      sigm hat sich nicht "nur" in kleinen "pups"-projekten von zu verachtender bedeutung durchgesetzt...nein...mit diesen aufträgen hat sich sigm in eine sensationelle! liga katapultiert...das sollte man einfach mal so sagen...mir fällt jedenfalls kaum ein anderer zukunftsmarkt ein...der ähnlich hohe wachstumsraten in den kommenden jahren aufweisen sollte!

      mein kursziel von 15$ wurde fast erreicht...bei einer weiterhin positiven nasdaq (und ich sehe diese in den nächsten monaten) sollte der wert bald sogar die 20$ in angriff nehmen!die PR-lose zeit haben wir jedenfalls dank guter earnings und sehr gutem ausblick 1a überstanden...man sollte sich die frage stellen...wenn die dynamik der letzten wochen mit news zu neuen kunden/produkten/projekten angeheizt wird!

      ein vorgeschmack von dem was kommen wird...liefert ein blick auf das, was anfang des jahres im januar so alles auf der CES vermeldet wurde:


      January 13, 2005
      CES 2005 Shows Off More :eek::eek::eek: Than 15 New Consumer Products Based On Sigma Media Processors

      January 6, 2005
      KiSS Technology and TV 2 Sputnik provide enhanced entertainment freedom for consumers

      January 5, 2005
      LG Electronics Launches Wireless LCD TV Based On Sigma`s EM8620L Media Processor

      January 5, 2005
      Sigma Launches the First All-Format Media Processor Offering High Definition Support for H.264, WMV9/VC-1, and MPEG-2


      na...auf den geschmack gekommen?

      es ist schon aus mehreren news hervorgegangen...das auf der CES 2006 neue produkte sowie kunden vorgestellt werden!diese newsflut hätte uns damals schon zu anhaltend steigenden kursen geführt...wäre es nicht zu einer zeitverschiebung bei den einzelnen projekten (z.b. project lightspeed) gekommen, welche erst jetzt bzw. in den nächsten wochen an den start gehen...hätte man sigm im sommer 2005 sicher nicht zu diesen kursen sammeln können!der kurs ist damals so zurück gegangen, weil der markt angst hatte...sigm könnte dadurch den erkämpften technologievorsprung verlieren...diese angst kann jetzt nicht mehr von der börse gespielt werden!

      wir sollten uns auf eine reihe von guten nachrichten in den nächsten monaten gefasst machen...zudem werden ab diesem monat die ersten chips der neuesten generation (die mit der höchsten marge!) ausgeliefert...wir sollten weiterhin in den kommenden quartalen stark anziehende umsatz- und gewinnzahlen sehen...das wachstum sollte im dreistelligen bereich liegen...und das kontinuierlich...sagt mir eine sache die die börse mehr liebt...als ein solches szenario?!!

      das schöne an der situation ist...das genau diese tatsache den fokus der breiten anlegerschaft auf diesen wert ziehen sollte...gleichzeitig würde durch eine gewisse kontinuität in den zahlen jenes "vertrauen" geschaffen, welches höhere bewertungsmaßstäbe als bisher zulassen sollte!einen hype haben wir bis dato in keinster weise gesehen...und wer sagt denn das das thema iptv nicht das "trend"-thema der nächsten zeit wird?denke da an einen boom, wie er hierzulande mit aktien aus der solarbranche vorgekommen ist!

      hold on your shares!

      und...vielen dank für euer lob...aber für "euch" wurde dieser threat ins leben gerufen...:)

      greez amorphis
      Avatar
      schrieb am 07.12.05 05:36:56
      Beitrag Nr. 803 ()
      Amino secures Russian deal

      By Business Weekly, 06 December 2005, viewed 49 times, emailed 9 times
      Amino Technologies, the Cambridge based broadband network software and systems company, has signed a major licence deal with AS Intercom, incorporated in Cyprus but with principal operations in the Russian Federation.

      Amino Technologies, the Cambridge based broadband network software and systems company, has signed a major licence deal with AS Intercom, incorporated in Cyprus but with principal operations in the Russian Federation.

      The deal allows Intercom to manufacture and supply AmiNET MPEG2 and MPEG4 IPTV set top boxes within the Russian Federation, Kazakhstan and the Ukraine – a market with over 30 million telephone subscribers.

      In a trading update, Amino reports that revenues for the year to November 30 are expected to be around £24m (2004: £13.8m), with unit shipments of around 315,000 units (2004: 174,000).

      Second-half 2005 revenue is expected to be double first half figures and more than the total revenue for the previous year. Profit before tax for the year is expected to be in a range of £1m to £1.5m, following a loss of £0.9m for H1, 2005 and a pre-tax profit of £0.3m for 2004.

      During H2, new order intake has been running at an annualised rate of £38m, enabling Amino to start the new financial year with a healthy backlog.
      Avatar
      schrieb am 07.12.05 13:26:40
      Beitrag Nr. 804 ()
      Gates meets , discusses IPTV
      NEW DELHI, DEC 7 (PTI)
      Microsoft Chairman Bill Gates today met Reliance Infocomm chief Anil Ambani and discussed cooperation between the two companies on next-generation Internet Protocol (IP)-based television services in India.

      "I had a chance to meet Anil Ambani today. We will now help them in rolling out broadband services... He has a strategy in place and we will play a key role in helping them," Gates said after the meeting.

      Reliance Infocommm had signed an agreement with Microsoft in October 2003 for rolling out IPTV in India.

      "We are putting renewed energy into the (IPTV) tie-up," Gates said.

      IPTV has been successful in US and Microsoft is doing something of this type in a developing nation for the first time, he said, adding that a clear picture would emerge next year.

      Reliance Infocomm and Microsoft had agreed three years ago to work together to jointly create, test and deliver IPTV services based on an IPTV solution being developed by Microsoft TV.

      The technology will enable Reliance Infocomm to leverage its nationwide high-speed infrastructure to deliver a unique set of television services.

      The solution would enable web surfing, e-mailing, online gaming with multiple players and allow users to access numerous channels over Reliance`s broadband network.
      Avatar
      schrieb am 07.12.05 13:28:29
      Beitrag Nr. 805 ()
      Gates sweet on India, MS to hire 3,000 more

      INDIATIMES NEWS NETWORK[ WEDNESDAY, DECEMBER 07, 2005 10:19:27 AM]
      NRI Special Offer!
      NEW DELHI: Bill Gates, founder chairman of Microsoft Corporation had Kamal Mahal at the Maurya Sheraton in rapt attention as he laid out grand plans for India. With the tsars of corporate India turning in full strength, the world`s richest man had CEOs jostling for space to hear him speak about the company which has a $40bn revenue and employs 55,000 people in 85 countries.

      Gates, gung-ho on India said that the software major will increase India headcount to 7,000 from the existing 4,000 in the next 2- 3 years. In the next 10 years, Microsoft will also give the world its future – a handheld hybrid with mobile, TV, PC -- all wireless, he said.

      Among those present to hear Gates give a glimpse of the future were Robert Vadera, Shivinder Singh and Malvinder Singh of Ranbaxy, Analjit Singh of Max, Ashok Soota of Mindtree, Sunil Kant Munjal and Pawan Munjal of Hero Honda.

      While India`s telecom revolutionary Sam Pitroda introduced him and moderated the CII-anchored session, Rahul Bajaj, Bajaj Auto CMD gave a vote of thanks.

      The chairman of the software biggie which has spent $6bn on R&D in 2005, said that he was happy to see state governments competing with each other in healthy competition. Lauding the IITs on doing a terrific job, Gates talked highly of literacy, intellectual productivity, digital inclusion, and innovation in India.


      Earlier, Gates brought good tidings to the country on his fourth visit to India. The chairman of the software major on Wednesday announced that the company plans to increase its headcount in India by 3,000 over the next three to four years.

      "We have 4,000 professionals in India today, we will increase it to 7,000 over the next three to four years," Gates said at the CII-CEO Forum on Wednesday.

      On Tuesday, Gates had kick-started his four-day India visit by meeting Union Information Technology and Communication Minister Dayanidhi Maran to discuss various areas of cooperation.

      Gates had a 20-minute-meeting with the IT minister, during which both sides discussed the progress made on various areas of cooperation identified during the minister`s visit to Microsoft headquarters in Seattle in September this year.


      In Seattle, both sides had agreed to cooperate on e-governance and IT literacy among other issues. Maran and Gates will have another meeting on Wednesday, which is aimed at creating a more enabling environment for adoption of IT across India.

      Earlier on Tuesday, Gates had reviewed the Avahan initiative on AIDS for which the Gates Foundation has already pledged $112.4 million.

      ©Bennett, Coleman and Co., Ltd. All rights reserved.
      Avatar
      schrieb am 07.12.05 15:13:48
      Beitrag Nr. 806 ()
      BEIJING, Dec. 7 /Xinhua-PRNewswire/ -- Analysys International, a leading
      Internet-based business information service provider, says that MPEG-4 will
      most probably be chosen as China`s IPTV coding (encoding and decoding)
      standard, which will be decided at the end of year 2005.

      News Background:
      China`s IPTV industry policy, technology and standard workshop was held on
      November 24th in Beijing. Based on information from the workshop, it is
      understood that the IPTV standard is currently being drafted. The first draft
      will be issued at the end of year 2005. The standard will cover 7 aspects:
      business requirements, general structure, DVB, business platform interfaces,
      operation platform interfaces, support of the access equipments and study on
      video coding (encoding & decoding).

      Quick Analysis:
      Analysys International believes that the most critical issue of IPTV
      technology is the coding standard. Telecom operators and broadcasting service
      providers can only solve this problem together. Although telecom operators
      are trying to push the process of IPTV commercialization and formulate related
      technical standard by themselves, it is still impossible for the IPTV industry
      to boom since the only IPTV license is in the hand of Shanghai Media Group.
      Telecom operators have a similar attitude towards the two major coding
      standards of H.264 and MPEG-4 as other players in the industry value chain.
      They know H.264 is theoretically advanced, but the technical immaturity and
      higher cost of H.264 DVB have driven the operators into a dilemma: to deploy
      MPEG-4 first for its much lower risk and then update it later at a fairly high
      cost; or deploy H.264 from the beginning at a rather high technical risk.
      For broadcasting service providers, the current standard they adopted for
      digital TV is MPEG-2. To transfer the MPEG-2 programs into MPEG-4 format is
      much easier than transferring into H.264 format. So although the broadcasting
      industry didn`t clearly show their thoughts, Analysys International believes
      they prefer to choose MPEG-4.

      Analysys` Position:
      Analysys International thinks that the coding standard will inevitably
      become the result of a balance of risk, cost and time between telecom
      operators and broadcasting service providers. If they want to reach an
      agreement and set up a standard by the end of year 2005, MPEG-4 will most
      probably become the choice of both parties.
      Additional information is available in Analysys International`s website:
      http://english.analysys.com.cn .
      Avatar
      schrieb am 07.12.05 15:15:54
      Beitrag Nr. 807 ()
      http://www.theinquirer.net/print.aspx?article=28195&print=1

      Intel Viiv will have to be “idiot-proof” to succeed

      Column Let us in to your living rooms or we’ll huff and

      By: Marc Ninthly Wednesday 07 December 2005, 13:28
      VIIV, pronounced jive, should be spelled Vive but isn’t, because to spell anything in a way people might find easy to pronounce goes against the millions of marketing Think Tank dollars that went into coming up with a misspelling in the first place. Regardless, it’s Intel’s great white hope for finally getting PCs into every living room – the holy grail of future shareholder profits. Intel has just announced 40 content provider partners that are busily beavering away at making their downloadable music, movies, TV shows and games compatible with the forthcoming slew of Viiv PCs – due next quarter. This means a Viiv user can visit these providers – including Sky – and download any Viiv-marked content and know that it will work on their system without any messing about. It’s a step in the right direction but will it be enough?

      PCs have managed to make it into some living rooms over the years, but mainly those of single blokes. Girlfriends and wives never really warmed to the big, hulky lump of gray plastic revving away loudly in the corner and spoiling their Habitat-appointed living space. So, along came Media Center PCs, the first batch of which looked exactly like normal PCs but ran an OS more user-friendly to the TV/VCR generation. Unfortunately, they failed the girlfriend/wife test too. And their marketing was crap. And they were still too complex. And too expensive. And (and this is the last ‘And’), it didn’t help that the bulk of the running was left up to PC builders and Microsoft, with Intel forking out little more than lip service over the past three years. For a company that preaches evangelically about the digital home, it’s been suspiciously tight with the cash needed to boost the profile of Media Center PCs.

      It quickly became apparent that for PCs to enter the living room they had to look like anything but PCs, be simpler to use and a lot cheaper. So now, they look like DVD players and set-top boxes, the functionally of the OS has improved along with ease of use and the prices hover in the £700-£1000 range – which I feel, still makes them too expensive for many people. While they are proving a more popular sell, it’s still a slow, tortuous process getting folks excited about them. Never mind parting them from their precious cash.

      Can Viiv do for living room PCs what Centrino did for notebooks? Maybe, but the markets are very different. Intel is rumoured to have a war chest of a few hundred million dollars to get Viiv into people’s heads – just like that damn five-note jingle. If it doesn’t then it can slink back to the IT sector and inform its shareholder that the world’s living rooms proved too tough to conquer. However, not all the cash in the world is going to guarantee success if Viiv doesn’t do something about idiot-proofing. The problem with PCs – whether they are slabs of grey plastic or dinky, brushed aluminium boxes running the Media Center OS, is that they are too complex for most consumers. That’s why consumer electronics devices have ruled the living room. From VCRS and hi-fis to DVD players and recorders, simplicity is the key. Most consumer devices only have one, two or three primary functions. Record and play would sum up most TV/music devices. Even easier-to-use Media PCs offer too much. This complexity has resulted in them been very hard to sell. Dixons and Comet now have dedicated Media Center PC sections – away from the PC section – to try and lose that nerdy, techie, and frankly, scary IT image. Being on the High St. is a good profile booster but it all depends on how they try to sell them. I have it on good authority though that they’ve been coached on keeping it simple: TV recording, music downloads, games, Internet and photo editing. Good plan.

      Apple is hoping to snag its own share of the pie too with its heavily rumoured Mac Mini media center. The company is being typically quiet but details are emerging. Thank God for disgruntled employees. It’s obvious Apple wants, and needs, to get out of our pockets and into our homes. With consumers driving most growth, who wouldn’t?

      Viiv has a long, long way to go. Intel knows this. Why else would it launch a high profile technology after Christmas? It’s because people aren’t ready yet and will need at least a year (or more) exposure to marketing and products before committing. If they do at all. TVs and set-top boxes now come with broadband connections and hard drives. Standalone DVD/HHD recorders sport jacks for camcorders and memory card readers. These devices cost much less than a Media PC/Viiv PC, and will continue to do so. Yes, they do a lot less than a Viiv PC will but just look around the living room. That’s what most people are used too, want and are comfortable with. µ
      Avatar
      schrieb am 07.12.05 15:55:19
      Beitrag Nr. 808 ()
      Cisco, SFA, IPTV, and SIGM
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/07/05 09:51 am
      Msg: 90333 of 90333

      Cisco Systems Shares Spike Premarket As Analysts Applaud Acquisition, Outlook

      NEW YORK (AP) -- Cisco Systems Inc. shares spiked in pre-market activity after the networking giant was applauded by Wall Street for its planned $6.9 billion acquisition of Scientific-Atlanta Inc. "Cisco appears to be getting more aggressive in pursuing growth in new markets, such as IPTV, said JPMorgan analyst Ehud Gelblum in a report.

      Cisco unveiled details of the Scientific-Atlanta deal during its annual meeting with analysts. Strong expectations for this deal, along with Cisco`s regular lines of business, caused some analysts to project year-over-year revenue growth of more than a 15 percent. Aaron Rakers, an analyst with AG Edwards, raised estimates "given the increased comfort that the company will post accelerating growth" next year.

      http://biz.yahoo.com/ap/051207/cisco_mover.html?.v=1

      As we all know, Cisco/SFA has Sigma inside its IPTV set top boxes. Accelerating growth for Cisco/SFA in IPTV means accelerating growth for SIGM.
      Byron
      Avatar
      schrieb am 07.12.05 17:01:11
      Beitrag Nr. 809 ()
      BT and TV? Connecting you now

      Dan Marks is the ex-studio exec brought in to give the phone giant a television station. It`s a big call, says James Robinson

      Sunday December 4, 2005
      The Observer

      A lot is riding on Dan Marks, the sharp-suited media executive who is heading BT`s push into TV - and he knows it. A distinguished career as a Hollywood studio executive is behind him, but by far the greatest challenge lies ahead: helping to transform a privatised utility into a broadcaster with the creativity, flair and ingenuity to compete with existing industry behemoths such as the BBC and BSkyB.

      `Despite the fact that the chairman of BT is the former chairman of the BBC, I still get treated as an exotic specimen,` Marks confessed at a conference of media industry executives last week.

      A company populated by engineers and middle-managers is an odd place for a former independent film director to find himself but, strange as it sounds, BT is betting its future on reinventing itself as a media group for the twentyfirst century.

      Andrew Burke, head of BT`s newly created entertainment division, has recruited dozens of media executives to work out what `BT TV` will look like when it trials in March. It will probably be available to all BT broadband customers by the end of next year, when the company begins piping programming to TV sets over its souped-up national phone network.

      Customers will have to buy a set-top box and wire up their TVs to the phone network using their existing BT broadband connection. In theory, they could also watch TV on their PCs, although few are expected to do so.

      Internally, this transformation has been given the codename `Project Nevis`, and it is true that BT has a mountain to climb if it is to grab a significant slice of the TV market from satellite and cable incumbents. Marks is at base camp, assembling equipment for an assault next year, including a software partner (Microsoft) and a set-top box manufacturer (Philips). There will be further announcements this week, possibly about content partners or how much customers will be charged to download the latest films or football highlights. The noises emanating from BT suggest they will be significant announcements - enough to fire the starting gun on the race to dominate `next-generation TV`.

      A decade ago, the idea of the sleepiest of privatised utilities attempting to reinvent itself so completely would have been laughable, but the future of the company rests on this bold decision to offer couch potatoes TV over the phone.

      In truth, BT has little choice but to play this game. In the wake of industry deregulation, the company`s bread-and-butter business - phone calls over landlines - is slowly being eroded as other, cheaper, competitors take a bite out of the fixed-line business. Already, fixed lines account for just 12 per cent of overall revenues, and that figure is certain to fall still further.

      New internet operators such as Skype, which offers free calls over the internet, have forced BT to offer similar services, and prices are likely to fall inexorably. BT has offset falling revenues by rolling out broadband internet access - ensuring that it maintains a presence in millions of homes and keeping those juicy monthly line rentals rolling in.

      But that is unlikely to be enough. Internet competitors are undercutting BT, and the cable operators are finally offering the much-vaunted `triple play`: TV, phone lines and broadband for a one-off charge. BT currently has 35 per cent of the domestic broadband market, but it is struggling to maintain that share - undercut by newcomers on one side, hemmed in by Ofcom on the other. It would like to slash the cost of its broadband but is prevented by the regulator from doing so; it will have to offer ancillary services to shore up market share instead.

      BT TV is the first of those. What seems like a bold experiment is, in fact, a defensive move designed to protect its existing customer base. Marks says other applications such as gaming and shopping are likely to follow, but despite the promise of broadband, there is no doubt this is a controversial strategy.

      Nor will it make content itself; it will sign deals with existing broadcasters to distribute their content over its platform. `It`s going to be a collaboration,` Marks stresses.

      Now that `next-generation TV` has arrived, BT can offer video-on-demand services, allowing customers to pick and chose from a virtual library of TV series and films. But, crucially, BT TV will also carry most free-to-air TV channels, giving customers the best of both worlds.

      `I don`t want to be too parochial, but our approach is different in that we`re looking at a hybrid system connecting to a DTT [digital terrestrial television] receiver, which brings free TV channels as well as video-on-demand,` says Marks. BT TV is likely to be marketed as a sort of `Freeview plus`. If it went on sale tomorrow, according to BT, the set-top boxes would sell for less than £100. In a year`s time, when it is finally available in shops, it is likely to cost less than £80. BT is betting that a number of Freeview homes will switch to BT, perhaps moving their Freeview box to another TV set.

      The question is what exclusive content will be available to persuade customers who have already grown fat on a diet of sport, films and 500 TV channels to swallow yet another slice of televisual fare. Sport is a big draw, and many expect BT to bid for Premier League football.

      `The answer is that since we are not [a conventional broadcaster], it is most unlikely we`ll be bidding for football rights. That`s the party line,` says Marks. But the rights to repeat games could prove a big draw, and there could be some deals done along these lines.

      Whatever the content, BT TV won`t require a monthly subscription fee, which is likely to prove another competitive advantage. The plan is to supplement existing TV, including Sky and cable, by allowing users to top up existing offerings - buying programmes individually and paying for them once they receive their itemised phone bills.

      If it works, BT will no longer be a phone company. This is no idle dalliance, no toe dipped cautiously in the new media waters. The mission is to change the firm. Seen from this angle, Marks is not an exotic adornment to an essentially dull business, but a necessity; a description he evidently prefers. `A necessity ... it does rather sharpen the mind, doesn`t it?`
      Avatar
      schrieb am 08.12.05 17:56:04
      Beitrag Nr. 810 ()
      in dem folgenden posting geht es um die verkäufe des sigm chefs tran...ich habe diese noch nie negativ gesehen...da er sigm aktien zu genüge hält und auch ein insider diversifikation betreiben muss!und laufen diese verkäufe unter dem "10b51 plan"...also...in zukunft keine panik...es hat dem kurs bisher nicht geschadet...;)

      Re: 10b5-1 Plan
      by: aklips2003
      Long-Term Sentiment: Strong Buy 12/08/05 03:12 am
      Msg: 90355 of 90373

      I am quite familiar with the 10b51 plan because I use the 10b51 plan to sell stocks of a company where I am an insider. The 10b51 plan allows an insider subject to rule 144 to setup rules in advance for future trading. For example a 10b51 plan can be: sell 5,000 shares every day and sell 10,000 more when the stock price hits some specific price. This way, an insider cannot not be sued for insider trading since all of the trading is done automatically without his control. Also, the plan allows insiders to trade when trading windows are closed to insiders (eg. quarter releases, acquisitions, etc.).

      This is a good sign because it simply means that Tran is confident about his stock to allow automatic trading where he won`t have any control other than the trading rule he sets up when he register his 10b51 plan.

      Just my 2cts...:)

      I personnaly beleive this stock is great for longs, I originally bought it @ $8.33 and placed another buy order last Friday.

      HDTV, DVD/DVR is advertised all over the place now. You`ll know what I mean if you understand what their products are all about.

      See you @ $50 within the next 24 months...
      Avatar
      schrieb am 08.12.05 19:36:04
      Beitrag Nr. 811 ()
      :eek::eek::eek::eek:

      also...das wird ja immer besser....:D


      Indiantelevision.com`s News Headlines

      China on the threshold of IPTV explosion: reports

      Indiantelevision.com Team

      (8 December 2005 4:00 pm)


      MUMBAI: Chinese media has reported that China Telecom and China Netcom are well positioned for a massive launch of IPTV in the country. It is estimated that between 5000,000 and one million households will be able to receive the service by the end of 2005.



      However, the French network vendor Alcatel pointed out that it would depend on the upgrade of the existing networks to handle bandwidths of between 2 Mbps and 4 Mbps, necessary for IPTV reception.



      "If broadband coverage with download speeds of 2 Mbps to 4 Mbps is more than five per cent of the current 40 million broadband users, that`s about two million users," company`s vice-president of the broadband video services task force Susan Wang has been quoted in a report as saying.

      China Telecom and China Netcom have earlier initiated small-scale trials of IPTV services in 10 provinces with Alcatel IPTV.


      die rede ist von bis zu einer million haushalten...welche iptv nutzen werden...und...sigm ist der chiplieferant!!!!!
      Avatar
      schrieb am 08.12.05 19:43:04
      Beitrag Nr. 812 ()
      es geht weiter...

      BT bags IPTV rights to BBC archive

      Another day, another video-on-demand content deal. Today’s is between BBC Worldwide and UK telecoms giant British Telecom, to provide content for the latter’s upcoming TV-over-broadband service.

      Simon Danker, BBC Worldwide director of sales, UK and Ireland, said: “VoD is about to revolutionise the way we watch television. BBC Worldwide is committed to being at the forefront of content provision for this new market as it rolls out in the UK and around the world.”

      In October British Telecom unveiled details of its Freeview Plus hybrid IPTV/DTT service, which it plans to launch in the UK next summer, as competition in the VoD sector looks set to heat up following BSkyB’s buy-out of rival telco Easynet.

      Homechoice is the UK biggest broadband on-demand player, while cable companies NTL and Telewest have both already launched on-demand TV services, and with the pair set to merge, their combined triple-play services – perhaps quadruple play, with Virgin Mobile – will become significantly bigger.

      However, BT sees the BBC archive as a winning move. “BBC Worldwide’s formidable catalogue ensures our video-on-demand services will offer BT customers high-quality programming from one of the world’s leading broadcasters,” said Dan Marks, CEO of TV Services at BT Retail.

      “BT is defining next generation TV giving our customers the opportunity to enjoy a wealth of TV shows, interactivity and new communication services straight to their TV,” added the former chief of NBC Universal’s Sci-Fi Channel in the UK.


      Ed Waller
      8 Dec 2005
      © C21 Media 2005
      Avatar
      schrieb am 08.12.05 19:44:19
      Beitrag Nr. 813 ()
      und noch eins...;)

      BT Touts Next-Gen Services
      DECEMBER 08, 2005
      PR Newswire

      LONDON -- BT today announces its plans to introduce a range of next generation services for customers which will help transform how they communicate, are entertained and manage their lives.

      Already this morning BT has announced it is to offer content from BBC Worldwide, Paramount and Warner Group with its unique next generation TV services. And, at the company’s Consumer Strategy Day this morning, BT will also promise to deliver other exciting new broadband and voice services for consumers.

      International calls made with the PC to regular landlines are already cheaper with BT Communicator than with rivals such as Skype. However, as a Christmas present to its customers, BT will be offering free calls throughout the festive holiday to any landline in 30 different countries.

      Meanwhile, the price of Broadband Talk, which allows customers to use a normal phone, rather than the PC, has been slashed by up to 50 per cent to just £2 per month for evening and weekend calls or £7 a month for anytime calls and with BTs top two Broadband packages, evening and weekend calls are completely free.

      BT will also introduce an enhanced voice over internet offering in Spring which will be available globally and feature BT’s new high definition sound quality. This sound quality will also be available on BT’s new video phones – also available in Spring - which will allow anyone with a BT broadband line to see their loved ones while they talk.

      The broadband heart of the home will be the BT hub. It will enable wireless networking for all the family’s PCs and laptops, next generation TV, voice calls over the internet, five different voice channels that can be used simultaneously so all member of the family can be on the phone to their friends at the same time. It will also enable monitoring services, such as security for the home as well as greater protection for your valuable data such as your photos and MP3s, which can be backed up with BT’s new online storage and back-up service, Digital Vault. Additionally, BT will be able to identify problems with your hub remotely, meaning fewer inconvenient home visits for customers.

      Outside the home, BT will be using its leading network of 8,000 Wi-Fi hotspots in the UK to offer innovative opportunities to work and play, such as the recent deal with Nintendo allowing gamers to challenge one another via a Wi-Fi link at BT Openzone hotspots. And BT Fusion, the world’s first mobile which uses broadband to seamlessly change from mobile rates to landline rates at home, will offer customers a wide range of handsets alongside the Motorola v560 and forthcoming Razr. In the second half of next year the next generation of Fusion phones will be Wi-Fi powered which will ensure that customers always stay better connected at great value rates in even more places.

      BT is also reporting financial information this morning. BT Retail expects to build on last quarter’s return to profit growth and deliver increased full year profits. BT Retail is also aiming to deliver cost savings of £400-500m over three years by focusing on more cost effective use of online sales, service and billing as well as improved processes that will benefit BT customers whilst reducing costs.

      Livingston said: “We will make life simpler and better for our customers. Not only will we be offering them great value communications which enhance their life, but we will be able to offer individual customers the kinds of services which are tailored to their needs”.

      “This is an exciting time for our consumer business but an even more exciting time to be a BT customer”

      LONDON -- BT today announces landmark deals with three of the world`s biggest entertainment companies, BBC Worldwide, Paramount and Warner Music Group.

      The agreements bring the launch of BT`s TV over broadband service an important step closer. Starting next Autumn, BT customers will be able to enjoy a vast range of on-demand film, music and television programming as well as a compelling interactive and communications service through their TV sets.

      BT’s service will be a world first combining access to digital terrestrial channels, an extensive video on demand library and a range of interactive services. The unique combination of these unrivalled services will provide BT customers nationwide with choice, convenience and control over their home entertainment without the need to commit to expensive monthly subscriptions.

      Ian Livingston, BT Retail CEO, said: “A partnership between the country`s leading communications company and three of the world’s leading entertainment groups is great news for consumers in the UK. I’m delighted the BBC Worldwide, Paramount and Warner Group share our vision. Our customers will be able to enjoy enhanced TV services and easy access to a wealth of interactive content and new services straight to their TV. Whether you are a music fan, love films or hooked on drama you will get the best in entertainment when you want it. BT is defining next generation TV ”.

      John Smith, CEO BBC Worldwide, said, “With video on demand rapidly shaping the future of television, we are very pleased to be part of BT’s TV service from the outset, providing subscribers with blue chip programmes and high quality viewing.”

      Nick Philips, Chairman of Warner Music UK, said, "We are pleased to partner with BT as the first music provider to this innovative distribution service. Industry leading agreements and unique partnerships like the one we announce today are an important component of Warner Music`s global strategy to become a multifaceted, music content company.”

      The agreement with Paramount provides BT with Paramount`s blockbuster films in the pay-per-view window as well as an extensive range or older and classic films from the famous Paramount movie archive, all on demand.

      The announcement today follows BT recent agreements with Europe’s largest electronics company Philips to supply the set top box which will deliver the high definition services and an alliance with Microsoft, which will provide Microsoft TV IPTV Edition as the software platform
      Avatar
      schrieb am 08.12.05 19:45:11
      Beitrag Nr. 814 ()
      noch nicht genug...:D ?!?

      ok...

      The 15LW1R`s big brother?
      by: WINTER_CFA 12/08/05 08:56 am
      Msg: 90360 of 90377

      As we know, SIGM`s EM8620L powers LG`s 15" wireless LCD TV that is currently for sale as shown here and elsewhere:

      http://www.valueelectronics.com/images/LG%20H%205lW1r.pdf

      LG will apparently show this 50" wireless plasma TV at CES next month. This sure sounds like it uses SIGM, albeit further details will obviously need to be revealed:

      http://www.gizmodo.com/gadgets/home-entertainment/lg-wireles… 630.php

      "The LG 50-inch Wireless Plasma Display (50PB2DW) has already won a Best of Innovations 2006 award for the upcoming CES, according to the Consumer Electronics Association’s website. A huge 50-inch TV, this display uses wireless technology to cut all your cords, which seems almost too good to be true. It actually includes a separate transmitter unit that will display all your pictures from any connected source—without wires. Not much more information than that right now, but more when we get it."
      Avatar
      schrieb am 08.12.05 19:45:50
      Beitrag Nr. 815 ()
      Microsoft chief sees TV

      Posted By Spy on December 8, 2005 at 9:22 AM All telephone calls and television service eventually will be carried over the Internet, Microsoft Corp.`s chief executive said yesterday.

      "We can debate when, but all TV will transition to be over the Internet," Steven Ballmer said during a speech to government contractors. "And, frankly, all voice calls will transition to be over Internet technologies."

      Voice over Internet Protocol (VoIP) carries phone calls over Internet lines. Internet Protocol TV (IPTV) offers enhanced video-on-demand features and the ability to view programs originating from anywhere in the world via broadband data pipes.

      "Both phenomenon are guaranteed to happen," Mr. Ballmer said.

      VoIP is being used by millions of Americans, but IPTV isn`t ready for widespread adoption, analysts said.

      VoIP service works with both digital subscriber lines and cable-modem broadband connections. It allows subscribers to call anywhere worldwide for less than traditional land-line phone services and offers numerous add-on features from voice mail to online call logs.

      But VoIP`s real power is letting users "describe a set of rules for how you get interrupted," Mr. Ballmer said.

      For example, a call from his wife`s phone number will always be put through, while his son may have to hit a button to indicate that it`s important and not just another request for the latest Microsoft gadget. His broker would not get through after trading hours.

      VoIP shortfalls include limited access to Enhanced 911 services that can pinpoint a caller`s location and no phone service if the power or Internet connection is out. Numerous VoIP providers failed to meet a Nov. 28 Federal Communications Commission (FCC) deadline to offer E911 to all subscribers. The FCC also said the companies must stop marketing in areas where they can`t offer the service
      Avatar
      schrieb am 08.12.05 19:51:10
      Beitrag Nr. 816 ()
      betet dafür das sigm eigenständig bleibt...es wird immer besser...:D

      kleine anmerkung für diejeniegen..die nicht ganz die zusammenhänge verstehen...sigma design ist in allen kiss produkten enthalten...das war mal ne kleine dänische firma...die natürlich nicht gerade den massenmarkt mit ihren produkten abgedeckt hat...aber....cisco hat diese aufgekauft...und plant nun das große rollout an produkten...cisco hat die power eine "massenmarke" daraus zu machen...

      A "must read" in today`s WSJ:
      by: WINTER_CFA 12/08/05 11:00 am
      Msg: 90368 of 90377

      In today`s Wall Street Journal on Page B8 there is a very powerful and telling article titled: "Cisco Girds to Handle Surge in Web Video".

      Interesting excerpts:

      "The set-top box becomes a valuable piece of real estate as video becomes more widespread, Mr. Chambers says."

      "Cisco`s recent $61 million purchase of Kiss Technologies AS, a Danish consumer-electronics company, was in anticipation of a push into video like the one with Scientific Atlanta. Kiss may have been one of the most aggressive moves we made, says Mr. Chambers."

      "Kiss makes an Internet-connected device for the European market that can play DVDs on television sets, play Internet radio and download weather reports, stock quotes, and other video. Cisco says it is preparing to roll out new products for the European market from the acquisition. They include a new DVD player with an internal hard-disk drive for storing video downloaded from the Web."

      "Next year, Kiss expects to enter the North American market with Internet-based products that play movies and television."

      "This will be a new expansion of our approach to networked entertainment...Cisco is creating a Networked Entertainment Business unit around Kiss that will be formally anounced next month along with the new Kiss products for European customers."

      "Cisco says it expects to sell Kiss products through service providers - such as the cable companies doing business with Scientific Atlanta - as well as in retail stores, where its Linksys PC-networking unit commands shelf space."

      "Cisco hasn`t yet detailed plans for Scientific-Atlanta and Kiss to jointly develop technology."



      A word of friendly advice to certain sell-side analysts, all shorts and any others ready to bet against this company going forward: DO MORE HOMEWORK or this stock is going to steamroll you into a pancake throughout ALL of calendar 2006.
      Avatar
      schrieb am 10.12.05 10:48:05
      Beitrag Nr. 817 ()
      so...hatte gestern einen vollgepackten tag...deshalb erst jetzt ein update des threats...:)

      das thema iptv...ist derzeit allgegenwertig!das war vor einem jahr noch nicht so...alles deutet derzeit auf ein goldenes jahr 2006 hin...:) wer noch nicht positioniert ist im bereich iptv...der sollte sich schleunigst überlegen in diesen markt zu investieren...ich kann nur wiederholen das da ein riesen markt entstehen wird...der startschuss fällt im januar 2006...wenn viele telcos rund um den globus..in europa, asien sowie den usa...mit ihren großen iptv-projekten,wie etwa project lightspeed, an den start gehen!es wird eine ganz neue technologie eingeführt...und sigma design hat bei den settop boxen mehr als 50% marktanteil...auch das thema hdtv wird immer in den vordergrund rücken...genauso wie die bei den mobile media playern mit anhaltendem wachstum gerechnet werden kann.


      also...nicht genug damit das sigm eine große rolle im bereich iptv spielen wird...und ganz sicher...iptv wird ein absoluter hauptumsatz-/gewinnbringer in den nächsten jahren...(in den jahren 2006 sollen aus wenigen hunderttausend nutzern weltweit...mehr als 100 millionen nutzer werden :eek:)...wir können in den nächsten 2-3 jahren hier von umsätzen im dreistelligen millionenbereich ausgehen...(aktuell setzt sigm ca. 35 millionen $ um!allein der bereich iptv wird eine deutliche steigerung des aktienkurses rechtfertigen!)...soweit so gut...wem allerdings das standbein iptv nicht ausreicht...auch der soll nicht enttäuscht werden...

      ich sehe weitere bereiche...die für sigm zur goldgrube werden...

      vier davon möchte ich besonders hervorheben...:)

      zum einen nochmals der hinweis auf den cisco/kiss deal und die übernahme von Scientific-Atlanta durch cisco...aus meiner sicht wird cisco ein riesen faktor in der weiteren entwicklung. sigma design ist sowohl zu 100% in sämtlichen produkten von kiss enthalten...sowie in einer vielzahl der settop boxen von sfa!kiss wird zur weltmarke verholfen...cisco plant einen aggressiven markteintritt...allein an dieser tatsache sieht man wie hier jeder ein stück vom kuchen abhaben möchte...kein wunder...schließlich entsteht ein milliardenmarkt!

      zum thema cisco aktuell...

      Cisco Girds to Handle Surge in Web Video

      By MARK BOSLET
      DOW JONES NEWSWIRES
      December 8, 2005; Page B8

      Cisco Systems Inc. made its name supplying the gear that controls the movement of data over the Internet. Now that online video appears poised to boost Internet growth, Cisco is moving to supply gear that moves video off the Internet and into the home.

      Two recent acquisitions are the clearest sign yet that the company, which has $24.8 billion in annual revenue, sees bandwidth-hungry video as a significant future market. In the next decade, video will sharply increase the load on the routers and switches that handle Internet traffic, says John Chambers, Cisco`s chief executive officer.

      The role of video in Cisco`s future took center stage at a meeting this week with Wall Street investors as the company, which is based in San Jose, Calif., plugged its proposed acquisition of television set-top box maker Scientific-Atlanta Inc. and the recent purchase of a small consumer-electronics maker. The deals also underscored Cisco`s rising interest in the consumer marketplace, as gains in its flagship switching market slow.

      Mr. Chambers predicts the demands of video will transform the Internet over the next decade. Network traffic should increase fourfold to sixfold annually, instead of the 100%-a-year gains now seen in the U.S. and Europe, he says. Beyond the heavy traffic is the technical challenge of moving video, Mr. Chambers says. "Making [video] work is really, really, really difficult."

      Scientific-Atlanta`s products help Cisco expand its offerings by bringing it closer to the consumer market for movies and other videos. The set-top box becomes a valuable piece of real estate as video becomes more widespread, Mr. Chambers says. And it brings technology that Cisco is lacking. The company announced its bid last month and hopes to close the deal, valued at about $6.9 billion, early next year.

      Mr. Chambers also contends that the acquisition brings Cisco new opportunities abroad, where Scientific-Atlanta has less presence. Only 30% of spending on Internet-based television broadcasting gear takes place in the U.S., he says.

      Cisco`s recent $61 million purchase of Kiss Technology AS, a Danish consumer-electronics company, was in anticipation of a push into video like the one with Scientific-Atlanta. Kiss "may have been one of the most aggressive moves we made," says Mr. Chambers.

      Kiss makes an Internet-connected device for the European market that can play DVDs on television sets, play Internet radio and download weather reports, stock quotes, and other video. Cisco says it is preparing to roll out new products for the European market from the acquisition. They include a new DVD player with an internal hard-disk drive for storing video downloaded from the Web.

      Next year, Kiss expects to enter the North American market with Internet-based products that play movies and television.

      "This will be a new expansion of our approach to networked entertainment," says Chris Stevens, a vice president at Cisco`s Linksys home-networking division. Cisco is creating a Networked Entertainment Business unit around Kiss that will be formally announced next month along with the new Kiss products for European customers.

      Cisco says it expects to sell Kiss products through service providers -- such as the cable companies doing business with Scientific-Atlanta -- as well as in retail stores, where its Linksys PC-networking unit commands shelf space.


      Cisco hasn`t yet detailed plans for Scientific-Atlanta and Kiss to jointly develop technology. Aaron Raker, an analyst at A.G. Edwards & Sons, doesn`t expect significant integration between Scientific-Atlanta and any Linksys products in the next 12 months. Cisco isn`t likely to risk disrupting the Scientific-Atlanta business, he says.


      den zweiten wichtigen faktor für die weitere entwicklung von sigm sehe ich in der tatsache,dass sigma design bisher der einzige chiphersteller ist...welcher mit der microsoft software zu 100% läuft...die software von msft und der sigma chip sind aufeinander abgestimmt...und msft hat schon jetzt mehr als 30% des marktes für sich entschieden...auch seitens msft wird also dieser markt energisch angegangen...und jeder deal den msft im bereich iptv landet...bedeutet gleichzeitig einen weiteren deal für sigm!

      kommen wir zu faktor nr drei...dieser hat sich erst in den letzten wochen eindeutig herauskristalisiert...die rede ist vom bereich DMA...was ist ein dma???

      dazu:

      What a D igital M edia A dapter Does

      To connect my TV and stereo to my PC without stringing lots of wires all over my house, I need a digital media adapter. Digital media adapters enable a wired or wireless (802.11) bridge between your PC and your stereo and television. With the latest desktop PCs becoming media centers for the home, digital media adapters are sure to become a hot product.

      http://www.intel.com/personal/digital_home/dma.htm

      hier wird intel zur schlüsselfigur...dazu aus einem früheren post...:

      http://www.theinquirer.net/print.aspx?article=28195&print=1

      als letzten wichtigen faktor sehe ich asien...und sämtliche projekte welche von utsi geplant sind und bald an den start gehen...sigma design spielt im asiatischen markt eine große rolle...der asiatische wird der markt weltweit sein...wo sigma design das größte wachstum sehen sollte...vor allem china und japan stellen schlüsselmärkte weltweit dar!hinzu kommt das man anscheinend auch in den projekten von softbank aller vorraussicht zum einsatz kommen wird!


      so...als fazit möchte ich festhalten das sigma design in mehreren wachstumsmärkten starke positionen inne hat!ich gehe davon aus...das der sprung aus dem micro-cap segment geschafft wird...und man zur "erwachsenen" mid-cap firma heranwächst!es besteht die chance in den nächsten 2-3 jahren die jährlichen umsätze von aktuell etwa 35 millionen $ auf 500 millionen anwachsen...das ganze bei einer hohen gewinnmarge!

      für dieses jahr habe ich hier mehrfach ein kursziel von 15$ genannt...das wurde bisher fast erreicht!noch ist das jahr ja auch nicht ganz zu ende...

      mit hinblick auf das kommende jahr...habe ich kurse von 35-40$ ins auge gefasst...noch im ersten quartal halte ich größere zuwächse beim kurs für möglich...der grund liegt in der bevorstehenden CES in las vegas!auf der letzten CES im januar 2005 wurden mehr als 15(!!!) neue produkte von firmen wie LG,sony,kiss etc. vorgestellt...welche sigma`s chips verwendeten!auch für die kommende CES wurden mehrere produktvorstellungen angekündigt...der newsflow sollte also in den nächsten wochen deutlich zunehmen!

      so jungs und mädels...kann euch nur raten...beschäftigt euch mit dem thema sigma design sowie mit dem thema iptv...der threat beinhaltet viele links zum thema...wer neu ist sollte sich beim lesen zeit lassen und mal die letzten monate nachlesen...man liest sich relativ schnell ins thema ein, wenn man einigermaßen fit mit seinem englisch-vokabular ist!da ab und an eine zusammenfassung der lage von denjenigen gefordert wurde...die mit den ganzen englischsprachigen links und seiten nichts anfangen können...diese zusammenfassung der dinge/entwicklung...hoffe jetzt weiß jeder bescheid!

      greez amorphis
      Avatar
      schrieb am 10.12.05 10:48:59
      Beitrag Nr. 818 ()
      allgegenwärtig...:)
      Avatar
      schrieb am 10.12.05 11:05:31
      Beitrag Nr. 819 ()
      Amino Enables Portugal`s First Ever IPTV Service; Novis Selects Amino for Their IPTV Rollout

      Ref: EMX1188

      CAMBRIDGE, England--(BUSINESS WIRE)--Dec. 9, 2005--Amino, leading IPTV software and consumer premises equipment provider, today announced it has been selected by Novis, a major Portuguese Telco, for a residential service to be branded as `Clix Smartv`. A commercial test launch with AmiNET110 set-top boxes is scheduled for December 2005 in Lisbon and Porto, with full commercial deployment planned for 2006 in all major cities. The service will include an electronic programme guide (EPG), Video on Demand (VOD), and a personalised choice of channels.


      "We are very pleased to be working with Amino to bring IPTV to Portugal for the first time" explained Susanna Barbato, Managing Director of IPTV services for Novis "Amino`s proven interoperability and excellent track record made them the obvious choice for us. With a strong IPTV offering, we expect to create a large subscriber base in Portugal over the coming years". Amino`s IntAct(TM) software platform delivers stability, reliability, and the ability to integrate with world-leading partners in Middleware, Conditional Access Systems, Browser, & VOD servers in the IPTV market. This helps service operators to reduce time to revenues.

      The service will offer 50 channels for the test launch, increasing to 100 when the commercial deployment commences. The AmiNET110 is an ideal choice for residential deployments due to its flexibility. "The AmiNET110 has proved to be a very successful product this year on a worldwide scale, due to the combination of award-winning design, industry-leading software interoperability and high quality. With Novis, Amino is well positioned in another emerging market", said Bob Giddy, CEO Amino.

      The AmiNET110 is compatible with the ReadyLinks Smartfoot(TM) and Coaxsys home networking adapters, allowing operators to avoid costly wiring of CAT5 cable throughout the home.
      Avatar
      schrieb am 10.12.05 11:06:05
      Beitrag Nr. 820 ()
      FutureMedia heralds end of broadcast TV

      A perfect storm of digital media evolution is set to wipe out the traditional television business within the next few years, according to a medley of views delivered at C21`s FutureMedia 2005 conference yesterday.

      Speaker after speaker referred to the rapid changes taking place in the entertainment sector that, all believed, will see the end of scheduled television, the arrival of time-shifted viewing and personalisation, and fundamental changes in the way audiences interact with their media.

      Adam Singer, group chief executive of MCPS-PRS Alliance, said: "In the new world navigators will become the new aggregators. The television business is slow to recognise that the search for personalised entertainment is about to redefine the business models. The empty savanna is being filled by companies like Google who will become a major force in the future of entertainment."

      Singer said that with players like BT set to come into the `television` market and 3G and broadband rolling out, the audience will become used to being "permanently connected" and will get used to leasing content rather than owning it – a model more akin to the music business than television.

      In this environment "the challenge is figuring out as a broadcaster what we won`t do, not what we will," said Andy Taylor, MD of Channel 4 New Media. "We have to set new priorities that look to the long term rather than the short term."

      Speaking in relation to the current battle to define ownership of content on off-air platforms, in which Channel 4 is bidding for a 30-day window for new-media rights, Taylor said: "In 2010 Channel 4`s audience share will be smaller. There will be more digital channels and, as we approach analogue switch-off, lots more on new platforms. It has to be good for the production community, and the consumer, if Channel 4 is protected in this new environment."

      The importance of this window for a terrestrial channel reflects the growing impact broadband and mobile will have on the traditional business. While Channel 4 fights, along with other broadcasters, for a stake in IPTV and mobile, those currently paying for television see the model changing too. Mark Boyd, head of content at ad agency BBH, said: "Somebody has to pay for television. People get the television they deserve, and as the model changes it is going to be easier for brands to go direct to consumers rather than reach them through a broadcast channel."

      Boyd added that to launch a dedicated brand channel could cost as little as producing two advertising campaigns for television. "You can see the logic of looking for alternative routes to market," he added.

      Jonathan Sykes, MD of content strategy at the world`s oldest IPTV provider, Video Networks, said: "In the US, NBC is now selling its top series to iTunes within 12 hours of airing them on TV. Anyone who doesn`t recognise the significance of this for the television business is missing the point. Red button interactivity has come and gone. We are now seeing the arrival of a truly interactive platform that will see content providers behave like retailers and develop a much closer relationship with the audience."
      Avatar
      schrieb am 10.12.05 11:09:38
      Beitrag Nr. 821 ()
      auch in der PS 3 sollte sigma design enthalten sein...das wurde am letzten cc angedeutet...:) das wäre demnach faktor nummero FÜNF der besonders hervorstechen wird!!!also...vergleicht man die chancen mit den risiken (welche????)...so sollten die zeichen ganz klar auf CHANCE stehen...

      Sony says PS3 still on track for spring launch

      By Sue ZeidlerThu Dec 8, 9:22 PM ET

      Sony Corp. (6758.T) on Thursday said it remained on track to roll out its PlayStation 3 game console by spring 2006 despite industry speculation that the scheduled launch could face delays.

      The timing of the release of Sony`s updated PlayStation console has become a matter of speculation in the $25 billion video game industry and among the studios, hardware makers and other companies looking to handicap the battle over next-generation DVD technology.

      A spokesman for Sony, the No. 1 provider of game consoles, said it was still targeting a spring 2006 launch for the PS3, which is key to maintaining its lead in the game console market against Microsoft Corp. (Nasdaq:MSFT - news), which recently launched its competing Xbox 360 console.

      Larry Probst, chief executive of the No. 1 video game publisher Electronic Arts Inc.(Nasdaq:ERTS - news), said last week that he believed Sony`s console would not be available until fall 2006.

      The PS3 also is central to Sony`s push of Blu-ray, its

      next-generation DVD technology, against a rival DVD format known as HD DVD, created by a Toshiba Corp-led (6502.T) group.

      Billions of dollars are at stake in the DVD format war as movie studios and electronics makers gear up for a technology change they hope will send consumers back to buy new players and discs that will play high-definition pictures.

      Failure to reach a unified front has paved the way for a standards war between Blu-ray and HD DVD, reminiscent of the VHS-Betamax clash decades ago, which confused buyers and turned into an expensive loss for many companies.

      Many industry insiders have expected that splashy launch of Sony`s PS3 console to give Blu-ray an edge and deliver a huge base of players for Hollywood studios looking to sell compatible DVDs.

      A spokeswoman for the Blu-ray consortium said the group was still on track for a spring 2006 launch, indicating other manufacturers would be rolling out Blu-ray players at that time. "When Blu-ray launches next spring, there will be both hardware and content," she said.

      Rival HD DVD, which is supported by Microsoft and Toshiba, is planning to roll out hardware and software in the spring 2006. Any delay in the launch of PS3 would be seen as a plus for HD DVD.

      "The PS3 was touted as being the first high volume Blu-ray player. You want to have an installed base of players if you put out the movies," said Richard Doherty, analyst with Envisioneering, an industry research firm.

      Said Mark Knox, a spokesman for the HD DVD camp: "It`s not going to be much of a battle until both sides are actually on the field and we have a sneaking suspicion that that won`t be for quite a while."
      Avatar
      schrieb am 10.12.05 11:13:23
      Beitrag Nr. 822 ()
      überall iptv...:)

      Yahoo ventures further Down Under
      By Renai LeMay, ZDNet Australia
      Published on ZDNet News: December 9, 2005, 7:25 AM PT

      Seven Network and Yahoo will combine their online, mobile and Internet Protocol TV businesses in a new joint venture spanning Australia and New Zealand.

      The broadcaster and the Internet powerhouse will form a new 50-50 holding company that will own Yahoo Australia and New Zealand, according to a joint statement released Friday. Both companies will combine their online teams to form a 150-person company that will launch with a new name and Web site on Jan. 30.

      The agreement mirrors one between Nine Network and Microsoft, which in 1997 formed a similar alliance to create Australia`s most popular Web site, Ninemsn.com.au.

      Seven will contribute 10 million Australian dollars ($13.3 million) to match the existing development capital in the business. It will also contribute offline promotion through the Seven network and Pacific magazines, as well as Seven`s 33 percent stake in mobile software provider M.Net, the companies said.

      "Yahoo and Seven have very complementary businesses and brands...This is the best combination to benefit from increased broadband penetration, rich media consumption, and the growing cross-media advertising spend," Yahoo Chief Executive Terry Semel said in the statement.

      Yahoo said it is committed to keeping all local services intact, but will also use content from Seven.

      New consumer content will ultimately be available across online, mobile and IPTV in areas such as news, sports, entertainment, TV, games, music and travel, the companies said.

      The online properties of both organizations will largely remain the same, the companies said in a conference call Friday, although the broadcaster plans to use Yahoo`s registration functionality for its Web site.

      Renai LeMay of ZDNet Australia reported from Sydney.
      Avatar
      schrieb am 10.12.05 11:14:45
      Beitrag Nr. 823 ()
      Indiantelevision.com`s News Headlines

      BT in content deal with Paramount, Warner Music Group and BBC Worldwide for IPTV

      Indiantelevision.com Team

      (10 December 2005 2:00 pm)


      MUMBAI: British Telecom (BT) has announced content deals with three entertainment companies as it steps up to launch its TV over broadband service in the UK.

      The telecom giant has signed up with Paramount, Warner Music Group and BBC Worldwide. BT, which plans to launch IPTV next year, says that its service will combine access to digital terrestrial channels, an extensive video on demand library and a range of interactive services.


      BT Retail CEO Ian Livingston says, “A partnership between the country`s leading communications company and three of the world’s leading entertainment groups is great news for consumers in the UK. I am delighted that BBC Worldwide, Paramount and Warner Group share our vision. Our customers will be able to enjoy enhanced TV services and easy access to a wealth of interactive content and new services straight to their TV. Whether you are a music fan, love films or hooked on drama you will get the best in entertainment when you want it. BT is defining next generation TV. ”

      BT`s next generation TV service will include entertainment on demand – a library of movies, TV and music all available instantly; catch-up TV – programmes from the previous seven days broadcast schedule. This will be available on demand without the need to record. The services will involve flexible payment – no mandatory subscriptions; pay-per-view options; a personal video recorder capable of storing up to 80 hours of programming; more than 30 digital terrestrial TV channels; communication services such as instant messaging, chat and video telephony on TV; and interactive services such as online games, retail opportunities and community services.


      BT further says that it is the only company in the UK committed to providing such a service across the country. BBC Worldwide CEO John Smith says, “With video on demand rapidly shaping the future of television, we are very pleased to be part of BT’s TV service from the outset, providing subscribers with blue chip programmes and high quality viewing.”

      Warner Music UK chairman Nick Philips says, "We are pleased to partner with BT as the first music provider to this innovative distribution service. Industry leading agreements and unique partnerships like the one we announce today are an important component of Warner Music`s global strategy to become a multifaceted, music content company.”

      The agreement with Paramount provides BT with Paramount`s blockbuster films in the pay-per-view window as well as an extensive range or older and classic films from the Paramount movie archive, all on demand.

      The announcement follows BT`s recent agreements with Phillips to supply the set top box which will deliver the high definition services and an alliance with Microsoft. This will provide Microsoft TV IPTV Edition as the software platform.
      Avatar
      schrieb am 10.12.05 11:17:24
      Beitrag Nr. 824 ()
      Re: Scientific-Atlanta Inc. set top box
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/09/05 11:33 am
      Msg: 90403 of 90442

      Thanks for posting the Wall Street Journal article about Cisco and SFA.

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=90390

      As the article points out, John Chambers, Cisco`s chief executive officer, contends that the acquisition brings Cisco new opportunities abroad, where Scientific-Atlanta has less presence. Only 30% of spending on Internet-based television broadcasting gear takes place in the U.S., he says.

      The New York Times made this same point in another recent article:

      Cisco Systems sees its future sitting on top of a television. In announcing yesterday a $7 billion deal to acquire Scientific-Atlanta, the maker of television set-top boxes, Cisco signaled its commitment to a strategy of augmenting sales of its powerful routers that direct Internet traffic with more consumer-oriented technology. Cisco`s decision is built on the idea that entertainment and communications will converge around the digital technology that it provides.

      It also has a more modest short-term goal: using its international sales force to increase sales at Scientific-Atlanta, which is largely unknown outside the United States.

      "We have no relationships with telephone companies internationally," James F. McDonald, the chief executive of Scientific-Atlanta, said. With Cisco`s access to markets overseas, he said, "We can put this capability through almost instantly."

      http://www.nytimes.com/2005/11/19/business/19cisco.html

      As we all know, there are large opportunities for set top box sales in Asia and Europe. Cisco`s aquisition of SFA will result in SFA becoming a player in these markets, meaning more sales for SIGM.
      Byron
      Avatar
      schrieb am 10.12.05 11:19:05
      Beitrag Nr. 825 ()
      zum thema asien/utsi/softbank...

      "I Have Made The Highest Returns From Internet Investments:" Masayoshi Son
      by S Karat at 12:35PM (EST) on December 8, 2005 | Permanent Link | Cosmos

      Business Today (sub. required): An interview with Masayoshi Son, President and CEO of SoftBank Corp.

      Masayoshi Son is the original maverick of the internet space. He is also its biggest investor. After all, how many people can claim to have invested $3 billion into some 800 internet companies, continuing to bet on something that others had long given up on? Then, the President and CEO of Japan`s SoftBank Corp. hasn`t lost any money. He has made some $7.5 billion on exits, and the holdings in the listed companies in his portfolio are currently worth $22 billion.
      Much of that (and maybe more) will flow to his hands over the next few years as more companies (one estimate is 20 a year) in the portfolio make initial public offerings. Son, now 48, is currently busy with his next big bet-an internet Protocol (IP) TV project. Dubbed TV Bank, it will bring all major TV channels together on the internet and deliver video content over broadband. Son was in India recently to rope in the country`s leading TV channels to his TV Bank project. A highly unassuming Son spoke to BT in between his busy schedule in New Delhi.
      Excerpts from the interview:
      On TV Bank:

      What is the purpose of your visit to India?
      I am working on my next big venture. It`s called TV Bank (an IP TV project that will deliver television on broadband). We will provide a platform for all major TV channels in the world and integrate their content on the internet.

      When do you expect to launch this venture?
      We will have the commercial launch by end of March next year. We have started the beta test in Japan.

      What exactly is TV Bank? Are you planning to become a Google for the video content industry?
      Yes. That`s my wish, to become a Google for TV over the internet. We will have several TV channels on the internet. It will have the live streaming of sports, news, entertainment and so on.

      How many TV companies have you talked to?
      We have talked to most of the TV channels in Korea, Taiwan and Japan, and they have agreed to provide content. Major Indian news channels have also agreed, so have the Chinese. As for the US, we are in the last stage of negotiations. We are also talking to some major European and South American channels. We have a very good start.

      How much money are you investing in this business?
      The size of the money is not that big for a company of our scale. What is important is the technology. We are the first company to provide live streaming of TV content. Many channels can be watched simultaneously-on demand.
      "We have made returns of $30 billion on a $3-billion investment. It`s not bad. Who else has made better returns?"

      What, according to you, is the next big bet in the internet space?
      This is it.


      Softbank chose the UTStarcom UTSI IPTV platform, and also China chose UTSI.

      UTSI is a HUGE HUGE winner here, and SIGM is in all the UTSI IPTV set-top boxes.
      Avatar
      schrieb am 10.12.05 11:27:37
      Beitrag Nr. 826 ()
      http://biz.yahoo.com/weekend/hdtv_1.html

      Now Is the Time to Dive Into HDTV
      BusinessWeek Online
      With prices down sharply, now`s the time to jump into the world of big, crystal-clear television. Here’s what to shop for.

      Technology
      Dive Into HDTV
      BusinessWeek Online
      By Cliff Edwards

      With prices way down, now`s the time to jump into the world of big, crystal-clear TV

      Some TV moments you never forget: J.R. getting shot. The space shuttle Challenger exploding. In the world of high-definition TV, there`s a more recent one for me: Northwestern University`s football upset of then-undefeated University of Wisconsin that I watched recently on ESPN HD. On LG`s $5,000 50PY2DR, every detail stood out as I enjoyed my alma mater`s 51-48 triumph -- from the concern on the Badgers` defensive linemen`s faces after a last-minute turnover to the jubilant expressions of Wildcats fans as the clock wound down.

      Go to BusinessWeek Online to see a slideshow of the future digital home.
      hdtvhotdog.jpg

      With HDTV, great moments are crystal clear. And thanks to prices that have fallen dramatically over the past year, now`s the time to jump feet-first into the market. I`ve checked out the latest HD sets, 37 inches measured diagonally and larger, looking at plasmas from Hitachi, LG, Panasonic, Pioneer, and Samsung, as well as liquid-crystal-display sets from Dell, Sony, ViewSonic, and Toshiba. I`ve looked at projection units from RCA and Epson using Texas Instruments` "digital light processing" (DLP) technology. I even considered conventional cathode-ray-tube-based sets from Philips and others that offer great pictures and cost less than $1,000. The good news: Many manufacturers are packing in new goodies such as built-in TV guides, digital video recorders, and processing technology to make even analog pictures look better.

      In the world of big TV, you first need to determine which size screen fits best in your room. The HDTV sweet spot is 42 inches, applicable to many living rooms and bedrooms. But some family rooms might comfortably fit a gargantuan 82-in. screen such as Mitsubishi`s $11,000 WL-82913 liquid crystal-on-silicon rear-projection display. A rule of thumb: You should be 6 feet to 9 feet away from a normal to midsize set showing an HD broadcast. You`ll want to sit a foot or two farther out to watch shows still broadcast in analog form, which makes images appear grainy on a big screen. Some sets, such as Samsung`s $4,600 50-inch HP-R5072 plasma TV and Sony`s 32-inch $2,700 KDL-V32XBR1 Bravia LCD TV, include technology that "upconverts" analog to make it look less grainy. For sets without that technology, I recommend Belkin`s $249 PureAV RazorVision video cable, which performs the same function.

      More Level Field
      Don`t get hung up on the technologies -- all offer great pictures. And there are fewer technical downsides to choosing one over another. Most plasmas now imperceptibly shift the picture on the screen, lessening the chance of "burn-in," in which static images such as paused game scenes or station logos appear as ghosts that can`t be erased. Pay no attention, also, to the myths about their lack of longevity; most plasma sets will live well beyond seven years even if you have them on eight hours a day. The big knock about LCDs -- their hefty price tag -- is no longer as relevant. New ones 37 inches and smaller cost less than $3,000. Bigger ones cost more, but the gap is narrowing. Even tube-based sets offer great pictures, though they take up more room because they`re not as svelte as LCDs or plasmas.

      While plasmas are known for their brilliant colors, I`m impressed with improvements on the LCD front. Watching the movie Hellboy on Toshiba`s 37HL95 LCD TV, the colors looked so vivid and the contrast so bright that I had to check the box to make sure the set wasn`t a plasma. The downsides? Plasmas still consume more energy, while pictures on LCDs and rear-projection sets don`t look as good when viewed from extreme angles.

      Even with much-improved displays, all screens are not the same. Look at the last number in the resolution bracket, usually found next to the TV display in a store. If it`s above 720, the set is capable of displaying HD programming. There are two common broadcast formats: 720p or 1080i. One is not necessarily better than the other; 1080i, or interlaced, has more lines and pixels, but 720p is a progressive-scan format that should deliver a sharper image of a subject in motion. Some LCD and DLP sets now offer 1080p resolution -- a good choice if you`re thinking of upgrading in the next year or two to the new high-definition DVD players that are expected to hit the market.

      Think Ahead
      One of the more important decisions you`ll make in buying an HD-ready set is connectivity to other devices. I always recommend buying a set with at least one, and preferably two, HDMI, or high-definition, multimedia inputs. You can cut down on cable clutter with HDMI, which keeps the image the highest quality by sending uncompressed high-definition video and audio down a single cable. Because HDMI also carries software to make sure content isn`t pirated, many future devices, such as Sony`s PlayStation 3 and next-generation DVD players, will include HDMI, so it`s better to try to future-proof your set now. Some sets with two HDMI connections: Dell`s $3,800 50-inch W5001C plasma, as well as models from Pioneer and Hitachi. Gefen also sells a $400 box that lets you plug four HDMI-equipped set-top boxes into one display.

      Don`t let low price hoodwink you into buying an enhanced definition TV, or EDTV. They`re good mainly for playing DVDs and won`t show HD content as clearly. What`s more, industry leader Panasonic`s glitzy TH-42PX50U high-def plasma now costs just $2,800 -- about $2,000 less than a more or less identical set a year ago. So if you`re really just looking for something to show DVDs and want a big-screen experience, I recommend Epson`s MovieMate 25 or RadioShack`s Cinego all-in-one home theater DLP projectors, which retail for about $1,200. These units project the image on a wall or a screen.

      A last word of advice: Make sure you know your retailer`s return policy and, while I generally recommend an extended warranty, be clear about what yours covers. An early production model of the LG plasma I mentioned earlier, which came with a built-in hard drive, had lots of software problems that caused the glitzy set to turn itself on suddenly. A replacement the company sent worked perfectly, but it was unsettling to learn that LG handles repairs and replacements on a case-by-case basis, as opposed to just taking a set back for any reason.

      Whether you choose DLP or plasma, LCD or projection, do your homework. While you won`t be hanging out with your new HDTV set for life, you will want it to be around to make many years of digital memories.
      Avatar
      schrieb am 10.12.05 13:12:01
      Beitrag Nr. 827 ()
      um es auf den punkt zu bringen...halte eine entwicklung wie sie trid (TRIDENT MICROSYSTEMS INC) in den letzten drei jahren hingelegt hat bei sigm für möglich...wobei ich sigm in etwa dort sehe...wo trid vor drei jahren stand...:D
      Avatar
      schrieb am 10.12.05 22:56:58
      Beitrag Nr. 828 ()
      [posting]19.230.564 von amorphis am 10.12.05 10:48:05[/posting]sehr gute arbeit.
      ich danke dir für die zusammenfassung, da ich zu dennen gehöre , die englisch nicht können.
      wenns dir nichts ausmacht - kannste noch mal den

      IPTV begriff näher und kurz reinstellen?
      technik ist nicht meine stärke.

      MFG
      Avatar
      schrieb am 11.12.05 10:34:22
      Beitrag Nr. 829 ()
      Was ist IPTV? IPTV ist Fernsehen über das Internet-Protokoll und ist NICHT das selbe wie Videos übers Internet herunterladen. IPTV bedeutet vielmehr, dass man über eine Breitbandverbindung beliebige Bewegtbilder überträgt. Seien dies nun Live-TV-Programme, die der Operator zur Verfügung stellt, oder Video on Demand oder aufgezeichnete Sendungen, die von der Festplatte des Operators via Breitbandverbindung zum Benutzer geschickt werden. Für IPTV braucht man einen Breitbandanschluss und ein Abo bei einem Oprator, der sowas anbietet (Swisscom. ab nächstem Jahr), einen Fernseher und eine Set Top Box. Diese kostet im Moment noch viel zu viel (150 bis 200 Euro), wird aber bald billiger, unter anderem dank einer Microsoft-Entwicklung, die es ermöglicht, das ganze Gerät in einem einzigen Chip unterzubringen. Und in Zukunft wird die STB gleich im TV-Gerät stecken.

      Wie stark wird IPTV?
      Alcatel rechnet bis 2010 mit weltweit 70 - 100 Millionen Triple-Play-Abonnenten

      Triple Play bedeutet:
      - Fernsehen
      - Internet
      - Telefonie
      über die selbe Breitbandverbindung

      Fernsehen über das Internet: Die TK-Branche setzt auf IPTV
      Auf der Suche nach neuen Services verlassen Telekommunikationsanbieter ausgetretene Pfade und setzen verstärkt auf Videoinhalte. Auf Basis des Internet Protocol Television (IPTV) entstehen zurzeit Angebote, die sowohl im B-to-C als auch im Bereich B-to-C Geldquellen sprudeln lassen.

      Von Bernd Seidel
      ZDNet
      08. August 2005, 09:44 Uhr

      Fernsehen in einer neuen Dimension macht sich zurzeit unter dem Kürzel IPTV (Internet Protocol Television) weltweit breit. "Das Internet mit seinen vielfältigen Inhalten auf den Fernseher bringen", mit dieser simplen Definition beschreibt Joachim Wildt, Director Media & Communications bei der Pixelpark AG in Köln, die Technologie. Der Clou daran ist, dass sich mit IPTV das Unterhaltungsangebot im heimischen Wohnzimmer ausbauen lässt und es gleichzeitig Möglichkeiten im B-to-B etwa der Kundenbindung und dem Service am Point of Sales bietet.

      Das Internet im FernsehenIPTV ist die Abkürzung für Internet Protocol Television und eine von Microsoft entwickelte Technologie für die Übertragung von Digitalem Fernsehen. Die Plattform ist als Backend-Pendant zum Windows Media Center auf den Wohnzimmer-PCs gedacht. Mit IPTV lässt sich wie auf einem PC zwischen Kanälen umschalten oder das Programm anhalten. Darüber könnten Anbieter eigene TV-Streams mit Inhalten für Video on Demand (VoD) oder vorgefertigten, auf der Hardware der Nutzer gespeicherten Musik- oder Filmbibliotheken zusammenführen und mit Möglichkeiten zum digitalen Videorecording verknüpfen. Als Kompressionsverfahren verwendet Microsoft IPTV Windows Media 9, Inhalte lassen sich mit Microsofts Digital Rights Management-System (DRM) schützen. Beste Kompressionsverfahren arbeiten heute noch in MPEG 2, da MPEG 4 noch nicht ganz stabil läuft.
      In puncto Technik ist Microsoft die treibende Kraft hinter IPTV (siehe Kasten: Das Internet im Fernsehen). Die Gates-Company ist dabei nicht ganz uneigennützig und forciert mit IPTV die Verschmelzung von klassischen PC- und Web-Funktionen und TV-Angeboten. "IPTV ist eine interaktive, auf die Interessen von Programm- und Breitbandanbietern zugeschnittene Softwareumgebung, mit der sich Inhalte maßgeschneidert vertreiben lassen", so lauten die Marketing-Aussagen der Redmonder Strategen. Anfang Januar präsentierte der Software-Konzern auf der Unterhaltungselektronik-Messe CES unter anderem, wie sich ein mit Statistiken zu jedem Spieler angereichertes Baseball-Spiel über IPTV übertragen lässt. Auf Anwenderseite kommt bislang ein spezieller IPTV-Receiver mit Ethernetanschluss zum Einsatz, ebenso wäre aber auch die Nutzung eines Windows-PCs mit installierter Microsoft XP Media Center Edition möglich. Als Kompressionsverfahren verwendet Microsoft IPTV das hauseigene Format Windows Media 9, Inhalte lassen sich mit Microsofts Digital-Rights-Management-System (DRM) schützen

      Die Analysten der Management Research Group (MRG) prophezeien IPTV ein explosionsartiges Wachstum: Die derzeit weltweit rund 2,1 Millionen User sollen sich bis ins Jahr 2008 mehr als verzehnfachen. Bedingt durch diese rosigen Aussichten haben über 100 Kommunikationsdienstleister digitale Fernsehdienste gestartet - zum Teil als Pilotprojekte. Nicht ohne Grund: Im klassischen Handy-Geschäft lassen sich kaum Margen erreichen, die Konkurrenz ist übergroß und der Durchbruch neuer Technologien wie GPRS und UMTS lässt weiter auf sich warten. TK-Anbieter wie die Deutsche Telekom, Swisscom (Bluewin), Tiscali, Telecom Italia und Arcor setzen daher auf neue Umsatzquellen und offerieren IPTV-Dienste, die im Wesentlichen Video-on-Demand-Programme, Service-Portale und Special-Interest-Themen bieten.

      "Die Kabel-Provider sind auf dem Weg zum Triple-Play. Das heißt, sie wollen neben der Sprache und Daten nun auch verstärkt Video-Angebote über ihre Netze übertragen und schnüren mittlerweile recht lukrative Service-Pakete", erklärt Pixelpark-Fachmann Wildt weiter. Um die Angebote in nötiger Qualität empfangen zu können, ist eine hohe Bandbreite nötig: 9 Megabit Übertragungskapazität sollten es laut Uwe Schnepf, Director New Media Tiscali Deutschland schon sein, wenn das komplette Fernsehprogramm ins Internet eingespeist werden soll. "Doch das ist nicht unbedingt nötig. Im ersten Schritt reichern IPTV-Dienste das klassische Fernsehprogramm an, dazu lassen sich bereits mit einer Bandbreite von zwei Megabit qualitativ ansprechende Angebote bereitstellen", so seine Einschätzungen.

      Eine gute Ausgangsbasis für IPTV-Services
      Eine Set-Top-Box, die den digitalen Datenstrom in fernsehertaugliche Informationen wandelt, ist heute ab 100 Euro zu haben. Per Fernbedienung surft die Couch-Kartoffel dann durch die bunte Welt des Internet. "In der letzen Zeit gingen in Deutschland rund eine halbe Million IPTV-fähige Multimedia-PCs über die Ladentheke, die sich als Barebone-Rechner für Internet-TV nutzen lassen", hat Wildt in einer Pixelpark-Studie herausgefunden.

      "IPTV ist derzeit ein globales Phänomen", wie Mike Couture Vice President of Solutions Marketing bei Amdocs in Toronto, beobachtet. Er stellt ein starkes Wachstum von IPTV-Angeboten in Asien und den USA fest. "In Deutschland ist der Markt dagegen noch verhaltend", erklärt der Marketing-Stratege. Als Gründe nennt Couture die starke Monopolstellung der Telekom, weshalb prozentual weniger Haushalte über breitbandige Zugänge verfügten als die meisten europäischen Nachbarländer. Doch seien die rund sieben Millionen User, die hierzulande inzwischen über DSL ins Web gelangen, eine gute Ausgangsbasis für IPTV-Services.

      » Kabel-Provider sind auf dem Weg zum Triple-Play. Sie wollen neben der Sprache und Daten nun auch verstärkt Video-Angebote über ihre Netze übertragen. «
      JOACHIM WILDT, PIXELPARK
      Deutlich zurückhaltender sind die Einschätzungen von Frank Naujoks, CRM-Fachmann und Analyst der Hewson Group. "Zurzeit befindet sich der europäische Markt in einer sehr frühen Entwicklungsphase. Zwar sind mit Alcatel und Microsoft zwei starke Player an die Marktentwicklung gegangen, doch die Telkos dürften die nächsten 12 Monate eher den Markt beobachten und nur in Pilotvorhaben investieren, da Technologien wie VDSL2 und auch die Set-Top-Boxen noch Zeit zur Reife brauchen. Vorreiter sind hier Swisscom und Telecom Italia, die mit Microsoft den Markt testen. Nicht funktioniert haben Microsofts Versuche in Frankreich und Portugal."

      Sehr viel Bewegung beobachtet Naujoks dagegen im asiatisch-pazifischen Markt. Insbesondere Hong Kong ist dort Vorreiter bei den IPTV-Abonnenten (rund 420.000). Dort werde das Geschäft getrieben durch das Verschenken der Set-Top-Boxen und durch den Verkauf von Programmen. Doch noch geht die Rechnung nicht auf. "Zwar steigt der durchschnittliche monatliche Kundenumsatz beständig, liegt aber zurzeit nur bei rund der Hälfte des durchschnittlichen Kabel-TV-Umsatzes", erklärt Naujoks.

      IP ist die Trägerplattform für alle
      Ein großes Potenzial versprechen sich neben der TK-Industrie der Handel und Versandhäuser von IPTV. So haben zum Beispiel Microsoft und die Otto Group im Frühjahr eine Partnerschaft bekannt gegeben, die das Ziel verfolgt, die "Shopping Experience der Zukunft" zu erforschen. Im Rahmen eines Pilotprojekts "Digital Lifestyle Shopping" soll dazu der Otto-Shop in die Windows XP Media Center Edition 2005 integriert werden. "Mit dieser Erweiterung unseres E-Commerce-Angebots - neben Internet und M-Commerce jetzt auch T(V)-Commerce - bringen wir den Point of Sale direkt ins Wohnzimmer unserer Kunden", erläutert Dr. Rainer Hillebrand, Vorstand Vertrieb, Marketing und E-Commerce bei Otto.

      Auch Tiscali-Mann Uwe Schnepf weist auf das große Potenzial von IPTV hin. Es eigne sich insbesondere als preiswerte Lösung für Walk-by-TV als CRM-Instrument im Handel sowie für den Aufbau von Spartenkanälen und fördere die Entstehung von Nischenprogrammen und Qualitätsfernsehen. Auch Kurzfilmfestivals, Werbekanäle, Musik- und Sport-Communitys würden künftig verstärkt auf ITPV zurückgreifen, um kostengünstig ihre Special-Interest-Themen zu kommunizieren. "Die Möglichkeiten, die IPTV bietet, werden erst nach und nach erkannt. Jedenfalls ist es für Sender günstiger via Internet-Fernsehen in die Wohnstuben der Konsumenten zu gelangen, als teuere Sendeplätze auf einem Satellit oder im Kabel zu mieten."

      » IPTV steckt hierzulande in den Kinderschuhen. Die Telkos in Europa dürften die nächsten 12 Monate den Markt beobachten und nur in Testmärkte investieren. «
      FRANK NAUJOKS, HEWSON GROUP
      Für TK-Anbieter bedeutet der Sprung von einem Sprachtransporteur zu einem Multimedia-Service-Provider einen Kraftakt. Denn es ist sowohl technisch als auch organisatorisch ein großer Wandel. Amdocs stellt dazu beispielsweise Infrastrukturlösungen für TK-Anbieter bereit, beispielsweise eine IPTV-Middleware, mit der sich Mulitmedia-Services aufbauen lassen. Ziel für die Unternehmen ist es, die bestehende Infrastruktur auf IP-Technologie zu konsolidieren, wie Amdocs-Manager Couture erklärt. Dies birgt neben der einheitlichen Technologie enorme Vorteile im Kundenbeziehungs-Management, da sich auf Basis von IP eine Multikanal-Strategie einfacher umsetzen lässt. Der Trend zur IP-Konvergenz birgt für Couture gleichzeitig die Chance, Unternehmenseinheiten besser miteinander zu verzahnen. "IP bricht praktisch die vertikalen Unternehmenssilos und vertikalen Strukturen auf, die nur spezielle Dienste anbieten. IP ist die Trägerplattform für alle und dadurch wird der Multichannel-Gedanke zur Realität", erklärt er.

      Vom TK-Provider zum Multimedia-Dienstleister
      Einig sind sich die Fachleute darin, dass die Gestaltung von IPTV-Angeboten gut organisiert sein muss. Denn es gilt, eine Vielzahl von Lieferanten unter einen Hut zu bekommen, bis der Service schließlich am Fernseher des Endkunden ankommt: Filmgesellschaften, Portalbetreiber, Verlage, Kabel-Provider, Hard- und Softwareanbieter und Rechtevermarkter sind dabei nur ein Teil der Lieferkette, die zu managen ist. "IPTV ist ein großer Schritt für die Organisation, weil die Mitarbeiter von TK-Anbietern keine oder nur wenig Erfahrung mit Fernsehen haben", erklärt Couture. Die Telekommunikationsbranche entwickle sich dabei zu Integratoren, die alle Teilleistungen und involvierten Partnerfirmen steuerten. Um hier Schützenhilfe zu leisten, bietet Amdocs beispielsweise Beratungsleistungen an, welche die Transformation vom klassischen TK-Provider hin zu einem Multimedia-Dienstleister begleiten. Software für die Provisionierung und Abrechnung, mit der sich die Dienste fakturieren und weiterberechnen lassen runden das Spektrum ab.

      » Ziel für die Unternehmen ist es, die bestehende Infrastruktur auf IP-Technologie zu konsolidieren. IPTV ist ein Baustein dafür. «
      MIKE COUTURE, AMDOCS
      Wann sich diese Investitionen allerdings bezahlt machten, darüber gibt es derzeit keine gesicherten Erkenntnisse. Nach den Erfahrungen von Tiscali-Manager Schnepf liegt der Return on Investment (RoI) von IPTV-Vorhaben zwischen drei und fünf Jahren: "Genau hat das noch niemand aufgrund der hohen Anzahl der in Deutschland betriebenen DSL-Einwahlpunkte durchgerechnet." Der Hauptkostentreiber sei dabei der Aufbau der nötigen eigenen Netzwerk-Infrastruktur, da die Telekom nur sehr zögerlich Kapazitäten und dann zu überhöhten Preisen Dritten zur Verfügung stelle.

      Die Fachleute sind sich allerdings einig, dass die TK-Anbieter um ein IPTV-Angebot künftig nicht herumkommen, egal was es sie kostet, wenn sie nicht den Anschluss zum Mitbewerb verlieren möchten.

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      von Junko Yoshida
      EE Times
      November 3, 2005 (3:55 p.m. GMT)

      Laut Scot Robertson, Director of Networked Media Products bei Analog Devices in Norwood, Massachusetts, muss eine IPTV-Box, die nicht für einen bestimmten Betreiber maßgeschneidert wurde, extrem flexibel sein und zahlreiche Datenraten und Codecs unterstützen.

      IPTV – ein Markt voller Trugschlüsse

      "Es gibt zwei Trugschlüsse im Zusammenhang mit IPTV", erklärt Bradley Graham, Vice President beim Breitband-Infrastruktur-Anbieter Harmonic im kalifornischen Sunnyvale. "Einmal bedeutet IPTV nicht, dass man einen erweiterten Codec braucht. Zweitens ist IPTV nicht gleichbedeutend mit einer Microsoft-IPTV-Plattform." Bei vielen heutigen IPTV-Entwicklungen handelt es sich immer noch um MPEG-2-Lösungen, die ohne Microsofts `TV IPTV Edition` auskommen.

      Tatsächlich können Technologie-Unternehmen, die den IPTV-Markt anvisieren, nicht nur auf ein Pferd setzen. "Wir müssen unabhängig sein - nicht nur bei der Middleware, beim Browser und bei Zugangsberechtigungs-Systemen, sondern auch bei Video-Servern und Encodern", fordert Delaney von Pace Micro.

      Viele IPTV-Angebote werden künftig HDTV-Programme ausstrahlen. "Die nächste IPTV-Welle werden hochauflösende Angebote auf H.264-Basis sein", verspricht DTCs Goroch. Im Detail nennt die Analystin die US-Telekommunikationsunternehmen SBC und Verizon, räumt jedoch ein, dass SBC mit der Standardauflösung starten und später auf HDTV umsteigen wird.

      Auch China rüstet sich für H.264-Ausstrahlungen. ADIs Robertson bezeichnet dies als "große Herausforderung" für die chinesischen Betreiber, die sich seit diesem Jahr auf MPEG-4-ASP-Verschlüsselungen (Advanced Simple Profile) konzentrieren.

      IPTV soll auch jenseits von DSL Einzug halten: Laut Goroch will die National Rural Telecommunication Cooperative (NTRC) - ein Zusammenschluss unabhängiger US-Kabelbetreiber - im kommenden Jahr erste H.264-IPTV-Testläufe starten.

      Derweil befindet sich Microsoft in einer guten Position, um rein theoretisch 26 Prozent der weltweiten Festnetz-Teilnehmer mit seiner IPTV-Plattform zu versorgen. Redmond ist damit zur Orientierungshilfe für Chiphersteller geworden, die im Highend-IPTV-Markt Fuß fassen wollen. Weltweit haben bereits elf Betreiber Microsofts Early Adopter Program (EAP) unterzeichnet, darunter British Telecom, Swisscom, SBC, Verizon, T-Online Frankreich, Telecom Italia, Bell Canada, Bell South und Reliance Infocomma aus Indien.

      Microsoft hat genaue Vorgaben für die Chips gemacht, die in IPTV-Set-Top-Boxen sitzen sollen: Vom Funktionsumfang bis hin zum Integrationsgrad und Terminen für die Massenfertigung bleibt nichts dem Zufall überlassen. "Microsoft definiert damit vorab das gesamte Benutzererlebnis", erklärt Silvio Perich, Senior Vice President bei Sigma Designs aus dem kalifornischen Milpitas.

      Auch das Chipdesign diktiert Microsoft bis ins kleinste Detail. Vorgegeben wird zum Beispiel, wie die Grafik-Features genau aussehen müssen und welche Rechenleistung für die Video-Verschlüsselung benötigt wird. Zu den Microsoft-Spezifikationen für IPTV-Chips gehören erweiterte Features wie hochauflösende Bild-in-Bild-Funktionen. Selbstverständlich ist auch die Verwendung von Microsofts Digital Rights Management (DRM) und des VC-1-Supersets für den Windows Media Video 9 Codec zwingende Voraussetzung.

      Content-Provider misstrauen dem Kopierschutz

      Sigma Designs ist der erste Halbleiter-Anbieter mit einem funktionierenden Chip, damit Microsoft mit der Portierung von Client-Software beginnen kann. Auch andere Anbieter ziehen jetzt nach.

      Der Schaltkreis-Anbieter WISchip, auf den Micronas ein Auge geworfen hat, stellte zum Beispiel im September einen Chip vor, der Microsofts IPTV-Plattform unterstützt. Der Baustein beherrscht die hochauflösende AV-Decodierung, kann mehrere DRM-Verfahren handhaben und ist zudem netzwerkfähig.

      Wenn IPTV-Set-Top-Boxen erst einmal den Weg ins traute Heim gefunden haben werden die Anwender nach Überzeugung der Content-Inhaber munter IP-Audio- und -Video-Dateien über ihre vernetzten Heimgeräte streamen wollen - vorzugsweise auf geschützte Weise. WISchips Baustein unterstützt deshalb gleich eine ganze Batterie an Content-Schutz-Verfahren: Content Scrambling System für das DVD-Descrambling, Self-Protecting Digital Content (SPDC) für Blu-ray, Advanced Access Content System für HD-DVD, Data Encryption Standard/Triple DES mit 64 Bit Schlüssellänge, Advanced Encryption Standard mit 128-, 192- oder 256-Bit-Schlüssel sowie Microsoft Block Cipher. Der Chip integriert einen speziellen Hardware-Block für die Ver- und Entschlüsselung. Die Schlüsselübertragungen übernimmt dagegen ein dedizierter Onchip-Prozessor.

      WISchip betont, dass sämtlicher Content, der seinen Chip verlässt, verschlüsselt oder chiffriert sein wird. Das sei eine Extra-Sicherheitsmaßnahme, nachdem sich Content Provider darüber beschwert hatten, dass ihre Inhalte unverschlüsselt vom Decoder-Chip zum externen Speicher gelangten.

      Auch Sigma Designs hat die Sicherheitsfunktionen in seinem SMP8630-Chip verstärkt und eine spezielle "sichere CPU" hinzugefügt. Diese läuft mit 200 MHz und entlastet die 300-MHz-MIPS-Haupt-CPU von allen DRM-Aufgaben.

      "Immer wieder bekam ich zu hören, dass es zwar technisch möglich ist, Content zwischen Geräten auszutauschen, dies aber nicht geschehen wird, solange die Content-Inhaber nicht von der Zuverlässigkeit des [Content-] Schutzes überzeugt sind", bemerkt Michelle Abraham, Analystin beim Marktforschungsunternehmen In-Stat.

      Während sich viele IPTV-Set-Top-Chips auf die Videoverschlüsselung konzentrieren, will sich Texas Instruments mit einem Dreifach-Feature-Set im IPTV-Markt behaupten. Kürzlich stellte TI ein Referenz-Design für Gateway-Geräte vor, das als DSL-Modem, Router und IPTV-Set-Top-Box dienen kann.

      Dieses Kompaktpaket namens AR7STB vereint einen gängigen DSL-Router von TI mit dem Mediaprozessor TMS320DM642 der Texaner. Kernstück ist TIs C64x DSP-Core. Betreiber sollen damit Video- und Datendienste über DSL anbieten können.

      "Ein Betreiber kann sich für ein universelles Gerät oder für eine zweiteilige Lösung (DSL-Modem und Standard-Set-Top-Box) entscheiden", erklärt Kurt Eckles, Marketingchef von TIs Residential Gateway Embedded Systems Group. Wird die DSL-Verbindung und die IP-Set-Top-Box vom gleichen Anbieter bezogen (in diesem Fall TI), "kann man sich nicht gegenseitig den Schwarzen Peter zuschieben", argumentiert Eckles.

      Viele rechnen damit, dass der Gesetzgeber über den Erfolg oder Misserfolg von IPTV entscheidet. In China zum Beispiel hat laut Robertson von ADI eine Gesetzesänderung um IPTV über vorhandene Breitband-Lizenzen auszustrahlen, 2005 zu einem plötzlichen Einbruch der IPTV-Auslieferungen in diesen Markt geführt. Aber Analog Devices hofft weiterhin auf den chinesischen Markt. China "bleibt der größte IPTV-Markt mit dem stärksten Wachstum", erklärt der ADI-Manager.


      Ausschlaggebend für das Wachstum des dortigen Markts ist laut Robertson die große, wachsende Basis von Breitband-Anschlüssen im Privatkundenbereich sowie die geringe Verbreitung von Kabel- und Satellitendiensten verglichen mit anderen Regionen.

      Myra Moore, Gründerin und President von DTC, sieht auch im US-amerikanischen IPTV-Markt rechtliche Regelungen als potenzielle Stolpersteine. Doch viele in der Branche seien optimistisch, so die DTC-Chefin. Die großen Telekommunikationsunternehmen hätten auf bundesstaatlicher Ebene Franchise-Vereinbarungen abgeschlossen, die sich nun "langsam richtig rentieren".

      Doch an der Skalierbarkeit, dem Content-Management, der Abrechung und Kundensystemen müsse die Branche noch arbeiten, meint DTC-Analystin Goroch. Wegen Problemen der nordamerikanischen Telekommunikationsbetreiber mit der Microsoft-Plattform in diesen Punkten wurden bereits einige für 2005 geplante Marktstarts auf 2006 verschoben.
      Avatar
      schrieb am 11.12.05 23:30:46
      Beitrag Nr. 830 ()
      nun der Rechner sagt folgendes:
      gehts nach oben in nächster Zeit gehen wir an die 14,27
      gehts nach unten kann es bis auf 8,74 gehen
      wir werden sehen, ich sehe eher nach oben
      Avatar
      schrieb am 11.12.05 23:34:47
      Beitrag Nr. 831 ()
      [posting]19.240.252 von amorphis am 11.12.05 10:34:22[/posting]zuerst vielen dank für deine mühe.

      ich bin opti und bleibe länger drin , auch wenn runter geht.
      es gibt sehr wennig aktien ,wo sich verbilligen lohnt.
      zu dennen zähle ich persönlich unter anderen SIGM und VPHM.

      MFG
      Avatar
      schrieb am 12.12.05 05:18:21
      Beitrag Nr. 832 ()
      glaube nicht das wir bald deutlich fallen...die zeichen stehen eher auf weiterhin steigende kurse!
      Avatar
      schrieb am 12.12.05 12:24:24
      Beitrag Nr. 833 ()
      sollte ja nicht heissen das wir fallen müssen, sondern wenn alles sehr schlecht kommt, dann sind wir da unten daheim, und ansonsten ist ja nach oben auch was vorhanden:D
      außerdem sind wir ja immer noch sehr nahe an den Höchstkursen und so können wir ja weiter nach oben, wenns mal was neues gibt:D
      Avatar
      schrieb am 12.12.05 12:42:20
      Beitrag Nr. 834 ()
      Der nächste Hammer :D:D:D:D

      http://biz.yahoo.com/bw/051212/20051212005018.html?.v=1

      uns es hört nich auf :cool:
      Avatar
      schrieb am 12.12.05 12:47:03
      Beitrag Nr. 835 ()
      sorry, es soll natürlich heissen, und es hört nicht mehr auf :)
      Avatar
      schrieb am 12.12.05 17:56:59
      Beitrag Nr. 836 ()
      so mag ich das schon am liebsten, steigende Notierungen und keiner ist hier, ich nehm natürlich die Einladung dankend an, zum Kohleschieben:laugh:
      Avatar
      schrieb am 12.12.05 22:15:41
      Beitrag Nr. 837 ()
      Alle Ampeln stehen auf :D:D:D:D

      SK 14,36$ einhergehen mit grossen Volumen

      mfg
      Avatar
      schrieb am 14.12.05 15:48:31
      Beitrag Nr. 838 ()
      Viiv PC mass production coming:
      by: WINTER_CFA 12/12/05 09:16 am
      Msg: 90475 of 90583

      "Viiv-based desktop PCs to enter mass production in early February"

      http://www.digitimes.com/news/a20051212AA066.html

      Shawn Chen, Taipei; Jessie Shen, DigiTimes.com [Monday 12 December 2005]
      Taiwan-based small-form-factor (SFF) PC specialists AOpen and Shuttle and own-brand PC companies Acer, Gigabyte Technology, and Micro-Star International (MSI) are gearing up to introduce new desktop PCs based on the Intel Viiv platform in January 2006, with mass production slated for early February, according to sources at the companies.

      Intel’s Viiv platform will consist of the dual-core Pentium D 800/900 CPU line, 945 and 955 chipsets with ICH7 DH southbridge chip and Intel Pro/100 PM/PL/VE/VM network cards, indicated the sources. The new platform will be capable of Intel’s Audio Codec 5.1/5.1-channel connector with 2.1 SPDIF digital output, NCQ-enabled SATA drive and only support the Windows XP Media Center Edition (MCE) operating system, the sources added.

      Intel is scheduled to launch the Viiv PC platform for the digital home solution on January 9, 2006, the sources stated.



      The only question that remains is what the level of DMA attachment will be for these new media centers.
      Avatar
      schrieb am 14.12.05 15:55:56
      Beitrag Nr. 839 ()
      irgendwie habe ich das Gefühl das wir heute ausbrechen, weiss auch nicht, so ein Gefühl, eine Überdosis G´fühl:rolleyes:
      Avatar
      schrieb am 14.12.05 16:30:12
      Beitrag Nr. 840 ()
      heute ein ganz fetter bericht im WSJ (wallstreet-journal)

      Chip Maker Has Designs on Growth

      By ELLEN SHENG
      DOW JONES NEWSWIRES
      December 14, 2005

      It`s been a pretty good year for shareholders of Sigma Designs Inc.

      The stock price nearly doubled between May and September and is close to a 10-year high. A key driver has been hope that Sigma`s Internet-television chips will boost revenue and earnings. But some observers say the stock, which has been trading around $14 a share, has gotten ahead of itself.

      Telecommunications companies have delayed rolling out Internet-TV service, which has hurt companies such as Sigma. In the past year, the Milpitas, Calif., company missed Wall Street`s estimates on revenue and earnings more than once. Even worse, some fear Sigma could lose its early-entrant advantage in the Internet-TV market as bigger companies muscle their way in.

      Sigma makes semiconductors used in set-top boxes for IPTV, or Internet television, which phone companies are deploying in order to compete with cable and satellite-TV providers. Carriers hope to attract consumers to the TV service with new features.

      Companies such as AT&T Inc., formerly SBC Communications Inc., are pouring billions into their networks to launch IPTV, but the rollout hasn`t gone as quickly as some had hoped. AT&T, for one, pushed back the date of its rollout to 2006 after initially forecasting rollouts for late 2005.

      As a result, Sigma`s revenue has remained relatively flat for the past two fiscal years. The company reported $31.4 million for fiscal 2005 and $30.5 million in fiscal 2004. Wall Street analysts forecast $33 million in revenue for fiscal 2006, which ends in January.

      Investors have apparently been buying Sigma`s shares with an eye toward growth. The stock is trading at about 175 times its 2005 estimated earnings, compared with a price/earnings ratio of about 25 for other media-related chip makers. Using the average 2006 earnings estimate compiled by Thomson Financial, Sigma`s P/E ratio is about 28, while peers trade at about 25 times earnings.

      Normally with a stock trading at such a multiple, "you assume you have growth, but here`s a company with zero growth," said Daniel Ernst, an analyst who follows Sigma at Hudson Square Research.

      But not everyone thinks the stock is overpriced. Sigma is the only pure-play chip company in a fast-growing market, says Jeff Osher, co-portfolio manager at the Harvest Small Cap Fund, which is run by JMP Asset Management. Mr. Osher, along with other analysts, forecasts $72 million in revenue next year, as AT&T and others ramp up their IPTV rollouts.

      "Historically, those with triple-digit growth rates in markets with early-adoption curves don`t trade at 28 times next year`s earnings, they trade at huge multiples, Osher said. In that respect, "Sigma is very reasonably priced."

      In the meantime, there is concern the delays in 2005 also could leave a door open for competitors.

      "Sigma was the first company in its space," Mr. Ernst said. Sigma`s lead in IPTV chips may not last much longer now that bigger companies such as STMicroelectronics NV and Broadcom Corp. are starting to muscle their way into the market, he said.

      Customers often prefer to deal with larger, more established companies out of fear that smaller equipment providers might not be able to ramp up production when needed or that they might run into financial trouble.

      Sigma`s other growth business -- providing chips for high-definition DVD -- also faces competition from Broadcom and STMicroelectronics.

      But some believe the company`s early successes will help it maintain its lead. Despite efforts by Broadcom and others, Sigma still is the dominant company in the space. The company`s chips now are being integrated into Scientific-Atlanta Inc. and Motorola Inc. set-top boxes, thanks to its partnership with Microsoft Corp.

      Sigma has a tight relationship with Microsoft "and right now, it looks like it`ll pay off in a big way," Mr. Osher said.

      Though the promise of the IPTV and high-definition DVD markets beckons, Sigma`s task -- to generate revenue in a new market -- isn`t easy.

      "The markets are not ready for some technologies; if you look at the markets for IPTV, it`s just getting started," said Jay Srivasta, an analyst at Roth Capital Markets.

      There are now an estimated 1.2 million to two million households world-wide that receive TV over the Internet, concentrated mostly in Europe and Asia. That could jump to six million by the end of next year, according to Hudson Square Research.

      Sigma has maintained that it sees growth on the horizon. In a quarterly conference call last month, Chief Executive Thinh Tran said he was confident Sigma`s "current product line and market position will result in substantial sales growth and increased profitability for the future." Mr. Tran also forecast "continued sequential growth" throughout next year but stopped short of giving a specific outlook.

      Ken Lowe, the company`s vice president of strategic marketing, told analysts and shareholders last month that IPTV can not only add to Sigma`s revenue in the fourth quarter but show "far more substantial growth next year." The company aims to capture more than 50% of the telecommunications IPTV business next year.
      Avatar
      schrieb am 14.12.05 16:32:12
      Beitrag Nr. 841 ()
      More press on Viiv:
      by: WINTER_CFA 12/14/05 08:19 am
      Msg: 90576 of 90583

      "Intel warms up for entertainment assault"

      http://www.computing.co.uk/vnunet/news/2147513/intel-warms-e…

      "Intel plans to launch its new Viiv entertainment PC platform at the Consumer Electronics Show in Las Vegas next month, according to sources close to the company.

      Initial devices are scheduled to start shipping in the first quarter of next year in nine as yet unnamed countries. Additional regions will be added at a later stage.

      The devices will be launched with a set of services including video on demand, online music stores and online games."

      "Intel expects that the initiative will kickstart demand for digital entertainment PCs by creating a market for downloadable and pay-per-view movies.

      The platform is also expected to enable new form factors that are more suitable for a place in the living room, such as small devices or appliances that are shaped like a DVD player rather than the traditional computer tower."


      IMO, that last paragraph above refers to devices that will be, for the most part, SIGM-powered DMAs: Acer, D-Link, IO Data, Linksys, Netgear, Sharp, Sony, Viewsonic, Mitac, Pinnacle and a host of others to be identified.
      Avatar
      schrieb am 15.12.05 06:22:23
      Beitrag Nr. 842 ()
      Re: byron
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/14/05 03:22 pm
      Msg: 90604 of 90633

      SIGM has to get permission from their customers to say anything. This can be a drawn out process. Another company that I was invested in made a deal with BellSouth, then it was 6 months before BLS would allow them to put out a press release. In many cases customers want to keep things quiet so their competitors don’t have the information. In other cases customers want to wait until a major event like the CES to make an announcement so that they get as much notice as possible. Often word will leak out before SIGM gets permission to say anything. This happened recently with Motorola and Phillips. SIGM had been designed into their new set top boxes, and after a while word leaked out and eventually it became common knowledge. I think at that point SIGM said to their customers, “Everyone is talking about this, it’s not a secret anymore, is it ok now if we talk about it?” And they did get permission from MOT and Phillips and were able to talk about it in their earnings conference call last month.

      The CES will take place Jan. 5-8th. This is the biggest consumer electronics trade show of the year, so there is a lot of attention on anything that happens there. SIGM’s customers want to wait for that to make their announcements. These announcements will result in some people buying the stock, others will notice that the stock is rising and making multi-year highs and this will attract their attention and they will take a look at it, and some of these people that hadn’t heard of the company before will then decide to invest, causing the stock to go up more.
      Byron
      Avatar
      schrieb am 15.12.05 20:36:54
      Beitrag Nr. 843 ()
      IPTV in Asia
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/15/05 12:16 pm
      Msg: 90659 of 90662

      IPTV, a technology for streaming high-quality multi-channel television straight to your home sends ultra-sharp high definition TV (HDTV) with Dolby surround sound directly to your living room home entertainment system. Even as you watch Liverpool live, you can record programs on other channels to watch at your leisure. You can even use part of the TV screen for videoconferencing, and pan the players in unison with friends.

      These scenarios will play out all over the world as digital platforms like IPTV come of age. In fact, some pundits see next year as the inflexion point for IPTV -- the technology will move from one under trial to one starting full commercial deployment. According to the Asia Pacific Multi-Channel Markets 2005 report by research firm Kagan, cable companies could lose their grip on the region in the next decade as IPTV and direct-to-home (DTH) satellite services take root. Telcos in nine of the 13 tracked Asian countries in the survey are forecast to develop IPTV platforms, increasing TV subscriber shares from less than 0.3% last year to 9.4% in 2015. IPTV revenues are also projected to burgeon from 0.7% (of all pay-TV revenues in Asia) in 2004 to 12.9% in 2015. Research firm IDC also sees bullish growth in IPTV in Asia. IDC projects that the total number of IPTV subscribers in the region will rise from 0.5 million in 2004 to 20.3 million in 2009.

      A key reason for telcos’ interest IPTV is its ability to help them fortify their defenses. “Some of the incumbent telcos are under threat by cable companies, who offer cheap packages of bundled services,” says Goef Heydon, Alcatel’s director of innovation and market development. Heydon oversees R&D of IPTV and other technologies at Alcatel.

      The Singapore market, for instance, is abuzz with rumors that SingTel is looking to roll out IPTV services next year. SingTel, when contacted by CMPnetAsia, declined to confirm the rumor, merely saying that it is “reviewing IPTV services”. Industry watchers say rival StarHub’s success with bundled quadruple-play services -- voice, video, broadband and TV -- is worrying SingTel. The bundled approach has helped Starhub wrestle market share in the saturated Singapore mobile market in the last few years, which has a 94% penetration rate. IPTV will help SingTel fight back by bundling TV content services, and the technology can be deployed over its existing DSL infrastructure.

      Elsewhere in Asia, IPTV is also taking off. Australian incumbent telco Telstra is planning to launch an IPTV offering next year. Hong Kong`s PCCW, one of the first carriers to roll out an IPTV platform in 2003, announced last month that they are the first in the world to offer HDTV programs via IPTV.

      Taking a longer and broader view of things, Japan and China will be key markets to watch in the pay-TV future (which will be delivered by a mix of DTH satellite, cable and IPTV technologies). “We expect China’s pay-TV subscriber base to more than double to 214 million by 2015 [from 104 million now],” says Ben Reneker, an analyst for Kagan. Japan is viewed as the most lucrative market in Asia for multi-channel development because of its high urban density, strong consumer culture, and near total penetration of TV households.

      http://www.cmpnetasia.com/oct3_nw_viewart.cfm?Artid=28098&Ca… ion=Features

      As the Roth analyst noted earlier this week, "Our channel checks suggest that China Telecom and ChinaNetcom are positioning themselves for a massive launch of IPTV in 2006. We believe China Telecom and China Netcom recently concluded small-scale trials of IPTV services using UT Starcom IPTV solutions. We note Sigma Designs provides the chipset powering UT Starcom`s set top box for China Telecom and China Netcom."
      Avatar
      schrieb am 15.12.05 20:37:23
      Beitrag Nr. 844 ()
      Of interest:
      by: WINTER_CFA 12/15/05 11:53 am
      Msg: 90658 of 90662

      A Chinese supplier called KempVideo Technology is offering an end-to-end IPTV system called KempiTV:

      http://www.cnbroadcast.com/manufacturer/productshow.asp?ID=1…

      "Description: KempiTV System is the complete solution of end-to-end data, sound, video and broadband operation business of telecom level, providing video and mutual service of broadcast quality by IP network. The system fully considered the reliability, scale, maintenance, and low bandwidth of the operators, the operators can perform embedded TV channel service, time shift TV, video on demand and video telephone by the existing network."

      Their IPTV set-tops are EM8511-powered (no translation is needed here as the chips are prominently featured):

      http://www.video.com.cn/news/iptv/cpdt/200511/1132044062171.…

      Lots more to view at the homepage...

      http://www.kempvideo.com/

      ...but it all must be translated.

      Hopefully, these guys can land a nice contract.
      Avatar
      schrieb am 16.12.05 03:53:45
      Beitrag Nr. 845 ()
      Press Release Source: Sigma Designs, Inc.

      Sigma Signs a Definitive Agreement to Acquire UWB Chipset Start-Up Blue7 Communications
      Thursday December 15, 5:00 pm ET
      Addition of Wireless Division Will Broaden Sigma`s Technology Portfolio and Enable Greater Levels of Media Processor Integration

      MILPITAS, Calif.--(BUSINESS WIRE)--Dec. 15, 2005--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer electronics, today announced that it has signed a definitive agreement to acquire Blue7 Communications, a privately held San Jose-based company focused on the development of advanced wireless technologies, and Ultra-Wideband (UWB) semiconductor products.

      ADVERTISEMENT
      Demand for wireless communication solutions continues to escalate each year, encompassing increasingly more of the consumer electronics environment. While WiFi (802.11) solutions have largely satisfied the need for medium bandwidth data communications, the latest challenge is to address the needs of an audio/video entertainment network, requiring enough bandwidth to handle multiple high-definition video streams while remaining within the price range of mainstream adoption. Ultra-Wideband (UWB) technology offers such a solution, supporting a maximum data rate of 480 Mbps with high QoS, low power consumption and competitive pricing.

      Blue7 has been a privately held start-up company largely focused on the development of UWB semiconductor products for the consumer electronics market. Products currently being designed include the Windeo® chipset, encompassing an all-CMOS solution with the Baseband and MAC integrated chip along with an RF front-end chip, both of which are expected to move into production during the second half of 2006. Target applications for these high-performance, wireless chipsets include wireless video/audio streaming within the home, wireless connections from set-top components to HDTV displays, and future potential for a wireless USB standard.

      Blue7 was founded four years ago and is currently located in San Jose. The company employs 20 people, 18 of which are engineers with experience in wireless LAN, CDMA, CMOS mixed signal RF, and other wireless technologies. A total of 13 patent applications have been filed during the development of Blue7`s technologies. Upon completion of the acquisition, it is anticipated that Blue7`s operations will be physically moved to Sigma Designs` headquarters in Milpitas.

      "Wireless connectivity is becoming an integral part of the consumer entertainment landscape," said Thinh Tran, chairman and CEO of Sigma Designs. "With Sigma`s focus on IP video and networked consumer products, the addition of wireless communication products and technologies will enable us to address broader solutions and increase our value-add in each product."

      "Sigma has the strongest media processor technology in the industry," said Hung Nguyen, president and CEO of Blue7 Communications. "We see a tremendous synergy for combing this strength with our advanced wireless technologies to address the burgeoning consumer entertainment market."

      Under the terms of the agreement, Sigma Designs will pay a total of approximately $14 million, in common stock issued or reserved for future issuance in exchange for all outstanding shares of Blue7 capital stock and the assumption of all outstanding employee stock options, less amounts for securities held by Sigma in Blue7. The acquisition is subject to various standard closing conditions, including applicable regulatory approvals, and is expected to close by the end of February 2006. Sigma expects to record a one-time charge for purchased in-process R&D expenses related to the acquisition in its fourth fiscal quarter, ending January 31, 2006. The amount of that charge has not yet been determined. This transaction will not draw upon the S-3 shelf registration statements that Sigma filed with the Securities and Exchange Commission in January 2005.

      Safe Harbor Statement

      This press release may contain forward-looking statements, including statements about the anticipated benefits of the proposed acquisition with Blue7, the consummation of the Blue7 acquisition and the timing of any financial charges resulting from the acquisition. Actual results could vary from those projected in the forward looking statements as a result of various factors, including the ability to effectively integrate an acquired business and technologies, worldwide economic conditions, consumer reaction to the new products and services being offered, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the anticipated benefits of the proposed acquisition.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq:SIGM - News) specializes in silicon-based media processors for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company`s award-winning REALmagic® Video Streaming Technology is used in a variety of consumer applications providing highly integrated solutions for high-quality decoding of H.264, WMV9, MPEG-4, MPEG-2 and MPEG-1. 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/.

      About Blue7 Communications.

      Founded in 2002, Blue7 Communications, a pioneer in Ultra Wideband (UWB) semiconductor products, develops wireless System-on-a-Chip ICs for the Consumer Electronics, Digital Entertainment, PC & Peripherals, and Mobile Devices markets. Blue7 Communications is focused on servicing the burgeoning and promising Ultra Wideband markets and currently has customers and partners evaluating their devices.

      REALmagic and Sigma Designs are registered trademarks of Sigma Designs. All other products and companies referred to herein are trademarks or registered trademarks of their respective companies.

      Windeo and Blue7 are registered trademarks of Blue7 Communications.
      Avatar
      schrieb am 17.12.05 00:12:03
      Beitrag Nr. 846 ()
      Microsoft and Sigma
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/16/05 05:03 pm
      Msg: 90732 of 90732

      Microsoft Pumps Up ‘Windows Media’
      By Steve Donohue 12/16/2005 4:41:00 PM

      Microsoft Corp. plans to ring in the New Year with a fresh campaign to make its “Windows Media Player” the dominant way to deliver downloadable content to television sets, PCs and hand-held devices.

      And it’s bringing in reinforcements.

      The software giant next month will roll out a new version of Media Player, which, executives said, will change the experience of watching video delivered via the Internet. MTV Networks has already announced that it will roll out its own music-download service -- to compete with Apple Computer Inc.’s “iTunes” and RealNetworks Inc.’s “Rhapsody” services -- on this new version of Microsoft’s player.

      But that’s just the tip of what Microsoft said will be a growing mountain of content that will be geared for its player.

      At the Consumer Electronics Show in Las Vegas Jan. 5, founder and chairman Bill Gates will not just tout MTVN’s new service, known as Urge, but he is likely to announce agreements with other content providers, as well. Warming up is a plan to distribute hundreds of popular movies through the player.

      Microsoft vice president of entertainment and technology convergence Blair Westlake told Multichannel News the company has cut deals with other media firms to distribute content through Windows Media Player, which will be disclosed in “forthcoming announcements.”

      “There are companies -- let’s say that are household names -- that are looking into this space, that are embracing our technology as the technology of choice,” Westlake said.

      Those announcements will add on to the relationships Microsoft has already formed across a wide range of media and communications businesses to make Windows Media Player the primary way consumers select and download or stream content from screens in front of their eyes or in their hands.

      Microsoft, for instance, has formed relationships with cable and telephone companies such as Comcast Corp. and Verizon Communications Inc. to provide software for their digital set-top boxes; with Hollywood studios and network programmers including Warner Bros. and Starz Entertainment Group LLC to compress their shows and manage access to them; and with hardware manufacturers such as Toshiba Corp. and Sigma Designs Inc. to provide the on-screen interface for their portable media players.

      http://www.multichannel.com/article/CA6292357.html?display=B…


      mfg goyauno
      Avatar
      schrieb am 18.12.05 03:11:14
      Beitrag Nr. 847 ()
      diese firma haben wir übernommen...:)

      http://www.blue7com.com/
      Avatar
      schrieb am 18.12.05 03:14:12
      Beitrag Nr. 848 ()
      Verizon seeks to provide cable TV in New Jersey
      Friday, December 16, 2005 - Millennium Radio New Jersey.Verizon Communications is locked in a battle with big cable TV providers over bringing competition to the cable marketplace in New Jersey. Verizon aims to offer initially offer television service to 102 cities and towns in which it is now laying its fiber optic network, claiming residents in those communities will be able to subscribe to over 200 channels for less than what they are now being charged by their cable company. There are two main cable companies in New Jersey, Cablevision and Comcast, which provide pay TV to about 90% of New Jerseyans who have cable.
      Verizon New Jersey President Dennis Bone says the fiber optic network has been completed in about 50 cities and towns, but the company isn`t yet willing to start offering service.
      "It`s not as easy as laying the line and flicking the switch, but it should be," says Bone.Instead of trying to negotiate franchise agreements with each and every municipality it wishes to serve, as is now required by state law, Verizon is pushing lawmakers to change the law, so Verizon may have a statewide franchise. The current process of negotiating individual agreements can take years, Bone says.
      "There`s no need for consumers to wait for us to go out and negotiate a second franchise in every town because we already have one franchise in every town that we serve," says Bone, referring to Verizon`s telephone and high-speed DSL internet services. "We will go in and price at least $5 dollars less and offer a basic package of at least 200 channels."
      We can price so much cheaper [than cable companies] because now we have zero customers. Every customer we earn we have to take away by competing in the marketplace effectively. Tat`s what is at stake here for consumers. Unleashing that kind of robust cable services for consumers throughout the state," says Bone.
      He says if Verizon establishes a statewide franchise, it will pay higher franchise fees to municipalities, offer those communities free TV hook-ups to public buildings and community access stations. Those features are currently enjoyed by municipalities that negotiated franchise agreements with cable operators years ago.As you might expect, cable companies oppose Verizon`s bid to circumvent the usual process by being granted a statewide franchise.
      New Jersey Cable Telecommunications Association President Karen Alexander says nothing is stopping Verizon from offering TV service where it has already laid its fiber optic network.
      "There`s no need to get any special legislation in order for Verizon to compete. They have been building their network in some parts of the state for over a year now and the law currently requires they apply for a local franchise in order to offer cable TV service. They have refused to apply for local permission, choosing instead to go to the legislature to get special legislation. They could be competing today in communities where they had completed their fiber optic upgrade if they had chosen to apply for a local franchise instead of trying to get special legislation," says Alexander, whose group lobbies Trenton on behalf of cable companies.She says Verizon is cherry picking the communities in which it wishes to offer service. Alexander says the average median household income for the 102 towns in which Verizon aims to upgrade its system is $78,899. The statewide median is $55,146.

      dazu ein sigm-threatteilnehmer aus dem us board...

      Finishing up the article
      by: boo_yaahh_tin (25/M) 12/16/05 11:04 pm
      Msg: 90734 of 90746

      She says Verizon is cherry picking the communities in which it wishes to offer service. Alexander says the average median household income for the 102 towns in which Verizon aims to upgrade its system is $78,899. The statewide median is $55,146. She adds that several municipalities have already voiced their opposition to Verizon`s plan. She provided a list of 41 cities and towns whose legislative bodies have passed resolutions stating their opposition to the statewide franchise plan.

      Alexander says more choices and more competition doesn`t guarantee lower prices for consumers. Verizon`s New Jersey President Dennis Bone says in other states where there is competition among pay TV providers, rates have come down "tremendously."

      Stay tuned to NJ 101.5 this week, as we continue to look at this issue. We will hear from the New Jersey Board of Public Utilities and the League of Municipalities, both of which seem to be leaning in favor of Verizon`s statewide franchise proposal at this time.





      IT`S HERE AND IT`S BUNDLED IN THE FORM OF FIOS. THEY ARE WIRING MY COUNTRY CURRENTLY FOR THIS UPGRADE.

      :eek::eek::eek:ITS ALL GOING TO HDTV. SIGM`S IN EVERY SETTOP BOX. THE POTENTIAL IN NJ IS 10 MILLION SUBS. :eek::eek::eek:
      Avatar
      schrieb am 18.12.05 04:17:04
      Beitrag Nr. 849 ()
      aha...:)

      Winter CFA with all due respect
      by: boo_yaahh_tin (25/M) 12/16/05 11:09 pm
      Msg: 90736 of 90746

      I calculate SIGM to earn well over $2.00 next FYE. You are being ultra conservative in your calcs and I`m calling you on it.


      This stock will be a 5 bagger in the next 12 months.

      und winters antwort...:D

      Re: Winter CFA with all due respect
      by: WINTER_CFA 12/17/05 09:20 am
      Msg: 90741 of 90746

      I`ve been called alot of things, vis-a-vis SIGM, over the last six years, but this is the first time I have been called that!

      I hope you`re right.

      When SIGM hits on most to all cylinders (STBs, DMAs, TVs, FVD/Blue Lasers, PMPs), your EPS number will certainly be met and surpassed.
      Avatar
      schrieb am 18.12.05 04:21:14
      Beitrag Nr. 850 ()
      zur CES in las vegas anfang januar...

      :D

      Nice catch, byron
      by: WINTER_CFA 12/17/05 09:28 am
      Msg: 90742 of 90746

      I think this CES will be remembered for being the one where SIGM was "discovered" by the rest of the investment world.


      wie gesagt...bei der letzten CES wurden sehr viele neue produkte und kunden vorgestellt...jetzt ist der iptv-boom aber so richtig in den startlöchern...der januar dürfte folglich bereits "VERY HOT INDEED" werden...;)
      Avatar
      schrieb am 18.12.05 04:22:05
      Beitrag Nr. 851 ()
      Re: Nice catch, byron
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/17/05 11:21 am
      Msg: 90743 of 90746

      Yes, I think it’s very likely that the stock price will be higher after the CES than it is now. I notice that so far this quarter we haven’t had the usual selling by company executives. For all I know, they all sold shares on Friday, or on planning to on Monday. But it wouldn’t surprise me if they decided to wait until after the CES to do any selling. If company executives have material non-public information, they cannot buy the stock. But it is and always has been legal to base a decision not to sell on inside information.
      Byron
      Avatar
      schrieb am 18.12.05 07:58:15
      Beitrag Nr. 852 ()
      FVD seems to be gaining momentum:
      by: WINTER_CFA 12/16/05 09:24 am
      Msg: 90722 of 90747

      "Taiwan planning to cooperate with China in promoting FVD"

      http://www.digitimes.com/news/a20051215A6030.html

      "Taiwan’s Advanced Optical Storage Research Alliance (AOSRA) plans to form an alliance with the China Audio & Video Association (CAVA) and the China Audio Industry Association (CAIA) to promote the compatibility of FVD (forward versatile disc), Taiwan’s self-developed DVD standard, with EVD (enhanced versatile disc), a China-developed DVD standard, according to AOSRA chairman Der-ray Huang.

      The alliance will promote FVD players in the China market, and CAVA and CAIA may select FVD over EVD because there are controversies about the adoption of EVD among makers in China, Huang pointed out. With a working team to be set up at the end of this month, the alliance will be established in January of 2006 at the earliest, Huang indicated. Huang is also the deputy general director of the Opto-Electronics & Systems Laboratories (OES), the developer of FVD, of the government-sponsored Industrial Technology Research Institute (ITRI).

      To make FVD more competitive, AOSRA has signed with Microsoft Taiwan to adopt Microsoft’s DRM (digital rights management) technology, Huang noted. Viewing that India has a strong movie production industry, AOSRA will intensively promote FVD players in the India market next year, Huang added.

      FVD players are currently available for sale in Taiwan only, with an estimated sales volume of 100,000 players for this year, according to Huang. Through sales promotion in the US and Europe, the global sales volume of FVD players is expected to rise to three million units in 2006 and to five million in 2007, Huang pointed out."



      This SIGM-dominated solution is now looking to have massive unit potential over the next several years with the emergence of China and India as possible markets. For example, the three million unit number mentioned above for CY06 could be worth at least $50M in sales for SIGM in that year alone.

      The overall potential for SIGM in 2006/2007 remains off the scale. The skeptics and shorts apparently just don`t seem to get this along with folks that seem to feel that this stock`s P/E valuation is rich at 25x.
      Avatar
      schrieb am 18.12.05 07:59:48
      Beitrag Nr. 853 ()
      My 2 cents on the Blue7 deal:
      by: WINTER_CFA 12/16/05 09:07 am
      Msg: 90718 of 90747

      1) Logical acquisition, likely customer driven at least in part, for technology that sits right next to SIGM`s and will be necessary for future generations of hi-def TVs, DMAs, and STBs. Should help even the playfield somewhat versus eventual competitor BRCM, who already has wireless expertise.
      2) It furthers a relationship as SIGM held a previous investment in these guys (so it would seem) and likely has been working with them already for some time.
      3) Max dilution is 5% or $0.04 on my $0.80 EPS number and maybe less if any kind of volume ships later in CY2006.
      4) Price is less than the average technology deal that usually fetches about $1M per engineer.

      BOTTOM LINE - Leaders acquire. Followers and also-rans get acquired. The most money is always made betting on the leaders.
      Avatar
      schrieb am 18.12.05 21:37:15
      Beitrag Nr. 854 ()
      Avatar
      schrieb am 19.12.05 12:02:15
      Beitrag Nr. 855 ()
      Die Konsi gefällt mir soweit sehr gut....wenn die noch bis Ende der Woche bei ca. 14 Dollar verharren, dann steig ich ein....ich stell mir das ganze so vor:
      Ende der Woche sind wir am Aufwärtstrend ausm Oktober angelangt (falls der Kurs weiterhin ohne Bewegung bleibt)....dann dürften auch die BBD nahezu parallel laufen -> Ausbruch nach oben/unten wahrschinlich....wobei ich die W`keit nach oben dann deutlich höher ansehen würde! ;)
      Avatar
      schrieb am 19.12.05 12:35:46
      Beitrag Nr. 856 ()
      sigm setzt bald zum flug an...:) vergesst die CES nicht!das wird den kurs schon antreiben...;)
      Avatar
      schrieb am 19.12.05 15:45:49
      Beitrag Nr. 857 ()
      SIGM INSIDE!
      by: ibwankanobe
      Long-Term Sentiment: Strong Buy 12/19/05 09:16 am
      Msg: 90755 of 90756

      Microsoft Corp. may be developing a digital media player to challenge Apple Computer Inc.`s iPod, Barron`s reported, citing unidentified people on Wall Street. SG Cowen analyst Drew Brosseau said Redmond, Washington- based Microsoft may be able to capitalize on the $2.5 billion of non-iPod revenue in the expanding $8 billion digital music market, Barron`s reported. The designers of Microsoft`s Xbox 360 game system now have time and energy to spare until new video games are developed, Brosseau told Barron`s. The Consumer Electronics Show next month may include news about Microsoft`s plans, Barron`s reported.
      Avatar
      schrieb am 19.12.05 16:42:34
      Beitrag Nr. 858 ()
      Blue laser win #2?
      by: WINTER_CFA 12/19/05 10:30 am
      Msg: 90758 of 90758

      "LG Plans Blu-ray Disc Player For 2nd Quarter"

      http://www.twice.com/article/CA6292449.html

      "LG`s Blu-ray Disc player — model BD199 — will be among a crop of players using the new high-definition disc format, expected around the second quarter of 2006. Pricing and availability will be announced later. LG, which announced Blu-ray products last year that did not make it to market, said the BD199 will playback new blue-violet laser BD-ROM discs, but offered few other details prior to International CES."

      It will be interesting to see if this or any other products mentioned in this article use SIGM chips (LG is, as we know, already a SIGM customer for multiple products).
      Avatar
      schrieb am 19.12.05 18:51:57
      Beitrag Nr. 859 ()
      Re: Blue laser win #2?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/19/05 10:43 am
      Msg: 90759 of 90759

      The Roth analyst covering Sigma has listed LG, Sony, and Panasonic as Sigma Blu-ray customers.
      Byron
      Avatar
      schrieb am 19.12.05 22:01:34
      Beitrag Nr. 860 ()
      mein Analyseprogram hat für heute einen Trendwechsel angezeigt und wenn das plus heute bestehen bleibt, dann ist die Richtung wohl klar:D
      Avatar
      schrieb am 20.12.05 00:31:45
      Beitrag Nr. 861 ()
      winners under pressure
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/19/05 05:15 pm
      Msg: 90766 of 90766

      Recently traders have been noticing a pattern of investors selling some of 2005`s best-performing stocks to lock in gains before year`s end.

      U.S. stocks fell on Monday... "The market lost some momentum, with sellers cashing in some of the year`s top gainers," said Evan Olsen, head of equity trading at Stephens Inc.

      http://today.reuters.com/investing/MarketReportArticle.aspx?… D=URI:urn:newsml:reuters.com:20051219:MTFH72502_2005-12-19_21-35-14_N19218007:1

      As we`ve all noticed, SIGM has encountered a lot of resistance at 15. With the stock trading at more than twice its 52 week low, I`m wondering if people selling to lock in gains may be a part of this. If so, SIGM will get a double boost at the start of January. Selling to lock in a gain in 2005 will have stopped, and major news will be released at the CES.
      Byron
      Avatar
      schrieb am 20.12.05 01:49:26
      Beitrag Nr. 862 ()
      Bankrate.com
      High-tech TV: What`s it all about?
      Monday December 19, 6:00 am ET
      Terry Jackson

      You`ve seen the advertisements and you`re intrigued: Is now the time you should take the plunge and buy one of those new high-definition televisions that promise to dramatically improve your home video experience?

      Based on price alone, these sleek, rectangular sets -- some so thin they can hang on your living room wall --have dropped dramatically in price since last year, according to the Consumer Electronics Association.

      It`s now possible to buy a 42-inch plasma flat-panel set, which is the most popular size in TVs that can be wall-mounted, for less than $3,000, compared to $8,000 or more for the same set two years ago. Other high-definition sets can be purchased for well under $2,000, though a buyer might have to settle for a smaller screen and an unfamiliar brand at that price.

      But before you get in the car for a quick spin to the electronics outlet, you can save yourself time, aggravation and, most importantly, money by learning a little bit more about this brave new TV world.

      A lot has changed since you bought your 32-inch analog set 10 years ago. There`s a dizzying array of new terminology -- DTV, HDTV, EDTV, DLP, LCD -- and it`s possible to spend thousands of dollars and still not get what you want.
      Here`s what you need to know to be a savvy TV buyer:

      What`s the difference?
      It`s all about the sharpness of the picture. That`s determined by the number of horizontal lines on the screen and the number of pixels -- the color dots that make up the picture -- in each line.

      The analog TV sets we grew up with and still watched in a vast majority of homes are capable of only displaying 480 lines with 640 pixels per line -- the benchmark called standard definition.

      The best of the digital high-definition TVs are capable of displaying 1,080 lines with 1,920 pixels per line, but sets that display 720 lines and 1,280 pixels also are called high-definition.

      The reason there are two levels of high-definition TV has to do with programming. About 70 percent of broadcast television is available in high-definition, but not all of that high-def content is broadcast at the maximum resolution.

      Even at the lower level, a high-definition TV picture can be like looking out your living room window, the colors and details are so crisp.

      But buying a set isn`t simply a matter of telling the salesperson you want a high-definition TV and then slapping down your credit card. That would be like walking into a car dealer and saying give me something with four wheels and an engine.

      Basics of digital TV
      Digital television, or DTV, is the bedrock of TV`s future. In 1997 Congress passed a law that said the U.S. broadcast TV industry must switch from analog to digital signals. Digital signals, which use the ones and zeros of computer language, allow broadcasters to send programs with higher definition pictures or to split the signal to send multiple shows on the same channel.

      Right now, broadcasters are sending out both digital and analog signals, but perhaps as early as 2009 those analog channels will go dark and any nondigital TVs will need to be hooked to a converter box to continue receiving broadcast television.

      All the more reason to consider a new set.

      But just because a new TV is "digital" doesn`t mean it`s "high-definition." Many of the cheaper digital sets have a picture no sharper than your old TV.

      So what is HDTV?
      HDTV stands for high-definition TV and is identified by two factors -- the shape of the screen and the picture resolution. When shopping, make sure the set can display a minimum of 720 lines of resolution, and preferably 1080 lines.

      A true HD set also shows the picture in what is called 16:9 ratio widescreen, similar to a movie screen. The set you likely have now is more square, at a 4:3 ratio.

      A high-definition set may also be labeled "HD ready,`` which means it is capable of displaying a high-definition picture but will need an additional tuner -- priced at $300 to $500 -- or a cable TV or satellite TV box attached to it to receive the upgraded pictures.

      A set with a built-in HD tuner can display broadcast channels in high-definition without additional boxes.

      To further confuse matters, there are some lower-priced sets in stores that offer EDTV, which attempts to bridge the gap between a standard-definition TV and a high-definition model.

      Available in a digital wide-screen format, it displays the same 480 lines as your old standard-definition TV, but it has more pixels per line -- 852 compared to 640. The picture will be sharper than what you see on your old set -- about the same as watching a DVD -- but won`t be as sharp as a true high-definition picture.

      Differing digitals
      Even when shopping for a "digital" TV, buyers will encounter four main types of TVs: CRT, rear-projection, LCD and plasma.
      CRT stands for cathode ray tube and in terms of technology is most like the sets that have been built for the last 50 years.

      Because the technology is so proven, a CRT widescreen high-definition TV is likely to be the cheapest set you`ll encounter, with prices starting at $800. But the largest high-definition screen you can get in a tube-type set is about 34 inches, which is unlikely to satisfy the desire for a true home-theater experience. Also, at that size CRT sets are heavy, limiting where you can use them.

      Rear-projection TVs have also been around for decades, but today`s versions bear little resemblance to those huge packing-crate-sized models of the past. New widescreen rear-projection sets are far slimmer -- a 50-inch set is only about 16 inches deep, compared with 30 inches or more for the old-style sets.

      Some models use a new technology from Texas Instruments called DLP, which stands for digital light processing, to create the pictures on the screen. This technology has been hailed for its brightness, but one drawback is that on some models a $300 tube needs to be replaced every three years or so.

      Though too bulky to hang on a wall, these new projection TVs fit well in most rooms and offer sharp, colorful images, though viewing them from extreme side angles can be a problem. Prices for a set in the 50-inch range start at about $2,400.

      Wall models
      If what you crave is a wall-hanging television, the two main choices are LCD and plasma, which generally are about 4 inches thick.

      You may be familiar with LCD, which stands for liquid crystal diode. If you`re reading this on a flat-panel computer screen, it`s most likely using LCD technology.

      Early LCD TVs had some problems with the image being distorted when viewed from an angle, but most of today`s LCD flat-panel sets have cured that problem.

      The LCD`s major drawback is size and price for larger sets. Until recently, LCD sets weren`t offered in sizes much above 37 inches. But changes in technology have allowed manufacturers to offer much larger versions, but at a stiff price. One manufacturer recently introduced a 65-inch LCD set costing more than $20,000.

      If something less than 40 inches in a flat-panel set meets your needs, then LCD TVs are likely to be your best buy, with prices as low as $1,000 to $1,200.

      Plasma, however, is the buzzword of flat-panel, high-definition TV sets.

      They come in all sizes, ranging up to 60 inches and more, and they`ve been dropping in price.

      If you`re not particular about brand names, it`s possible to find a 42-inch plasma set -- the most popular size -- for about $2,000. But be aware that the picture on some of the cheaper sets tends to wash out in bright light. A quality, brand-name set will likely cost $4,000 or more, and the increase in quality usually is worth the extra money.

      When plasma TVs first debuted there were concerns about something called burn-in. That`s when images -- such as the network logo that often is a permanent fixture in the corner of a show or the news ticker on CNN -- permanently mark the screen. Most new sets have solved that problem, which was never as big a worry as first feared.

      Concerns about the life of the set are also overstated. Plasma sets are projected to last eight to 12 years if left on eight hours a day.

      Other considerations
      Before making a final purchase, consider these factors:

      * How big a set do I really need? Bigger is not necessarily better, since sitting too close to a large screen can actually degrade the picture. The rule of thumb is this: Multiply the size of the screen`s diagonal measurement -- which is how TV sizes are stated -- by 2.5, and that`s the optimal viewing distance. So a 42-inch set would call for you to be sitting about 105 inches -- or 8 to 9 feet -- away (42 x 2.5 = 105/12 = 8.75 feet)
      * Will it fit with my current furniture? Unlike some older sets, these new TVs don`t come in freestanding cabinets. And since they are wider than the set you have now, whatever cabinet now holds your TV may not work with a new set. So factor in additional money for a TV stand or cabinet.
      * What will it cost to hang on my wall? If your goal is to put one of those sleek flat-panel sets on your wall, you`ll likely need to budget money for professional installation. You`ll need an electrical outlet behind where the TV will hang, as well as running wires behind the wall for cable, satellite or antenna reception. Furthermore, you may need to strengthen the studs in the wall to hold the weight of the TV. Overall, it could cost from $400 to $1,000 to install a large flat-panel set on a wall.
      * Where will I get my high-definition signals? Right now, the only sure-fire way to get an HD picture is to have an outside antenna to capture your local broadcast channels. If you`re connected to a cable system or satellite provider, check with the company to see what high-definition programming they provide and what extra monthly cost or upgraded equipment might be involved. There is no current law that requires cable or satellite companies to make broadcast high-definition programs available.
      * Should I wait another year? As with most electronics technology, high-definition TV prices will keep falling. Right now, they are falling at a rate of 25 percent or more a year. And there`s little doubt that next year`s models will have additional features. Yet, considering inflation, a 42-inch plasma TV today costs about what our parents paid for their first 25-inch color set 40 years ago.
      * Will I get a true theater experience from my new set? Getting a high-definition set will greatly enhance the viewing experience: When watching your favorite football team you`ll be able to see every expression. But for true home theater, you`ll need to also invest in a surround-sound speaker system. Prices start at $400 for the most rudimentary systems, but expect to spend $1,500 and up for something truly fulfilling.
      Avatar
      schrieb am 20.12.05 16:35:04
      Beitrag Nr. 863 ()
      kleine anmerkung....zwischen softbank und sigm besteht kontakt...;)


      Yahoo, Softbank sign pact on IPTV services

      Dec 20, 2005
      Telecom Asia Daily


      Yahoo Japan and Softbank have formed a company to broadcast television programs via the Internet, taking advantage of the growing number of Japanese users on advanced, high-speed Internet connections, a Reuters report said.

      The two companies said the joint venture, called TV Bank, would operate a new streaming video service called "Yahoo!Doga," which aims to be a portal site for about 100,000 different program including movies, sports and music shows as well as drama series from Japan, Taiwan and South Korea, the report said.

      The Reuters report said shares of Softbank surged 8% to close at a five-year high of 11,700 yen on the news, which was released during afternoon trade. Shares of Yahoo Japan, of which Softbank owns 42%, also increased.

      The service will likely ratchet up the pressure on Japanese broadcasters to change their business models to integrate the Internet in the broadband era. Japan is one of the world`s most advanced broadband markets and offers the cheapest Internet access in the world, the report said.
      Avatar
      schrieb am 21.12.05 05:03:10
      Beitrag Nr. 864 ()
      etwas älter...dafür auf deutsch...:)

      Hardware / 07.09.2005 / 11:51 Trackback Versenden Druck
      Toshiba und Sigma: HDTV-Player unter Linux
      Referenzdesign für HD-Discs und Streaming-Clients

      Die beiden Chip-Hersteller Toshiba und Sigma haben ein neues Referenz-Design für digitale Media-Player vorgestellt. Das System arbeitet mit einer MIPS-CPU bei nur 300 MHz und einem Videoprozessor von Sigma, der auch schon in den aktuellen Playern von Kiss zum Einsatz kommt.
      ANZEIGE
      Das jetzt vorgestellte Konzept namens AVM49R ist als Entwicklungsplattform für die Anbieter von digitalen Media-Playern gedacht. Als Prozessor dient dabei der Toshiba TMPR4938XB. Er ist eine 64-bittige RISC-CPU auf Basis eines MIPS-Designs. Bereits seit 1989 entwickelt Toshiba auf Lizenzbasis aus den MIPS-Kernen Prozessoren für Embedded-Anwendungen.

      Der TMPR4938XB ist in dem neuen Konzept nur mit 300 MHz getaktet - ein PC braucht für den angepeilten Einsatzzweck ohne weitere Hardware-Unterstützung einen Pentium 4 mit 3 GHz. Diese Rechenleistung ist nötig, um hochauflösendes Video in MPEG-2 oder WMV 9 zu dekodieren. Das soll auch die Plattform von Toshiba schaffen. Möglich wird das durch den Video-Prozessor EM8620L von Sigma Designs, der HD-Videos laut seiner Spezifikation auch in den Formaten DivX und H.264 dekodieren kann. Toshiba kündigt zunächst für sein Konzept aber nur Support für MPEG 1/2 und WMV 9 an.

      Den EM8620L verbaut auch schon Kiss in seiner 600er-Serie an digitalen Videoplayern, die nach dauerhafter Verspätung nun doch noch 2005 erscheinen soll. Für konkurrierende Angebote will Toshiba mit dem aktuellen Design den Entwicklungszeitraum verkürzen.

      Ein Entwickler-Kit samt Lizenz, dessen Details nicht bekannt sind, ist ab sofort für 10.000,- US-Dollar zu haben. Weitere Entwicklerboards, die im Mini-ITX-Formfaktor mit 17 Zentimetern Kantenlänge gebaut sind, will Toshiba für unter 2.000,- US-Dollar anbieten.

      Als Betriebssystem für die Lösung kommt das Embedded-Linux von MontaVista zum Einsatz, so dass sich potenzielle Kunden keine eigene Lösung einfallen lassen müssen. Auch die Kiss-Player arbeiten mit Linux.
      Avatar
      schrieb am 21.12.05 05:42:51
      Beitrag Nr. 865 ()
      Zensonic Z500 Available finally
      by: heyanyonehome 12/20/05 03:13 pm
      Msg: 90778 of 90781

      http://www.zensonic.com/news.php

      Note: Has Sigma EM8620L chip.
      http://www.zensonic.com/press_z500.php
      Avatar
      schrieb am 21.12.05 20:29:31
      Beitrag Nr. 866 ()
      und das kurz vor den feiertagen...;)

      Volume: 434,508
      Avg Vol (3m): 442,508
      Avatar
      schrieb am 22.12.05 03:32:51
      Beitrag Nr. 867 ()
      wer war nochmal in den boxen von sfa?:D....;)

      Press Release Source: Scientific-Atlanta, Inc.

      Scientific-Atlanta at CES: Company to Showcase Promising Home Entertainment Technologies for the Digital Lifestyle
      Wednesday December 21, 3:30 pm ET
      - Highlights for 2006 International Consumer Electronics Show include the company`s award-winning DVR with recordable DVD player and cordless voice modem -

      ATLANTA, Dec. 21 /PRNewswire-FirstCall/ -- From digital video recording (DVR) to IPTV to high-definition TV (HDTV) and Voice over IP (VoIP), consumers are presented with more and more choices in an ever-evolving digital world. At the 2006 International CES, Scientific-Atlanta will demonstrate its pioneering role in designing and developing dynamic and powerful consumer products for consumers that promote ease of use, expanded content options, enhanced navigation and innovative personal applications that further entertainment mobility. Visitors to the booth will see how Scientific-Atlanta is helping consumers `live simply` with multi-purpose devices that do more for you and take up less room in your living space. The company will also offer `a peek behind the curtain` at what is next in concept for whole-home entertainment, future interactive television applications and on-demand content services.

      Booth Demonstrations include:

      Consumers: Ways to Download and Watch Content on Your Terms:
      - DVR with built-in DVD Recorder/Player -- No more changing inputs on
      your TV and juggling remotes. Scientific-Atlanta`s DVR with built-in
      DVD recorder and DVD player, is three powerful devices in one -- a
      high-powered digital set-top box, a DVR and a DVD recorder/player --
      with only one remote to operate. The DVD recorder/player is powered by
      Sonic Solutions` AuthorScript(TM) DVD engine, the same DVD creation
      technology used by Hollywood. The first and only networked set-top of
      its kind, the DVR with DVD Recorder/Player enables the creation of
      personal DVDs from DVR content libraries, and the ability to take
      recorded shows and watch them on the go. Scientific-Atlanta`s DVR with
      built-in DVD Recorder/Player has received the Consumer Electronics
      Association`s "Best of Innovations" award for Video Components in the
      CES Innovations 2006 Awards competition.

      - Voice, Data and Wireless -- Named an "Innovations 2006 Design and
      Engineering Honoree" by the CEA, Scientific-Atlanta`s DCP2223(TM)
      Voice over IP cable modem with DECT (Digitally Enhanced Cordless
      Telephony) enables the consumer to use cordless handsets in the home to
      access VoIP service. Scientific-Atlanta will also be showing its
      wireless gateway, wireless caller ID functionality, and a full line of
      voice, data and wireless products.

      Service Providers: Ways to Simplify Launch of Services
      - IPTV Solutions -- Whether your networks are DSL, FTTx or HFC, you will
      want to see how the combination of our latest IPTV set-tops in
      development and a robust switched video network can deliver new and
      exciting entertainment services to consumers. Enhanced navigation
      experiences, next-generation digital video recording and expanded
      personal applications are just a sample of the new enriched IPTV
      services on the horizon.

      - OCAP -- With an eye on the future and support of interoperability of
      OpenCable(TM) Application Platform (OCAP(TM)) applications across cable
      networks, Scientific-Atlanta is committed to the development of next-
      generation platforms. Our solutions are designed to provide new
      revenue-generating opportunities for operators as they expand their
      services, while simplifying the launch of services.

      A Visionary Leap:

      While booth demonstrations of these products are futuristic concepts, and the products are not currently in production, Scientific-Atlanta is exploring these innovative technologies to complement consumer trends.

      - DVR to Phone Applications -- Provide the access and control your
      consumers are looking for, using their mobile phone. At CES,
      Scientific-Atlanta and Sprint will demonstrate applications that enable
      subscribers to check what`s on television tonight from their mobile
      phone; program their DVR from their mobile phone; stream broadcast
      television to their mobile phone; stream previously recorded programs
      from their DVR to their mobile phone; and even track the location of
      their child`s mobile phone on the television.

      - High-Definition Multi-Room(TM) DVR -- With Scientific-Atlanta`s
      High-Definition Multi-Room DVR, you can one day view, control and share
      recorded DVR content in both standard-definition and high-definition
      programming. A concept demonstration will show how simple it is to use,
      explain the benefits of having all content stored in one place, enable
      consumers to see how to access stored content from multiple rooms, and
      highlight the convenience of everyone watching what they want, when
      they want, where they want - with true clarity.

      - Media Center -- A concept demonstration that streams MP3 audio, digital
      photos, games and home movies stored on a PC to a television using a
      Media Center set-top. Using your advanced digital services, video,
      music, pictures and games truly converge, providing subscribers with
      all they need, in one network.

      - DVR Direct to Disc -- Scientific-Atlanta will showcase a business model
      demonstrating a feature of our DVR with built-in DVD Recorder/Player
      that includes the ability for service providers to one day offer
      downloads of content on-demand, including movies and music, giving
      consumers the power to purchase content and directly burn copies of
      DVDs and/or CDs using their set-top box.

      - Residential Gateway -- A demonstration of Scientific-Atlanta`s
      prototype xDSL modem with integrated HPNA3 IP Over Coax technology
      highlights the ability to reuse existing cabling in the home to easily
      connect next generation IPTV devices.


      *NOTE TO EDITORS

      Scientific-Atlanta will be exhibiting at CES Unveiled, the official press event of the 2006 International CES show, on Tuesday, January 3, 2006, from 4:00 - 7:00 PM in the Bellini Ballroom of the Venetian Hotel (next to the Sands Expo and Convention Center). For more information and an invitation to attend and preview Scientific-Atlanta`s show highlights, please contact Sara Stutzenstein at sara.stutzenstein@sciatl.com.

      CES/January 5-8, 2006
      Central Hall, Booth #11606

      About Scientific-Atlanta

      Scientific-Atlanta, Inc. (NYSE: SFA - News; http://www.scientificatlanta.com) is a leading supplier of digital content distribution systems, transmission networks for broadband access to the home, digital interactive set-tops and subscriber systems designed for video, high-speed Internet and voice over IP (VoIP) networks, and worldwide customer service and support.

      "Forward-looking statements," as defined in the Private Securities Litigation Reform Act of 1995, may be included in this news release. A variety of factors could cause Scientific-Atlanta`s actual results to differ from the anticipated results expressed in such forward-looking statements. Investors are referred to Scientific-Atlanta`s Cautionary Statements (Exhibit 99.1 to the Company`s most recent Form 10-Q), which statements are incorporated into this news release by reference.


      Source: Scientific-Atlanta, Inc.
      Avatar
      schrieb am 22.12.05 03:52:24
      Beitrag Nr. 868 ()
      Verizon to Launch FiOS TV in Florida

      6th December, 2005 - Verizon unveiled Verizon FiOS TV in Florida today to residents of this city of 21,000 northeast of Tampa.

      FiOS TV is designed to be competitor to cable and satellite, and is delivered over Verizon`s fiber-to-the-premises network. Fiber has the capacity to transmit a wide array of high-definition programming.It also delivers Internet download speeds of up to 30 Mbps (megabits per second) and upload speeds of up to 5 Mbps as well as voice services.

      FiOS TV uses both broadcast technology to deliver scheduled programming and Internet protocol technology for on-demand viewing. Verizon also uses IP for its Interactive Programming Guide, which makes searching for listings easy and fast, and plans additional IP-based services in the future.

      Service highlights include:

      A broad collection of all-digital programming and compelling consumer choice - with more than 330 total channels and more on the way.

      A lead offer with more than 180 digital video and music channels, for $39.95 a month.

      More than 20 high-definition channels, with extraordinary clarity and theater-quality sound.

      1,640 video-on-demand titles available to customers now, with 1,800 by year-end.

      Channels grouped by genres such as entertainment, sports, news, shopping, movies and family, making it easy for audiences to find their favorite programming.

      An easy-to-use interactive programming guide that integrates HD programming, video-on-demand and the digital video recorder along with broadcast television into a seamless user experience.

      A dual-tuner DVR that gives customers the freedom to pause and rewind live TV, record one show while watching another, and fast forward to their favorite part of the program - all without a VCR, tapes or DVDs.
      Verizon launched FiOS TV in Keller, Texas, on Sept. 22 and introduced it in Herndon, Va., in November.

      Following the service rollout in Temple Terrace, Verizon will offer FiOS TV to other areas, including parts of unincorporated Manatee County, next year. In addition to these two franchises, Verizon is in negotiations with Hillsborough County, the city of Tampa, Pasco County, Sarasota County, the city of Sarasota and the city of Venice.

      When franchises are approved in these municipalities, FiOS TV would be available to 133,000 additional Tampa Bay area households, with an estimated potential audience of nearly 360,000 viewers,.

      Verizon has also obtained video franchises in California, Massachusetts, New York, Virginia and Texas. In Texas, where a landmark new law allows Verizon and other new video entrants to obtain state-issued franchises that meet the financial requirements of the law for cities and counties, Verizon was recently awarded 21 franchises and plans to offer FiOS TV service to about 400,000 households, or about 1 million potential viewers, by the end of 2006. It is anticipated that Verizon will seek state-issued franchise legislation for Florida in 2006, as well as for other states Verizon serves.

      For more information, please visit http://www.verizon.com

      ***********************************************************

      SureWest Partners with HDNet for Launch of HDTV Over IP

      6th December, 2005- SureWest Communications today announced that leading high-definition networks HDNet and HDNet Movies are part of its high-definition television (HDTV) service set to launch this year.

      SureWest is currently finalizing its beta testing as it prepares to become the first company in the United States to offer HDTV commercially over its Internet Protocol (IP)-based fiber-to-the-premise (FTTP) network.

      “We are pleased to offer viewers in the Sacramento region the great variety of live and original news, entertainment and sports programming that can only be seen on HDNet and HDNet Movies,” said Peter Drozdoff, SureWest’s vice president of marketing. “Through our HDTV channel lineup and launch of HDTV over IP, we are showcasing our dedication to providing customers with the highest-quality programming, sharpest picture available and a variety of emerging video products.”

      “We are happy to be partnering with SureWest to deliver the HDNet networks to their customers in the Sacramento region and to be providing them with great original high-definition programming and exclusive day-and-date premieres of theatrically released movies,” said Mark Cuban, co-founder and president of HDNet. “This is a great opportunity to be part of something as ground-breaking as the first launch of HDTV over an IP network.”

      HDNet and HDNet Movies broadcast an original slate of news, sports, music and entertainment programming, all in 1080i high-definition format, with a widescreen 16x9 aspect ratio and crystal-clear resolution.

      On HDNet, the network’s flagship channel, SureWest viewers will enjoy news and entertainment programming including original series " HDNet World Report," " Face 2 Face with Roy Firestone," " Debate," " HDNet Concert Series," and " True Music," as well acquired programs such as every episode of the acclaimed Warner Bros. series " Smallville." Live sports productions include National Hockey League and Major League Soccer games, and NASCAR Grand National Division auto racing.

      HDNet Movies is the exclusive home of day and date movie releases including “Enron: The Smartest Guys in the Room,” and “The War Within.” HDNet Movies also features a wide selection of major studio`s theatrical releases - all uncut, unedited and appearing in their original aspect ratio - as well as features produced and finished in true 1080i high-definition.

      HDNet (www.hd.net) launched in September 2001 and is co-founded by Mark Cuban, owner of the Dallas Mavericks, and General Manager Philip Garvin of Colorado Studios.

      To view HDNet and HDNet Movies, SureWest customers will need an HDTV set, a SureWest HDTV cable box and a subscription to the SureWest HD service tier.

      ***********************************************************


      BT Announces Content Deals with BBC Worldwide, Paramount, Warner Music Group

      8th December, 2005 --BT today announces landmark deals with three of the world`s biggest entertainment companies, BBC Worldwide, Paramount and Warner Music Group. Content from artists such as Madonna and James Blunt will be made available by Warner, as well as popular BBC programming such as Doctor Who.

      The agreements bring the launch of BT`s TV over broadband service an important step closer. Starting next Autumn, BT customers will be able to enjoy a range of on-demand film, music and television programming as well as interactive and communications service through their TV sets.

      BT’s service will combine access to digital terrestrial channels, an extensive video on demand library and a range of interactive services.

      Ian Livingston, BT Retail CEO, said: “A partnership between the country`s leading communications company and three of the world’s leading entertainment groups is great news for consumers in the UK. I’m delighted the BBC Worldwide, Paramount and Warner Music Group share our vision. Whether you are a music fan, love films or hooked on drama you will get the best in entertainment when you want it. BT is defining next generation TV ”.

      John Smith, CEO BBC Worldwide, said, “With video on demand rapidly shaping the future of television, we are very pleased to be part of BT’s TV service from the outset, providing subscribers with blue chip programmes and high quality viewing.

      Nick Phillips, Chairman of Warner Music UK, said, " We are pleased to partner with BT as the first music provider to this innovative distribution service. Industry leading agreements and unique partnerships like the one we announce today are an important component of Warner Music`s global strategy to become a multifaceted, music content company.”

      The agreement with Paramount provides BT with Paramount`s blockbuster films in the pay-per-view window as well as an extensive range or older and classic films from the famous Paramount movie archive, all on demand.

      The announcement today follows BT recent agreements with Europe’s largest electronics company Philips to supply the set top box which will deliver the high definition services and an alliance with Microsoft, which will provide Microsoft TV IPTV Edition as the software platform.


      ***********************************************************

      Siemens sees $1 bln world IPTV tech market by 2009
      Wed Dec 21, 2005 03:38 AM ET
      SHANGHAI, Dec 21 (Reuters) - Siemens A.G. (SIEGn.DE: Quote, Profile, Research) said on Wednesday the global market for IPTV technology could hit $1 billion by 2009, with China expected to account for up to a quarter of spending as operators develop new services.

      Siemens is helping China`s two fixed-line carriers, China Telecom Corp. (0728.HK: Quote, Profile, Research) and China Netcom Group Corp. (0906.HK: Quote, Profile, Research) , upgrade their networks for Internet protocol television (IPTV), with commercial service now rolling out in several markets.

      The German company, which competes in the IPTV technology market with the likes of UTStarcom Inc. (UTSI.O: Quote, Profile, Research) and an alliance between Microsoft (MSFT.O: Quote, Profile, Research) and Alcatel (CGEP.PA: Quote, Profile, Research) , has big hopes for China, as well as IPTV in general, said Andreas Mueller-Schubert, president of fixed network solutions.

      Siemens has helped with IPTV trials in about 20 Chinese cities to date, in a massive TV market with 360 million viewers and 25 million broadband users, the company said.

      " The global IPTV market should hit the $1 billion mark in three to four years, and we expect China to account for up to a quarter of that figure" , Mueller-Schubert said.

      Siemens expected users of IPTV in China to reach 13-16 million by 2009, compared with about 150,000 now.

      Fixed network products and services, which include Mueller-Schubert`s division, accounted for about 23 percent of the 13 billion euros ($15.4 billion) in revenue for the Siemens communication group in its latest fiscal year.

      But after years of sluggish performance as more people switched to mobile, Siemens`s fixed-line business has stabilised and is now growing at about twice the broader market rate of 5 percent, in part due to new high-tech services like IPTV, Mueller-Schubert said.

      He said IPTV`s three main advantages included its ability to be customised, consumers` increasing willingness to pay for the service and a recent arrival of major players to the technology through acquisitions.

      In the acquisitions category, he cited Siemens`s own purchase of Internet video software company Myrio earlier this year, and Cisco Systems` (CSCO.O: Quote, Profile, Research) intended purchase of set-top box maker Scientific Atlanta (SFA.N: Quote, Profile, Research) for $6.9 billion announced last month.

      " Acquisitions are active, partnering is active," he said. " It`s not a small, baby field." ($1=.8430 Euro)
      Avatar
      schrieb am 22.12.05 03:53:11
      Beitrag Nr. 869 ()
      Thomson and Thales Announce Strategic Partnership and Potential Acquisition by Thomson of Thales Broadcast & Multimedia Business Unit

      12th December, 2005 – Thomson and Thales today announced a strategic partnership as well as the potential acquisition by Thomson of Thales Broadcast & Multimedia.
      Thomson and Thales will develop a partnership relationship specifically in the domain of high-value video content management and distribution solutions for in-flight entertainment, security, and defense applications, leveraging their respective skills and expertise in these domains.

      Under this strategic partnership, Thomson would also acquire Thales Broadcast &Multimedia which provides platforms for IPTV services (TV services over Internet Protocol), video-on-demand, Mobile TV, and Digital TV and radio broadcasting systems and equipment. By combining the TBM activities with Thomson’s existing Systems & Equipment offerings, Thomson will be well positioned to offer end-to-end products and services, in particular in the fast-growing IPTV, Mobile TV and Digital terrestrial transmission (DTT) markets, with solutions encompassing every component of the video chain.

      "The strategic agreement with Thales creates a powerful partnership for addressing the rapidly increasing demand across various markets for multidistribution access of video content," said Frank Dangeard, Chairman and CEO of Thomson. "Furthermore, acquiring TBM will strengthen Thomson’s position in the high-growth IPTV and Mobile TV markets. It will reinforce our relationships with telecom operators and broadcasters and create value through tightly integrated, optimized and pre-packaged system solutions."

      The acquisition is subject to finalisation.
      Avatar
      schrieb am 22.12.05 04:02:07
      Beitrag Nr. 870 ()
      Unglaublich wieviel Zeit Du reinsteckst....wenn das nicht belohnt wird, dann weiß ich auch nicht mehr! ;)
      Avatar
      schrieb am 22.12.05 04:16:10
      Beitrag Nr. 871 ()
      hey...ich das hat nicht lange gedauert...bist doch auch noch hier...;)
      Avatar
      schrieb am 22.12.05 04:19:43
      Beitrag Nr. 872 ()
      [posting]19.374.877 von amorphis am 22.12.05 04:16:10[/posting]Komm grade vom Feiern und muss doch sehen was so passiert ist nach 18 Uhr! :look:;)

      :D
      Avatar
      schrieb am 22.12.05 12:18:33
      Beitrag Nr. 873 ()
      @amorphis
      Morgen mittag gehts mit Sack und Pack für eine Woche in den Winterurlaub.
      Dir und den anderen hier wünsche ich ein friedliches, ruhiges Weihnachten und ein feuchtfröhliches Sylvester,
      Gesundheit und Erfolgt in 2006.
      Avatar
      schrieb am 22.12.05 16:00:41
      Beitrag Nr. 874 ()


      Sieht gut aus momentan....die nächste Anlaufstelle könnten 20 Dollar sein! :lick:
      Avatar
      schrieb am 22.12.05 18:11:21
      Beitrag Nr. 875 ()
      Hello everybody
      hab bloß ein paar fragen zu einigen werten:
      1.Kazkommerzbank, 2. transmeridian explorer.
      Die teile steigen seit geraumer zeit brutal an, und in den jeweiligen threads herrscht gleichzeitig totale funkstille. Da ich selber nicht wirklich der experte bei der analyse (fundamental, charttechnisch) bin, versuch ich mal hier interesse zu wecken. schaut euch die dinger mal an und vielleicht kann der eine oder andere experte was dazu sagen.
      thanks a lot, oder otschen spassiva auf kasachisch
      Avatar
      schrieb am 22.12.05 18:36:18
      Beitrag Nr. 876 ()
      Volume: 653,576
      Avg Vol (3m): 448,032

      das volumen ist in letzter zeit relativ hoch für den wert...ob da in den möglichen "star" 2006 umgeschichtet wird?:)
      Avatar
      schrieb am 22.12.05 20:25:14
      Beitrag Nr. 877 ()
      das war heute schon mal ein Pfund, doch sie werden noch steigen, vielleicht schaffen wir ja die 15,50
      und wenn nicht dann sichern wir die 15,30
      ein schönes Kaufsignal heute
      Avatar
      schrieb am 22.12.05 21:07:12
      Beitrag Nr. 878 ()
      interessant zu sehen, wie sie mit Gewalt runtergezogen werden, da machen schon wieder die ersten Nasen Kasse, die sind doch Flöten:(
      Avatar
      schrieb am 22.12.05 23:12:50
      Beitrag Nr. 879 ()
      Volume: 1,191,913
      Avg Vol (3m): 448,032

      schönes volumen heute...würd mich nicht wundern wenn deutlich mehr instis in sigm investiert sind und den wert auch weiter kaufen...:)

      denke im januar pünktlich zur CES kommen die nächsten wichtigen news...:)

      mein jahresendkursziel von 15$ haben wir nun also erreicht...zeit für neue ziel...;)

      denke 20$ bis zu den nächsten quartalszahlen sind auf jeden fall machbar...:D
      Avatar
      schrieb am 22.12.05 23:15:03
      Beitrag Nr. 880 ()
      ach wie schön...:) byron ist da meiner meinung...:)

      Re: Which broker had the 15 target?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/22/05 02:51 pm
      Msg: 90850 of 90858

      Roth and Baird both have 15 price targets, so they will have to raise their targets now. This is an important break out. People who have big gains want to sell at round numbers like 15. We`ve punched through that, and the next major resistance will be at 20. Should approach that on Jan. 5 when all the news finally comes out at the CES. Whatever you do, don`t sell this stock.
      Byron
      Avatar
      schrieb am 22.12.05 23:23:03
      Beitrag Nr. 881 ()
      :kiss: und wieder einmal 14% institutionale.......

      füe denn laufenden Monat Dezember sind es schon 17%
      http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_tic…

      bin auch Deine Meinung Amorphis :cool:

      mfg Goyauno
      Avatar
      schrieb am 22.12.05 23:25:41
      Beitrag Nr. 882 ()
      Re: Which broker had the 15 target?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/22/05 04:37 pm
      Msg: 90858 of 90858

      There is always resistance at round numbers. SIGM was at 10 or below for a lot of this year. When it gets to 20, many people who bought at 10 or less will sell at least some of their shares and there will be resistance. Fortunately it`s clear from the volume that institutional investors are coming into the stock and can take it higher. Some institutional investment managers that have large gains in the stock have been selling to lock in the gains and lock in their 2005 bonus. We could see more of that tomorrow and next week. However, in January I expect to see a lot of institutional money coming in to what is obviously going to be a big winner in 2006.
      Byron
      Avatar
      schrieb am 22.12.05 23:28:03
      Beitrag Nr. 883 ()
      [posting]19.388.223 von goyauno am 22.12.05 23:23:03[/posting]nochmal...;) thomson liefert nur einen kleinen ausschnitt von dem was am gesamten markt passiert!fast 80% sind nicht verzeichnet!
      Avatar
      schrieb am 23.12.05 00:06:45
      Beitrag Nr. 884 ()
      kennt eigentlich einer von euch ein gutes sigm hebelinstrument?
      Avatar
      schrieb am 23.12.05 00:20:26
      Beitrag Nr. 885 ()
      Leider nicht, wäre aber sehr interesant......

      An allen investierten und natürlich an unseren Treadleader ;)....

      Fröliche Weihnachten und ein gutes Neues Jahr

      mfg aus Kirchhellen Goyauno
      Avatar
      schrieb am 23.12.05 00:46:05
      Beitrag Nr. 886 ()
      ja...mercie...:) natürlich euch allen frohe weihnachten...;) was gleichzeitig auch mein geburtstag wäre...darf ich mir was wünschen?:laugh:
      Avatar
      schrieb am 23.12.05 01:59:55
      Beitrag Nr. 887 ()
      logo darfst du. Ich denke ich weiss auch schon was du dir wünscht...:D
      meine Kursziele für die Kürze sind 16.95$ und dann die 18.15$
      und der Aufwärtstrend wird noch einige Tage anhalten, muss erstmal die MACD Linie noch knacken und dann kommen dicke Käufer...noch ist nicht Weihnachten:D
      Avatar
      schrieb am 23.12.05 05:48:17
      Beitrag Nr. 888 ()
      ich wünsche mir 40$ fürs nächste jahr...:D

      Press Release Source: ABI Research

      ABI Research Sees Acquisition Fever in Set-Top Box Market
      Monday December 19, 9:54 am ET

      OYSTER BAY, N.Y.--(BUSINESS WIRE)--Dec. 19, 2005--A rash of mergers, acquisitions and partnerships among makers of set-top boxes and network equipment vendors is redrawing the map for the STB industry, according to a new study from ABI Research.


      First Cisco announced its intent to purchase Scientific-Atlanta. Then in rapid succession Alcatel increased its stake in 2Wire, Siemens concluded a partnership agreement with Entone, and Thomson announced its intent to purchase Thales.

      According to Michael Arden, ABI Research`s principal analyst of residential entertainment technologies, this trend marks a sharp turning point in the structure of the industry. In telco TVs initial phases, he says, the makers of STBs and related CPE strictly guarded their independence and supported operators` wishes for the security of a diverse vendor base. "Players in the market had a fear of the way the cable TV industry looks today in the US with a virtual duopoly dominated by Scientific-Atlanta and Motorola," Arden say.

      But in light of Cisco`s announcement about Scientific-Atlanta, a number of other vendors appear to have done a sudden rethink of their priorities.

      "I think what we`re seeing is a fundamental change," says Arden. "It starts to look as if the CPE equipment will be part of one big package with the network equipment. Once they saw Cisco and Scientific-Atlanta together, other STB vendors suddenly realized that they might not be able to go it alone; they might need to partner-up."

      The Cisco/S-A unification also adds an international twist, because Cisco has a broad international customer base. There is fear among competitors that Scientific-Atlanta might get a huge foothold in the rest of the world in addition to its dominance in the United States.

      ABI Research`s study, "IPTV Consumer Premises Equipment" provides an overview of trends in STB shipments, functionality, pricing, and telco TV service penetration. It also provides an overview of STB vendor-telco TV operator relationships and examines the strength of a dozen active vendors in the IP STB space.

      Founded in 1990 and headquartered in New York, ABI Research maintains global operations supporting annual research programs, intelligence services and market reports in automotive, wireless, semiconductors, broadband, and energy. For information visit www.abiresearch.com, or call +1.516.624.2500.


      Contact:

      ABI Research
      Beth Schechner, +1-516-624-2542
      pr@abiresearch.com
      Avatar
      schrieb am 23.12.05 12:20:58
      Beitrag Nr. 889 ()
      Hab hier für euch mal ein paar Bildchen zusammengefasst:



      Momentan ist SIGM an der oberen Kante des Trendkanals....aber für mich ist der eigentlich schon durch....siehe SKB....PTP hat bei 14,50 ein Kaufsignal generiert....Voluminöser Ausbruch....MOMO eindeutig vorhanden....SMA20 wurde nicht durchbrochen....Konsi seitwärts....hab ja schon vor ein paar Tagen geschrieben, das dies ein sehr starkes Zeichen ist....charttechnisch keine Widetrstände mehr, da neues 11-Jahreshoch!



      MACD kurz vor Kaufsignal....wenn alles glatt läuft heute oder am Dienstag!



      Relative Stärke eindeutig vorhanden und der SStoch mit KS:



      Wer auf Nummer sicher gehen will wartet auf das MACD-Kaufsignal und den damit gleichzeitig verbundenen Bruch des TK nach oben! :yawn:



      :D
      Avatar
      schrieb am 23.12.05 12:25:08
      Beitrag Nr. 890 ()
      Ach ja....KZ 20 Dollar....SL 14,50 Dollar! :look:
      Avatar
      schrieb am 23.12.05 14:05:51
      Beitrag Nr. 891 ()
      sehr schön. Wir liegen auf einer Linie, das habe ich auch so rausgesucht, und wir werden das Kind schon in trockene Tücher wickeln morgen...:D
      dann lasst uns heute mal Gas geben:laugh:
      Avatar
      schrieb am 23.12.05 17:16:01
      Beitrag Nr. 892 ()
      Re: Well, good luck all...
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/23/05 10:52 am
      Msg: 90881 of 90881

      No, I`ll be holding into 2007. My price target is $100.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=89869

      was soll ich noch dazu sagen...............:cool:


      mfg
      Avatar
      schrieb am 23.12.05 17:33:57
      Beitrag Nr. 893 ()
      an alle, die dabei sind: Frohe Weihnachten. :)
      Besonderen Dank an Kojote und Amorphis für die Infos. :)
      Ich habe heute nachgekauft. :)
      Avatar
      schrieb am 24.12.05 00:24:06
      Beitrag Nr. 894 ()
      @amorphis

      Da ich deine arbeit in beiden th. (sigm und vphm ) sehr
      schätze und dank deiner analysen auch gut verdient habe,
      möchte ich mich für die weihnachtsgeschenke recht herzlich
      bedanken.
      mein dank gilt auch allen an den beiden th. beteiligten user
      für die sachlichkeit der diskusionen.
      in jeder , auch so guten familie gib es zoff. haupsache , das man es schnell vergisst und sich wieder lieb hat.

      in diesem sinne wünsche ich allen ein frohes und erholsames fest.

      PS. bin immer noch in beiden werten investiert. nicht , das die w-geschenke falsch verstanden werden.

      MFG
      Avatar
      schrieb am 24.12.05 00:45:09
      Beitrag Nr. 895 ()
      @amorphis
      Alles Liebe zum Geburtstag wenn ich dich da neulich richtig verstanden habe und es kein gag war
      die sigmas haben mich heute etwas enttäuscht doch man soll an Weihnachten nicht rummaulen, und so stossen wir an auf noch schöne Tage 2005 mit nochmal 5 % plus?:lick:
      Avatar
      schrieb am 24.12.05 12:21:18
      Beitrag Nr. 896 ()
      @amorphis: Alles Gute zum Geburtstag! :kiss:

      P.S. Das Kursplus vom Freitag hat für ein MACD-Kaufsignal gereicht! ;)
      Avatar
      schrieb am 24.12.05 17:32:51
      Beitrag Nr. 897 ()
      hallo...euch nochmals frohe weihnachten...und alles gute für 2006...danke für die glückwünsche...es war natürlich kein scherz...;) und der sigm-wunschzettel liegt unterm baum...eigtl führt kein weg mehr an 40$ im nächsten jahr vorbei!:)
      Avatar
      schrieb am 26.12.05 19:03:27
      Beitrag Nr. 898 ()
      ECIN Home | Aktuell | News | Dezember 2005
      Rettung durch IPTV?

      06.12.2005 | Artikel drucken | Artikel empfehlen

      Den traditionellen TK-Anbietern stehen konkurrenzreiche Zeiten ins Haus. Fernsehen per Breitband könnte da helfen mit dem Umsatz wieder auf die Beine zu kommen.

      Jahrzehntelang waren die Voice-Dienste das Rückgrat-Geschäft für Wireline-Anbieter. Aber die Festnetzanbieter sehen sich zunehmend Umsatzrückgängen aus den Voice-Geschäften ausgesetzt, insbesondere verschuldet durch die Abwanderungen der Kunden in den Mobilfunksektor. Das berichtet eine Studie von Pyramid Research, die als Beispiel jährliche Umsatzrückgänge von vier Prozent beim Anbieter Verizon nennt. Auch der spanische Anbieter Telefonica erwarte einen Rückgang der klassischen Umsatzanteile am Gesamtgewinn. So sollen bei Telefonica die Anteile der Wireline-Umsätze von 49 Prozent im letzten Jahr auf 35 Prozent in 2008 sinken. Mit dieser Entwicklung wird ein Geschäftsbereich immer wichtiger als Umsatzquelle: Breitband. Trotzdem müssten die Telcos mehr sein als lediglich Provider von Internet-Zugängen, mahnen die Experten von Pyramid Research. Enhanced Services – erweiterte Dienste – sind das Zauberwort zur Umsatzsteigerung und ein Dienst steht im Mittelpunkt dieser Strategie: IP-Television (IPTV).

      IPTV soll, als das fehlende Stück im Triple-Play-Bundle, dringend nötig für den Wettbewerb sein. Mit den Set-Top-Boxen kämen die Telcos zudem in die Haushalte und könnten dort eine Plattform ausbilden, um ein weites Feld an Breitband-Diensten anzubieten. Anbietern in entwickelten Märkten, wie in den USA, stehen nach Angaben von Pyramid zwei Strategien zur Verfügung, entweder die Preise zu drücken oder die Inhalte dramatisch zu verbessern. Anbieter in weniger konkurrierenden Märkten müssten zuallererst den Anforderungen der entwickelten Märkte genügen und die Kapazitäten der IP ausbauen, um die so genannten Value-Added-Services bereitstellen zu können.

      Artikel drucken | Artikel empfehlen
      Avatar
      schrieb am 26.12.05 19:36:57
      Beitrag Nr. 899 ()
      nun ja , ich habe mir wiedermal die Charttechnik reingezogen, und da sind wir ja mit Pauken und Trompeten mit dem Ausbruch nach oben genau auf die Fibonaccilinie getroffen, was für einen längeren neuen Aufwärtstrend spricht , und die Kurse werden sukzessive ansteigen, und wir haben dieses Jahr noch lecker Freude, ist wie ein Schnaps zum Gans verdauen:D
      Avatar
      schrieb am 26.12.05 20:51:29
      Beitrag Nr. 900 ()
      man achte auch aufs volumen...denke wir laufen erstmal in richtung des `94 allzeithoch...wenn das durch ist...the sky is the limit...:D ist vieles drin...auch dinge...die von anderen derzeit noch belächelt werden...ich sehe sie aber kommen...;)
      Avatar
      schrieb am 27.12.05 14:12:36
      Beitrag Nr. 901 ()
      @amorphis

      wo liegt das 94`er Allzeithoch in US-$?

      Onvista hat max. nur 10-Jahrescharts.
      Avatar
      schrieb am 27.12.05 16:22:55
      Beitrag Nr. 902 ()
      bei ca 18$...

      Recommended reading:
      by: WINTER_CFA 12/27/05 07:56 am
      Msg: 90948 of 90953

      "For convergence, Internet TV guru thinks beyond the box"

      http://www.commsdesign.com/news/insights/showArticle.jhtml?a…

      Of interest:

      "We are a little bit constrained on the number of people we can engage with, simply because of available resources. We`re working with people like STMicroelectronics, Sigma, Intel and a few others.

      We are going to more broadly specify the [semiconductor] requirements and share requirements more broadly. At the moment, we are really focusing on a select number of partners. They have been incredibly helpful and responsive."
      Avatar
      schrieb am 27.12.05 16:26:35
      Beitrag Nr. 903 ()
      Of interest:
      by: WINTER_CFA 12/27/05 08:03 am
      Msg: 90949 of 90953

      "Blu-Ray and HD DVD Standards are Doomed?"

      http://www.cooltechzone.com/index.php?option=content&task=vi…

      "The funny thing is that it’s a clear possibility that neither Blu-Ray nor HD DVD will become the defacto standard for media distribution due to cost. Currently, it’s rather expensive to manufacture the media and the players to support the aforementioned formats. Plus, none of the standards are ready and are battling various delays because of architecture and industry reasons.

      In another parallel news, China and Taiwan are busy developing their own standard called EVD and FVD. I recently read that they will collaborate and manufacture the FVD format. You can just imagine the standards battle that will continue on if FVD sees the light of day. For everyone’s sake, I hope China and Taiwan let go off their own standard and let users peacefully decide between Blu-Ray and HD DVD (as if this isn’t a tough choice already).

      It’s fatal because where does the world go to cut on costs? China. China has the largest population, which might make it one of the largest markets for FVD. If not it, then the surrounding countries and China put together are surely excellent markets, and they might constitute a significant part of the demand. Imagine if such a scene came about… Since HD DVD and Blu-Ray won’t be available from cheaper production plants in China, it just might not be financially feasible to release them. Could it be that in the battle between HD DVD and Blu-Ray, FVD might secretly take advantage and become the most prominent interim format?"

      Either red or blue laser, SIGM looks to be in great shape in this space over the next 4-6 quarters.
      Avatar
      schrieb am 27.12.05 16:28:19
      Beitrag Nr. 904 ()
      More of interest:
      by: WINTER_CFA 12/27/05 08:15 am
      Msg: 90950 of 90953

      "Arcadyan to ride high in 2006 on VoIP and IPTV products"

      http://www.digitimes.com/news/a20051227A9043.html

      "The company has also recently received orders for its IP STBs (set-top boxes) from telecom service companies in Europe and China, allowing the company to make inroads into the IPTV market, Lee noted."

      FYI, all of Arcadyan`s set-tops use SIGM chips:

      http://www.arcadyan.com/Products/Digital_Home.htm#hmb720
      http://www.arcadyan.com/PDF/DigitalHome/HMB610.pdf
      http://www.arcadyan.com/PDF/DigitalHome/HMB720.pdf
      http://www.arcadyan.com/PDF/DigitalHome/HMB760.pdf


      Just one of many commenting here about 2006.
      Avatar
      schrieb am 27.12.05 16:31:26
      Beitrag Nr. 905 ()
      Tuesday December 27, 2005

      Cisco’s blueprint for the future

      NETWORKING giant Cisco Systems Inc is banking on next generation video services to spur growth within the company for the next five years.

      The San Jose, California-based networking gear maker said the world is now entering a new phase driven not only by voice, data and mobility, but by advanced interactive video services.

      Speaking to analysts and press members at its annual Worldwide Analyst Conference in San Jose recently, Cisco’s chief executive officer John Chambers said over the last seven to eight years, the networking business was about convergence – the coming together of voice, data and mobility.

      “The network now is poised to move beyond convergence towards video services that will drive network traffic four to five fold over the next decade,” he said.

      Chambers, who is also president of Cisco, predicts that Internet traffic would increase by 300% to 500% over the next decade, as opposed to the today’s annual network traffic growth, which stands at about 100% in developed countries like the United States and Europe.

      “(Today) we’ve seen traffic loads in Japan hitting those figures.

      “And the one thing that they do a lot of (in Japan) over the Internet is video streaming,” he said.

      Chambers said in the coming years, there would be a surge in broadcast TV over the Internet, or what is commonly known as Internet Protocol TV (IPTV), as opposed to specialised cable networks that carry video signals.

      He said with IPTV, broadcasters could bring to consumers a new level of personalised entertainment services.

      “With IPTV, viewers will not only rely on one camera but multiple cameras. This means that viewers watching a sporting event, for example, would be able to demand their own play angles or rerun plays that they want.

      “They will also be able to converse with friends and family across town while watching the same programme simultaneously,” he said.

      Despite this optimism, Chambers conceded that getting the video business right is a real challenge in itself.

      “In the early years, we’ve managed to develop expertise in data, voice and mobility.

      “For instance, we’re number one in IP voice and we’ve gained good ground with wireless through our Wireless Fidelity (WiFi) products.

      “But video is an art; not a science. (Thus,) making it work is really, really difficult,” he said.

      Network as a platform
      Cisco’s confidence that it would be able to rise to the challenge to offer advanced video services in the next three to five years stems in part from its belief that it has the right strategy and technology to provide the bandwidth as well as the intelligence to manage these advanced services.

      Chambers said Cisco, as a networking company, has long braced itself for a time when the network no longer merely carries IP (Internet Protocol) traffic between connecting points, but would require advanced intelligence to manage an increasingly complicated video-driven network.

      “This is our vision for the future: That network IT will become the platform,” he said in his keynote address.

      “This means that users will be able to access the network from any device, anytime, anywhere in the world over any combination of networks.

      “They will have no idea where the information is stored, where it is processed, where the application resides, and still they will able to execute their requests and get the desired results,” he said.

      According to research firm Ovum, Cisco’s “Network as a platform” concept is not entirely new.

      It’s an idea that has been emerging over a period of at least a year, and has its roots in ideas that have been emerging over a period of probably three years, said Mark Seery, vice-president of IP service infrastructure for Ovum-RHK.

      “The essential idea is that a switch or a router is not simply a control plane and a forwarding plane, but a chassis capable of performing any processing that brings value to the end points of the network.

      “The chassis is a platform, but the network itself is essentially the equivalent of an intelligent backend connecting the points, and as such, is a central component of distributed computing, as opposed to the simple passive connectivity between multiple standalone computers,” he told In.Tech.

      Chambers said Cisco prepared itself for this challenge by mapping out a 5–10 year plan, which included a strategy for how the company would evolve this concept so that functionalities and features could be build into every element of its product suites.

      “When we started down this path almost 10 years ago and we began to talk about this internally about five years ago, many people were not as comfortable with this concept and neither were our customers.

      “But today our leading-edge customers not only expect the network to evolve this way, but expect us to lead the way,” he said.

      Scientific-Atlanta connection
      Cisco’s bullish sentiment about its prospects in advanced video services also hinges on its recent takeover bid of cable TV gear maker, Scientific-Atlanta Inc.

      The US$6.9bil (RM26.2bil) deal, mooted in November, is expected to give Cisco a leg-up in an area where it has traditionally not been strong – in consumer homes.

      Lawrenceville, Georgia-based Scientific-Atlanta is one of two leading makers of set-top boxes – the electronic “brain” behind how consumers manage their video programming in their homes.

      Cisco’s Chambers said the acquisition, which is pending regulatory approval and likely to be completed early next year, would truly make Cisco and end-to-end player in the video market.

      “With this acquisition, we now have the expertise to take video into consumers’ homes,” he said.

      Analysts reactions to the deal have, however, been mixed, with some seeing the deal as favourable, and others anticipating problems with the integration of the two companies.

      Some analysts also see the possible lowering of Cisco’s margins due its move into consumer segment.

      “The move into cable is logical, but there are integration risks and the margin profile moves lower as Cisco`s business to the consumer increases.

      “Also, Cisco’s management has consistently talked about the difficulty of integrating large acquisitions.

      “Although it has proven successful in integrating small and medium-sized acquisitions, the different culture and end-markets of Scientific-Atlanta raise concerns,” said a US-based securities firm.

      Ovum’s Seery said Cisco has been a very successful company by almost any measure.

      But while they continue to grow, they are also thinking hard about how they can change and evolve for the future, he said.

      “The company is not meeting either its own expectations or Wall Street’s growth expectation, so Cisco is thinking hard about how to change that.

      “Because switches are only growing in low single digits, and is the largest area of revenue, they would need to help the recent Scientific-Atlanta acquisition be more successful in international opportunities to increase unit growth,” he said.

      Recognising these sentiments, Chambers quickly set out to allay fears during his meeting with the international media.

      “When contemplating such a major merger, several important factors need to be right.

      “One is the culture and the vision of the companies; the other is whether we are able to hang on to the key people and technologies.

      “I believe our cultures and vision of the two companies are similar and that we will be able to capitalise on Scientific-Atlanta’s technology and people and to bring to market the next generation of advanced products,” he said.

      Chambers also said he was confident that despite a slowdown in spending for its core products such as routers and switches – equipment that are used to direct computer network traffic – the company is poised to achieve growth of between 10% and 15% over the next three to five years.

      “We believe that our growth can be between that range.

      “We clearly understand the market is saying the growth, like any other well-run large multinational, is only in the high single percentage points, but I believe barring any economic surprises or bad execution, we should be able to attain 10%–15% growth annually for the foreseeable future,” he said.
      Avatar
      schrieb am 27.12.05 16:32:51
      Beitrag Nr. 906 ()
      The following is from Sunday`s NY Times. The comments indicate that the sale of Blu-ray and HD-DVD will likely not be significant this year - but the push toward more sophisticated set top boxes (SCI Atlanta is mentioned) will happen.

      Bill

      http://www.nytimes.com/2005/12/26/technology/26format.html?p…

      Here`s the beginning of the article.

      December 26, 2005
      Fiddling With Format While DVD`s Burn
      By KEN BELSON

      The war for control of the next-generation DVD is approaching a critical juncture: next week in Las Vegas at the Consumer Electronics Show, companies championing the two competing high-definition DVD standards - Blu-ray and HD-DVD - will unveil their lineups of new players and movie titles.

      There are growing signs, though, that the battle for supremacy in this multibillion-dollar market may yield a hollow victory. As electronics makers, technology companies and Hollywood studios haggle over the fine points of their formats, consumers are quickly finding alternatives to buying and renting packaged DVD`s, high definition or otherwise.

      "While they fight, Rome is burning," said Robert Heiblim, an independent consultant to electronics companies. "High-definition video-on-demand and digital video recorders are compelling, and people will say, `Why do I need it?` " when considering whether to buy a high-definition player.
      Avatar
      schrieb am 27.12.05 20:25:46
      Beitrag Nr. 907 ()
      Korean IPTV
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/27/05 01:28 pm
      Msg: 90956 of 90956

      KT Corp. expects to commercialize Web-based television services in the latter half of next year, an official said following a service demonstration in Seoul. Earlier this year, Korean Information-Communication Minister Chin Dae-je requested for reporters to call the controversial name of IPTV as "internet contents on-demand (ICOD)."

      http://www.koreaherald.co.kr/SITE/data/html_dir/2005/12/28/2…

      Note that KT is a Sigma customer. As we end 2005, what I`m seeing is that IPTV will start to ramp up in a big way in China in the first half of 2006, then many other places in Asia, Europe, and North America will follow in the second half of the year, leading to strong sales growth at Sigma throughout the year.
      Byron
      Avatar
      schrieb am 27.12.05 21:05:18
      Beitrag Nr. 908 ()
      A taste of CES 2006:
      by: WINTER_CFA 12/27/05 02:51 pm
      Msg: 90957 of 90957

      The CES homepage`s New Products List for the 2006 show that begins in just 9 days, a list that represents just a fraction of new products that will actually be seen there (since most firms don`t reveal their new products until the show starts), has SIGM in a variety of products.

      On the more significant side were these from D-Link (DMA), Tatung (STB), ITRI (FVD player) and Digitrex (LCD TV):

      http://www.cesweb.org/press/new_products/rd_new_product_deta…
      http://www.cesweb.org/press/new_products/rd_new_product_deta…
      http://www.cesweb.org/press/new_products/rd_new_product_deta…
      http://www.cesweb.org/press/new_products/rd_new_product_deta…

      As we might remember, one of the Digitrex units was demoed by Bill Gates in his keynote speech last year. It now looks like these models are finally ready to launch in China and possibly elsewhere.

      On the less significant side were those from Zensonic (DMA and DVD player), Carry Computer (DMA), and AWOX (DMA):

      http://www.cesweb.org/press/new_products/rd_new_product_deta…
      http://www.cesweb.org/press/new_products/rd_new_product_deta…
      http://www.cesweb.org/press/new_products/rd_new_product_deta…
      http://www.cesweb.org/press/new_products/rd_new_product_deta…

      Most of these have previously been unearthed by us (which is probably why they`re already listed). The real action at the show will of course come from the top-tier high-volume names and I suspect that SIGM will be well represented within that group this year.
      Avatar
      schrieb am 28.12.05 14:55:43
      Beitrag Nr. 909 ()
      Press Release Source: Microsoft Corp.

      Microsoft, SOFTBANK BB and JAPAN TELECOM Announce Strategic Relationship to Provide Integrated Voice, E-Mail, Groupware, Instant Messaging and Desktop Services
      Wednesday December 28, 8:00 am ET
      SOFTBANK BB and JAPAN TELECOM to incorporate Microsoft Solution for Enhanced VoIP Services.

      REDMOND, Wash., Dec. 28 /PRNewswire-FirstCall/ -- Microsoft Co. Ltd., SOFTBANK BB Corp., and JAPAN TELECOM CO. LTD., announced that they are developing a security-enhanced, integrated communications service that combines voice over Internet protocol (VoIP), e-mail, Internet access, groupware, presence, instant messaging and desktop services with network infrastructure, and that they have formed a strategic business alliance to provide this service as a business-oriented solution.


      The combination of Microsoft® Solution for Enhanced VoIP Services with the IP phone expertise of SOFTBANK BB, Japan`s largest carrier of IP phone services, delivers a platform with enhanced security that provides rich messaging, presence and collaboration functions with high-quality voice services. Further, JAPAN TELECOM plans to couple this integrated communication service with its high-quality networking infrastructure and managed network operation to provide its own information communication technologies (ICT) platform service to the corporate market.

      Linking the Microsoft Solution for Enhanced VoIP Services with BB Phone`s voice platform and JAPAN TELECOM`s managed network service will enable small and midsize businesses to take advantage of enterprise-class communications services, including VoIP services, to achieve increased productivity through internal and external real-time communications. The Microsoft Solution for Enhanced VoIP Services comprises hosted versions of Microsoft server products including Microsoft Exchange Server 2003, Microsoft Office Live Communications Server 2005 and Windows® SharePoint® Services with Sylantro Systems Corp.`s Application Feature Server.

      The companies plan to begin trials of the integrated communications services in spring of 2006.

      About SOFTBANK BB Corp.

      Established in May 2000, SOFTBANK BB engages in the provision of broadband infrastructure as well as in technical development, marketing, sales and support. The company offers IT-related distribution and services, and supervises and administers affiliated broadband and e-commerce companies.

      About JAPAN TELECOM

      JAPAN TELECOM is one of the largest Information & Communications Technology solution service providers in Japan with a more than 13,000km nationwide fiber optic digital network. The company is also growing its substantial international business with its world-wide presence. JAPAN TELECOM provides a wide range of voice and data communications services tailored to suit all needs of corporate, small and medium-sized enterprises, along with consumers. The company is a 100% subsidiary of SOFTBANK BB CORP.

      About Microsoft

      Founded in 1975, Microsoft (Nasdaq: MSFT - News) is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

      NOTE: Microsoft, Windows and SharePoint are either registered trademarks or trademarks of Microsoft Corp. in the United States and/or other countries.

      The names of actual companies and products mentioned herein may be the trademarks of their respective owners.
      Avatar
      schrieb am 28.12.05 15:13:40
      Beitrag Nr. 910 ()
      http://www.nasdaqtrader.com/asp/short_interest_resp.asp?sear…
      weiterhin bleibt das short interest hoch...

      SIGM - Sigma Designs, Inc. - Common Stock
      Month
      Short
      Interest Percent
      Change Average Daily
      Share Volume Days to
      Cover
      December 2005 2,526,326 (5.70) 737,782 3.42
      November 2005 2,679,027 7.87 302,075 8.87
      October 2005 2,483,456 (5.05) 271,793 9.14
      September 2005 2,615,574 (0.74) 516,045 5.07
      August 2005 2,634,945 (4.68) 234,760 11.22
      July 2005 2,764,221 7.15 216,346 12.78
      June 2005 2,579,764 0.01 311,654 8.28
      May 2005 2,579,528 (1.45) 251,698 10.25
      April 2005 2,617,453 4.67 365,426 7.16
      March 2005 2,500,743 3.12 558,148 4.48
      February 2005 2,425,072 (4.95) 458,128 5.29
      January 2005 2,551,375 3.99 305,170 8.36
      Avatar
      schrieb am 28.12.05 16:43:26
      Beitrag Nr. 911 ()
      da gingen mal schnell 10000Stk über die Bühne als Kauf, nicht schlecht, kein Kleingeld mehr, aber wenn die 15,50$ in Sicht kommen , bricht Panik aus, das wird noch dauern bis die brechen:lick:
      Avatar
      schrieb am 28.12.05 22:35:39
      Beitrag Nr. 912 ()
      das war heute wieder so ein Tag, doch zum Schluss gingen allein um 21,59 nochmal 48.700 stk über den Tresen, nicht schlecht, für so ne Aktie, vielleicht wollten sich da schnell noch welche positionieren:rolleyes:?
      Avatar
      schrieb am 29.12.05 07:01:52
      Beitrag Nr. 913 ()
      ein kleiner vorgeschmack zur ces und anbei noch ein paar worte zu sigm...die entwicklung des kurses in den letzten monaten war schon relativ beeindruckend...aber das kann erst der anfang sein.zeit für einen kleinen ausblick...und da ich mit meinem kursziel von 15$ in 2005 so gut gelegen habe, natürlich ein erneuter tip!;)

      bin am überlegen diese aktie nochmal aufzustocken.die entwicklung in den letzten tagen war schon relativ auffällig!besonders im november hatten wir einige tage dabei...an denen für diesen wert untypisch viele aktien gehandelt wurden.manchmal das drei oder vierfache des durchschnitts...das muss hellhörig machen!wir haben nur 22 millionen aktien...von denen etwa die hälfte bei instis und insidern untergebracht sind.bleiben vielleicht 10-11 millionen shares die im free float sind...das ganze kombiniert mit dem derzeitigen stand an short-positionen

      SIGM - Sigma Designs, Inc. - Common Stock

      Short
      Interest 2,526,326

      um zu covern werden 3,5 durchschnittstage benötigt...

      also...es brauch nur einer einzigen guten news in naher zukunft (ces)...und die sigm rakete hat genügend zündstoff um in einen rutsch durch die 20$ zu laufen und bisher unbekanntes terrrain zu erblicken. eine sigma design bringt derzeit 330 millionen $ auf die börsenwaage...halte es für sehr gut möglich - sonst wäre ich nicht investiert - das es in einem jahr in etwas eine mrd $ sein können. also kursziel 2006 45$ :)

      CES: Latest and greatest gadgets head for Vegas

      Martyn Williams, IDG News Service - MacCentral Wed Dec 28, 7:41 AM ET

      It’s big, bustling and brings together more than 100,000 people and 300 companies for four days in the middle of the desert. The International Consumer Electronics Show (CES) kicks off in Las Vegas on Jan. 5 and this time it’s all about high-definition, portable video, home networking and fun.

      Among the most awaited news from the show will be updates on the launch plans for the both the HD-DVD and Blu-ray Disc optical disc formats. At CES 2005 the HD-DVD side promised players and movies within the year, but that’s now been pushed back to the first quarter of 2006. The Blu-ray Disc side hasn’t yet committed to a launch schedule yet. However, with Sony’s PlayStation 3 due to appear on the market using the format in the first half of the year, the time to launch is getting shorter.

      CES attendees can expect to see lots of prototype players and Pioneer Corp. has confirmed it will be showing its first commercial Blu-ray Disc drive, a model for desktop personal computers, at CES.

      The two optical disc formats serve as a good example of what’s happening in the HDTV (high-definition television) sector. While companies spent 2004 and 2005 talking about TV sets that would bring digital HDTV into living rooms, the focus is now shifting to HD on other platforms.

      Intel will use CES to launch it’s Viiv entertainment PC brand, a new Centrino-like combination of chips that is expected to be quickly adopted by all the usual players. Viiv brings together a dual-core chip,
      Windows XP Media Center Edition, and other high-end parts and is the latest in a string of attempts to make the personal computer the center of the home entertainment system.

      The show is also likely to be thick with portable media players. The ability to watch video on the move is nothing new but it wasn’t until Apple launched its iPod with video in 2005 that people began to sit up and take notice. Several companies have already been promoting upcoming video players but all of these devices will be useless without content.

      With Hollywood pulling one way and trying to lock down content and devices makers pulling the other way and trying to free it, the show will likely expose some contrasting views on the future of personal entertainment.

      In between these sectors will be a rich variety of gadgetry, some destined to become the next big thing and some likely to become technology trash. Among products promised for the show: a book scanner that automatically turns pages after it scans them; a fuel cell charger that can provide hours of additional use to dead gadgets when you’re away from a wall socket; a Bluetooth telephone handset compatible with Skype, and a 3D video technology that can also be viewed as a normal image by people without special glasses.

      Like the buzz surrounding the industry it serves, International CES is also getting bigger. This year for the first time the show occupies both its usual home at the Las Vegas Convention Center (LVCC) and has expanded into the nearby Sands Exhibition Center. The expansion may prove a logistical hassle for attendees, who will have to navigate between the two centers, but organizers are surely hoping it hasn’t put CES on the same path as the now defunct
      Comdex.

      After running for years in the LVCC, Comdex expanded to the Sands and added companies despite the complaints of visitors about the size of the show and problems related to just getting in, out and around the city. Comdex held its last show in 2003 and was cancelled in 2004 due to lack of interest.

      Tom Krazit in San Francisco contributed to this report.
      Avatar
      schrieb am 29.12.05 07:04:45
      Beitrag Nr. 914 ()
      Sigma is listed as presenting.

      Conference is January 10-13 2006 in NYC.

      http://www.needhamco.com/Content/News/ngc2006savethedate.pdf
      Avatar
      schrieb am 29.12.05 07:06:41
      Beitrag Nr. 915 ()
      Avatar
      schrieb am 29.12.05 10:03:37
      Beitrag Nr. 916 ()
      @ amorphis.
      Melde mich aus dem Winterurlaub.
      Herzlichen Glückwunsch an dich zum erreichen des Kursziels von 15$ in diesem Jahr.
      Hoffe auf ein gutes nächstes Jahr.
      Dir uns allen anderen hier im Thread wünsche ich einen guten Rutsch ins Jahr 2006, Gesundheit und viel Erfolg.
      Avatar
      schrieb am 29.12.05 13:14:46
      Beitrag Nr. 917 ()
      Bin vom Kurzurlaub wieder da, das Schlitten fahren mit dem Kindern war genial!!!!

      Auch von meiner Seite herzlichen Glückwunsch für die 15$.........:)

      Habe mich schon vor Wochen dazu hinreisen lassen mit 80% bei SIGM zu investieren,
      der Rest sind VPHM und GNTA ;);)………….

      Bin überzeugt SIGM sehr lange zu halten. Amorphis und den anderen hier im Thread wünsche ich auch ein gutes und Erfolgreiches Jahr 2006.

      Mit freundlichen Grüßen

      Goyauno
      Avatar
      schrieb am 29.12.05 17:45:35
      Beitrag Nr. 918 ()
      das baby hat gezündet, endlich mal diese 15,50 niedergerannt, war schon auffällig das gestern kurz vor Schluss noch diese Menge über die Theke ging...dachte mir schon sowas heute...mal sehen wann wir die 16$ reissen
      Avatar
      schrieb am 29.12.05 20:33:17
      Beitrag Nr. 919 ()
      harry boxer (so ein technischer analyst-sendung auf cnbc) hat sigma design übrigens mit einem kursziel von 34$ versehen...das nur der vollständigkeit halber...;) natürlich gilt mein strong buy mit kursziel 45$ :D

      mal gespannt ob heute noch die 16$ fallen...

      greez
      Avatar
      schrieb am 29.12.05 21:38:18
      Beitrag Nr. 920 ()
      wohl eher nicht , lasse mich aber gerne überraschen...woh, ist schon ein ordentliches Kursziel, sehe auch heute nicht viele Verkäufe...schade das du bei Jafco net drin bist...:D
      Avatar
      schrieb am 29.12.05 21:44:19
      Beitrag Nr. 921 ()
      kenne jafco...aber mir ist die firma negativ im gedächnis geblieben...war da nicht mal was mit dem chef und der japanischen mafia?!:D

      softbank gefällt mir aber noch besser (vom chart)
      Avatar
      schrieb am 29.12.05 22:18:45
      Beitrag Nr. 922 ()
      nun ja haben das nicht geschafft mit der 16 aber morgen ist auch noch ein Tag und dafür haben wir fast auf Tageshoch geschlossen
      noch schöne Stunden, brauch mal Pause:laugh:
      Avatar
      schrieb am 30.12.05 01:26:49
      Beitrag Nr. 923 ()
      mir gefällt die der ausblick vom doctor...;)

      ;)

      damit wäre sigm in 2 jahren dann in der tat ein 100$ stock...:)
      Avatar
      schrieb am 30.12.05 01:34:01
      Beitrag Nr. 924 ()
      [posting]19.450.285 von amorphis am 30.12.05 01:26:49[/posting]du hattest schon mal wieder recht.auch wenn morgen die 16 nicht kommt.
      softbank hmm bin ich auch am überlegen.

      mein favorit 06 NKTR

      MFG
      Avatar
      schrieb am 30.12.05 01:44:49
      Beitrag Nr. 925 ()
      [posting]19.450.301 von miristegal am 30.12.05 01:34:01[/posting]warum nktr?fundamentale gründe?
      Avatar
      schrieb am 31.12.05 00:06:29
      Beitrag Nr. 926 ()
      [posting]19.450.327 von amorphis am 30.12.05 01:44:49[/posting]hi amorphis.
      nktr ist ein bio und wie die vielen bios noch mit verlusten.
      exubera - ein inhalierbares insulin - mit pfizer im rücken
      steht kurz vor der zulassung (26.01.06) sny hat für eu die zulassung beauftragt und man nimmt an , das die eu-zulas.
      früher kommen könnte.

      schau dir die pipeline auf www.nektar.com und die partner.
      viel fantasie - sonst nichts.

      Wünsche dir und allen hier im board einen GUTEN RUTSCH und gutes Börsenjahr 2006.

      MFG - bis zum nächsten jahr
      Avatar
      schrieb am 31.12.05 02:30:40
      Beitrag Nr. 927 ()
      Intel, Viiv, the CES, and SIGM
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/30/05 01:59 pm
      Msg: 91063 of 91089

      Just want to remind everyone of where Intel is headed. As reported today by the New York Times:

      Intel Plans to Shift Focus to Consumer Products

      Intel, the world`s biggest chip maker, is breaking away from its longstanding love affair with pure computing power to remake itself as a consumer-friendly brand that will seek to dominate the digital home.

      Intel`s strategy, based on a new generation of multimedia platforms and chips, will be unveiled next week at the Consumer Electronics Show in Las Vegas. For consumers, the technology shift will mean computers that will become digital entertainment hubs in the living room.

      When Paul S. Otellini, Intel`s chief executive, takes the stage at the show Thursday, he is expected to present a new Intel focused on selling a digital lifestyle rather than hardware.

      Instead of bits and bytes, Mr. Otellini, the first nonengineer to run Intel, is expected to spend much of his time talking about cool new music and video features that will be made possible by the new home entertainment platform, called Viiv.

      http://www.nytimes.com/2005/12/30/technology/30chip.html

      What does this mean for SIGM? Viiv is going to drive demand for DMA’s. Knowledgeable people feel that 5 million or more DMA’s could be sold in 2006 with Sigma inside.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=89487

      In summary Intel is now gearing up to push Viiv in a big way, and this is going to be big for Sigma.
      Byron
      Avatar
      schrieb am 31.12.05 02:34:16
      Beitrag Nr. 928 ()
      Format wars
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/30/05 04:04 pm
      Msg: 91074 of 91090

      Just got around to reading the December 12 edition of Fortune magazine (it’s the holidays, and I’ve been busy). Very interesting information on page 32 regarding the DVD format wars, Blu-Ray vs. HD-DVD. Fortune’s take on the situation: “Neither format will probably win outright; eventually content makers may release on both formats, and hardware makers may include dual play capability. The PlayStation and Xbox have learned to coexist profitably. Why can’t Blu-Ray and HD-DVD do the same?”

      Sigma is going to be inside both Blu-Ray and HD-DVD. SIGM management expect their DVD sales to really start to ramp up by next Christmas. Everything that I see and that Fortune sees indicates that this will happen.
      Byron
      Avatar
      schrieb am 31.12.05 03:05:02
      Beitrag Nr. 929 ()
      das ging heute in der nachbörse übern tisch...denke mal die am mittwoch startende CES ist der grund...:)



      Sigma Designs, Inc.
      Pre-Market | After Hours Market Dec. 30, 2005 Market Close: $ 15.38



      After Hours Trade Reporting Friday December 30

      After Hours
      Last: $ 15.38 After Hours
      High: $ 15.38
      After Hours
      Volume: 27,831 After Hours
      Low: $ 15.33


      After Hours
      Time (ET) After Hours
      Price After Hours
      Share Volume
      16:16 $ 15.38 13,206:eek:
      16:16 $ 15.38 13,206:eek:
      16:15 $ 15.33 200
      16:03 $ 15.36 719
      16:00 $ 15.37 500


      wird ne spannende woche...ud sollte dienstag schon spannend werden...wer noch shares kaufen will, bevor die CES anfängt, dem bleibt ja nur noch der dienstag...montag ist ja bekanntlich kein handel...

      also...morgen nen guten rutsch...und prost!auf die nächste woche!:D
      Avatar
      schrieb am 31.12.05 03:07:07
      Beitrag Nr. 930 ()
      Latest IPTV news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 12/30/05 05:35 pm
      Msg: 91081 of 91091

      Mid-Atlantic CLEC Cavalier Telephone has made a dash to the front of the pack in the race to launch next-generation IPTV, setting in motion developments that could roil the market far beyond the carrier’s 2-million household footprint.

      Cavalier — branding itself Cavalier Telephone and TV — will offer a bundle of 105-plus TV channels, VoD and 45 music channels together with high-speed Internet access and a feature-rich circuit-switched or IP voice service for a total price of $95.95 per month. That represents about a $50 discount from a comparable package of services from other providers.

      Cavalier, with more than 200,000 residential and 35,000 business customers throughout its mid-Atlantic territory, intends to expand rapidly its video service footprint next year with the goal of offering service to a base of 2 million households by the end of the second quarter. The ADSL2+ network already is built out to these markets, which in addition to Richmond, includes Fredericksburg, Hampton Roads and parts of northern Virginia; Baltimore and the Eastern Shore of Maryland; the greater Philadelphia metro area; three Delaware counties; and Atlantic City and other parts of New Jersey near Philadelphia.

      “A lot of companies, including Tier 2 independents, have been holding back, but when they see smaller telcos like Cavalier moving forward, that could trigger a lot of activity,” says Keith Wymbs, director of strategic marketing at Tut Systems Inc., which is supplying the encoding system for the Cavalier rollout and for a number of other smaller telcos that are planning service launches in the first half of ’06.

      One reason Cavalier has been able to jump out ahead of other telcos who are counting on rolling out IPTV over the MPEG-4 compression platform is the company is using a single-chip set-top box supplied by Amino Technologies plc that relies on a DSP from Texas Instruments Inc. Most telcos are waiting for the lower-cost single-chip solutions that Amino and other set-top suppliers are committed to supplying when new ASICs from STMicroelectronics, Sigma Designs Inc. and other manufacturers become available. Vendors say these set-top on a chip (SoC) solutions will be available for mass production in terminals by sometime in the first quarter.

      http://www.xchangemag.com/articles/611cover01.html

      In summary, IPTV is ready to roll in North America in Q1, powered by Sigma. Customers such as Cavalier that start out with legacy technology will be switching to Sigma once set top boxes powered by the Sigma 8634 chip become availble. Others will be waiting for 8634 technology to become available before starting their rollout in North America. IPTV powered by Sigma will also be ready to go in Q1 in China, with other Asian countries as well as Europe coming on later in the year.
      Byron
      Avatar
      schrieb am 31.12.05 03:28:55
      Beitrag Nr. 931 ()
      möchte einen wert zur diskussion stellen...hab ihn gerade erst entdeckt...das insiderverhalten sieht jedenfalls vielversprechend aus...;) muss aber erstmal alles andere durchleuchten...aber vielleicht kennt ja der ein oder andere den wert...und kann sich schon äussern...

      es geht um TVIA

      INSIDER & RULE 144 TRANSACTIONS REPORTED - LAST TWO YEARS
      Date Insider Shares Type Transaction Value*
      20-May-05 MANGIOLA, MARK
      Director 10,342 Indirect Purchase at $1.43 - $1.47 per share. $15,0002
      16-Dec-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 3,000 Indirect Purchase at $1.4957 per share. $4,487
      29-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 8,000 Indirect Purchase at $1.482 per share. $11,856
      28-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 1,200 Indirect Purchase at $1.40 per share. $1,680
      23-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 1,100 Indirect Purchase at $1.47 per share. $1,617
      21-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 5,450 Indirect Purchase at $1.4973 per share. $8,160
      17-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 1,700 Indirect Purchase at $1.5029 per share. $2,554
      16-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 3,000 Indirect Purchase at $1.4763 per share. $4,428
      15-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 1,600 Indirect Purchase at $1.4825 per share. $2,372
      13-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 5,800 Indirect Purchase at $1.4485 per share. $8,401
      7-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 5,000 Indirect Purchase at $1.4786 per share. $7,393
      6-Sep-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 5,000 Indirect Purchase at $1.4786 per share. $7,393
      18-Aug-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 23,000 Indirect Purchase at $1.4511 per share. $33,375
      17-Aug-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 12,700 Indirect Purchase at $1.3806 per share. $17,533
      12-Aug-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 9,000 Indirect Purchase at $1.4325 per share. $12,892
      10-Aug-04 WINDSOR ROAD LTD
      43,333 Direct Planned Sale $60,6671
      10-Aug-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 7,000 Indirect Purchase at $1.4372 per share. $10,060
      9-Aug-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 3,000 Indirect Purchase at $1.3375 per share. $4,012
      6-Aug-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 3,000 Indirect Purchase at $1.3075 per share. $3,922
      2-Aug-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 1,100 Indirect Purchase at $1.3982 per share. $1,538
      29-Jul-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 38,650 Indirect Purchase at $1.30 - $1.3289 per share. $51,0002
      28-Jul-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 46,400 Indirect Purchase at $1.442 - $1.4976 per share. $68,0002
      27-Jul-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 3,000 Indirect Purchase at $1.5633 per share. $4,689
      22-Jul-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 2,700 Indirect Purchase at $1.55 per share. $4,185
      15-Jul-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 5,000 Indirect Purchase at $1.6691 per share. $8,345
      9-Jul-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 33,000 Indirect Purchase at $1.5809 per share. $52,169
      7-Jul-04 MARXE, AUSTIN W.
      Beneficial Owner (10% or more) 2,337,505 Indirect Statement of Ownership N/A
      31-Mar-04 KUO, JHI-CHUNG
      Vice President 3,577 Direct Option Exercise at $0.48 per share. $1,716
      31-Mar-04 NGUYEN, ARTHUR
      Chief Financial Officer 4,000 Direct Option Exercise at $0.48 per share. $1,920
      Avatar
      schrieb am 31.12.05 08:19:49
      Beitrag Nr. 932 ()
      von der investors buisness daily seite...

      DVD giants part ways. A looming showdown between rival next-generation DVD standards added a bit of drama to the consumer electronics field last year. Two camps touting different technologies — Blu-ray and HD DVD — failed to come to a compromise.

      That means we could have another VHS vs. Betamax-style battle in the coming year.

      Both technologies have the same basic goal: switching the red laser on current digital video disc players with a blue laser. That helps the discs handle higher-definition video and other features.

      As for which standard is better, consumers might have to decide.

      Blu-ray`s backers include Sony, Samsung, Philips Electronics, (PHG) Apple and Dell.

      On the HD DVD side: Toshiba, Intel, (INTC) Microsoft and others.

      The Blu-ray movement is expected to get a jump on its rival this month, when Panasonic unveils a Blu-ray player at the Consumer Electronics Show in Las Vegas.

      One additional wrinkle: Some companies, including HP, are expected to support both standards.


      nicht vergessen...sigm chips sind in den panasonic blu-ray playern!
      Avatar
      schrieb am 31.12.05 08:29:35
      Beitrag Nr. 933 ()
      Also at the show, D-Link, Fountain Valley, Calif., is set to unveil its MediaLounge Wireless HD Media Player, and Buffalo Technology, Austin, Texas, plans to spotlight new high-speed wireless networking offerings, including the 802.11g AirStation Turbo G High Power Wireless Smart Router and AirStation MIMO Wireless Cable/DSL Router.

      http://www.informationweek.com/news/showArticle.jhtml?articl…
      Avatar
      schrieb am 01.01.06 15:13:31
      Beitrag Nr. 934 ()
      CES Show Offers Glimpse Of Future Home Entertainment

      http://www.cellular-news.com/story/15407.php

      At CES, Intel Chief Executive Paul Otellini, who will give a keynote address in addition to Microsoft Chairman Bill Gates, is expected to unveil new details about the company`s new Viiv brand of entertainment PCs for the living room, which come with remote controls and features such as surround sound. The show will see the first Viiv machines from computer makers, such as Gateway.

      Cisco Systems will push further into the consumer marketplace with the introduction of its first high-definition DVD player, under its Linksys brand and targeted for Europe.

      Linksys Vice President Chris Stevens says the Kiss Network DVD Player will use a Microsoft high-definition format now being used in Europe. But he says the war over rival high definition formats - HD-DVD and Blu-ray - is slowing down the use of this high-resolution technology.

      "It will absolutely chill adoption," he says. "There`s a lot of royalties for the successful party." Still, the show will see prototypes of laptops with high-definition DVD players, including from Toshiba. The products should reach the market during 2006.
      Avatar
      schrieb am 01.01.06 15:17:27
      Beitrag Nr. 935 ()
      It`s time to put the buzzwords aside. The Lite-on LVW-5045 does just about everything other recorders do — and more. You buy it, you own it and it works. Unlike many recorders, there is no monthly service charge for information to set the recorder. It records directly from a timer or VCR Plus numbers that are listed in TV Guide or online at www.tvguide.com.

      http://www.greenbaypressgazette.com/apps/pbcs.dll/article?AI… 512310432/1256/GPGlife


      Liteon LVW-5045 Liteon LVW-5045... MPEG 4 decoding chipset - Integrated Sigma Design single chip; Compatible Disc Type - IDVD/ VCD/ CD/ CD-R/CD-RW
      Avatar
      schrieb am 01.01.06 21:28:42
      Beitrag Nr. 936 ()
      http://www.xchangemag.com/hotnews/5ch1216613.html

      IPTV Q&A With Microsoft TV’s Ed Graczyk


      As we stand on the threshold of the new year, vendors and carriers tell us that mass market IPTV is just steps away. So, for xchange’s first special On the Tube supplement, Editor in Chief Paula Bernier spoke with Ed Graczyk, director of marketing and communications for the Microsoft TV division at Microsoft Corp., about the status of IPTV today and what lies ahead.


      Microsoft TV`s Ed Graczyk

      XC: Refresh my memory. Which telcos now are working with Microsoft TV’s platform?

      EG: Our TV platform consists of really two different product lines.

      Our IPTV product line has been sold to [AT&T Inc.] and BT and Swisscom in terms of commercial agreements. We also have agreements for trials with Bell Canada, T-Online France, Reliance Infocomm in India and Telecom Italia and BellSouth [Corp.]. So there’s eight total on the IPTV front.

      And then Verizon is a little bit different because the solution they’re deploying is a combination of both our IPTV product line and our cable product, which is called Microsoft TV Foundation Edition.

      Then, on the cable front, Comcast [Corp.] is our biggest customer and we have a 5-million unit commercial agreement with them. And then we also have agreements with some of the leading cable operators in Latin America. In fact, about 40 percent of the Latin American digital cable market is running on Foundation Edition today. And those are all commercial agreements.

      XC: Where is each of these telco customers with its TV rollout?

      EG: Verizon a few weeks ago began their deployment of the FiOS TV service in Texas. They’re now in commercial deployment mode in their first market.

      AT&T will begin their commercial deployment very soon. The timeline they’re stating publicly is the end of ’05 or early ’06 – they will start with what they’re calling their controlled market launch, and then scaling up in the 2006 time frame.

      And Swisscom will begin phase 1 of their commercial deployment by the end of [2005], and then scaling those and adding new functionality in 2006.

      And BT, which is also a hybrid solution – though not cable and IP, in their case it’s digital terrestrial and IP hybrid – they’re on path for a market trial in spring of 2006 and commercial deployment around late summer.

      XC: How many commercial customers are now receiving telco TV services running over the Microsoft TV platform?

      EG: In terms of telco, the only one commercially deployed so far is Verizon [Communications Inc.]. And AT&T and Swisscom will both start between now and early ’06. I don’t believe [Verizon] has announced any numbers yet. You can assume they’re relatively small numbers.

      XC: How many customers should be receiving telco TV services running over the Microsoft TV platform at about this time in 2006?

      EG: Of course it’s totally dependent on our customer deployment timelines, but by then we’ll have all the customers we talked about and probably at least a couple of our trial customers in commercial deployment mode as well. So we’ll be in the, I would expect, tens of thousands of deployed consumers and then scaling from there.

      This kind of technology will roll out very much in a similar fashion to the way DSL rolled out or cable modem or digital cable rolled out. It’s not like there’s one magic day where the service provider flips the switch and suddenly 2 million people get the service. They’ll roll out kind of city by city, region by region. It’ll start small and then volumes will scale up. So we really see 2005 as the year that the commercial deployments start for some; 2006 is the year commercial deployments start for other of our customers; and the second half of 2006 is where we expect that the volume deployments start – you’ll see the volume deployments start taking off.

      XC: To what extent is the Microsoft TV platform able to scale if a telco were ready to go mass market today?

      EG: It is ready to scale today. We released version 1 of the software just a couple weeks ago. And that’s the version that will go out in these initial deployments. We’re hard at work and have been for a while on the next couple upgrades to that, which will happen in the course of the next 12 months. And so we have every confidence that we will scale to the volumes that these customers will get to on their timeline. When you look at AT&T’s stated goals, by 2008 they expect to have this service available to 18 million households in their footprint, which isn’t to say, of course, that all 18 million are going to subscribe. So we are talking to scaling to multiple millions of consumers at a number of our customer sites over the course of the next couple of years.

      XC: I’m told the Tier 2 independent telcos have held back on launching IPTV in expectations that Microsoft/Alcatel would come to them with a solution, but now are considering going another direction because of a sense they won`t have an off-the-shelf, fully integrated IPTV/DSL package from these guys for quite awhile to come. When can the indies expect a solution from Microsoft TV?

      EG: You might want to talk to Alcatel about that because they’re, of course, our sales channel for that second and third tier of operator. That’s part of the agreement with Alcatel that we will co-market to Tier 1 operators, and then Alcatel is a reseller of our software to Tier 2 and Tier 3 operators. So they’re the folks out there and those engagements are ongoing, they’ve been ongoing for a while.

      That’s very much in the plan. Of course if the product meets the needs of a company like AT&T with their expectations, then it’s a fair bet that we’ll be able to scale to the much smaller volumes that a much smaller operator needs to get to.

      XC: How will telcos differentiate their TV services from those of DBS and cablecos?

      EG: You can’t answer that with just one answer to represent all telcos. But one area of differentiation is around more niche-type programming. The nature of IPTV is that the programming is not delivered in a broadcast way, unlike cable or satellite where basically every subscriber gets all channels and you can only fit so many channels in the pipe. In a market like the U.S. where you’ve got more and more high-def programming available that takes two to three times the bandwidth the standard-definition channel takes up, it becomes a zero-sum game, essentially, to add a new channel of programming. You’ve got to take away what’s there because the pipes are full.

      So in IPTV, everything on a technical level is essentially an on-demand environment. So we don’t send a video stream down to that device in the home until you select the channel or the baud stream or what have you. So that means you don’t have this bandwidth bottleneck. And whether you’ve got 100 channels available or 1,000 channels available, that doesn’t affect how much bandwidth you need into the home. As long as you have enough bandwidth to support the number of devices in the home, whether it’s 100 or 1,000 [video streams] doesn’t matter. So certainly some of our customers are looking at a broader range of content, more narrowly targeted, focused niche-type content.

      XC: Right. I’ve heard a lot of mentions of foreign-language programming.

      EG: You look at a market like Seattle – and this is just a generality – so Seattle is a big high-tech market and we’ve got a big population of Indians, but not enough that it would make sense in a broadcast environment for the local cable operator to necessarily have an Indian channel taking up a channel’s worth of bandwidth. But in an IPTV world, because we don’t have this bandwidth constraint, you could have the Baliwood movie package available to that population, or – and I’m Polish so I can this – the polka channel in Chicago where you’ve got a lot of people with a Polish background.

      Have you heard the term ‘the long tail’ when it comes to content? That’s something you hear a lot about in IPTV and that’s certainly where we think the market is going, not just for the huge wealth of programming that’s available from the studios but also more local content, over time, being able to tune in to the local high school football game perhaps being broadcast by the local provider, and even, over time, personal content.

      XC: What do you mean by personal content?

      EG: Well you could do things like home movies and make that available. The whole idea of video blogs and things like that are certainly possible. But I don’t want to get too futuristic and kind of out there because the focus for these first deployments is very much going to be on a better TV experience. So there’s a lot you could do with this technology even today where it just wouldn’t make sense to roll that into the first version of these services because the consumer reaction likely wouldn’t be positive if it’s too different [from] what they’re used to today.

      You don’t want this Swiss Army knife – and I’ve seen this with a cable operator in Europe where they rolled out this service that just sounded amazing on paper and when you saw the demo it was incredible. You had 40 interactive channels. You could do everything from home banking to e-mail through your TV set, but at the end of the day it came with a 40-some-page user guide, and it was just too much too soon for the consumer who was moving from just analog cable. So you have to, when you talk to the consumer marketers, you have to just ease in the new features over time.

      XC: At the same time, however, telcos getting into TV need to at least offer the highly sought-after features available through cable TV and DBS providers – and high-definition platforms are not yet available for MPEG-4 deployments. It seems to me the high-end consumers that own HDTVs and are willing to pay a premium for HD programming are the most likely – and attractive – customers for the telcos to target. But how can telcos expect to compete with cablecos without offering HD?

      EG: It’s very nearly there. What’s missing today is really just the set-top boxes. We’ve demonstrated high-def for over two years and we’ve done it with our own homegrown hardware. The missing link has been the availability of these IPTV systems on a chip, and Sigma Designs just announced the availability of the first version of their system on a chip and ST Microelectronics is coming out with one very shortly as well. And one of the key things this system on a chip does is hardware-based decoding – not only MPEG-4 but also VC-1 and even MPEG-2 on the chip itself. So they’ve just begun. I personally saw the first chip in a live demonstration just on Friday in a Motorola set-top box at a partner summit we had in the Bay Area. So these chips are just becoming available and the set-top boxes will start coming available in the first half of 2006.

      High-def is really just a requirement here in the states; it’s not really yet a requirement in Europe, at least in terms of commercial launching. The conventional wisdom is that in 2006 is when high-def starts taking off in Europe because they’re broadcasting the World Cup Soccer in high-def for the first time, and you’re certainly starting to hear a lot of buzz about high-def in Europe. But there’s really very, very low penetration TVs in Europe and very little high-def programming available.

      XC: So in the United States, do you believe that the fact that MPEG-4 HD will be available in the first half of 2006 syncs up fine with the telco TV launches here?

      EG: When you look at it from the bigger picture, no [it will not be an issue]. You’ve got roughly 13 percent of U.S. households [that] have a high-def TV set today. And considering that the second half of 2006 is really when the volume deployments for these operators start taking off, we feel pretty comfortable that we’re in a good position there and our customers are in a good position.

      For the very first deployments for the first couple months, you’ll have to limit your target market a bit away from that 13 percent, but that functionality is coming pretty quickly. Like I said, we’ve been demonstrating it on homegrown hardware for quite a long time.

      XC: There’s been a lot of discussion lately on ‘the long tail’ of the Internet and ‘walled gardens.’ How can the telcos offering TV services leverage the expansive amount of content available via the Internet while still keeping a hold on their customers? I mean, if niche programming will be a key to telcos’ IPTV initiatives, wouldn’t it make sense for telcos to somehow figure out a way to use or repurpose some of the content already available on the Internet?

      EG: Well, potentially, sure. There’s a big difference between video on the Internet and the video experience you’ll have in an IPTV environment.

      One of the things we talk about when I present on IPTV, one of my first slides is usually what IPTV is not, because I think there’s a lot of confusion out there. The way we look at it, IPTV is not streaming video on the Web delivered to a PC like people see it today. We certainly see the PC as a potential secondary device for receiving video in an IPTV environment, along with smartphones, gaming consoles and these other devices in the home.

      But IPTV is very much about a great TV experience delivered on the TV set you have in your home today, which can range from a 20-year-old analog TV set to the 62-inch, brand new, high-def TV. And in order to deliver that kind of experience with the kind of capability – high-quality video, instant channel changing, all the kind of features and functions that people expect in a technology environment that we have today – then you need to be able to guarantee the quality of that network into the home. So you get into these quality-of-service technologies that the operators are deploying so that while you’re watching the high-def Super Bowl on the big screen TV in one room and your kid is in the other room downloading some home movie that a friend of his sent, it doesn’t affect the quality of the video on the TV sets.

      But one of the nice things with IPTV is it’s not based on these closed, proprietary technologies like cable and satellite. Your TV is not this island of technology in the home that doesn’t connect up to anything else. So it does enable stuff like pulling in Web-based services. Now those could be video-based services, in fact that’s part of what we’ve been demonstrating for over a year.

      We have this service called Online Spotlight that’s available to anyone who owns a Media Center PC today. You can choose from the menu Online Spotlight and then you’re routed to a kind of a walled garden of Web-based services from a whole slew of content providers that range from online music stations like NPR and AOL music to video-based service like Reuters news headlines and MSNBC to other Web-based services like Kodak for photo sharing and editing and ordering. So it’s relatively easy to integrate those types of offerings into the package of services that the network operator will deliver. But that’s, of course, up to the network operator and the provider of that third-party content.

      XC: One of the telcos’ big challenges in offering TV services is to find ways to exploit third-party innovations through specific business arrangements that benefit the telcos’ retail outlets. How is Microsoft helping telcos forge those third-party arrangements?

      EG: When it comes to content providers, we play a little bit of this role of facilitator, matchmaker if you will. The business relationship is very much only between the service provider and content provider. But we do things like we’ve hosted a number of different content summits around the world. These are invitation-only events where the service providers come in, the content providers come in and we educate them on IPTV. We help the content providers understand the business opportunities available. We make them comfortable with the technology, with the DRM, the encryption. And we can facilitate the introductions, if needed, between those two types of companies. It’s more educational evangelism and a bit of matchmaking.

      XC: Does the content community now have the confidence that telco TV security and DRM works?

      EG: Yeah, I think they do – especially when you look at services like Movielink and CinemaNow where you’ve got virtually all the major studios that have been making their content available in actually a less secure environment, because you’re talking about the open Internet, for a couple of years now using things like the Windows Media technologies and the digital rights management that’s incorporated there.

      By and large, the content providers see a lot of interesting opportunity in IPTV. Not only is it a new distribution channel for them, not only does it break the shackles that they have with the incumbent video providers, but because it’s based on this more modern technology – DRM instead of conditional access – it gives them more flexibility in the ways and business models they use to distribute their content.

      So, they’re not limited to the three basic methods you have today in TV, which is either the content is free to the consumer, the consumer pays a monthly fee or the consumer pays per view. You can do all that kind of stuff with IPTV, but you can also do models like download this movie to the DVR for $3.99, or for $4.99 you can download it to the DVR and copy it to a portable device like a laptop or a portable Media Center so you can watch it on a plane and watch it for as many times as you want in the next week until it expires. Or watch this exercise video 25 times over the course of the next year until it expires. So you have a lot of those new interesting ways of distributing content not just to the TV but to these other devices that people are increasingly using to watch video on.

      XC: You mentioned that IPTV systems are open, yet competitors like Widevine Technologies Inc. says that Microsoft’s is a closed system, where the DRM is coupled tightly to the IPTV middleware and Windows CE operating system and, as a result, cuts off service providers’ access to other OS and middleware environments, leaving them overly dependent on Microsoft in the event of security breaches or in instances where other suppliers come up with innovations that Microsoft is unwilling to implement. Care to comment?

      EG: We’re one of the most open platforms when you look at the standards that we’re based on from the core technology networking standards like IP, all the Web-based services are XML- and SOAP-based.

      What we’re not, which is by design and frankly a competitive advantage for us and one of the big reasons you see us have success with these big operators, is we’re not a solution that’s made up of these disparate third-party pieces that were never meant to work together. The competitors we face are these loose confederations of third-party companies that each provider has a little piece of the IPTV puzzle and the onus then becomes that of the operator to try to get all the pieces to work together, No. 1; and if they work together, get them to scale to the volumes that a BT, AT&T, Verizon or whoever expects to scale to.

      So, it’s very typical competitive counter positioning. If you provide just middleware, or just DRM, or just video-on-demand servers, or just the IPG, then of course you try to argue that it’s a closed platform.

      It’s really a very open platform, but it’s not modular. You can’t rip out our VoD service and put in a third-party service, because frankly that’s an inferior solution. That’s the solution you have in cable today, in fact. One of the big advantages with our platform is VoD is built in as this core system-level service and it’s not treated as a second-class citizen as it is in cable. And it reacts to the user the way the user expects it should react.

      I’ll give you an example. Today on a cable service at home I’ve got, I think they say, 3,500 hours of VoD programming, and if I’m a big fan of Julia Roberts and I’m in the mood for a Julia Roberts movie, the only way I can find that Julia Roberts movie in VoD is hunting and pecking through these 3,500 titles that are organized by content provider. So if I’m looking for “Pretty Woman,” maybe it’s an HBO movie so you’ll navigate several screens through HBO to get to the movie section to try to find it, and oops it isn’t there, so you back up to the main VoD menu and you navigate now through Showtime or Cinemax or whatever. You don’t have this ability to search – something as basic as search you can’t do on cable today for VoD. Whereas in our IPTV platform, you search for Julia Roberts and it pulls up search results regardless of what type of video content it is, whether it’s linear, scheduled programming you see in the guide or whether it’s “Pretty Woman” in any of the VoD libraries that the service provider happens to deliver, or even if it’s “Pretty Woman” that happens to be sitting on the hard drive in the set-top box because you had previously recorded it and forgot that you’d done it.

      The reason you have that sub-optimal experience in cable today is because VoD was this third-party add-on, was added years after digital cable, and in most cases it’s proprietary hardware and software that is used to enable that.

      Things like DRM, again, that’s built in as this core system-level service, we feel that’s a big advantage technically from a scalability perspective and it’s based on the Windows DRM technologies which extend well beyond the TV set. That’s a huge advantage. You talk to people like Andrew Burke at BT, I’ve heard him say this time and time again, that one of the big advantages for them was the fact that they could deliver content securely end-to-end, not just to the TV set but to the PC or the game console or the smartphone or to any of these other devices that support Windows DRM.

      If you’ve got a cable system, that info is very secure to the set-top box where it’s decrypted and then you have what they call the analog hole. As soon as it’s decrypted, it’s on your TiVo box, then you can take it off the TiVo box, you can break the DRM there very easily. That’s how these TV shows and movies show up on these peer-to-peer file sharing sites, because the protection essentially stops as soon as it’s decrypted at the set-top box. So it’s a benefit for the service provider and a big benefit to the content provider that now not only can you make your content available on that smartphone and presumably have some business/financial benefit for doing that, but you can do it in a way where that content remains secure.

      XC: How does Microsoft’s Xbox tie into the Microsoft TV strategy?

      EG: Like I said, we see the TV as the primary receiving device, but we do see these secondary devices evolving over time. And Xbox or any other gaming device for that matter could be a secondary device in the home. We have this new Xbox coming out this week, Xbox 360. The initial iteration of that is focused on gaming, and some of the home media management, it won’t have IPTV functionality built into it, but it’s a fair bet at some point in the future you’ll have an Xbox console that could be also an IPTV receiver – that will have the IPTV functionality built into it.

      And, in fact, the system-on-chip-technology I was talking about from Sigma and STMicroelectronics, one of the cool things that enables is for that chip to be embedded in a variety of different consumer electronics form factors. So think of a DVD player, think of a TV itself on top of things like set-top boxes. Any of those devices with the system on chip inside then becomes effectively an IPTV-ready receiver. So you could, at some point in the future, walk into a Best Buy or a Circuit City and you could buy a DVD player/burner with this chip embedded in it and it’s IPTV ready. You come home and plug it into your TV set and you plug it into whatever your broadband outlet is, you call your service provider and they provision down to that device and now you’ve got IPTV down to that device without the need for a separate set-top box.

      The benefit to the set-top box vendors of the system on a chip is it helps reduce costs of those set-top boxes pretty dramatically.

      That’s not to say the set-top box will go away, but new devices will morph to be this kind of machine.

      XC: Linksys-KiSS, Motorola, Scientific-Atlanta, Tatung Co. and The Thomson Corp. recently confirmed support for the Microsoft TV platform with a range of new set-top boxes supporting Microsoft TV IPTV Edition. What’s meaningful about this?

      EG: It shows on the one hand just the readiness of what we call the ecosystem – not only set-top boxes but chip manufacturers, these set-top boxes, the encoding system vendors, the content provider community. What we’re seeing is this whole ecosystem for IPTV that’s come together in order and in time to support these first commercial deployments from customers like AT&T and the others.

      And the second part, when you look at set-top boxes in particular, it gets back to my point earlier that people try to claim we’re a closed environment, but the reality is you’ve got all these set-top box vendors – and you can add Phillips to the list – you’ve got a very healthy, a very dynamic, a very competitive market for these other pieces of the ecosystem, that again drives a lot of the cost in the equation. To allow the customer to be able to choose between five, six, seven, eight set-top vendors or multiple chipset vendors and we’ve got three encoding system partners we’ve announced. That’s a big part of our strategy, to have this platform that openly integrates with these other third-party pieces of the ecosystem to enable our customers to have choice and that choice, of course, drive innovation, drives competitive, drives better economics.

      XC: Speaking of Scientific-Atlanta, what are your thoughts on the Cisco/Scientific-Atlanta deal?

      EG: I think it’s an endorsement on where a company like Cisco sees the opportunity for these emerging video platforms. We’ve got a long history with both S-A and Cisco at Microsoft. S-A is supporting our IP platform not just with their set-top boxes but also with their encoding systems. So we think it’s all a good thing. Cisco owns one of our other set-top partners, which is KiSS; they were not long ago an independent company, I believe in Denmark, and then the Linksys part of Cisco acquired them just within the last six months or so. So we actually have two different pieces of the Cisco organization we’ve been working with specifically around IPTV. Of course, across Microsoft there’s a lot of work we’ve been doing with Cisco for a long time.

      XC : 2006 is xchange magazine`s 10th anniversary and also the 10-year anniversary of the Telecom Act. In what key ways has the industry changed in the past 10 years, in your opinion, and how did that affect the evolution and direction of Microsoft and the creation of Microsoft TV?

      EG: 2006 is such a transformative year for the telcos. Video is the obvious, the big new service that every major telco will either be deploying or be trialing by then. But even, you just look at the evolution of the IP networks, the introduction of things like voice-over-IP services. And then one thing that we haven’t talked about and is a little further out in terms of when I expect these kinds to come out in volume for the mainstream, it’s what we call connected entertainment services.

      The real interesting stuff is in the single play. A lot of the people in this industry are focused on this concept of the triple play or the quadruple play, and it’s all about the bundle. But the real nirvana is to break down the silos between those three or four services and enable new types of services that are a culmination of basically the integration of the capabilities of voice, video, data and/or mobile. And that’s why I call it the single play.

      You think of something like being able to sit on your living room couch and have a video teleconference with your grandmother in another state through your television set. Those are the kinds of services that this technology enables. Don’t expect that in the Verizon/Keller, Texas, deployment today or the first deployments from AT&T that’s a great example of a brand new type of service that’s not a voice service, that’s not a video service, that’s not a data service – it’s kind of all of the above. It’s a new thing that’s been enabled because we’ve been able to break down the barriers between those services.
      Avatar
      schrieb am 01.01.06 21:32:07
      Beitrag Nr. 937 ()
      Re: IPTV Q&A With Microsoft
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 01/01/06 11:11 am
      Msg: 91118 of 91128

      Great info.
      XC: Where is each of these telco customers with its TV rollout?

      EG: Verizon a few weeks ago began their deployment of the FiOS TV service in Texas. They’re now in commercial deployment mode in their first market.

      AT&T will begin their commercial deployment very soon. The timeline they’re stating publicly is the end of ’05 or early ’06 – they will start with what they’re calling their controlled market launch, and then scaling up in the 2006 time frame.

      And Swisscom will begin phase 1 of their commercial deployment by the end of [2005], and then scaling those and adding new functionality in 2006.

      And BT, which is also a hybrid solution – though not cable and IP, in their case it’s digital terrestrial and IP hybrid – they’re on path for a market trial in spring of 2006 and commercial deployment around late summer.

      We also have agreements for trials with Bell Canada, T-Online France, Reliance Infocomm in India and Telecom Italia and BellSouth.
      ***********************************************

      These will all use Sigma technology. 2006 is going to be the year that IPTV takes off.
      Byron
      Avatar
      schrieb am 01.01.06 22:03:08
      Beitrag Nr. 938 ()
      hört sich lecker an, also dann lass ich das heute mal mit der Charttechnik:D
      Avatar
      schrieb am 02.01.06 16:07:51
      Beitrag Nr. 939 ()
      so...bereiten wir uns mal auf die nächsten 12 monate vor!

      http://news.com.com/Fiddling+with+format+while+DVDs+burn/210…

      und...infos rund um die CES...die für sigm sehr wichtig werden sollte!

      http://news.com.com/Gearing+up+for+CES/2009-1041_3-6011422.h…
      Avatar
      schrieb am 02.01.06 16:11:41
      Beitrag Nr. 940 ()
      AP
      Annual Gadget Show Is Biggest Ever
      Sunday January 1, 11:50 pm ET
      By May Wong, AP Technology Writer
      International Consumer Electronics Show Will Be Biggest Ever, Drawing Widening Contingent

      Do you want to catch "Saturday Night Live" on Sunday, or "Nightline" in the morning? Would you like to watch the football game in a doctor`s waiting room or 2,000 miles from home?

      Or, what if you`re suddenly in the mood for an old episode of "Dragnet" or one of last year`s hit films?


      Technology makes all this "time-shifting" possible now, usually with a few button clicks. There`s just a question of who will prevail in delivering the products and services that will win over consumers and their changing couch-potato propensities with new standards of convenience and mobility.

      That battle for consumer dollars and eyeballs will hit a feverish pitch at the International Consumer Electronics Show, which kicks off Wednesday.

      The five-day annual event in Las Vegas, the mother of all tech trade shows, is bigger than ever before. It will consume 28 football fields of space as 2,500 exhibitors ranging from Internet powerhouses like Yahoo Inc. to little-known gizmo makers cast their bets on what they hope will be the next big trends in electronics.

      Judging from the latest jockeying, video is one of them.

      Yahoo and rival Google Inc. will make their CES debuts with keynote speeches, muscling their way into the high-stakes battle already begun by computing stalwarts, consumer electronics giants and telecommunications companies to push digital media deeper into homes.

      With the Web poised to become an increasingly dominant distribution method for movies and television, the Internet giants, along with Microsoft Corp.`s MSN, could very well be the ABC, NBC and CBS networks of the digital age, said Tim Bajarin, an industry analyst with Creative Strategies.

      "If they get it right," Bajarin said, "Google, Yahoo and MSN will be the digital portals for video content."

      Hollywood, which is now experimenting with more online delivery services, is taking notice.

      In fact, nearly 40 percent of TV network executives surveyed recently by IBM Corp.`s business consulting service said they feared major competition from Internet portals in the next five to seven years.

      "The power of the Internet players, and the investments they`re making in video, is a threat in and of itself," said Saul Berman, author of an upcoming report based on that survey and a partner in IBM`s media and entertainment consultancy.

      Yahoo officials refused to disclose details about the company`s announcements at CES, but it`s no secret the company has been aiming to strengthen its position as a provider of all kinds of Internet-related services.

      The newest challenge is, "how do we now expand Yahoo`s reach beyond the browser into other devices?" said Marco Boerries, senior vice president of the company`s "Connected Life" division.

      TVs, a longtime anchor of the consumer electronics industry, will undoubtedly be part of the equation. The sets themselves and related video products such as VCRs and DVD players accounted for almost a fifth of the record-high $126 billion in electronics sales estimated in 2005 in the United States by the Consumer Electronics Association.

      What`s more important, TVs are a ubiquitous household item: the cherished conduit for broadcast, cable or satellite programming, movies and video games. And if all goes as many tech companies want, they will also one day become popular vehicles for accessing photos, videos and music stored on a home computer network, or other online content.

      Tech titans like Microsoft and Intel Corp. are banking on it.

      At CES, Intel will showcase its newest dual-core chip technologies designed to make playing digital media -- whether from a computer laptop or a newfangled set-top-box -- as easy as possible for users.

      Microsoft is expected to provide further details on how it is making its Windows software a convenient platform for digital media on not only computers, but also media servers, mobile phones, portable players and its new Xbox 360 game console.

      TV isn`t confined to the latest and greatest big screens, either -- even though flashy flat-panels will be heavily showcased at the electronics extravaganza. Nowadays, cell phones, laptops and portable media players could all serve as television screens as well.

      Plenty of new portable products designed to capitalize on the video trend will be highlighted at CES. Startup Sling Media Inc., which makes a machine that lets users watch their own TV -- cable, satellite, or even recorded TiVo shows -- on Internet-connected gadgets, will show how its service will soon be able to stream live TV to cell phones, handheld organizers or portable players powered by Microsoft`s mobile software.

      Meanwhile, telecom giant AT&T Inc. will highlight a new set-top-box that will deliver video-on-demand programming from a satellite source, caller ID, as well as Yahoo-based Internet content -- all via a television and a remote control.

      "We`ll see a lot of new ways to get content to the consumer at CES," Berman said. "Everyone is trying to find ways of reaching that huge, segmented audience."
      Avatar
      schrieb am 02.01.06 16:15:38
      Beitrag Nr. 941 ()
      Avatar
      schrieb am 03.01.06 04:27:36
      Beitrag Nr. 942 ()
      überall das thema IPTV...beste vorraussetzungen also...für weitere kurssteigerungen...;)

      wer noch nicht genug weiß...bitte:

      Multiple choice
      By Vince Vittore

      Oct 24, 2005 12:00 PM

      When SBC Communications Chairman and CEO Ed Whitacre announced the details of the company`s U-verse brand of services, which will include IPTV, at the International CES event in Las Vegas early this year, he noted that it only made sense given the respective reputations of his company, himself and Sin City. Bad jokes aside, SBC`s entry into IPTV will mark a significant milestone in a market that barely existed 24 months ago.

      Indeed, throughout much of the boom and bust cycle that telecom went though in the early part of this decade, about the only telco-related video was coming from small independents that also owned the local cable franchise, were experimenting with VDSL or had a fiber-to-the-home project. And in most of those cases, the video was being sent to the home using traditional RF. Over the past two years, however, IPTV has developed into something that holds some of the greatest potential for telcos to offset declining revenue from traditional voice services. Yet, IPTV also forces carriers to make numerous technology choices and deal with business models that are largely foreign. Centralized headend or distributed? How much on-demand content will you offer? Do you put IP set-tops in the home with recording capability or keep that within the network? MPEG-2 to save money or MPEG-4 to save bandwidth?

      All these choices not only will have an impact on the speed at which IPTV service is rolled out, but also on take rates, the architecture chosen and ultimately, profitability. Moreover, IPTV also brings a whole new set of operational challenges and decisions that don`t typically have a corollary in the voice and data world.

      “The first lesson for most operators is that IPTV may be digital, but it`s not a data service,” said Frank Weiner, vice president of field marketing for Calix. “There are practices and standards for doing things for DSL that often are not sufficient for IPTV. It`s everything down to splitter designs. There are a thousand subtle lessons that we`ve found through 30 different deployments.”

      Among the most significant decisions to be made revolves around the ultimate goals of the IPTV service providers and what type of service is best for reaching their goals. For U.S. carriers, the goal has quickly become to stanch the flow of revenue from access-line loss. In many cases, executives at smaller telcos that have deployed IPTV admit they don`t necessarily expect the service to turn significant profits, but instead to keep residential consumers from cutting their ties to the carrier altogether. With the emergence of cable operators offering voice-over-IP service, that fear factor is playing a significant role in the decision to move forward with IPTV. In those rare markets where telcos aren`t facing looming competition, IPTV becomes a relatively inexpensive way to move into the triple-play world.

      Depending on the situation, carriers can opt to roll out an IPTV network that essentially mimics cable TV offerings with a cleaner signal, load in boatloads of applications such as interactivity and gaming, concentrate on local programming (see story on page 20) or create a hybrid. SBC, which has spent much of this year promising that its U-verse IPTV service would be available by the end of the year, appears to be leaning heavily toward loading up on applications to go with the standard linear and on-demand programming.

      “There are going to be a lot of things that set IPTV apart from cable and satellite,” said Ed Graczyk, director of marketing for Microsoft TV, which is providing the middleware elements for SBC.

      Among the first noticeable differences will be an instant channel change capability and a much richer programming guide that provides better information, he said.

      “Then you have the cool picture-in-picture capability,” Graczyk said. “You will see the single PIP navigation when you`re scrolling through the guide.”

      While that won`t make the marketing department excited, it`s the type of baby step that Microsoft is advising its clients to take.

      “There was one European operator that had some absolutely incredible services,” Graczyk said. “It looked great on paper, but what they found out when they rolled it out to consumers was that it was too much, too new, too soon.”

      Arjang Zadeh, a partner in Accenture Communications` high-tech operating group, is telling his telco clients to go even more simplistic and concentrate only on offering high-quality video but as the low-cost provider.

      “If they are looking at this as a way to reduce churn, that is a valid view,” he said. “If that is the case, you need to have the simplest possible TV service. The best thing to do is to launch a very simple service, and second, bring the cost as low as possible. You don`t need a set-top box that does everything. This idea of putting huge amounts of money into a set-top and planning for all these future services, in my view, is a wrong strategy.”

      Zadeh said the danger for carriers trying to put out a service that relies heavily on advanced applications is the cost and the potential for customers to jump ship once competitors offer similar services. In addition, the history of interactive TV is littered with too many disasters.

      “People are, at this moment, in this euphoria that there`s going to be all this revenue coming from interactive services,” he said. “They`re nice to have for churn reduction, but they`re not the main reason that people buy your service. The killer application is linear TV programming.”

      At the other end of the spectrum, there is a camp that believes the best way for telcos to differentiate video is through interactive services such as gaming, video telephony integration and Web-like browsing. Among the first services that has met with a surprising amount of success is caller ID on TV. Deployed largely by independent telcos, the service doesn`t require video to be delivered in the IP domain and is one of the first concrete examples of how seemingly disparate applications can be blended.

      “Everyone is amazed at the type of response they have to caller ID on TV,” said Geoff Burke, video solutions marketing director for Calix. “It`s a great example that is small but is powerfully attributed to the telephone company. Moving forward with all-IP networks, the telcos are actually going to have the advantage. We`re going to see a real difference between the 50% of folks who have analog relationships with their cable companies and these people who have an all-IP network.”

      Burke also used the example of recipes popping up into separate video windows and the ability to be sent to an e-mail address during a cooking show as something that provides an enhanced TV experience.

      Thinking further into the future, some vendors see a day when carriers provide a video service that is enhanced with so much meta data that a user would, for example, be able to select a shirt worn by a character on their favorite TV show and then be sent to a Web site to buy it. However, such services are still many years into the future, most agree.

      Initially, the first deployments of IPTV have tended to focus more on the number of channels available, the electronic program guide and perhaps the basic communications integration with caller ID and voice mail accessible via TV.

      “There is so much work going on just to make the network suitable to IPTV, I don`t know how many interactive services you`re going to see at first,” said Fabrice Beer-Gabel, senior director of product marketing for telecom video at BigBand, which has won most of its initial contracts in the European market. “They`re trying to enhance the user experience to differentiate. IPTV alone is really only a transport mechanism.”

      While there is still wide disagreement on how far out the IPTV applications will go, the vast majority of the market has come around to the idea that high definition (HD) will be a required option. That`s somewhat of a change from two years ago when BellSouth, SBC and Verizon issued a joint request for proposal on fiber-to-the-premises, which was largely prompted by a need to offer video and triple-play packages. The increased importance placed on HD can be attributed to a number of factors, including a significant drop in the cost of HDTV sets. In addition, the development of MPEG-4 compression has given telcos a technological answer for HD (see sidebar on page 8). Perhaps most important is the increasingly common HDTV offerings from incumbent cable operators.

      “The more cable is able to keep promoting high definition, the harder it gets for telcos,” said Matt Cuson, director of product marketing for middleware vendor Minerva.

      Cuson, not wanting to pass up a shot at a competitor, said any delay in the delivery of Microsoft TV`s software just ups the ante even more.

      “The longer it takes for Microsoft to deliver on their vision, the longer cable has time to counter and undermine Microsoft`s strategy,” he said. “Cable has it easy now. They know Microsoft can`t deliver, but they know Microsoft`s road map, so they just copy it. They just take all the things that sound interesting, and all of a sudden they`ve shifted the story so it`s all about cable and not all about Microsoft.”

      The software giant, naturally, has a significantly different view of the world. Graczyk said the company absolutely is on time with the delivery of its software, with version one in carriers` hands in a matter of weeks. If there has been any delay, it`s because the company has become much more than a middleware provider. With Microsoft`s leadership often sketching visions of how it plans to dominate the home environment, the company has taken on a slightly different role.

      “One of the roles we play has been the company that has more or less set the vision for IPTV or even just next-generation television,” Graczyk said. “I do think it`s fair to say that we`re doing more than just our piece of the software. The pieces of the puzzle have come together.”

      The company also is playing a major role in the continuing integration work among various vendors, something not uncommon for middleware providers (see story on page 12). However, it`s also become more of a factor in moving from deployments with thousands of customers to deployments with millions of potential users.

      “What`s called middleware in this market touches almost every element,” said Jonathan Beavon, director of marketing for the broadband group at security vendor NDS. “I think it`s more of being able to deliver large projects in an end-to-end fashion. From a telco point of view, they like to have a lot of control in the network, and they like the client to be thinner and dumber. That has caused some middleware deployments scalability issues. You`ve seen some of the middleware companies move from very thin clients to slightly fatter clients.”

      That move to set-tops that don`t fall into the very thin client category also coincides with some new business models that put a heavier emphasis on revenue from video-on-demand (VOD). Just as important, IPTV also opens up the door to advertising revenue that telcos don`t traditionally receive. Beyond being able to sell the local ads that cable operators can, telcos deploying IPTV will have the ability to monitor and quantify viewership like never before. Using IP set-tops and middleware, IPTV service providers will be able to identify specific locations within the home, giving advertisers the ability, in theory, to send ads only to set-tops in, for example, in the bedrooms of parents.

      Also, because IPTV systems are based on multicast, and channel changes actually occur in the network (as opposed to on the set-top for traditional cable systems), carriers will be able to get a very accurate read on exactly what programming users are watching.

      That likely will bring up legal questions over such issues as privacy concerns. Among independents that can capture the information, most don`t just yet.

      VOD, however, tends to be bit more of a predictable revenue stream — and not just traditional pay-per-view. Because IP is the transport mechanism, service providers offering VOD will be able to offer services such as movies for different prices, depending on the time they are viewed or popularity, said Eran Wagner, vice president of IPTV for Amdocs.

      “People are realizing that selling VOD for $6.99 where everyone is equal is changing,” he said. “Today, when [studios] price an asset, no one is allowed to discount it. It`s going to require a cultural change. To implement it, there also has to be a new level of automation throughout the value chain. If you look at how settlements work between content providers and service providers, there are some very strong dynamics in that link when they realize that there`s going to be an amazing volume of transactions. If you don`t automate, you`re going to be lagging behind.”

      The upshot of that also will be the ability of carriers to give content providers more accurate statistics — and in theory get cheaper programming, said Kevin Wade, director of product marketing for Turin Networks.

      From an architecture perspective, VOD as well as most other content is coming from a centralized source. In the case of large carriers such as Verizon and SBC, video will be centralized at large headends that will operate in tandem and can serve national footprints. While one facility feasibly could serve several million users, both operators will use two locations to provide redundancy.

      Fiber connections will link the central headends to regional facilities, where local off-air channels as well as local content and ads will be added (see figure). In the case of a fiber cut anywhere along the way, recovery and rerouting is accomplished in less than 50 milliseconds, said Stuart Bennington, director of portfolio management for Tellabs, which is acting as the primary supplier for Verizon.

      Ultimately, regardless of architecture and the decisions being made, IPTV services must be seen as part of the larger triple-play bundle, particularly for U.S. carriers, according to most of those involved in early deployments. Some European telcos, notably BT, have indicated they would launch IPTV that offered only VOD, though that strategy simply won`t work in the U.S., said Steve McKay, CEO of Entone, which is providing VOD platforms to Hong Kong`s PCCW, the largest current IPTV deployment, and SBC. Entone also has a number of deployments in the independent market, including Consolidated Communications in Mattoon, Ill.

      “The lesson learned from early deployments is that the telcos that play for keeps cannot only gain market share, but eventually gain dominant market share,” he said.

      Finally, the one decision that telcos must make that overrides all other technical issues is one of mentality, Calix`s Burke said.

      “I think one of the main stumbling blocks is that unless the whole company, including top management, is committed to IPTV, it`s not going work,” he said. “You have to utilize everybody in the community as ambassadors. Once you get that done, you can start to carve people out of the organization. It`s a challenge, but it`s a heightened challenge. There`s a renaissance that develops in these companies. It`s pretty cool to be the guy that brings the Super Bowl to your neighbor in February.”

      ARE WE THERE YET? MPEG-4 STUMBLES INTO PRODUCTION MODE

      In theory, MPEG-4 is supposed to be a major factor in the progression of IPTV from nifty science experiment to feasible technology solution for telcos. The compression technology, which is the successor to MPEG-2, which has been in use for a decade in the cable industry, takes a video signal and squeezes it down so it can fit into a narrower bandwidth space.

      MPEG-4 can squeeze a standard definition signal down to 2 Mb/s and a high-definition stream down to around 8 Mb/s. In order to do that, the technology must be in place at both the headend, where signals are encoded, and in the set-top, where signals are decoded.

      Like most technology rollouts, though, theory and reality have diverged just slightly with the initial rollouts.

      “It`s not that there`s any technical concerns about MPEG-4 or technical quality concerns,” said Derek Kuhn, chairman of the Broadband Content Delivery Forum. “It`s that the first implementations of MPEG-4 hardware don`t reveal the same quality as the spec states.”

      That lower-than-anticipated quality is causing some concern among some cable networks, he added.

      “Some of the content providers are really sticklers,” Kuhn said. “The Disneys and ESPNs are very protective of the whole user experience. It`s not just the coding, but the whole IP network that serves this as a mission-critical service.”

      Many of those with intimate knowledge of compression say people shouldn`t be surprised by quality concerns in the initial implementations of MPEG-4. MPEG-2 had almost a decade to be improved upon while MPEG-4 is essentially brand new.

      “The key for us in the MPEG-4 Forum is to set people`s expectations correctly,” said David Price, vice president of business development for Harmonic. “There are some operators that simply want to increase their quality of MPEG-2. Going to MPEG-4 will allow them to take that step up, but it`s rare. A lot of people think this transition between MPEG-2 and MPEG-4 is going to be a nightmare, but it`s not.”

      The cost of set-top boxes also will play a significant roll in the speed at which MPEG-4 improves. For operators just getting into the market, the cost difference between boxes still exists, but most are opting for MPEG-4 because of the bandwidth savings. Those economics are about to improve even more, Price said.

      System-on-a-chip set-top boxes will come in at about the same price as MPEG-4 boxes this year, Price said. “During the course of 2006, it will hit the exact same price.”
      — Vince Vittore

      IS INTEROPERABILITY ALL THAT IMPORTANT?

      Like most new technologies going into the telecom network, IPTV is being put through a cycle of standards formation followed by interoperability testing. The Alliance for Telecommunications Industry Standards has taken up the cause in a big way this year, forming an IPTV Interoperability Forum with the purpose of producing a set of standards for carriers by the middle of next year.

      Under the auspices of the forum, ATIS also has created four task forces: architecture, which will develop a reference architecture to identify where ongoing work fits in and identify places where additional work is needed; digital rights management, which will develop standards acceptable to both operators and content producers to ensure security and quality of video signals; quality of service (QOS) and metrics to create a reference design for end-to-end QOS testing that takes into account all traffic, including IP video; and testing and interoperability, which will develop an interoperability standards and testing regiment.

      The goal is to write specifications that will gives carriers a sort of playbook to develop IP-based video services that can be expanded beyond traditional television. Further down the line, there is some sentiment that the forum develops a certification process for IPTV, which would fit in line with other ATIS efforts, said Kevin Schneider, chief technology officer of Adtran and co-chair of the forum.

      “There`s a lot of interest in building out networks that are in line with wireless network evolution with [IP multimedia subsystem],” he said. “The hope there is to leverage applications that are developed for that environment.”

      Such efforts get plenty of lip service around the industry, and most of the largest vendors have created eco-systems and partnership programs to further interoperability. However, not everyone agrees that interoperability should be a goal. UTStarcom, which has its largest IPTV deployments in China, is going to market with a strategy that relies heavily on its own equipment instead of the equipment`s ability to work with others. The goal of early IPTV deployments should be to get to market fast, and mixing vendors that haven`t interoperated in the real world before is a recipe for delays, said Daniel Marcus, broadband marketing manager for UTStarcom.

      “We have some very specific reservations about the teams of vendors forming identifiable deployment regiments,” he said. “We`re highly skeptical about this based on our own trials. None of this stuff is standardized, and we expect to see a lot of finger pointing. We actually have displaced multi-vendor offerings, and the reason [telcos] have made that move is that in trials, when the rubber meets the road and they`ve committed to their own subscribers and investors, they need to deliver.”

      The company, however, will interoperate with certain elements, but it`s not a priority.

      The vast majority of vendors, though, are opting for a strategy that includes plenty of partnering. Microsoft, which certainly has the resources to put together an end-to-end IPTV system, is in many ways typical. Its eco-system includes a strong attachment to Alcatel on the access side but also includes a roster of set-top box vendors such as Scientific-Atlanta, Thomson, Motorola, Cisco Systems` Linksys-KiSS division and Tatung.

      “We try to focus on what we do best,” said Ed Graczyk, director of marketing for Microsoft TV. “We`re huge believers in a big, competitive market for the big, expensive elements for an IPTV market. If we only supported one set-top vendor, then that`s not a very competitive market. You just don`t have the innovation and the price curves decreasing. Our goal was to go out and build this eco-system so our customers have a broad choice of vendors. We think that will drive much more attractive economics than in cable or satellite.”
      — Vince Vittore
      Avatar
      schrieb am 03.01.06 20:26:55
      Beitrag Nr. 943 ()
      Press Release Source: Sigma Designs, Inc.

      Sigma Designs and Blue7 Communications Introduce Intelligent Array Radio(TM) Technology in Windeo(R) RF IC
      Tuesday January 3, 6:30 am ET
      The World`s First UWB RF in CMOS Process with Multiple Integrated Radios for Superior Quality Video Streaming

      MILPITAS, Calif.--(BUSINESS WIRE)--Jan. 3, 2006--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer electronics, and Blue7® Communications, a pioneer in Ultra-Wideband (UWB) semiconductor products, today demonstrated its second generation Windeo® RF device (B7CW101) and introduced its patent-pending Intelligent Array Radio(TM) (IAR) technology that integrates three radios on a single chip. The Windeo chipset is based on the WiMedia UWB common radio platform, an all-CMOS UWB solution with RF and baseband chips, and is targeted for digital entertainment systems: HDTVs, set top boxes, home A/V servers, PVRs, DVD players and recorders. Sigma Designs and Blue7 will host demonstrations of their new technology in Las Vegas, Nev. at the Consumer Electronics Show (CES) January 5-8, at Sigma`s suite H2825 located in the Hilton.

      "Sigma Designs has a long standing history of being a pioneer in video streaming," said Thinh Tran, chairman and CEO of Sigma Designs. "Together with Blue7 Communications, we are able to leverage Sigma`s solid tradition of expertise and creativity, with the proven technological prowess of Blue7`s new wireless technology. This new year brings with it a promise of excitement and continued leadership in the industry."

      In a recent demonstration, the new Windeo RF device enabled seamless streaming of wireless MPEG video through a wall and a group of people between the transmit, and receive radios without any interruptions. Blue7 showcased the Windeo Chipset with IAR technology, which achieves extended range, and supports a highly reliable wireless connection. Blue7 easily demonstrated true wireless video streaming over an extended range of up to 20 meters at 106.7 Mbps and 10 meters at 200 Mbps.

      The Windeo chipset featuring the innovative Intelligent Array Radio is a complete UWB solution that is comprised of the Windeo RF (B7CW101) and the Windeo baseband (B7CW201) chips. The baseband chip integrates the baseband PHY, MAC engine, security, Quality-of-Service and an embedded 32-bit RISC processor. The chipset can support up to three antennas simultaneously.

      Wireless video applications demand extremely reliable links between the video sources and displays in order to become the common feature in all digital home entertainment devices. All HDTV, set top box and A/V home server developers require reliable video streaming, even with obstructions between the transmit and receive radios.

      "The Windeo chipset with Intelligent Array Radio is the first solution in the UWB space that brings a compelling advantage to home entertainment products," said Hung Nguyen, president and CEO of Blue7 Communications. "Our solution provides a longer range, and meets cable replacement objectives without compromising video quality."

      "We have talked to several consumer electronics OEMs. The features on their checklists that they consider most critical while choosing an UWB solution for their wireless video streaming products is Quality-of-Service (QoS) and the capability to overcome interference and obstruction. Unreliable and low QoS wireless video streaming will result in the consumer returning their equipment to the store. The Windeo chipset gives the consumer flexibility in where to place their devices, and at the same time, guarantees superior quality and uninterrupted video streaming," said Akinori Matsuda, who heads the Business Advancement Initiative Division at Fuji Electric Device Technology Co., Ltd. "We have seen an increasing demand for wireless audio/video streaming applications. Consumers do not like the plethora of wires behind their entertainment center. A standards-based technology like the Windeo Chipset is truly needed in the market today."

      The Windeo evaluation kit (B7CWEVAL-KIT-2) with IAR technology will be available in the first quarter of 2006.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq:SIGM - News) specializes in silicon-based media processors for IPTV set-top boxes, digital media receivers, high definition DVD players, HDTV, and portable media players. The company`s award-winning REALmagic® Video Streaming Technology is used in a variety of consumer applications providing highly integrated solutions for high-quality decoding of H.264, WMV9, MPEG-4, MPEG-2 and MPEG-1. 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/.

      About Blue7 Communications

      Blue7® Communications is a semiconductor company that develops wireless System-on-a-Chip ICs for the Consumer Electronics, Digital Entertainment, PCs & Peripherals and Mobile Devices markets. Blue7® is focused on servicing the burgeoning and promising Ultra Wideband markets and currently has customers and partners evaluating their devices.

      Founded in 2002, Blue7® has a team of experienced executives and talented engineers, with expertise in RF, Mixed-Signal, ASIC, wireless communications, signal processing, firmware and software development. Blue7® Communications is a Contributor Member of the WiMedia Alliance. For more information, please visit the company`s web site at www.blue7com.com.

      Blue7 and Windeo are the registered trademarks of Blue7 Communications.

      REALmagic and Sigma Designs are registered trademarks of Sigma Designs. All other products and companies referred to herein are trademarks or registered trademarks of their respective companies.

      Keywords: Ultra Wideband, Extended Range, WiMedia, UWB, Blue7, Windeo, RF, Video Streaming, MBOA, Sigma Designs
      Avatar
      schrieb am 04.01.06 08:41:51
      Beitrag Nr. 944 ()
      Avatar
      schrieb am 04.01.06 14:16:30
      Beitrag Nr. 945 ()
      HPQ - Possible SIGM win here:
      by: WINTER_CFA 01/04/06 08:06 am
      Msg: 91302 of 91304

      "HP Rolls Out Most Comprehensive Line of Digital Entertainment Products and Services in Its History"

      http://biz.yahoo.com/bw/060104/20060104005397.html?.v=1

      "HP high-definitions TVs loaded with digital services

      The 2006 lineup of HP high-definition digital TVs includes nine affordable LCD, microdisplay and plasma models, all of which offer exceptional image accuracy and colors as well as bright, clear pictures that bring the finest details to life.

      Leading the lineup is the 37-inch HP Advanced Digital Media LCD TV, with features never before available on a television. Viewers can watch high-resolution videos or slideshows with music, all streamed from their PCs to the TV.

      The TV also delivers a rich set of services from a variety of industry partners. Users can view online slideshows with Snapfish or listen to more than a million songs with Real Networks` Rhapsody, while film buffs can connect to CinemaNow and MovieLink to watch more than 4,000 Hollywood movies or high-definition videos."


      This smells very much like a SIGM-powered product to me. Hopefully, we won`t have to wait too long to find out.
      Avatar
      schrieb am 04.01.06 14:50:48
      Beitrag Nr. 946 ()
      Samsung - A win here also?
      by: WINTER_CFA 01/04/06 08:32 am
      Msg: 91306 of 91306

      Bloomberg (no link available) mentioned Samsung`s new Blu-Ray DVD player in a Bloomberg news article about 6 hours ago:

      "Samsung Makes Bet on Sony`s DVD Standard With Blu-Ray Player 2006-01-04 00:03 (New York)

      By Ian King
      Jan. 4 (Bloomberg) -- Samsung Electronics Co., the world`s largest television maker, will release its first high-definition DVD player in North America this week, giving a boost to Sony Corp.`s Blu-ray version of the audio and visual technology.
      The player, to be unveiled at the Consumer Electronics Show in Las Vegas, escalates the competition between Sony and Toshiba Corp. to provide the dominant standard for the equipment as more Americans buy high-definition televisions."

      "Samsung`s DVD players will debut at the show, the Suwon, South Korea-based company said in an e-mailed statement. Japan`s Pioneer Corp. also plans to show machines based on Blu-ray."


      PRs will or won`t come on many CES wins. That`s life. The wins are all that really matter, though, on anything more than a near-term basis.
      Avatar
      schrieb am 04.01.06 15:00:47
      Beitrag Nr. 947 ()
      Of interest:
      by: WINTER_CFA 01/04/06 08:58 am
      Msg: 91308 of 91308

      "TotalVid Partners with D-Link(R) to Deliver Exciting Video Content Straight to Your Living Room TV; Partnership Makes it Easier Than Ever to Watch TotalVid Content on Any Television Screen"

      http://www.virtualpressoffice.com/press/index.jsp?pressId=11…

      "LAS VEGAS --(Business Wire)-- Jan. 4, 2006 TotalVid, the world`s largest video download store for action sports, anime, martial arts, travel and instructional videos, today announced that it has partnered with D-Link, the end to end networking solutions provider for consumers and business, to offer TotalVid enthusiasts the ability to access TotalVid`s exciting video content right from their television sets through D-Link`s MediaLounge(TM) Wireless HD Media Player. D-Link, in connection with TotalVid, will be downloading and previewing TotalVid`s exciting video content using D-Link`s latest high definition video and audio player. The D-Link DSM-520 Wireless HD Media Player displaying TotalVid videos will be on display in both the TotalVid booth number 70126C and D-Link`s booth number 35832, South Hall during the 2006 International Consumer Electronics Show in Las Vegas January 5-8."

      As we know, the DSM-520 is EM8620L-powered.
      Avatar
      schrieb am 04.01.06 15:14:21
      Beitrag Nr. 948 ()
      Speaking of D-Link...
      by: WINTER_CFA 01/04/06 09:11 am
      Msg: 91309 of 91309

      I don`t see a link yet, but they just announced their DSM-5210R "Built-in Storage and 5-in-1 Media Card Reader" Wireless HD Media Server. It has 100Gb of storage.

      It supports hi-def WMV9 and Mpeg-2/4 in 1080i and carries MSFT`s Playsforsure logo.

      Another SIGM win with this networking leader.
      Avatar
      schrieb am 04.01.06 22:00:30
      Beitrag Nr. 949 ()
      Avatar
      schrieb am 04.01.06 22:01:58
      Beitrag Nr. 950 ()
      Re: Toshiba is not SIGM`s HD DVD win...
      by: WINTER_CFA 01/04/06 03:32 pm
      Msg: 91332 of 91334

      SIGM has not won everything, but it has won a huge amount of top-tier business for a firm its size. WHEN we find out about each win is another matter however.

      I think we find out about some wins this week and hopefully a lot more next week (if only verbally) at SIGM`s Needham presentation.
      Avatar
      schrieb am 04.01.06 22:03:06
      Beitrag Nr. 951 ()
      Avatar
      schrieb am 05.01.06 12:44:13
      Beitrag Nr. 952 ()
      AP
      Toshiba to Sell HD DVD Players in U.S.
      Thursday January 5, 6:37 am ET
      By Kozo Mizoguchi, Associated Press Writer
      Toshiba to Sell High-Definition Players in U.S. in March, Ahead of Rival Sony

      TOKYO (AP) -- Japanese electronics maker Toshiba Corp. said Thursday it will start selling high-definition players that support its HD DVD format in the United States in March -- the first commercial launch of the next-generation product in the world.

      ADVERTISEMENT
      Rival Sony Corp. also said it will start selling players running the competing next-generation video format called Blu-ray disc in the United States in the summer. Plans for when either player will be sold in Japan were not announced.

      Toshiba`s new HD DVD players -- HD-XA1 and HD-A1, priced at $799 and $499 respectively -- will hit the U.S. market about the time major Hollywood studios are expected to unveil HD DVD movie titles, the company said.

      The announcements highlight the intensifying battle for supremacy in the next generation of video discs.

      The HD DVD format, jointly developed by another Japanese electronics maker NEC Corp., is incompatible with its main competitor, the Blu-ray Disc, which is backed by Sony and Matsushita Electric Industrial Co. Ltd., maker of Panasonic brand products.

      Sony has already started selling video recorders and is planning the PlayStation 3 game consoles using Blu-ray Disc technology. Sony did not give a price for the planned Blu-ray Disc players.

      "Blu-ray Disc technology is the final piece needed to complete our vision of the high-definition world," Hideki Komiyama, president and chief operating officer for Sony Electronics Inc., said in a statement.

      Both formats deliver dazzling images in high-definition video and can store much more data than today`s DVDs, allowing for more interactive features, like watching a movie while simultaneously watching the director discuss the scene.

      The HD DVD format is supported by Universal Studios, Warner Bros. and Intel Corp., as well as Microsoft Corp., which hopes its new Xbox 360 video game console will challenge Sony`s PlayStation.

      Blu-ray is backed by Apple Computer Inc., Hewlett-Packard Co. and Dell Inc., along with a variety of other tech companies and studios.

      Through extensive discussions and cooperation with major Hollywood studios, major retailers and other interested parties, Toshiba has "closely investigated the optimum launch date" for the HD DVDs in the United States, the company said.

      "Going forward, HD DVD is destined to be a key driver for progress and the development of the consumer electronics, IT and entertainment industries," said Yoshihide Fujii, Toshiba`s corporate senior vice president and president of digital medial network company.

      More details of the HD-XA1 and HD-X1 were to be shown at the Consumer Electronics Show this week in Las Vegas, Toshiba said.

      Toshiba spokeswoman Hiroko Mochida said the company has not yet set a date on when to sell the new HD DVD players in Japan, pending a copy protection issue.

      Toshiba shares rose 4.67 percent to close at 739 yen ($6.37) on the Tokyo Stock Exchange on Thursday. Sony shares rose 4.4 percent to close at 4,940 yen ($42).
      Avatar
      schrieb am 05.01.06 15:05:54
      Beitrag Nr. 953 ()
      News with SIGM:
      by: WINTER_CFA 01/05/06 08:50 am
      Msg: 91353 of 91354

      "AJAX Alert: Opera Browser With AJAX To Sigma CE Chip Range"

      http://digital-lifestyles.info/display_page.asp?section=platforms&id=2885

      "Web browser company Opera today announce they`re bring their Web browser with AJAX support to chips for use in Consumer Electronics (CE) applications.

      It`s not long back that Opera made the decision to give their Web browser away after a long period of charging for it. A very brave and noble act many thought - not a bad way to raise your profile we thought.

      They`ve been putting their browsers on different platforms for a while, like the mini-browser for mobile phones they brought out back in August 05.

      The reasoning behind the give-away move becomes clearer today as they announce that they`ve been working with US chip company Sigma Designs to bring their browser software to embedded hardware via Sigma`s SMP8630 family of chipsets.

      Clearly looking to tread on Intel`s toes, Sigma say the SMP8630 family of chipsets can be used in digital media adapters, IPTV set-top boxes and networked DVD players that OEM`s may want to build."
      Avatar
      schrieb am 05.01.06 15:17:25
      Beitrag Nr. 954 ()
      Avatar
      schrieb am 05.01.06 15:18:22
      Beitrag Nr. 955 ()
      DAVE.TV launches its service:
      by: WINTER_CFA 01/05/06 09:13 am
      Msg: 91357 of 91357

      "DAVE.TV(TM) Officially Launches IPTV Internet Broadcasting Service and DAVE.TV Media Center Software"

      http://www.marketwire.com/mw/release_html_b1?release_id=1053…

      "As part of its Digital Delivery Ecosystem Service, DAVE.TV delivers media content to the PC via the free DAVE Media Center (DMC™) software and to the TV via its XPORT™ Set-Top Box (STB). Content can then be delivered to portable or mobile devices by connecting directly to a DMC-powered PC or XPORT STB. The DMC is an intuitive and easy-to-use PC application allowing consumers to personalize how-what-where-when they want their digital entertainment delivered including videos, music, movies, photographs and much more. The XPORT STB is the only complete, cost efficient, high performance IP media receiver capable of high definition video that sits on the TV to deliver DAVE.TV content to the TV. The DMC and XPORT can communicate with each other in a Digital Home network whereby videos, music and songs can be streamed over the network from a DMC-powered PC and played on the TV with an XPORT STB or vice versa creating a true Digital Home environment."


      Hopefully, we should now see some decent demand for the SIGM-powered XPORT set-top.
      Avatar
      schrieb am 05.01.06 15:53:12
      Beitrag Nr. 956 ()
      Bill Gate`s keynote:
      by: WINTER_CFA 01/05/06 09:29 am
      Msg: 91360 of 91362

      http://www.microsoft.com/billgates/speeches/2006/01-04CES.as…

      Comments of high interest:

      "...last year was the year that we did trials, very successful trials, and this is the year that the lead customers -- AT&T, Verizon -- are rolling out in commercial deployment. Over the course of this year these deployments will really scale up into very large numbers, and that`s when you`ll really start to see the innovation come in, and people recognize that it blows away the previous video platform..."

      "And now I want to show you this one, this is a new LG Electronics Portable Media Center device. The thing that`s really cool about this one, of course, is the killer wide screen form factor for watching video. And, again, you see, here I have "The Aviator" from the Vongo service playing back on my LG Portable Media Center device. And, of course, if I push the friendly green button, I get my consistent familiar experience with access to all my personal content, again, whether I`ve created it myself, downloaded it from the Internet, or recorded it straight from broadcast TV, a huge wealth of available stuff." (NOTE: This is, IMO, a SIGM-powered PMP.)

      "Tonight, I`m proud to announce that later this year we will be launching an Xbox 360 external HD DVD drive. Soon millions of Xbox 360 owners can pop in an HD DVD disk and enjoy high definition movie playback." (NOTE: Given my Toshiba post from yesterday, could THIS be SIGM`s stated HD DVD win? We`ll have to see. For now, my new money`s on Sanyo as the win).
      Avatar
      schrieb am 05.01.06 18:11:59
      Beitrag Nr. 957 ()
      Latest Viiv news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Buy 01/05/06 10:48 am
      Msg: 91370 of 91385

      Today`s Wall St. Journal has the latest Viiv news on page A13. Some excerpts:

      Intel Goes Hollywood
      Chip Maker Joins Movie Star In Effort to Bring New Films To PCs, TVs Without Piracy

      Paul Otellini, who became the microchip giant`s chief executive last spring, will share a stage at the Consumer Electronics Show with Hollywood luminaries that include Morgan Freeman, the actor and co-founder of Revelations Entertainment LLC. They are expected to make a case that technology tools and piracy safeguards are finally sufficient to begin distributing top-quality entertainment through the Internet to the TV.

      The goal, coupled with an Intel technology-and-branding scheme called Viiv, is to bring a new wave of online content to the TV screen. Backers envision a flood of on-demand news and sports shows, interactive advertising and entertainment software, combined with amateur, family-created content.
      **********************************************

      Anything that is good for Viiv is good for DMA sales and good for SIGM. I`ve reduced my rating on SIGM to Buy due to the lack of news today. To not release any news at the CES is totally unacceptable.
      Byron
      Avatar
      schrieb am 05.01.06 18:12:30
      Beitrag Nr. 958 ()
      Latest Project Lightspeed news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Buy 01/05/06 10:55 am
      Msg: 91371 of 91385

      From today`s Wall St. Journal, page D3:

      AT&T Rolls Out Net-Based TV
      In a precursor to a wide-scale deployment expected for later this year, AT&T Inc. has started offering its much-anticipated Internet-based television service to customers in San Antonio. Customers will receive three set-top boxes with built-in digital video recorders.

      For now, AT&T will offer 200 channels, though it expects to offer 1,000 or more channels when it expands the service to other markets in about six months. Its channel lineup already includes major networks as well as ESPN, HBO, the Discovery Channel, the Disney Channel, MTV, the History Channel, USA, CNN, National Geographic and others. Several hundred video-on-demand movies are being offered.

      AT&T was formerly known as SBC Communications Inc. but changed its name after it acquired AT&T Corp. last year.
      ***********************************************

      The fact that AT&T customers will be getting 3 set top boxes is certainly good news for SIGM, since their chips will eventually be in these set top boxes. Thanks to Winter and to all the others who have kept us up to date on Project Lightspeed. If we had to depend on Sigma to tell us what was happening we wouldn`t know a freakin` thing.
      Byron
      Avatar
      schrieb am 05.01.06 18:14:14
      Beitrag Nr. 959 ()
      Linksys DP-600 UK PR:
      by: WINTER_CFA 01/05/06 11:26 am
      Msg: 91379 of 91385

      "Linksys Launches DVD-Player for High Definition Windows Media Video"

      http://www.prnewswire.co.uk/cgi/news/release?id=161350

      "LAS VEGAS, Nevada, January 5 /PRNewswire/ -- At the 2006 International Consumer Electronics Show, Linksys(R), a Division of Cisco Systems, Inc., the recognised leading provider of voice, wireless and networking hardware for the consumer, Small Office/Home Office (SOHO) and small business user, will today demonstrate the KiSS DP-600, one of the world`s first DVD players to playback Windows Media Video in High Definition. The KiSS DP-600 sets a new standard for wireless connected DVD players in receiving digital entertainment over the Internet.

      The KiSS networkable DVD player from Linksys is equipped with a built-in WLAN 802.11g connection for cable-free access to an online Electronic Program Guide, a selection of 3,000 radio stations, and various other online features on the Internet or content on the home PC. In addition to Windows Media Video 9 compatibility, the DP-600 offers progressive scan technology that enhances the visual experience, MPEG-4 support, Nero Digital, DivX HD, XviD, MP3, WMA, WMA Pro and Ogg Vorbis playback, advanced user interface, and a photo album feature for digital photo collections.

      The KiSS DP-600, available by end of Q1, will be the first in a range of new products from Linksys to support Windows Media.

      "We are proud to be among the first in Europe to announce support for Windows Media 9 Series. We keep innovating to bring consumers to the forefront of technological evolution," said Robert Auci, Director of Sales for Linksys in Europe, Middle East and Africa. "Now we continue to promote our innovative profile, bringing support for Microsoft Windows Media 9 Video and WLAN in our DVD players. Our new product line is designed and developed for video on-demand which we believe will be the content providers` and the consumers` main focus in the future."
      Avatar
      schrieb am 05.01.06 18:14:45
      Beitrag Nr. 960 ()
      Re: Byron and Winter
      by: WINTER_CFA 01/05/06 11:35 am
      Msg: 91380 of 91385

      I still believe that multiple PRs involving SIGM will be forthcoming from CES and that much more than that will be found out at next week`s Needham Conf (FYI - SIGM presents on 1/11 at 4PM).
      Avatar
      schrieb am 05.01.06 18:15:20
      Beitrag Nr. 961 ()
      Pioneer Introduces One of World`s First Blu-ray Disc Players
      Blu-ray Disc Technology Helps Usher in New Dimension in HD, Home Entertainment
      Las Vegas January 4, 2006
      http://www.pioneerelectronics.com/pna/press/release/detail/0… 4,00.html

      Sigma Designs To Work on Full-Featured Blu-ray Player with Pioneer
      http://www.sigmadesigns.com/news/press_releases/051212.htm
      Avatar
      schrieb am 05.01.06 18:15:42
      Beitrag Nr. 962 ()
      Additional PR`s for the DP-600

      Cisco Expands Consumer Ambitions With DVD Player, Security Camera
      http://www.desktoppipeline.com/showArticle.jhtml?articleId=1…

      KiSS DP-600 coming soon to the U.S.
      http://engadget.com/2006/01/05/kiss-dp-600-coming-soon-to-th…
      Avatar
      schrieb am 05.01.06 20:56:48
      Beitrag Nr. 963 ()
      WOW...sigm zieht aktuell durch!:D und das ohne pr...;)
      Avatar
      schrieb am 05.01.06 21:07:12
      Beitrag Nr. 964 ()
      ja du, ist mal wieder Zeit für eine Linie gewesen, und genau heute ist sie da, die Konsoli scheint beendet
      glückwunsch
      Avatar
      schrieb am 05.01.06 21:50:09
      Beitrag Nr. 965 ()
      @amorphis,

      wo siehst Du jetzt das Kursziel (in Dollar) bei SIGMA DESIGNS auf Sicht der nächsten 6 Monate?

      und wo ich gerad hier bin: Kursziel von PDLI? :laugh:
      Avatar
      schrieb am 05.01.06 23:05:08
      Beitrag Nr. 966 ()
      hey...das war natürlich nur eine glückliche einschätzung das mein 2005er KZ von 15$ erreicht wurde...dessen bin ich mir auch bewusst...

      ...aber wenn du mein persönliches ziel trotzdem wissen möchtest...mußt du dich mit regionen vertraut machen, die im bereich von 40-45$ liegen...;) das als obergrenze...und als mindestziel würde ich 30$ ansetzen!

      bei pdli halte ich vom jetztigen kurs erstmal 45$ für erreichbar...dann werden die karten neu gemischt...;)
      Avatar
      schrieb am 05.01.06 23:07:46
      Beitrag Nr. 967 ()
      bei pdli finde ich es jedenfalls sehr positiv...das der sk heute über 30$ liegt!wenn der morgen nachhaltig genommen wird...gehts recht zügig richtung 40$...die zahlen von DNA sollten da eine entscheidende rolle spielen-und kommen in der nächsten woche...
      Avatar
      schrieb am 05.01.06 23:32:33
      Beitrag Nr. 968 ()
      [posting]19.557.171 von amorphis am 05.01.06 23:07:46[/posting]nktr nach pfe conference bei hohem vol. über 5%
      am kommenden mi. wird die EU zulassung für exubera erwartet.
      danach v. fda (26.01.)

      es lohnt wach werden.

      MFG
      Avatar
      schrieb am 06.01.06 00:31:17
      Beitrag Nr. 969 ()
      [posting]19.557.738 von miristegal am 05.01.06 23:32:33[/posting]danke für den hinweis...werd sie mir später auf jeden fall ansehen...wenn mir das gefällt was ich sehe steige ich ein....:) welchen markt betrifft exubera und welche umsätze kann man erwarten?was sind unsicherheiten (allgemein und die zulassung betreffend) was ist an positiven news zu erwarten?pipeline?

      lass mal dein fachwissen sprühen...:) dann machst du mir den einstieg ins thema leichter...;)
      Avatar
      schrieb am 06.01.06 00:40:09
      Beitrag Nr. 970 ()
      na welch wunder das sigm seit monaten so gut performed...

      wir sind dort investiert wo der nächste tech-trend startet...:D

      und das von anfang an $$$....:D

      Reuters
      Portable media, connected devices dominate CES
      Thursday January 5, 5:38 pm ET
      By Sinead Carew and Philipp Gollner

      LAS VEGAS (Reuters) - Portable digital media and myriad devices connected to the Internet dominated the biggest U.S. technology trade show on Thursday, underscoring how entertainment has broken free of the living room.


      The big Asian electronics makers, auto makers, computer and phone companies are out in force at the Consumer Electronics Show, also known as CES, in Las Vegas, aiming to define their roles as new technologies blur the lines between industries and allow for media on the go.

      Many insisted in years past that the PC might overtake television as the prime way consumers would enjoy digital entertainment, but with the proliferation of flat-panel TVs and portable viewing devices, the contest is now more multifaceted. No one device will likely dominate.

      Verizon Communications Inc. (NYSE:VZ - News) said on Thursday it`s expanding its television service to more states and has signed up 20 percent of the market in the Texas community where it first offered the service.

      And Maxtor Corp. (NYSE:MXO - News) announced a new collection of Maxtor OneTouch III external storage and back-up disk drives aimed a home users, creative professionals and business users. Larger rival Seagate Technology (NYSE:STX - News) has announced plans to buy Maxtor for nearly $1.9 billion.

      Sony Corp. (Tokyo:6758.T - News) Chief Executive Howard Stringer, in his keynote at CES, said consumers now more than ever control how, when and where they want to view video or listen to music, which, increasingly, is carried about on portable devices such as MP3 players.

      "Content is no longer pushed at consumers, it`s pulled when they want it and how they want it," Stringer said, who added that the transition to high-definition television would shake the industry.

      "The scale of the transition from analog to HD (high definition) will make the shift from black-and-white to color small by comparison," Stringer said.

      Stitching everything together will require elegant software that makes devices -- from media centers to hand held gizmos to PCs to cell phones -- easy to use and intuitive, executives say.

      "The software is where the magic is. If you`re going to have all this power be simple enough, appealing enough and cool enough, it`s going to be because the software is right," Microsoft Corp. (NasdaqNM:MSFT - News) Chairman and Chief Software Architect Bill Gates said in an interview with Reuters before his Wednesday evening keynote speech at CES.

      On Thursday, top U.S. cable operator Comcast Corp. (NasdaqNM:CMCSA - News) said that starting next year it will buy set top boxes from Samsung Electronic Co. (KSE:005930.KS - News) that let users hook up portable music players and cameras.

      Also on Thursday, Verizon Wireless announced a music download service for its subscribers with a catalog of 1 million songs, going head to head with its biggest rival, Sprint Nextel Corp. (NYSE:S - News), which launched a similar service last year.

      Verizon Wireless, the No. 2 U.S. cell phone provider, said it would charge $1.99 a song for wireless downloads and 99 cents a song if the customer downloads the song on a personal computer first.

      Verizon Wireless is a joint venture of Verizon Communications (NYSE:VZ - News) and Vodafone Group Plc (London:VOD.L - News; NYSE:VOD - News) .

      Earlier, Microsoft`s Gates downplayed the threat from Web search giant Google Inc., noting that the company has long faced a host of rivals ranging from IBM to Apple Computer Inc. to Sony and Nokia in its bid to control the next generation of software.

      Later on Thursday, Paul Otellini, the chief executive of Intel Corp. (NasdaqNM:INTC - News), the world`s largest chip maker, will discuss the company`s plans to overhaul its brand and hasten its diversification from depending mostly on microprocessors for its sales growth and profits amid a maturing PC market.

      (Additional reporting by Franklin Paul and Daisuke Wakabayashi)
      Avatar
      schrieb am 06.01.06 03:02:03
      Beitrag Nr. 971 ()
      http://redherring.com/Article.aspx?a=15181&hed=Apple+May+Unv…

      Apple May Unveil Set-Top Box

      Analysts predict Apple could spring a new iPod, Intel-powered machines, and even a set-top box at next week’s MacWorld.
      January 5, 2006

      When Steve Jobs takes the stage at the annual MacWorld Expo next week, Apple’s CEO could unveil products beyond just an updated iPod, such as a Mac Mini configured to serve as a set-top box, company observers said Thursday.

      Thanks to the raging success of its iPod digital music players, the company may be looking to expand its reach in consumer electronics. Web sites like Think Secret speculate Apple’s next move may involve rolling out a digital home entertainment hub based on a souped-up Mac Mini, its no-frills computer.

      Piper Jaffray analyst Gene Munster also suspects the company may reveal some form of “consumer focused” offering in the living room. But surer bets are a refreshed version of its iPod Shuffle digital music player, a broadened selection of iTunes content, and an Intel-powered computer, he said.

      Apple said during June of last year that it would ship Macintosh computers built around Intel processors within a year, ending a 14-year tradition of using chips designed by IBM and Motorola (see Apple Will Put Intel Inside). Since then, the company has been boosting video offerings in its iTunes Music Store (see iTunes to Sell NBC Shows).

      The stakes couldn’t be much higher for Apple, analysts said. While Mac sales have surged 42 percent to 744,400 for the third quarter of last year, from 520,900 during the same period in the prior year, Apple continues to hold just 4.2 percent of the PC business, according to Gartner.

      Attacking the Home Market

      Attacking the home market will help it escape a grinding battle with behemoth Microsoft in PC software and giants Hewlett-Packard, Dell, Lenovo, and a score of smaller fries for a piece of the desktop PC market, analysts said.

      That effort could dovetail with Apple’s announcement last year that it will shift to chips supplied by Intel, of Santa Clara, California. Intel has been eager to break into the home living room market and Apple could help it find a way in, analysts said.

      Whether Apple is about to unveil a computer for the digital living room now or later, it’s an opportunity no one in the computer industry can ignore after networking giant Cisco’s purchase of set-top box maker Scientific-Atlanta for $4.1 billion in cash last year (see Cisco Grabs Scientific-Atlanta).

      It also comes as venture capitalists are plowing fresh money into startups looking for innovative ways to manage home media, such as Digital Deck, which is backed by Lexington Partners, and Slingbox, which raised $11.5 million from Mobius Venture Capital, Doll Capital Management, and others in 2004 (see Sling Extends TV Control).

      Cracking the home market solves Apple’s biggest dilemma, analysts said. While its OS X operating system may be the slickest in the computer industry, it is stuck battling Microsoft for the attention of software developers, who are vital for success in selling desktop PCs.

      Offering a home media server, however, solves that problem, as few people care what software their home media system runs on. In addition, the Front Row media management software Apple began bundling with iMacs earlier this year is far slicker than its Microsoft equivalent, analysts say.

      “The consumer electronics market is a market that is not defined by software standards right now,” said Rob Enderle, principal analyst at Enderle Group, a San Jose, California-based technology-consulting firm.
      Avatar
      schrieb am 06.01.06 03:03:36
      Beitrag Nr. 972 ()
      John Blau, IDG News Service
      Thu Jan 5, 1:00 PM ET



      Norwegian Web browser company Opera Software hopes to plug into the home entertainment market with the launch of a new browser designed for TVs, set-top boxes, and other consumer electronic devices.

      Opera 8.5 for Devices, based on the company`s core Web browser technology for desktop computers and mobile phones, uses Extensible Rendering Architecture to reformat Internet pages to suit any screen size, from 2-inch LCDs to large 16:9-ratio flat-panel TVs. The new version also has what the company calls a "spatial navigation system," which will let users easily navigate pages with any input device.


      Industria, an Icelandic provider of broadband systems and integration services, will use the browser technology in its new IPTV (Internet Protocol television) software offering called Zignal, Opera says.


      Sigma Designs, which specializes in system-on-chip technology, also plans to pre-port the new browser software in its SMP8630 family of chip sets, Opera said in a separate announcement Thursday.

      TV Technology

      The new Opera software includes the company`s TV Rendering technology, which makes the necessary adjustments to display any Web page on any TV screen, according to information on Opera`s Web site. The technology focuses on pixelation and problematic colors, adapting different elements individually to suit the TV screen, the company says. The original fonts, colors, design, and style are left virtually untouched.


      The Opera software also enables the use of Web technologies such as Ajax (Asynchronous JavaScript and XML) to create advanced applications and dynamic user interfaces, the company says.


      Opera 8.5 for Devices is available for evaluation for commercial products at Opera.com.
      Avatar
      schrieb am 06.01.06 03:04:42
      Beitrag Nr. 973 ()
      Press release
      CES 2005 – 6 January - visit KiSS Technology at CES in South Hall 2, Stand 25935


      KiSS Technology introduces DP-600 DVD-player for High Definition Windows Media Video

      KiSS Technology introduces DP-600 - one of the first DVD-players to playback Windows Media Video in High Definition, offering even better quality than regular DVD. Windows Media Video provides compression efficiency approximately four times that of MPEG-2 and twice that of MPEG-4.

      The new DVD-players - DP-600 and DP-608 – will be the first in a range of new products to support the Windows Media 9 series. Studies and industry analysts indicate that Windows Media Video will be the final breakthrough for video-on-demand solutions over the Internet offering high quality at small file sizes. The DP-600 series will also be certified to Microsoft’s PlaysForSure which means that digital content can be received and executed at highest quality.

      “We are proud to be one of the first to announce support for the Windows Media 9 series in a regular DVD-player. We keep innovating to bring consumers to the forefront of technological evolution of convergence between the pc and CE-products. Now we continue to promote our innovative profile, bringing support for Microsoft Windows Media 9 video and WLAN in our DVD-players and TVs,” says Bo Lustrup, Marketing Manager at KiSS Technology.

      The KiSS DP-600 DVD-player is designed to provide consumers with the highest quality picture and sound. In addition to WMV-9 compatibility, the DP-600 offers progressive scan technology that enhances the visual experience, MPEG-4 support, MP3 and Ogg Vorbis playback, advanced user interface, and a photo album feature for digital photo collections. The DP-600 is also equipped with a WLAN 802.11g connection for cable-free access to the Internet or home pc.

      The DP-608 is similar to the DP-600, but additionally equipped with an 80GB hard disk for storing music, movies, pictures and buffering content to enhance the visual experience when receiving video-on-demand from the Internet. The player supports the H.264 standard and the following formats: Windows Media SD/HD, DivX SD/HD and Nero Digital SD/HD.

      KiSS Technology is one of the first to make use of Sigma Designs’ new EM8620L digital media processor, announced at this year’s Consumer Electronics Show, in regular consumer products like DVD-players. The Sigma EM8620L is the only solution on the market that provides an integrated solution for IP video, DVD, Windows Media Video 9 and MPEG-4 decoding. Sigma’s processor is based on their award-winning REALmagic® Video Streaming Technology, enabling manufacturers to easily incorporate advanced capabilities such as streaming video, progressive DVD playback, video-on-demand and picture-in-picture functionality.



      For further information please contact:
      KiSS Technology A/S
      Bo Lustrup, Marketing Manager
      Telephone: +45 4517 0080
      e-mail: bo.lustrup@kiss-technology.com
      Avatar
      schrieb am 06.01.06 03:05:15
      Beitrag Nr. 974 ()
      Press release
      CES 2005 – 6 January - visit KiSS Technology at CES in South Hall 2, Stand 25935

      KiSS Technology introduces IP-TV set-top box

      KiSS Technology is launching a new concept for receiving content over the Internet. The KiSS MediaMate is an elegant IP-TV set-top box which is compatible with H.264 and Windows Media content. With the KiSS MediaMate TV-on-demand is a reality directly via an ordinary ADSL connection. The concept will be marketed via Internet providers worldwide.

      The compact MediaMate is based on the same chip technology from Sigma Designs as KiSS Technology’s other DVD-players and hard disk recorders. The box will be capable of receiving content such as film, images and TV directly via an ordinary ADSL connection in either Windows Media or in H.264 format. The KiSS MediaMate works in both standard-definition and high-definition streaming. The MediaMate will also be certified to Microsoft’s PlaysForSure program. The MediaMate is also equipped with a WLAN 802.11g connection for cable-free access to the Internet or home pc.

      “We are currently in discussions with several telecom companies and Internet providers about the concept. There is a great deal of interest being expressed in this reasonably priced and very high-quality solution. At the same time we are also offering one of the best solutions on the market for protecting the copyright of the content being sent,” says Bo Lustrup , Marketing Manager, KiSS Technology A/S.


      As part of the MediaMate concept, KiSS plans to expand the range to also include a similar box with hard disk for downloading content or using progressive download for better viewing results. It will be possible to purchase these boxes as extras, and they will match the MediaMate in terms of both design and functionality.

      KiSS Technology expects the first commercial MediaMate projects to see the light of day in Q1 2005.
      Avatar
      schrieb am 06.01.06 11:56:48
      Beitrag Nr. 975 ()
      [posting]19.558.597 von amorphis am 06.01.06 00:31:17[/posting]nktr - hab sie in depot seit 15 dol.
      beobachte sie seit märz 03. damals auf grund einer schmutzkamp. angeblich durch gsk und nn. in die welt gesetzte
      zweifel an den nebenwirkungen für die lunge.Kursturz auf 12$
      Die expertenkommi. hat in herbst 05 mit 5:2 zugestimmt.
      Die fda hat jedoch auf grund der aufgelisteten nebenwirkungen
      bei rauchern und patienten mit vorgeschädigter lunge (wenn ich mich gut erinnere , waren es 5 fälle)um drei monate auf den 26.01.06 verschoben. EU zulassung nächste woche mi.

      Exubera wurde mit partner PFE und AVENTIS (für eu)entwickelt.
      nach der übernahme AV durch Sanofi , hat PFE die vermarktung
      rechte für sich beansprucht. der streit wurde beigelegt , doch d. appetit v. PFE noch nicht . Nun will pfe die vermarktungsrechte für eu abkaufen.

      Die beiden zulassungen haben m.MEINUNG etwa 90% chance .
      der markt für exubera wird z.z auf 2 mlrd. geschätzt. 15% für nktr.
      auf der letzten confi v. pfizer sind positive wirkungen
      v. exubera bestätigt worden.

      Die pipl. s. #91 - th." Nektar Therapeutics , schaft sie es doch.." sonst www.nektar.com - wo man alles übersichtlicher sehen kann.
      habe leider nicht viel Zeit. bei interesse, abends mehr.

      MFG - SIGM GO
      Avatar
      schrieb am 06.01.06 15:47:35
      Beitrag Nr. 976 ()
      habe im Gefühl das heute was geht, habe nochmal um 170 STk aufgestockt, und nehme das noch ins Wochenende mit, sollte heute gut laufen, in der Mitte der Boilingerbands aufgesessen, kurs dreht nach oben,d.h. aufwärtstrend intakt, Fibonacci im Plus, also wenn nicht heute wann dann
      Avatar
      schrieb am 06.01.06 21:21:49
      Beitrag Nr. 977 ()
      also folgendes
      in Amerika befindet sich der Kurs in einem Aufwärtstrend , wie auch in Deutschland,der sich seit November 2005 noch verstärkt hat,und in eine Keilformation hineinläuft
      dieser Keil hat sein top bei 15,84 und unten bei 15,00 $ mit einem Widerstand bei 14,85 bricht der Kurs manchmal leicht aus, aber über 15$ sollten wir schließen, um den Keil nicht zu verlassen, die Kurse würden sich somit Tag für Tag leicht nach oben schieben und irgendwann die nächsten Tage aus dem Keil ausbrechen, was für deutlich höhere Kurse sprechen würde...
      nach unten ist wie gesagt die 14,85 und dann die 14$ linie vorhanden, aber der steile Aufwärtstrend wäre dann gebrochen
      da ich positiv gestimmt bin , bin ich heute nochmal verstärkt rein und nun werden wir ja sehen
      viel Glück in amerika:rolleyes:
      Avatar
      schrieb am 06.01.06 22:25:37
      Beitrag Nr. 978 ()
      der Kurs ist weiter im Dreieck, die untere Range zieht sich Tag für Tag weiter nach oben, gegen die 15,84 und in einigen Tagen wird der Kurs sich dann entscheiden:laugh:
      Avatar
      schrieb am 07.01.06 00:08:41
      Beitrag Nr. 979 ()
      @ amorphis
      den kennst du doch.

      xubera 5 Trading Day till Europe Appro
      by: klausbeckerman 01/06/06 02:02 pm
      Msg: 26062 of 26077

      The FDA killed or restricted the last several diabetes drugs. Euxbera is the real deal. 3 year delay due to safety. Another phase III trial was required and now some patients have been on Exubera 5 years without risk. The safety trial answered all the FDA questions. Three separate FDA devisions make this a complicated approval. Europe first 1/13/06 and then the USA 1/27/06.

      MFG
      Avatar
      schrieb am 07.01.06 00:14:11
      Beitrag Nr. 980 ()
      ich meinte klaus.
      wie bekommt man die werbung v BHF wieder runter?
      ZUM KOTZEN:mad:

      mfg
      Avatar
      schrieb am 07.01.06 02:21:10
      Beitrag Nr. 981 ()
      habe aber doch das Gefühl, das wir korrigieren, las gerade nochmal nach, und fand dann einen steigenden Keil, der dafür spricht, das der Kaufzwang immer mehr abbnimmt und dann die Kurse nach unten ausbrechen, und wenn das so ist, hätten wir drei Euro Korrekturpotential, und dann gehts wieder aufwärts...ich traue dem Braten nicht, seid vorsichtig
      Avatar
      schrieb am 07.01.06 18:37:39
      Beitrag Nr. 982 ()
      News from the CES
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Buy 01/07/06 11:42 am
      Msg: 91509 of 91509

      As reported by the New York Times from Las Vegas:

      At the International Consumer Electronics Show here this week, a future dominated by Internet Protocol TV, or IPTV, seemed possible, maybe even inevitable. Though still new, IPTV is already commercially available in limited areas both in the United States and internationally. The advantage of IPTV is that it can potentially be deployed at lower cost than current cable television systems and can offer consumers features like the ability to record several programs simultaneously without having to add costly additional tuners. (And IPTV can potentially record many streams if bandwidth is available.) A prototype of one feature of the Microsoft IPTV service, known in the industry as a matrix channel, allows several baseball games to be viewed simultaneously along with textual information like player statistics. After spending more than a decade courting the cable industry, with a plan that was originally called Cablesoft, Microsoft shifted allies and is now introducing its technology with telephone service providers. Last fall, both AT&T, formerly SBC, and Verizon began limited introductions of Microsoft`s version of IPTV.

      Microsoft has an early lead in offering IPTV technology both to the industry and to consumers, but at the electronics show this year Intel showed significant independence and introduced its own software features including digital video recording abilities with its ViiV platform. On Thursday, Intel introduced its new ViiV computer design that is intended to bring the abilities of the personal computer to the living room. ViiV is a set of computer hardware and software technologies that will go inside computers and set-top boxes. Several hundred consumer electronics and computer companies announced plans to build ViiV-based systems, and Mr. Otellini said that more than 100 companies, including AOL, ESPN, MTV, NBC and Turner Broadcasting, would offer digital content for ViiV-based systems.

      http://www.nytimes.com/2006/01/07/technology/07video.html?ad… 50980-rDU3zBFMJOIk5DwgJp+mew&pagewanted=all

      It’s my view that as a small cap company that most people have never heard of, Sigma should have taken advantage of the world’s attention on the CES to put out some news and call some attention to itself. Although this opportunity was missed, it is nevertheless true that Sigma is right in the middle of the action involving IPTV, Microsoft, and Intel’s Viiv technology. The future continues to look bright for SIGM.
      Byron
      Avatar
      schrieb am 07.01.06 22:39:52
      Beitrag Nr. 983 ()

      in dieser range gehts aufwärts, und da wir nun am unteren Ende sind, wird es wieder ans obere gehen, also steigende Kurse, und irgendwann aber die nächsten Tage fällt sie raus, und ich glaube nicht nach oben, da es ein steigender Keil ist
      Avatar
      schrieb am 08.01.06 09:54:18
      Beitrag Nr. 984 ()
      [posting]19.594.585 von kojote1 am 07.01.06 22:39:52[/posting]es kann sein...;) würde es jenen wünschen...die bislang noch keine position eingegangen sind...wäre wohl die letzte kaufgelegenheit vor den nächsten earnings!
      Avatar
      schrieb am 09.01.06 14:50:44
      Beitrag Nr. 985 ()
      na dann hoffen wir mal das harry boxer recht behält...;)

      Harry and Sigma
      by: azaria2whistler 01/08/06 10:38 pm
      Msg: 91531 of 91537

      Harry also admitted on the radio show that he added "significantly" to his personal position in Sigma and believes minimum 19.5 to 20 very shortly and in a matter of a few weeks to the mid 20`s.
      Avatar
      schrieb am 09.01.06 17:15:54
      Beitrag Nr. 986 ()
      Knobias
      08:30 a.m. 01/09/2006

      Ridgeland, MS, JAN 09, 2006 (EventX/Knobias.com via COMTEX) -- Equity futures are little changed, oil is adding to last week`s gains, the dollar is mixed and bonds are flat. CES may have been the catalyst for the flurry of positive analyst comments this morning relating to digital TV and wireless technology. ATYT, GNSS, NVDA, PLAY, SGTL, SYNA, TRID, ZRAN (T Weisel); FCS, ONNN, SIGM, STM (Baird); PLAY (Jeffies); and TRID, GNSS, PXLW, ZRAN (Piper) drew positive reviews. DB upped XMSR to Buy from Hold, $33 tgt. The Detroit Auto Show is also generating buzz. Goldman Sachs upped GM to In Line from Underperform considering a near-term bankruptcy a low probability. Financials, specifically JPM, ITG, MER & WB, also saw upgrades.
      Baird is bullish on chipmakers with exposure to mobile consumer appliances & wireless connectivity. Baird`s picks to outperform the sector in 2006 FCS,ONNN,SIGM,STM
      Avatar
      schrieb am 09.01.06 18:10:53
      Beitrag Nr. 987 ()
      :D

      Of high interest...
      by: WINTER_CFA 01/09/06 09:38 am
      Msg: 91542 of 91545

      ...is this article on ViiV:

      "Intel builds entertainment nerve center around ViiV"

      http://www.asianjournal.com/?c=51&a=9645&sid=47310d9ffe3b8ef…

      "The ViiV platform is not just an Intel chip; it is built around a combination of Intel-developed hardware and software."
      ViiV computers could come in small cases much like a set-top box for cable TV, although Intel refuses to call them set-top boxes because, it said, these appliances are fully functional PCs without the trimmings."

      "Intel itself does not manufacture ViiV PCs. It merely developed the platform and specs. Original equipment manufacturers (OEMs) such as Acer, Fujitsu, D-Link, LG, Linksys, Lenovo, Huawei, Onkyo, Sony and HP are manufacturing ViiV appliances. More are expected to be released within the quarter. OEMs call their products "digital media adapters" or "network media players" or "wireless media players." They are all, in general, ViiV PCs that act as digital entertainment nerve centers."

      "Otellini said there are now more than two million songs, 100,000 music videos, 10,000 TV shows and 1,000 movies available on ViiV, and the list will go on while OEMs continue to push their own ViiV products to consumers and while digital content continues to become pervasive."


      Actually, the products referred to above are NOT Viiv PCs, but ViiV PC endpoints that do NOT use Intel CPUs (no wonder Intel refuses to call them set-tops).

      OK, let`s look at the companies named:

      Acer (MGW3001-P, SIGM EM8620L-powered)
      Fujitsu (Activy MP150, almost certainly SIGM-powered, IMO)
      D-Link (DSM-520 and others, all SIGM powered)
      LG (to be determined, LG is an active SIGM customer)
      Linksys (DP-600/Mediamate, all SIGM powered)
      Lenovo (Media Link, SIGM-powered)
      Huawei (I need to research this one)
      Onkyo (NC-501V, SIGM-powered)
      Sony (VGP-MR200, EM820L-powered)

      This list could have been a lot longer and most to all of the boxes would still have been SIGM-powered).

      And this is just the DMA market.
      Avatar
      schrieb am 09.01.06 18:12:09
      Beitrag Nr. 988 ()
      Ultra Wideband Market Grows

      By Ed Sperling -- Electronic News, 1/7/2006

      Forget WiFi. That’s the opinion of the former top engineer for the Federal Communications Commission, who said that WiFi has reached maturity and that the next phase of home or office networks will be dominated by WiMedia.

      Edmond Thomas said at a press conference at the Consumer Electronics Show that ultra-wideband technology ultimately will reach more than a gigabit per second, providing both increased bandwidth of up to 1 GHz/second and low power consumption in a limited space.

      Article continues below

      Ultra-wideband was approved by the FCC in 2002 for three specific markets, imaging at less than 960 MHz or between 3.1 GHz and 10.6 GHz; vehicular radar systems, between 22 GHz and 29 GHz; and communications systems in the upper range of the imaging market. He said the bandwidth was developed to avoid interference with global positioning and radar applications.

      “By the end of this year, it will be authorized in Europe, Korea and Japan,” Thomas said, noting that he believes the IEEE 802.15.3 standard will be phased out next year. “Within the next five to seven years, ultra-wideband will be universally accepted. It will be the same as WiFi, if not better.

      He noted that the ideal distance for WiMedia will be 50 meters, with chip costs of less than $5 and probably closer to $2.

      Thomas is not alone in his prediction about the growth of ultra-wideband. In-Stat predicts that between 2006 and 2009, shipments of ultra-wideband-enabled products will increase 144 percent.

      A number of major players and some newcomers already are lining up to tap into that growth. On one side, major players such as Texas Instruments, Philips, STMicro, Intel, Nokia and Hewlett-Packard are looking at the WiMedia Alliance’s approach to ultra-wideband as an extension of universal serial bus (USB) technology.

      Yoram Solomon, director of strategic marketing and industry relations for Texas Instruments’ Mobile Connectivity Solutions, said ultra wideband will be a well-known successor to USB. “To the consumer, it’s the same USB but wireless. WiFi was adopted quickly because it was wireless Ethernet.”

      That’s not the only approach under development for ultra-wideband, however. Barry Hoberman, president and CEO of tZero, said that using USB limits the speed and quality of the wireless connection. “The key parameter for us is 20 meters at 110 megabits per second and extremely high reliability. Our first application is for radio. Using our solution, a radio will operate without line of sight and through walls.”

      Hoberman said that the industry standard is only for line-of-sight communication. He said that using a non-USB approach, consumers can get streaming video for up to three channels, defect-free.

      Rajeev Krishnamoorthy, tZero’s CTO, said there currently are six different models for communication through walls, ranging from sheet rock to concrete. He said the goal is to provide a communications infrastructure that works across all of them, something not possible with a line-of-sight approach available with USB.
      Avatar
      schrieb am 09.01.06 20:56:12
      Beitrag Nr. 989 ()
      CSCO/Linksys/Kiss news:
      by: WINTER_CFA 01/09/06 02:38 pm
      Msg: 91557 of 91559

      Very Interesting!

      "Kiss Gets Out Of TV New OEM Deals"

      http://www.smarthouse.com.au/Entertainment/TVs_And_Large_Dis… tainment/TVs%20And%20Large%20Display/News/W9A8A6H8

      "Cisco owned Kiss Technology is set to partner with several global TV manufacturers to incorporate a KISS Technology TV recorder and media player inside a plasma or LCD Screen.

      Kiss which is owned by Cisco has already signed an OEM agreement with a large well known Japanese TV manufacturer with one more contract to be signed this week.

      KISS which is distributed in Australia by Qualifi will get out of designing and manufacturing its own TV screens instead it will work closely with TV manufacturers to develop slim fitting KISS player and Linksys wireless technology into TV systems.

      The move is seen as way for TV Companies to add value by co branding TV screens with a player or wireless technology from an independent Company who are specialists in wireless and media player technology.

      Tomas Sorenson General Manager of sales for KISS said" We see this as a great move as it allows us to concentrate on developing high end media and DVD players while working with a specialist TV manufacturer. We already have one Japanese manufacturer with strong European links signed up and another will be signed up soon". He said

      He added "These relationships also allow us to develop Linksys wireless technology for incorporation into TV`s. This will allow audio for example to be streamed to wireless speakers or home theatre kits". We are also working on new AV server players with expanded hard discs along with new online media services including a Reuter`s news and stock stream".

      Len Wallis of Len Wallis Audio said at the CES show "This is an interesting move. It allows two strong brands to me marketed together while providing for consumers leading edge TV and player technology".

      KISS have also said that the new KISS DP600 player which was due in Australia pre Xmas will now not ship till at least February March 2006."
      Avatar
      schrieb am 09.01.06 20:56:48
      Beitrag Nr. 990 ()
      Re: CSCO/Linksys/Kiss news:
      by: WINTER_CFA 01/09/06 02:44 pm
      Msg: 91558 of 91559

      Hmmm....

      "Kiss which is owned by Cisco has already signed an OEM agreement with a large well known Japanese TV manufacturer"

      This sounds promising:

      http://www.fujitsu-siemens.com/rl/digital_home/mini_site/pro…

      "Available in March 2006"

      "Sold as integrated package complete with TV, media player, remote control, leads and documentation"

      "High-definition video support for MPEG2, MPEG4 and WMV formats"

      "DLNA/NMPR/Viiv®-ready"

      "Windows Media Center WM9 and digital rights management"


      So much to discover.
      Avatar
      schrieb am 10.01.06 14:42:45
      Beitrag Nr. 991 ()
      :)

      FVD sees some CES demand:
      by: WINTER_CFA 01/10/06 08:21 am
      Msg: 91606 of 91606

      "Taiwan-developed FVD players score points at 2006 CES"

      http://www.digitimes.com/news/a20060110PR203.html

      "FVD (forward versatile disc), the Taiwan-developed red-laser high-definition DVD format, debuted internationally at the recent 2006 International Consumer Electronics Show (CES) held in the US, catching considerable attention with Idar Electronics, an OEM maker in Taiwan, receiving orders for 20,000 players, according to Taiwan’s Central News Agency (CNA).

      The Opto-Electronics & Systems Laboratories (OES) of the government-sponsored Industrial Technology Research Institute (ITRI) and a number of Taiwanese companies, including BenQ, CMC Magnetics, Ritek, U-Tech Media and Infobank Technology Consulting, jointly established an FVD-theme booth at the show, CNA indicated.

      In addition to FVD players made by Idar, CMC and Ritek presented FVD-video, FVD-R (recordable, write once) and FVD-RW (rewritable) discs, U-Tech showcased pre-recorded audio/video FVD discs and Infobank Technology exhibited software for playing back FVD discs, CNA pointed out."


      This intial order nets SIGM about $400K near-term.
      Avatar
      schrieb am 10.01.06 14:44:39
      Beitrag Nr. 992 ()
      http://www.windowsfordevices.com/news/NS6717751321.html



      Jan. 09, 2006

      Sigma Designs has announced a line of set-top box and HD-DVD player SoCs that it says are the first to integrate high-definition media decoders for "all major formats." The SMP8630-series SoCs target a wide swath of video devices, integrate advanced security/DRM capabilities, and run Windows CE, the company says.

      Target applications include digital media adapters, IPTVs, DVD players/recorders with networking and/or PVR (personal video recording) functions, HD-DVD (high-definition DVD) players, BD (Blu-ray Disk) players, and HDTVs.

      Sigma expects its SMP8630 SoCs to be the first to integrate decoders for "all major [digital video] formats," including H.264, WMV9/VC1 and MPEG-2. These standards underpin high-definition DVD players, as well emerging digital video broadcast standards, it says.

      The SMP8630 chip family will include two versions. The basic SMP8630 targets single-stream high-definition (HD) or multi-stream SD (standard definition) applications, and will be pin-compatible with Sigma`s earlier EM8620L and EM8622L chips. The higher-end SMP8634 targets multi-stream HD applications. Both chips will process HD and SD outputs simultaneously, Sigma says.

      The SMP8630-family chipsets will be based on a 300MHz MIPS core, and have a 200MHz unified memory interface. The SMP8630 will support up to 256MB of 32-bit DDR DRAM, and up to 64MB of 8-bit Flash. The SMP8634 will support up to 512MB of 64-bit DDR (double data rate) DRAM and 256MB of 8-/16-bit Flash.

      On-chip peripheral interfaces will include a PCI bus, IDE controller, and general purpose I/O ports. The SMP8630 will offer 7.1 "home theater" audio outputs, and a single video input with "VBI" capture, along with a "shared" smartcard (ISO 7816) bus. The SMP8634 adds 2.0 stereo output, in addition to 7.1 output, a second VBI video input, a second HD decoder, and a second audio DSP. It also adds a graphics input port, on-chip Ethernet MAC controller, HDMI interface, and a dedicated smartcard bus.


      SMP8630 architecture diagram
      (Click to enlarge)

      Target media processing capabilities for the SMP8630 chips include:

      * Video decoding up to high definition (1920x1080, p30) for VC-1 (WMV9), H.264, MPEG-2, and MPEG-4
      * Graphics acceleration with 32-bit alpha-blending, raster operations, and line drawing functions, with peak rates up to 200 Mpixels/sec
      * Multi-stream decoding for picture-in-picture window operations, in any format, up to the maximum operating rate of the chipset
      * Audio decoding capability for Dolby Digital, WMA, WMA Pro, MPEG, AAC, MP3, DVD Audio, and MPEG 1 or 2, layers I, II and III

      The SMP8630 chips will additionally integrate advanced security and DRM (digital rights management) capabilities, Sigma says, including system code authentication during boot-up, encryption of all processor code and data I/O, and a dedicated security CPU behind a hardware firewall to authenticate keys and control content flow through the chosen decryption engines.

      Additional claimed security features include:

      * Dedicated security system CPU will be inaccessible to external interfaces, and manage authentication, key generation, and content access functions
      * Secure boot ROM and embedded Flash
      * Hardware cryptography engines for high speed payload decryption including AES, DES, triple-DES, RC4, CSS, DVB-CSA and Multi-2

      OS and other software support

      Sigma says that both Windows CE and Linux will be ported to the SMP8630 chips` MIPS cores, and the chips will be available with libraries of streaming video and media playback software implemented under both OSes. These libraries will include a real-time streaming engine for IP-based video-on-demand applications, a DVD navigation module for playback from various forms of stored media, a network stack, and a hardware abstraction layer for low-level program control.

      Additionally, Opera Software says it will port both its flagship Opera browser and Opera browser SDK (software development kit) to the new Sigma chips, as part of its expanded focus on the set-top box market.

      Sigma`s VP of strategic marketing, Ken Lowe stated, "This is a fully integrated system-on-chip (SOC) solution with a 300 MHz MIPS CPU, peripherals, and the most mature embedded software suite available for streaming video applications."

      Availability

      Sigma expects to begin sampling the SMP8630 in March, followed by the SMP8634 in April. Both chips are expected to reach production availability at mid-year.
      Avatar
      schrieb am 10.01.06 14:57:46
      Beitrag Nr. 993 ()
      Blu-Ray Group Finalizes Spec for Next-Gen Format

      Jay Wrolstad, newsfactor.com
      Mon Jan 9, 5:00 PM ET



      The next iteration of high-definition digital video technology based on the Blu-Ray standard will be coming soon to a store near you, now that the Blu-Ray Disc Association has finalized the format.


      Blu-Ray backers announced late last week at the Consumer Electronics Show in Las Vegas that they are poised to initiate licensing for BD-ROM and BD-R technology, enabling both content providers and equipment manufacturers to begin rolling out an array of Blu-Ray Disc products.

      Specifications have been approved both for the Blu-Ray Disc single-layer (25 GB) and dual-layer (50 GB) formats. With the completion of these specs, consumers can expect to see Blu-Ray content hit the market in the coming months.

      New Products Coming Soon

      Some 20 companies are preparing to introduce Blu-Ray Disc products, including players, recorders, high-definition computer drives, recordable media and PC applications, and some 100 movie and music titles.

      "The completion of these specifications is an important step because it removes the final barrier to launching products based on the Blu-Ray format," said Andy Parsons, senior vice president of product development at Pioneer and spokesperson for the Blu-Ray Disc Association.

      Those products are expected by the second quarter of 2006, he added.

      Edge to Blu-Ray?

      Parsons contends that his group has the edge over the competing HD DVD format because of industry support. "We have seven of the major film studios lined up to provide content, and Sony is committed to putting Blu-Ray technology in the forthcoming PlayStation 3 gaming product," he said.

      That support is critical to consumers, said Parsons, who are looking for a safe choice when purchasing next-generation DVD products. "It`s obvious, given the name-brand electronics manufacturers we have, and the volume of content, which format has gained more traction," he said.

      As for the HD DVD camp, Toshiba last week introduced its first HD DVD players for the U.S. market. HD DVD is backed by NEC, Sanyo, Intel, and Microsoft, among others. The Blu-Ray Disc Association has more than 140 members, including hardware-manufacturing heavyweights like Apple, Dell, HP, Pioneer, and Panasonic,

      Among those lined up to develop Blu-Ray players and recorders are LG Electronics, Panasonic, Pioneer, Royal Philips Electronics, Sony Electronics, and Samsung. Computer drives are expected from Panasonic, Pioneer, Philips Electronics, and Sony, while blank discs are being developed by Sony DADC, TDK, and Verbatim/MKM.

      Content for the Blu-Ray format is coming from Paramount, Sony/MGM, Lionsgate, Twentieth Century Fox, and Warner Bros.
      Avatar
      schrieb am 10.01.06 16:09:42
      Beitrag Nr. 994 ()
      External HD DVD Xbox drive coming?
      by: WINTER_CFA 01/10/06 09:10 am
      Msg: 91607 of 91620

      "Microsoft reportedly to seek Taiwan OEM production of external HD-DVD players for use with Xbox 360"

      http://www.digitimes.com/systems/a20060110A7039.html

      "Microsoft plans to place OEM orders with leading makers of optical disc drives (ODDs) in Taiwan for external HD-DVD players for use with its Xbox 360, according to industry sources. Microsoft Taiwan, however, declined to indicate whether Microsoft will offer such external HD-DVD players and leading Taiwanese ODD makers, including BenQ, Lite-On IT and Quanta Storage, said they have not heard of such news.

      An external HD-DVD player may help the Xbox 360 console compete with the PlayStation 3 (PS3) to be launched by Sony because the Sony offering may be equipped with Blu-ray Disc, the format competing with HD-DVD, the sources pointed out. In order not to interfere with the current selling of the Xbox 360, the HD-DVD player should be external rather than built-in, the sources indicated.

      Based on Microsoft’s marketing of preceding Xbox models, the company is quite likely to offer external HD-DVD players for use with the Xbox 360, many Taiwanese ODD makers think."


      It remains to be seen whether such a drive would contain a decoding solution (which could be a huge opportunity for SIGM) or whether MSFT would try to have the Xbox do it.

      Worth monitoring.
      Avatar
      schrieb am 10.01.06 16:12:36
      Beitrag Nr. 995 ()
      winter zur frage...aus welchem bereich kurzfristig mehr für sigm rausspringen wird...DMAs oder settop-boxen?!?

      Re: External HD DVD Xbox drive coming?
      by: WINTER_CFA 01/10/06 09:24 am
      Msg: 91612 of 91622

      I think DMAs rack up the most units in 2006 and IPTV set-tops in 2007.
      Avatar
      schrieb am 10.01.06 16:13:39
      Beitrag Nr. 996 ()
      Needham Presentation Webcast for SIGM

      Wednesday, 1/11/06 at 4:00PM.

      http://www.wsw.com/webcast/needham13/sigm
      Avatar
      schrieb am 10.01.06 21:25:21
      Beitrag Nr. 997 ()
      :laugh::laugh::laugh::D:D:D

      sehe ich da die 16$....:D
      Avatar
      schrieb am 10.01.06 22:16:18
      Beitrag Nr. 998 ()
      Gute Neuigkeiten, guter Kurs, das Jahr 2006 beginnt besser als ich es erwartet habe.
      Amorphis, danke für die immense Arbeit mit den aktuellen Nachrichten.
      Avatar
      schrieb am 11.01.06 17:13:21
      Beitrag Nr. 999 ()
      man beachte mal das verhältnis von sell/buy ;)

      INET SIGM
      GET STOCK

      Symbol Search
      LAST MATCH
      Price 16.0400
      Time 11:08:27.233

      TODAY`S ACTIVITY
      Orders 1,674
      Volume 71,890
      BUY ORDERS
      SHARES PRICE
      300 16.0100
      300 15.9900
      100 15.9200
      100 15.6700
      200 15.5000
      250 14.6000
      100 14.5600
      100 14.5600
      100 14.5100
      100 14.5100
      100 14.4100
      100 14.4100
      100 14.3100
      100 14.3100
      100 14.2600
      (107 more):eek:

      SELL ORDERS
      SHARES PRICE
      100 16.0500
      300 16.0700
      100 16.1400
      100 16.1800
      2,950 16.2000
      100 16.2400
      100 16.3000
      100 16.4500
      100 16.9900
      250 17.0000
      200 17.0000
      30 17.0000
      120 17.0000
      1,150 17.0000
      600 17.2900
      (3 more)
      Avatar
      schrieb am 11.01.06 17:50:08
      Beitrag Nr. 1.000 ()
      [posting]19.659.014 von amorphis am 11.01.06 17:13:21[/posting]Dausend

      DANKE amorphis für sigm und vphm

      MFG
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