checkAd

    SigmaDesign - kurz vor break des ATH - 500 Beiträge pro Seite

    eröffnet am 14.02.05 21:58:56 von
    neuester Beitrag 29.12.11 01:46:01 von
    Beiträge: 4.073
    ID: 954.127
    Aufrufe heute: 0
    Gesamt: 222.578
    Aktive User: 0

    ISIN: US8265651039 · WKN: 875344
    0,2030
     
    EUR
    -1,22 %
    -0,0025 EUR
    Letzter Kurs 04.09.18 Lang & Schwarz

    Werte aus der Branche Informationstechnologie

    WertpapierKursPerf. %
    1,6100-16,58
    3,1200-17,02
    15,40-33,30
    1,2500-35,57
    17,820-49,75

     Durchsuchen
    • 1
    • 9

    Begriffe und/oder Benutzer

     

    Top-Postings

     Ja Nein
      Avatar
      schrieb am 14.02.05 21:58:56
      Beitrag Nr. 1 ()
      wurde erst letzte woche fr auf cnbc als möglich 2-3 bagger erwähnt!heute unter hohem volumen up...

      leider hierzulande kaum erwähnt...mehr beachtung findet sigm in den us-boards...wer sich informieren möchte sollte mal im yahoo-board lesen...

      greez
      Avatar
      schrieb am 14.02.05 23:15:46
      Beitrag Nr. 2 ()
      tagesplus 13,5%...heute auf platz 10 der tagesgewinner....mit nem tagesumsatz von ungewöhnlich hohen 511% über dem durchschnittlichen wert!
      Avatar
      schrieb am 14.02.05 23:18:14
      Beitrag Nr. 3 ()
      und dann noch ein link der die short-squeeze fantasie deutlich macht...:D:cool:
      Avatar
      schrieb am 15.02.05 06:58:31
      Beitrag Nr. 4 ()
      Avatar
      schrieb am 15.02.05 11:25:12
      Beitrag Nr. 5 ()
      . . . The three Bells are using technology from Microsoft Corp., a coup for the software maker after a decade of frustrated attempts to extend its software`s dominance from the personal computer to cable television.

      Many bemoan that dominance in the PC world, but the choice of Microsoft might mean greater ease in the effort to meld TV with the Internet.

      "If you`re going to be implementing some new capability that requires software, they`re the go-to company," regardless of whether they have the best technology, said Leigh. "Who`s going to fire you if you choose Microsoft? If you choose Digital Data Wack, and it doesn`t work, then you`re going to get fired."

      NEW YORK (AP) -- Internet Protocol, the language of most online communications, was supposed to have revolutionized the way we watch television by now, enabling a wide range of multimedia bells and whistles: from multiple camera angles to on-screen Web searches while viewing Gilligan`s Island to see which actors are still living.

      But just as the tech bubble`s promise of "IP" telephone service over an Internet connection is only now becoming a widespread reality, IPTV finally appears to be on the verge of cracking the U.S. mainstream.

      Not the cable TV establishment -- which questions the technology and the demand for so much interactivity -- but rather three Bell telephone companies are taking IPTV off the drawing board in the United States, much as telecom players in Asia and Europe have led the way abroad.

      The extent of the Bells` plans vary considerably, but perhaps a dozen markets will see some form of IPTV starting later this year, and millions of homes may have the option by the end of 2006.

      SBC Communications Inc., the dominant local phone company from the Midwest to California, is deploying a full-blown IPTV system that it plans to launch by year-end in at least a few undisclosed markets.

      Verizon Communications Inc. plans to offer some interactive IP-based features on top of a conventional digital cable service. The company also won`t name its debut markets, due mid-year, though it has secured cable franchise licenses in certain suburbs of Dallas and Los Angeles.

      While BellSouth Corp. has expressed doubt about whether a cable rollout makes financial sense, the company sees enough potential to trial IPTV technology in undisclosed markets. . . .

      Trading Spotlight

      Anzeige
      Rallye II. – Neuer Anstoß, News und was die Börsencommunity jetzt nicht verpassen will…mehr zur Aktie »
      Avatar
      schrieb am 15.02.05 14:21:00
      Beitrag Nr. 6 ()
      vorbörslich erneut im plus...und jedenfalls überwiegen immer noch die käufer...scheint so als wollten alle zumindest die verdopplung mitmachen...;)

      nur interessiert sich leider hier in deutschland keiner für den wert :laugh:
      Avatar
      schrieb am 15.02.05 15:17:55
      Beitrag Nr. 7 ()
      Engadget comments on a couple of SIGM EM8620L-based products from AL Tech:

      "We wants us Al-Tech’s MediaGate MG-35 and MG-350HD"

      http://www.engadget.com/entry/1234000837031621/

      "See? Is it really so hard to make a reasonably well-equipped media adapter/set-top box that you wuoldn’t be completely ashamed to put in your living room? Al-Tech’s MediaGate MG-35 and MG-350HD have Ethernet, an internal 3.5-inch hard drive, a USB 2.0 port, RCA-compostive, S-video, and component outs, optical/coax and analog stereo 5.1 audio out, oh, and codec support for MP3, OGG, WMA, MPEG-1/2/4, DivX 3.11+, and XviD. Bonus: the MG-350HD has a USB 2.0 host port (for an external hard drive, for instance), integrated 802.11a/g, and MPEG1/2/4 and WMV9 in hi-def (720p and 1080i). Don’t they even get how many people would freaking buy these things if they brought them to America? Don’t even get us started, man."
      Avatar
      schrieb am 16.02.05 22:40:17
      Beitrag Nr. 8 ()
      in den amerikanischen boards wird derzeit was interessantes spekuliert!und zwar das die technik von sigm in einer der neuen konsolen von sony und msft vertreten sein soll!gar nicht so abwegig...sigm hat erst kürzlich ein abkommen mit sony unterzeichnet...ausserdem sollen die neuen konsolen richtige lifestyle objekte werden mit mehr als nur der möglichkeit zu spielen...

      hier ein link...

      http://news.bbc.co.uk/2/hi/technology/4201391.stm
      Avatar
      schrieb am 17.02.05 01:14:52
      Beitrag Nr. 9 ()
      @all
      ich bin schon interessiert an sigma und ich bin mir auch sicher das sich noch einiges tun wird ...
      die schauen schon das es aufwärts geht...
      freuen wir uns auf weiter Gewinne
      Avatar
      schrieb am 17.02.05 12:07:24
      Beitrag Nr. 10 ()
      #amorphis

      Wo kann man den vorbörslichen Kurs sehen ?

      :confused:
      Avatar
      schrieb am 17.02.05 13:42:41
      Beitrag Nr. 11 ()
      versuchs mal mit www.island.com ;)
      Avatar
      schrieb am 17.02.05 22:40:37
      Beitrag Nr. 12 ()
      steckt sigm technik drin...

      http://www.freecom.com/objects/00004914.pdf

      kein toller tag an der nasdaq...aber sigm hält sich sehr gut!:cool:
      Avatar
      schrieb am 18.02.05 16:13:25
      Beitrag Nr. 13 ()
      News

      Update Sigma Designs Inc.: Outperform (Robert W. Baird)
      Aktien & Co


      Die Analysten von Robert W. Baird bewerten in ihrer Analyse vom Freitag, 18. Februar 2005 die Aktie von Sigma Designs Inc. neu mit dem Rating "Outperform". Das Kursziel für die Aktie liegt momentan bei 20 $.

      Analyst: Robert W. Baird
      Rating des Analysten: Outperform

      Quelle: Aktien & Co 18.02.2005 14:38:00
      Avatar
      schrieb am 18.02.05 19:40:08
      Beitrag Nr. 14 ()
      das habe ich auch gelesen und der Chart schaut gut aus, news kommen nächste Woche und dann schauen wir mal wohin wir grooven...
      sehr bullish:lick::lick::lick:
      Avatar
      schrieb am 18.02.05 22:19:21
      Beitrag Nr. 15 ()
      wenn ich das richtig mitbekommen habe...steht sigm kurz vor nem vertrag mit mircrosoft...?!kann das jemand bestätigen?ist im yahoo board die rede von...hat ein user erwähnt der ansonsten eigtl keinen müll schreibt...soll ein artikel gewesen sein...irgendwas mit den drei größten telcos...video on demand?! und halt chips die sigm liefert?!jmd was gelesen?wenn...wäre das ein hammer...und sigm steht schneller bei den heute kundgegebenen 20$ als ihr gucken könnt...:cool::D
      Avatar
      schrieb am 19.02.05 01:15:30
      Beitrag Nr. 16 ()
      hatte noch keine Zeit das zu bestätigen, ich kann nur sagen der Aufwärtstrend ist intakt und wir werden weiterhin höhere Kurse sehen, denn die Nachrichten werden nicht abreissen:D:D:D:D
      Avatar
      schrieb am 19.02.05 13:36:18
      Beitrag Nr. 17 ()
      Hallo amorphis,

      die Nutzung von Sigma chips durch Microsoft war lediglich die Frage eines Users siehe unten
      -------------------------------------------------
      SBC/Microsoft IPTV
      by: leatherwise2001
      Long-Term Sentiment: Buy 02/18/05 08:26 am
      Msg: 80742 of 80808

      Any one knows the current status of SBC/Microsoft IPTV deal?Will they adapt SIGM chip? If the deal confirms, it will be biggest-ever win to SIGM.

      GOOD LUCK
      -----------------------------------------------------

      Aber nichts ist unmöglich!!!!
      Avatar
      schrieb am 19.02.05 19:06:57
      Beitrag Nr. 18 ()
      dieses posting habe ich natürlich gelesen...

      lies mal...was der user winter dazu schreibt (das ist jmd. der wirklich immer seriöse postings von sich gibt...und ich denke das er selber mitarbeiter einer investmentbank ist)


      Name them, of course...
      by: WINTER_CFA 02/18/05 03:59 pm
      Msg: 80789 of 80817

      ...as having silicon ready in the required timeframe that can decode MPEG-1/2/4, VC-1 and H.264 with secure DRM and a COG of $125 per box.


      seiner meinung nach ist das der beweiß das es sich um sigm technik handelt!
      Avatar
      schrieb am 20.02.05 11:53:20
      Beitrag Nr. 19 ()
      " seiner Meinung nach" ist leider kein fundierter
      Nachweis.
      Aber wie schon gesagt: Nichts ist unmöglich!
      Auch möglich die user winter und profstock mit ihrer Vermutung richtig liegen oder user stockpost, s.unten

      Re: SBC/Microsoft IPTV
      by: Stockpost_ 02/18/05 03:49 pm
      Msg: 80787 of 80826

      There are many silicon providers that could provide a solution for this deal - there is no reason to think that they would pick a single solution. They would want all the vendors to beat each other up over price - granted it`s lots of revenue/ a good foothold, but it`s gonna be low, low margin. Of course, IPTV itself is no guarantee to take off in any big way. I wouldn`t chase this. I could see $20 next year but would need to see results not rumors to believe it anytime sooner.
      Avatar
      schrieb am 21.02.05 18:21:43
      Beitrag Nr. 20 ()
      also...das handelsvolumen ist in deutschland heute schon relativ hoch würd ich sagen...zumal die nasdaq nicht offen hat...?!wann stehen eigtl die zahlen an?müßte jetzt bald der fall sein...
      Avatar
      schrieb am 22.02.05 22:52:23
      Beitrag Nr. 21 ()
      zum heutigen kurs...stufe das unter gewinnmitnahmen ein...

      zu sigm und msft anbei ein posting aus der yahoo community

      lasse diesen mal unkommentiert stehen!

      Bloomberg on the MSFT/Alcatel news:
      by: WINTER_CFA 02/22/05 01:07 pm
      Msg: 80876 of 80884

      At 12:20PM, Bloomberg put out its own article about the Microsoft/Alcatel global collaboration announcement made earlier today. Here are some excerpts:

      "The companies will combine their Internet Protocol video software, and Alcatel will be the preferred company to install the product for network operators such as SBC Communications Inc., said Alan Mottram, Alcatel`s head of fixed solutions."

      "The two companies are testing the IPTV product with Telecom Italia SpA, said Eric Boustouller, president of Microsoft France, at the press conference. Mottram said the combined system is being delivered or is in trial with more than 30 operators."

      "Microsoft has been developing a chip with STMicroelectronics NV and Sigma Designs Inc. to power set-top boxes that can decode the digital signal, Boustouller said. The chip will be able to show 16 channels on a screen at once."

      "The software maker and Alcatel are working with electronic manufacturers including Thomson SA, Samsung Electronics Co. and Pace Micro Technology Plc to develop the decoders, Mottram said...We need to drive this market by getting the silicon to the set-top, what we do not propose is to get in to the set-top production business"

      "The price of the in-home decoder is one of the biggest challenges we face."



      OK, so we have further clear acknowledgment that ST Micro and SIGM are the main two guys on the block. From here is gets easy.

      Who has their chip ready NOW?
      Who has the more optimized, higher performance solution period?
      Who has more than a decade of software and streaming expertise behind their chip right out of the gate?

      "delivered or is in trial with more than 30 operators"

      Enough said for now.
      Avatar
      schrieb am 22.02.05 23:03:30
      Beitrag Nr. 22 ()
      ja Gewinnmitnahme ist genau das richtige Wort, auch wenn ich nicht damit gerechnet habe
      doch die sind schnell wieder im Sack und dann gehen wir über die 10 Euros, und das im Eiltempo
      Avatar
      schrieb am 23.02.05 01:07:35
      Beitrag Nr. 23 ()
      also,es sieht wohl so aus...das msft und alcatel zusammen lösungen für das kommende ip television anbieten werden...aus sigm sicht die anmerkung...das sowohl alcatel als auch msft partner von sigm sind...was bedeutet, dass die chips von sigm in lösungen von msft/alcatel verwendet werden...leute...denkt mal soweit bis das thema iptv richtig gestalt annimmt!ausserdem ein ritterschlag für die technik von sigm...:D:cool:
      Avatar
      schrieb am 23.02.05 15:28:42
      Beitrag Nr. 24 ()
      http://seattletimes.nwsource.com/html/businesstechnology/200… html

      Alcatel, the world`s largest provider of broadband Internet equipment, and Microsoft agreed to jointly develop and sell products for watching television via Web connections.

      The companies will combine their Internet-Protocol video software, and Alcatel will be the preferred company to install the product for network operators such as SBC Communications, said Alan Mottram, Alcatel`s head of fixed solutions.

      "Every fixed-line operator is contemplating or already moving to IPTV," Mottram said in a news conference in Paris yesterday. "We are integrating the Microsoft TV middleware and Alcatel hardware and software to provide a combined offer."

      Alcatel in October got a $1.7 billion order to build a fiber-optic network for SBC, whose network is slated to reach 18 million homes by the end of 2007 and carry digital television using Microsoft`s Internet-Protocol TV software.

      The companies are testing the IPTV product with Telecom Italia, said Eric Boustouller, president of Microsoft France. Mottram said the combined system is being delivered or is in trial with more than 30 operators.

      The joint product will allow instant fast-forwarding to skip ads, video-on-demand and picture-in-picture, in addition to electronic TV guides and a search engine for programs, movies and actors, Boustouller said. Microsoft has been developing a chip with STMicroelectronics and Sigma Designs to power set-top boxes that can decode the digital signal, Boustouller said. The chip will be able to show 16 channels on a screen at once.

      The Microsoft-Alcatel product will work for digital subscriber lines, optical fiber and coaxial cable, according to the Alcatel executive. The platform will be based on open software and encryption standards such as XML and MPEG, he said.

      The companies worked on the agreement for about a year to solve "issues," Mottram said, without giving details. "Mating elephants is always an interesting proposition."
      Avatar
      schrieb am 23.02.05 16:51:56
      Beitrag Nr. 25 ()
      Also momentan sieht es ja ehr schwarz aus! Nachdem absturz kommt die Aktie nicht mehr so richtig von unten raus allerdings sollten wir uns lieber erstmal bis zum 15.03.2005 entspannt zurück lehnen! Denn dann kommen die Q Zahlen. Von da an wird es dann wohl wieder bergauf gehen!

      Gruß Moneytree
      Avatar
      schrieb am 23.02.05 17:44:26
      Beitrag Nr. 26 ()
      absturz?!?:eek: weiß zwar nicht...wo du den siehst...aber für manche ist ne korrektur von nicht mal nem $ schon ein absturz...:laugh:
      Avatar
      schrieb am 23.02.05 17:58:12
      Beitrag Nr. 27 ()
      Du also bei den Amis ging es gestern um knapp 8 % nach unten! Das sind sicher Gewinnmitnahmen aber bei 8% ist dies auch schon ein kleiner Absturz! Heute wird es auch nicht wirklich besser!
      Avatar
      schrieb am 24.02.05 01:24:25
      Beitrag Nr. 28 ()
      ist doch nicht schlecht, immer nach oben ist doch auch langweilig. Und so kann man billiger nachkaufen...sie kommen wieder und das wird dann umso heisser
      Avatar
      schrieb am 02.03.05 13:44:26
      Beitrag Nr. 29 ()
      und irgendwie werde ich das Gefühl nicht los, das wir heute höher notieren...
      mal sehen wie weit es geht, vielleicht schon bald eine Kurserholung vor den Zahlen mitte März
      Avatar
      schrieb am 04.03.05 23:19:06
      Beitrag Nr. 30 ()
      "MPEG-only bows out of codecs race; H.264 and VC-1 still contending"

      http://www.eetimes.com/sys/news/showArticle.jhtml?articleID=…

      "While the trend toward multicodecs grows among chip makers, broadcasters still must find a preferred codec for their content."

      "BSkyB announced Wednesday that its HDTV service in the U.K. scheduled for launch next year will use an H.264-based advanced video codec."

      "In the U.S., SBC may become the first operator to deploy VC-1-based IPTV services. SBC, which has picked Microsoft as a system integrator for its IPTV infrastructure, has reportedly flip-flopped on the advanced video codec it plans to adopt. The telecom giant was initially committed to H.264, but it is now said to be leaning towards VC-1."

      "For its IPTV deployment, SBC selected Motorola and Scientific Atlanta as IP set-top suppliers. Three chip vendors — Broadcom, STMicroelectronics and Sigma Design — are still in the race. Microsoft, meanwhile, is said to be calling the shots for SBC on everything from a back-office systems to SoC specs for IP set tops."


      The article also mentions that BRCM is planning to add VC-1 decoding to its solutions.


      TO THE POINT HERE, ST Micro and BRCM are going to be late to way late with their combo solutions, solutions that will leave the gate (when they do arrive) with little streaming expertise and/or software support. Key also here is the comment that MSFT is calling the SoC (system-on-a-chip) specs and we know for certain that SIGM has been working with them now for SEVERAL YEARS on this stuff.

      If in fact SBC has went with both MOT and SFA for the SBC Lightspeed project, it strongly suggests to me that a SIGM chip may be in EACH of their solutions. If so, the implications for SIGM are OFF THE SCALE since we would not only have won the biggest telco IPTV project on the radar, but would also have design wins with the two giants of the cable STB business.
      Avatar
      schrieb am 04.03.05 23:19:47
      Beitrag Nr. 31 ()
      "AboCom: New Bluetooth, WLAN and other products to contribute 30-40% of 2005 revenues"

      http://www.digitimes.com/systems/a20050304B2059.html

      "Network equipment maker AboCom Systems expects its new product lines, including Bluetooth multimedia products, TV-use digital media adapters and 802.11b WLAN Secure Digital (SD) cards, to contribute a 30-40% of its 2005 revenues, according to company chairperson Eric Oh-Yang."

      "AboCom recently started cooperating with a China-based home-appliances vendor on integrating digital media adapters into TVs to enable users to transfer data from desktop PCs to TV monitors through wired or wireless functions, according to Oh-Yang. Shipments to the home-appliances vendor are slated to begin in small volume in the end of this quarter, and the shipments will expand to 300,000 units in the second quarter, said Oh-Yang."

      That would almost certainly be this EM8620L-powered DMA:

      http://www.digion.com/en/news/20050216_ces02.htm
      http://www.sigmadesigns.com/news/press_releases/pr_pdf/04113…

      FYI - 300,000 units in the not too distant future would mean $6+ million in sales for SIGM.
      Avatar
      schrieb am 04.03.05 23:28:24
      Beitrag Nr. 32 ()
      From Nextinning:
      "We`ve CONFIRMED from several sources that Sigma is the chip supplier to both SFA and MOT for their advanced set-top-boxes supporting both Windows Media 9 and MPEG-4(H.264). The best we can determine is that the chip will sell for between $17 and $19 in volume. We feel SIGM has more than a reasonable chance to sell to these customers, as well as to some smaller ones, somewhere around 500K chips during the next year or so. For a company currently shipping only $7M to $8M per quarter, this is a big deal."
      Avatar
      schrieb am 04.03.05 23:30:20
      Beitrag Nr. 33 ()
      Avatar
      schrieb am 09.03.05 16:09:01
      Beitrag Nr. 34 ()
      Press Release Source: DivXNetworks


      Sigma Designs Announces Support for DivX Connected Certification Program
      Wednesday March 9, 9:01 am ET


      SAN DIEGO--(BUSINESS WIRE)--March 9, 2005--DivX Networks, Inc. today announced that Sigma Designs (NASDAQ:SIGM - News), a leader in digital media processing for consumer appliances has committed their support to the DivX Connected Certification Program. DivX Connected is a comprehensive certification program that brings together consumer devices, media server applications and premium online services to enable consumers to easily access digital media like video, music and photos on networked devices throughout the home.





      Sigma Designs will provide a DivX Connected Certified platform for networked devices, which device manufacturers use as the base for their DivX Connected Certified Media Players. The DivX Connected Certification Program ensures interoperability among an ecosystem of networked CE devices, PC software and online services to support a wide-range of popular media formats for video, audio and photos.

      "We are extremely pleased to add the support of Sigma Designs to the DivX Connected Program. This is a very significant development for the future of the connected entertainment experience, as Sigma Designs is one of the industry`s most significant providers of IC products for networked devices. This partnership will go a long way toward creating robust digital media platforms for DivX Connected devices which easily manage a wide range of digital media content and online services," said Paul Sarena, Product Manager, DivX Connected Program at DivXNetworks.

      Built upon the successful DivX Home Theater Certification program which has brought to market over 20 million DivX compatible devices from major manufacturers, the DivX Connected program extends rich digital media experiences throughout the home using inexpensive consumer devices, and adds access to premium content services, interactive gaming and rich media management applications.

      "DivXNetworks has been a pioneer in the development of user-created digital media content and are continuing their contribution into the connected home," said Ken Lowe, vice president of strategic marketing for Sigma Designs. "We believe our customers will see real value in the addition of DivX Connected technology that helps bring digital media to the television and provides an interoperable platform for online services."

      DivX Connected Certified products and services will carry a special DivX logo identifying their interoperability among software, devices and services from a variety of vendors to ensure consumers a seamless experience, whether listening to their digital music library or getting new movies from premium content providers. The first DivX Connected products are expected to hit the market in the second half of 2005. More information is available at: www.divxnetworks.com/connected.

      About Sigma Designs

      Sigma Designs (NASDAQ:SIGM - News) specializes in silicon-based MPEG decoding for streaming video, progressive DVD playback, and advanced digital set-top boxes. The company`s award-winning REALmagic® Video Streaming Technology is used in both commercial and consumer applications providing highly integrated solutions for high-quality decoding of MPEG-1, MPEG-2 and MPEG-4. 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 http://www.sigmadesigns.com.

      About DivXNetworks

      DivXNetworks is a consumer-focused video technology company positioned at the center of multimedia convergence. The company`s core offering is the DivX ® video codec, among the world`s most popular video compression technologies with over 160 million users worldwide. Often called "the MP3 of video," the patent-pending DivX video technology offers DVD-quality at 10 times greater compression than MPEG-2 files, enabling full length films to easily fit on a CD or be delivered over broadband connections. DivX video technology powers a range of applications that span the convergence value chain, from a secure IP-based video-on-demand solution to next-generation consumer electronics products and video software applications. DivXNetworks is headquartered in San Diego, California.



      --------------------------------------------------------------------------------
      Contact:
      For DivXNetworks:
      Tom Huntington, 858-882-0672
      thuntington@divxnetworks.com
      Avatar
      schrieb am 11.03.05 11:04:17
      Beitrag Nr. 35 ()
      so heute dürfte die Wende sein, der Boden ist gefunden, und nun ist ein Turnaround angesagt, mit Vollgas ,...wetten wir?
      Avatar
      schrieb am 12.03.05 04:29:51
      Beitrag Nr. 36 ()
      der kursverlauf wird bald entschieden...viel wird sich bis zu den earnings bestimmt nicht mehr tun...

      meine am 15.03. gibt es ergebnisse...sollte sigm überraschen und nen positiven ausblick geben...stehen wir höher als 15$!
      Avatar
      schrieb am 12.03.05 14:55:17
      Beitrag Nr. 37 ()
      ich denke sehr positiv, haben in den letzten Jahren nicht enttäuscht und so werden wir auch mal abgreifen können, viele werden die Aktie nicht im Depot haben, ich habe nochmal nachgelegt:D:D
      Avatar
      schrieb am 15.03.05 11:22:52
      Beitrag Nr. 38 ()
      hallo erstmal
      heute ist der Tag der Entscheidung, wir werden heulen, oder uns freuen, hoffe das letztere. Ich denke das sie uns nicht enttäuschen und lege nochmal ein Pfund nach
      Avatar
      schrieb am 15.03.05 22:56:56
      Beitrag Nr. 39 ()
      hi ,
      weiß jemand , wie die Zahlen ausgefallen sind :confused:

      Viele Grüsse
      Avatar
      schrieb am 15.03.05 23:49:48
      Beitrag Nr. 40 ()
      zahlen sind gut...nachbörslich ist sigm knapp 2% im plus...ausblick scheint auch gut zu sein...



      MILPITAS, Calif.--(BUSINESS WIRE)--March 15, 2005--Sigma Designs®, Inc. (Nasdaq:SIGM - News), a leader in digital media processors for consumer appliances, announced results for its fourth fiscal quarter and year ended January 31, 2005.
      Net revenues for the fourth quarter were $7,888,000, up 3% from $7,677,000 for the previous quarter and up 7% from $7,341,000 reported for the same period last year. Sigma reported a small net loss of $17,000 or $0.00 per basic and diluted share in the fourth quarter. This compares to net income of $525,000, or $0.03 per basic and $0.02 per diluted share for the previous quarter, and net income of $297,000 or $0.01 per basic and diluted share during the same period one year ago. The increase in revenue is primarily attributable to increased sales of the company`s EM8620 Windows Media 9 media processors and the small loss was primarily due to additional costs for Sarbanes-Oxley compliance.

      For the year ended January 31, 2005, net revenues were $31,437,000, up 3% from $30,520,000 reported for fiscal 2004. Sigma reported a net income of $1,840,000, or $0.09 per basic share and $0.08 per diluted share for fiscal 2005 compared to net income of $1,543,000 or $0.08 per basic and $0.07 per diluted share in fiscal 2004.

      "We are pleased with the range of accomplishments and overall profitability we achieved for fiscal 2005. Despite lower than expected sales in our second half, we achieved revenue growth and $1.8 million in net income while positioning ourselves for several large upcoming opportunities in the telco and high definition DVD space. We introduced the first secure media processor with integrated support for H.264 and VC-1, a landmark achievement for the industry and a potentially paradigm-changing event for the company. We maintained leading market share in digital media adapters, IPTV set-top boxes, and networked DVD players, while we achieved a number of new design wins in high-definition television and portable media products. Finally, we increased our list of top-tier companies we are working with, including the addition of D-Link, I-O Data, Sharp, Sony VAIO Division, Tatung and Viewsonic. Looking forward, we see tremendous upsides to our top-line potential and remain optimistic in our ability to achieve a greater revenue growth rate, as well as improved levels of profitability," stated Thinh Tran, chairman and chief executive officer, Sigma Designs.
      Avatar
      schrieb am 16.03.05 00:03:23
      Beitrag Nr. 41 ()
      so sehen die amis den live verfolgten cc...

      lassen wir das mal so stehen!:)

      < Previous | Next > [ First | Last | Msg List ] Msg #: Reply
      Recommend this Post Ignore this User | Report Abuse
      "the NEXT Microsoft" is born.
      by: SD_REALmagic
      Long-Term Sentiment: Strong Buy 03/15/05 05:57 pm
      Msg: 81464 of 81466

      ...SIGMA is finally in the making of history.


      "the NEXT Microsoft" is born.
      Avatar
      schrieb am 16.03.05 00:07:01
      Beitrag Nr. 42 ()
      qamorphis
      Danke für die Zahlen .Bin des Englischen aber nicht ganz so mächtig .Eine kurze deutsche Zusammenfassung wäre super .Danke ;)

      Viele Grüsse
      Geldjung
      Avatar
      schrieb am 16.03.05 01:31:23
      Beitrag Nr. 43 ()
      also der umsatz ist besser als erwartet...ein riesen sprung war für dieses quartal nicht erwartet...

      was viel wichtiger ist...der conference call...

      also wenn ich es richtig verstanden habe...ist der ausblick sehr gut!es wollen wohl mehrere der kunden noch in diesem jahr "major product launches" vornehmen...sigm ist der einzige chip produzent der die dafür erforderlichen chips hat...sigm hat so mit die besten chancen diese aufträge an land zu ziehen...

      wenn man bedenkt das sigm zuletzt sowohl mit sony und ich meine auch mit msft wichtige aufträge an land gezogen hat...ist es nicht grad unwahrscheinlich das sigm in der nächsten zeit zum highflyer avanciert!

      greez
      Avatar
      schrieb am 16.03.05 15:37:39
      Beitrag Nr. 44 ()
      das ist doch ein Wort, oder, seht euch nur an, und staunt was da noch folgt...hahah
      Avatar
      schrieb am 16.03.05 15:53:58
      Beitrag Nr. 45 ()
      Hab auch bei 7 Euro nachgekauft, nachdem ich vorher bei 8,8 zunächst verkauft hatte. Aber jetzt bleib ich noch ein bisserl weils so schön ist.
      Avatar
      schrieb am 16.03.05 16:09:47
      Beitrag Nr. 46 ()
      Ich hatte im Oktober bei 7,36 gekauft.

      Zum Glück bin ich dabeigeblieben u. hab nicht in der Zwischenzeit mit Minus verkauft, naja hätte ich nachkaufen sollen.

      Geht ja ganz schön ab heute. :)
      Avatar
      schrieb am 16.03.05 16:13:13
      Beitrag Nr. 47 ()
      und gleich noch ne Kaufempfehlung, Anhebung von buy auf strong buy, kursziel 14$
      dann mal auf dahin, aber zackig
      Avatar
      schrieb am 16.03.05 16:34:55
      Beitrag Nr. 48 ()
      tja....14$ sind aber leicht untertrieben!;) oder war das price target für diese/nächste woche?:D:cool:
      Avatar
      schrieb am 16.03.05 16:58:00
      Beitrag Nr. 49 ()
      nun ja ich habe auch schon höhere Ziele gelesen, doch mal soll ja nicht gleich träumen...sie werden kommen da bin ich mir auch sicher, denn es war schon eine Topmeldung, und die Aussichten sind ja lecker
      Avatar
      schrieb am 16.03.05 17:03:27
      Beitrag Nr. 50 ()
      ich rede auch nicht von den kurszielen die es zu lesen gab...

      ich rede von meiner persönlichen einschätzung!und da sehe ich sigm bei den top-performern auf 24-monatssicht!
      Avatar
      schrieb am 16.03.05 18:10:18
      Beitrag Nr. 51 ()
      Avatar
      schrieb am 17.03.05 17:12:42
      Beitrag Nr. 52 ()
      nun ich hoffe wir werden heute so um die 11,20 schliessen, oder mehr, und dann immer schön rauf
      Avatar
      schrieb am 17.03.05 17:47:40
      Beitrag Nr. 53 ()
      hi kojote,

      Wollte eigentlich nochmal nachkaufen, aber so ist mir auch recht. :)

      Vielleicht ergibt sich ja nochmal was.
      Avatar
      schrieb am 17.03.05 18:43:45
      Beitrag Nr. 54 ()
      wir haben zwar ein open window gestern aufgemacht, doch ansonten sehe ich erstmal soviel Dampf hinter der Aktie das sie weiter steigen wird, und das nehmen wir mit, oder
      Avatar
      schrieb am 17.03.05 21:51:40
      Beitrag Nr. 55 ()
      von mir aus gern :)

      Ich erfreu mich mal besser am Kurs u. lass das Nachkaufen sein.

      Bin auch noch in Apple drin, wo ich ganz gut im Moment im Gewinn bin, vielleicht verkauf ich die für Sigma.
      Weil noch mehr neues Geld - dafür ist mir das Risiko zu hoch.
      Avatar
      schrieb am 17.03.05 23:49:49
      Beitrag Nr. 56 ()
      ja ich denke frisches Futter würde ich auch erst reinbuttern, wenn ich sehe das die Kurse über einen längeren Zeitraum ruhig laufen und das kann man nach zwei Tagen noch nicht sagen. Einfach laufen lassen, machst nix verkehrt.Es gibt ja auch noch die Sunways, die ein Kaufsignal generiert haben und da wird es auch noch gut abgehen. Mit Apple kannst du dir gratulieren, und ich dir auch
      Avatar
      schrieb am 19.03.05 13:12:20
      Beitrag Nr. 57 ()
      nun ist die Kraft des gaps doch grösser und so werden wir konsolidieren, doch sie kommen wieder keine Frage, einfach liegen lassen und die Bewegungen verfolgen, rauf und runter wird es schon gehen, doch insgesamt aufwärts...:D:D:D
      Avatar
      schrieb am 20.03.05 17:07:22
      Beitrag Nr. 58 ()
      sigma wird ohne frage ein top-performer dieses jahr!für alle die noch nichts über den conference call gehört oder gelesen haben eine zusammenfassung des ganzen:

      The SMP8630 has become the most pivotal product in the company’s history, placing SIGM six to nine months ahead of the competition for the most sought after feature set in several large market segments.

      For some time now, SIGM has demonstrated it has outstanding technology which has generating roughly $8 million per quarter selling into a range of premium consumer products. Starting in the second half of this year, SIGM expects to be changing this paradigm as its industry-leading media processors begin shipping into next generation of set-top boxes and high definition players.

      SIGM is calling on many top-tier CE manufacturers and aligning itself with their plans for mainstream product introductions in the next 12 months.

      Near term, SIGM has a lot of companies that are preparing product launches that are going to account for more and more product. The predictability of the exact timing of this becomes increasingly difficult until SIGM has a substantial flow going.

      Regarding total available markets, SIGM stated that if you added, for calendar 2006, the range of IPTV deployments, the potential in high definition DVD player-type products, plus portables and the HDTV segments it will be playing in, you’re probably in excess of $500 million as a market size. Also, a new thing is that SIGM is seeing set-top box makers using SIGM’s chip for the cable set-top market and that’s a very very big market. The segment that SIGM would address here could probably add a couple of hundred million dollars to the above total.

      Most major Telcos around the world are now seriously preparing their launch of IPTV video services within the next two years. Microsoft announced at least 5 Telcos that are moving ahead with MSTV Early Adopter programs, each designed to deliver a 1000-user trial based on their TV2 software. To date, this list includes SBC, Bellsouth, Bell Canada, Swisscom and Reliance in India with many more on their heels. SIGM is working closely with several large Telco and set-top box manufacturers to establish the leadership position for IPTV media processors.

      SBC’s project Lightspeed is an enormously important thrust, representing a multi-billion dollar investment intended to reach 18 million homes by 2007and video service is a key revenue generating element of this new infrastructure. They are in the final stages of selection of set-top box and chip vendors. The selection process includes most of the world’s largest set-top box vendors including Motorola, Scientific Atlanta, Thomson and others. SIGM is heavily engaged with SBC in several of the top-tier set-top box manufacturers in an effort to secure this business and maintain its position as the leading provider of IPTV solutions. There are many reasons SIGM believes it is the strongest position to win this business. It is SIGM’s understanding that the earliest competitive chip solutions are scheduled for 3Q sampling, if they work correctly. SIGM was bid by five different set-top box vendors for this program. Nearly every major North American Telco is in close contact with SBC and many are making plans for a deployment in a similar timeframe using a similar solution. SIGM believes that this program and its related follow-ons have enormous implications for the future revenue of SIGM.

      Nearly every country in Europe has independent IPTV services in deployment and in the early planning stages by every major national carrier. In other parts of the world, Telcos are also taking action with country carriers in various stages of evaluation, trial and deployment.

      In most cases, the major (Telco) carriers are in the million unit and above potential over a couple of years period.

      Regarding competing with ST Micro (the other chip supplier that Microsoft has mentioned as a source for its IPTV set-top boxes), SIGM stated that it has a much lower overhead than ST and that it can execute a lot faster. With volume potential, SIGM’s fab, TMSC, can provide it with the cost structure needed to compete.

      In summary, the Telcos around the world are increasingly on a fast track to deploy some form of IPTV video services. Most of these solutions require a highly integrated media processor with H.264, VC-1, security and other key features. Currently, there is only one company that already has working silicon with these features, has the most experience in IP video streaming and is already the leader in IPTV video applications. That company is SIGM. SIGM does expect to have strong competition from ST Micro, Broadcom and others, but states that it is playing to win.

      Regarding the developing market for high definition video players, Toshiba, NEC and Sanyo are among the leading electronic makers backing the HD DVD format and Toshiba has committed to having DVD players available in 4Q of this year and Sanyo has also stated plans to produce HD DVD players as well as optical pickups by the end of the year. Blu-Ray recorders and discs are expected in the early 2006 timeframe from Sony, Panasonic and Philips. From a timing standpoint, SIGM expects a few top tier companies and a throng of second tier companies to launch new HD DVD players in the 4Q of this year, followed by a spate of Blu-Ray players being launched in the first half of 2006. These players require media processors that support high definition decoding of MPEG-2, H.264 and VC-1, high performance graphics, robust security and sufficient CPU power. This is yet again another large emerging market for a number of the state-of-the-art features that can only be found in one chip today, the 8630 from SIGM.

      SIGM is engaging with several top-tier consumer electronics companies to work in partnership for introducing the upcoming wave of HD DVD and Blu-Ray players.

      Regarding HD DVD captive suppliers, SIGM states that many, not all, of these suppliers will not be able to meet the timeframes and captives are not going to be the solution for many of these larger entrants. Another point is that the overlap between the HD DVD specifications, IPTV opportunities and the new cable and satellite media processors is very very similar. The codecs, high performance graphics, processing power and security systems are very similar. So it is a huge undertaking to create a chip of this magnitude.

      Regarding the FVD market, it is taking a little longer than expected. SIGM understands that at the end of this month, there is going to be a big launch in Asia to launch these players.

      SIGM has seen a (sales) up tick in portable media players that are USB-based, more in the Korean and Japanese markets, where content can now be accessed and downloaded. The U.S. market is not expected to take off until there is infrastructure that allows one to be able to purchase and download movies legally. There is an ongoing market for these products in Asia and SIGM expects a new generation of designs based on its 8620 chip. Infrastructure for downloading with security hopefully will be in place shortly and when that happens, SIGM expects unit volumes to really ramp up.

      Regarding wireless HDTVs, SIGM expects to see big vendors like LG Electronics having products for the Korean market and a few more big companies to start using its silicon to deploy similar products from 15 inch all the way up to 50 inch plasma and LCD screens. With SIGM’s single chips, you can do all the functions of a regular TV, plus have DMA functionality and wireless video transmission built in without any extra cost. That concept is really catching on. SIGM is seeing a lot of Asian makers, Taiwanese, Chinese, and Korean, start designing in its silicon and expects to see reasonable volumes in the 3Q and 4Q timeframe.
      Avatar
      schrieb am 25.03.05 09:54:39
      Beitrag Nr. 59 ()
      Hört sich gut an!
      Der Kurs hat sich wohl auch wieder beruhigt.

      Also dann Frohe Ostern ! ;)
      Avatar
      schrieb am 31.03.05 17:42:54
      Beitrag Nr. 60 ()
      http://news.com.com/Hollywood+seeks+iTunes+for+film/2100-102…

      SANTA MONICA, Calif.--Sony Pictures Digital Entertainment is trying to develop and own the next iTunes--but for films.

      "We want to set business models, pricing models, distribution models like (Apple Computer CEO Steve) Jobs did for music, but for the film industry," Michael Arrieta, senior vice president of Sony Pictures, said at the Digital Hollywood conference here.

      "I`m trying to create the new `anti-Napster,`" he added.

      To that end, Arrieta said, his group plans to digitize Sony Pictures` top 500 films and make them available for the first time in various digital environments within the next year. He said the distribution for films like "Spider-Man 2" will go beyond just Movielink, the video-on-demand joint venture of Sony Pictures and several other major studios, which to date has hosted a limited library of Sony`s movies.

      For example, Sony plans to sell and make films available in flash memory for mobile phones in the next year, Arrieta said. It also will further develop its digital stores for downloading and owning films on the PC, he said in an interview.

      Sony`s plans--and similar moves by other studios--are likely to avoid empowering any one technology company--such as Apple in the music equation--and allow studios to pocket more of the profits. The philosophy in Hollywood is "Define your own agenda or someone else will for you."

      Equally important is trying to avoid the rampant digital theft in peer-to-peer communities that the music industry has suffered, media executives say.

      At the Digital Hollywood conference--a three-day event that began Wednesday--media executives including Arrieta ruminated on ongoing hurdles to giving consumers access to unlimited films, TV shows and multimedia on a range of devices, anywhere at anytime.

      They agreed that issues surrounding digital rights management, consumer adoption, and simple and compatible consumer electronics remained bottlenecks in the industry.

      Still, Hollywood is working with technologists to help deliver the promise of the "digital home" more than ever before, according to entertainment executives. It`s just that the two sides may still be speaking different languages.

      "The plumbing of IT is converging," said Adam Bain, vice president of technology and production at Fox Sports Interactive. "But there are so many different devices the trends are of a divergent nature."


      A comment from SIGM`s recent 4Q conf call:

      When asked in the Q&A segment about a video -Pod-type product, Thinh Tran stated that "SIGM can certainly support that type of product with the 8620 and a new product coming out. SIGM has seen companies like Sony and Microsoft talking a lot...it`s a 2006 phenomenon, although something could be seen by the end of this year."
      Avatar
      schrieb am 31.03.05 18:45:41
      Beitrag Nr. 61 ()
      sigm...bei 10,84$....:D
      Avatar
      schrieb am 31.03.05 18:50:59
      Beitrag Nr. 62 ()
      WOW!!!!!!das ist der grund!!!!

      From NextInning: "We`ve confirmed from several sources that SIGM is the chip supplier to both Scientific Atlanta and Motorola for their advanced set-top boxes supporting Windows Media Video-9 and MPEG-4(H.264)
      Avatar
      schrieb am 01.04.05 19:40:51
      Beitrag Nr. 63 ()
      Sigma Partner!



      Press Release Source: Concurrent Computer Corporation


      Concurrent Selected by EM Media to Provide Latest On-Demand Technology for Korea Digital Television Market
      Friday April 1, 9:00 am ET
      BSI Purchases EM Media VOD System Based on MediaHawk(R) On-Demand Technology and Increases Concurrent`s Korean Market Leadership Position


      ATLANTA--(BUSINESS WIRE)--April 1, 2005-- Concurrent Computer Corporation (NASDAQ: CCUR - News), a worldwide leader of on-demand technology that is shaping the future of television, today announced that EM Media of Korea has chosen Concurrent as its Video-On-Demand (VOD) provider to deliver advanced digital television services to Korean broadband system operators, multiple system operators (MSOs), and digital media centers (DMCs) using MediaHawk® On-Demand products and technologies.
      ADVERTISEMENT


      EM Media is a leading content aggregator serving the HFC cable market in Korea and will incorporate Concurrent`s MediaHawk On-Demand Platform, MediaHawk Business Management System, and MediaHawk Video-On-Demand Thin Client as part of an integrated VOD system for the Korean digital television market. In addition to providing the MediaHawk-based VOD System, EM Media acts as the content aggregator for VOD content. Such on-demand content includes network personal video recorder (nPVR) services consisting of high-demand time-shifted Korean broadcast television dramas which are roughly equivalent to the US broadcast soap operas.

      Concurrent announced that Broadband Solutions, Inc (BSI) of Korea has chosen the EM Media VOD System, increasing Concurrent`s established leadership position in the Korean digital television market. BSI is at the forefront of the digital revolution in Korea, establishing itself as a full-service provider of digital content and delivery for system operators in the market. Operating one of the largest digital media centers (DMCs) in Korea with 1.6 million subscribers, BSI`s services include aggregating digital video and managing the end-to-end infrastructure for the delivery of DTV broadcasting from the headend to the home. The Korea market represents a significant on-demand opportunity, with the Korean government initiating the deployment of digital cable television to between six and nine million households over the next several years. BSI began the field trial of on-demand services in calendar year 2004 and commercial deployment is scheduled for mid-2005.

      "BSI is launching advanced on-demand services, including Subscription Video-On-Demand, swiftly to our Korean subscribers, and Concurrent`s powerful technology, combined with its truly open architecture and integration capacity, incorporated by EM Media, gives us the ability to achieve this goal," said Chong-Ouk Kim, BSI Chief Executive Officer. "We look forward to continuing to build on this partnership with Concurrent, EM Media and the system operators to deliver the highest quality of digital services to this quickly emerging market. Concurrent`s MediaHawk Platform provided an unequalled foundation as we prepared for this launch," he added.

      "EM Media is excited to join both BSI and Concurrent in this broad delivery of digital on-demand services to the Korean market for the most innovative VOD consumer experience," said Joon Jang, Director of EM Media`s VOD Business Division. "Concurrent`s open platform simplified the integration with EM Media`s content aggregation technology and provided a trusted foundation. Together, BSI, Concurrent and EM Media will usher in a new era of on-demand entertainment and programming in the Korean market over an industry-leading integrated solution that is poised for future growth."

      "We are pleased to be working with BSI and EM Media as the digital revolution takes off in Korea, and to be awarded this recognition as having the on-demand platform of choice," said Gary Trimm, Concurrent President and Chief Executive Officer. "BSI`s pioneering vision for digital services to their customers, combined with Concurrent`s ability to deliver the latest in on-demand technology and commitment to open systems, integrated with EM Media`s leading solution, creates a solid foundation to deliver the variety of content that will be enjoyed in the Korean market and moving forward toward an `Everything-On-Demand` environment."

      Concurrent`s MediaHawk On-Demand Platform is the only widely deployed platform in the industry to completely separate streaming, storage and content ingest for three-dimensional scalability, and is a proven foundation for the delivery of the latest on-demand services, including Movies-On-Demand (MOD), Subscription VOD (SVOD), Free-On-Demand (FOD), Long-Format Advertising (LFA), Network-based Digital Video Recording (NDVR) and high-definition VOD (HDVOD), as well as exciting new on-demand applications and services. The Concurrent On-Demand Platform includes its proven hardware, extensive software, integration expertise and world-class customer service.

      About Broadband Solutions Inc.

      Broadband Solutions Inc. is a leading provider of broadband services such as digital cable TV, interactive TV and High Speed Internet Access Service to cable TV system operators in Asia. Broadband Solutions provides a comprehensive suite of media and network service, hosted DTV and interactive TV applications and services. Serving cable TV operators, BSI facilitates the swift and cost-effective deployment of enhanced services like interactive TV, video on demand, telephony, broadband Internet and "walled garden" content.

      BSI engages best-of-breed technology partners to make the most economically compelling and technologically advanced solutions available to the Korean cable TV operators. Broadband Solutions Inc. is a Korean company, with headquarters in Seoul. For more information, visit http://www.bsiasia.com.

      About Concurrent

      Concurrent (www.ccur.com) is a global leader in providing digital on-demand systems to the broadband industry and real-time computer systems for industry and government. Concurrent`s VOD systems are widely deployed worldwide by major broadband operators and provide a flexible, comprehensive, robust solution which is utilized within the domestic and international broadband cable, DSL, and IP-based markets. The company`s powerful and scalable VOD systems are based on open standards and are integrated with the leading broadband technologies. Concurrent is also a leading provider of high-performance, real-time computer systems, solutions, and software that focus on hardware-in-the-loop and man-in-the-loop simulation, data acquisition and process control for commercial and government markets. Concurrent has nearly four decades of experience in high-performance, on-demand, mission-critical solutions and provides its best of breed solutions through offices in North America, Europe, Asia, and Australia.

      Certain statements made or incorporated by reference in this release may constitute "forward-looking statements" within the meaning of the federal securities laws. When used or incorporated by reference in this release, the words "believes," "expects," "estimates," "anticipates," and similar expressions are intended to identify forward-looking statements. Statements regarding future events and developments and our future performance, as well as our expectations, beliefs, plans, estimates, or projections relating to the future, are forward-looking statements within the meaning of these laws. All forward-looking statements are subject to certain risks and uncertainties that could cause actual events to differ materially from those projected. The risks and uncertainties which could affect our financial condition or results of operations include, without limitation: our ability to keep our customers satisfied; availability of video-on-demand content; delays or cancellations of customer orders; changes in product demand; economic conditions; various inventory risks due to changes in market conditions; uncertainties relating to the development and ownership of intellectual property; uncertainties relating to our ability and the ability of other companies to enforce their intellectual property rights; the pricing and availability of equipment, materials and inventories; the limited operating history of our video-on-demand segment; the concentration of our customers; failure to effectively manage growth; delays in testing and introductions of new products; rapid technology changes; demand shifts from high-priced, proprietary real-time systems to low-priced, open server systems; system errors or failures; reliance on a limited number of suppliers; uncertainties associated with international business activities, including foreign regulations, trade controls, taxes, and currency fluctuations; the highly competitive environment in which we operate and predatory pricing pressures; failure to effectively service the installed base; the entry of new well-capitalized competitors into our markets; the success of new products in both the VOD and ISD divisions; the success of our new initiative to penetrate opportunities with the U.S. government; the availability of Linux software in light of issues raised by SCO group; capital spending patterns by a limited customer base; and contract obligations that could impact revenue recognition.

      Other important risk factors are discussed in our Form 10-K filed with the Securities and Exchange Commission on Sept. 7, 2004 and may be discussed in subsequent filings with the SEC. The risk factors discussed in such Form 10-K under the heading "Risk Factors" are specifically incorporated by reference in this press release. Our forward-looking statements are based on current expectations and speak only as of the date of such statements. We undertake no obligation to publicly update or revise any forward-looking statement, whether as a result of future events, new information, or otherwise.

      Note to Editors: For additional company or product information from Concurrent, please contact Concurrent, 4375 River Green Parkway, Suite 100, Duluth, GA 30096. Call toll free in the U.S. and Canada at (877) 978-7363, fax (678) 258-4199. Readers can also access information through the company`s Web site at www.ccur.com.

      Concurrent Computer Corporation, its logo and MediaHawk are registered and unregistered trademarks of Concurrent Computer Corporation. All other product names are trademarks or registered trademarks of their respective owners.



      --------------------------------------------------------------------------------
      Contact:
      Concurrent, Atlanta
      Laurie Sillay Lahr, 678-258-4000
      laurie.sillay.lahr@ccur.com
      Avatar
      schrieb am 01.04.05 19:42:15
      Beitrag Nr. 64 ()
      Sigma Partner




      Press Release Source: SeaChange International


      SeaChange Introduces New Open Solutions to Expand IP Video Applications
      Monday March 28, 11:55 am ET
      Axiom Open Suite and Next Generation Hybrid Memory/Disk MediaCluster Provide More Flexibility and Economy to Deliver Sophisticated Video Services


      MAYNARD, Mass.--(BUSINESS WIRE)--March 28, 2005-- SeaChange International, Inc. (Nasdaq: SEAC - News) today introduced its next-generation video delivery platform, extending the capabilities of its proven VOD (video-on-demand) System to support a wider array of advanced video applications for cable operators and telephone companies. Leveraging the advantages of IP technologies, the new SeaChange IP Video System includes Axiom, its new open video operations service software and new memory-based video servers.
      ADVERTISEMENT


      Fully compatible with existing SeaChange installations, the new IP Video Systems give broadband service providers new options in the rapid deployment of high-value video services. The System reflects the Company`s expertise derived from the delivery of over 100 million on-demand sessions per month. It is designed for emerging IP video applications that extend beyond the digital television settop box to support the radical expansion of video applications that is occurring today.

      "The worldwide growth in broadband network access is bringing about significant new revenue opportunities in video services through television, telephony and PC applications," said Bill Styslinger, president and CEO, SeaChange International. "Through its extensive deployments, SeaChange has distinguished its expertise in high-bandwidth video applications and is working to help its customers leverage video across these platforms in ways never before possible."

      Next-Generation Platform

      The SeaChange IP Video System includes the introduction of the new SeaChange Axiom(TM) video operations services software (VOSS), which leverages the latest IT and digital television standards. Together with SeaChange`s new hybrid MediaCluster servers, it forms a pre-integrated system that provides the industry`s most economical and reliable platform for delivering a range of services that span the intake and delivery of HD (High Definition) video content on-demand, as well as DVDs, scheduled broadcasts, video games, targeted advertising, network DVR and a wealth of PC applications. While the SeaChange IP Video System is designed as a complete platform, its conformance to standards and its open APIs also enable customers to choose a multi-vendor solution.

      "SeaChange will deliver solutions for network operators to enhance every consumer service type on every kind of consumer electronics device, such as network storage for home applications and mobile media players, as well as tangential hospitality services, education on demand and other applications envisioned by network operators," said Joseph Ambeault, director of broadband systems, SeaChange. "SeaChange`s new IP Video System is an open and modular platform that handles the complex requirements of on-demand television and serves as an engine for the growth of compelling new video applications."

      IT Level Network Management

      At the heart of the IP Video System is the SeaChange Axiom VOSS, an open, comprehensive management platform that automates the control, execution and monitoring of the delivery of system-wide video applications. Like the previous generation Command Center, Axiom is pre-integrated with SeaChange`s durable MediaCluster(TM) video servers, broadband networks and digital settop boxes supporting the fastest time to market with new subscriber applications. Axiom is the first VOSS to provide a completely automated IT approach to system-wide management in a multi-vendor environment, supporting any standards-compliant network equipment, servers or clients to ensure complete flexibility for network operators.

      Axiom operational software administers the video network functions, including storage, streaming and application network services - providing seamless access for client applications.

      Fundamentally:

      Axiom globally manages sessions and resources for all video services and ensures that content and network bandwidth are optimized;
      Axiom provides sophisticated SNMP monitoring and management tools for complete purview into the operation of the infrastructure, including system components and their processes for engineering and operations staff;
      Axiom provides an easy integration point for subscriber applications, like VOD and switched broadcast, to access network services. Stream requests from clients are routed through Axiom, which determines the most optimal delivery network path and sets up the sessions - making content accessibility and bandwidth management transparent to client applications.
      VOD`s Most Deployed Server Line Now Includes the Highest Performance Memory-Based System Available

      This quarter SeaChange begins shipping its memory-based MediaCluster video servers, which operate together with customers` disk-based systems to provide a cost-effective balance of streaming and storage.

      On-demand usage is increasing dramatically and program libraries are growing well into thousands of hours. Delivering further flexibility and economy in VOD operations, SeaChange`s Hybrid MediaCluster(TM) provides memory caching for the most popular content, while storing the vast majority across cost-efficient DRAM (dynamic random-access memory), solid state drives and hard disks. Now, memory-based servers can be easily integrated with existing disk-based deployments to take advantage of SeaChange`s "single-copy" advantage as viewer traffic and content libraries increase. Combined with SeaChange`s content propagation software, distributed Hybrid MediaCluster servers support existing network bandwidth allocations, rather than requiring extensive network enhancements to support video streams.

      "Our hybrid approach applies memory-based video in a pragmatic way that meets the high streaming requirements of hit movies and provides the economy of disks to serve the `ocean of blue` -- the vast selection of other content that supports proven video business models," said Bill Styslinger.

      A key attribute of SeaChange`s open MediaCluster architecture is the ability to employ best available off-the-shelf disks and, now, memory to consistently deliver the industry`s most economical, fault-resilient video storage and streaming platform. At two rack units high, a Hybrid MediaCluster server provides 12Gb/s of stream throughput in 1GigE and 10GigE network settings. A single cluster stores up to 60,000 hours of on-demand content and easily combines with other clusters to store 500,000 hours. Independently scalable disks and memory ensure the best price and performance today and for future requirements.

      Designed for plug-and-play VOD support, Hybrid MediaClusters are compatible with the hundreds of SeaChange VOD Systems deployed for HFC and IP operators since 2000.

      Next week SeaChange will feature the Axiom video operations services software and the Hybrid MediaCluster server at the NCTA National Show (San Francisco, April 3-5) in booth 5874.

      About SeaChange

      First deployed in 2000 and now supporting over 100 broadband networks delivering video services, SeaChange`s VOD servers and software are the foundation for the majority of commercial on-demand television services around the world. In 2004, the National Television Academy awarded the first-ever Emmy to SeaChange for accomplishments enabling on-demand`s widespread availability. Additionally, its server systems are supporting the storage and delivery of video content for hundreds of broadcasters, studios and television networks around the world.

      SeaChange provides digital video systems that are changing television. Its powerful server and software systems enable television operators to provide new on-demand services and to gain greater efficiencies in advertising and content delivery. With its Emmy-winning MediaCluster technology, thousands of SeaChange systems are helping broadband, broadcast and satellite television companies to streamline operations, expand services and increase revenues. SeaChange is headquartered in Maynard, Massachusetts and has product development, support and sales offices throughout the world. Visit www.schange.com.

      MediaCluster, SeaChange Axiom and SeaChange Hybrid MediaCluster are trademarks of SeaChange International, Inc.



      --------------------------------------------------------------------------------
      Contact:
      SeaChange International
      John Coulbourn, 978-897-0100 x3098
      johnc@schange.com
      Avatar
      schrieb am 05.04.05 14:57:36
      Beitrag Nr. 65 ()
      Heute schauts gut aus: bei uns bereits +7% ;)
      Avatar
      schrieb am 05.04.05 15:22:42
      Beitrag Nr. 66 ()
      sigm hat gestern,als in deutschland die märkte schon zu waren,den größten teil des intraday-verlustes wieder wett gemacht...deshalb das plus :)

      habe meine sigm position weiter ausgebaut...ebenfalls habe ich imos ausgebaut...denke auch hier ist einiges zu holen!

      greez
      Avatar
      schrieb am 13.04.05 20:08:50
      Beitrag Nr. 67 ()
      weiß jemand warum die aktie plötzlich so an boden verliert?

      gruss

      wummi
      Avatar
      schrieb am 14.04.05 15:13:21
      Beitrag Nr. 68 ()
      @wummi...es gibt keine schlechten news...also kene panik!sigm ist ein recht kleiner wert....und seit tagen ist kein volumen in diesem wert!es ist also ein einfaches den kurs nach unten zu drücken...seit den zahlen gab es auch keine neuigkeiten...und das reicht dann bei solch einem wert um deutlich an boden zu verlieren!guck dir das gewinnwachstum an von sigm...jetzt ist die zeit weitere stücke zu kaufen,wenn du noch nicht voll dabei ist!greez
      Avatar
      schrieb am 15.04.05 12:28:29
      Beitrag Nr. 69 ()
      danke,das beruhigt ungemein.

      saludos
      Avatar
      schrieb am 15.04.05 13:11:22
      Beitrag Nr. 70 ()
      http://www.hdtvbuyer.com/articles/viewarticle.jsp?id=31856

      Sigma Designs – the company is currently in the process of interoperability testing with TANDBERG MPEG -4 AVC and Windows Media Video 9 (VC-1) encoders. At NAB 2005 you can see Sigma`s SMP8630 series demonstrated in the company`s suite at the Hilton hotel. Sigma`s SMP8630 series are secure media processors that were launched at CES this year. The SMP8630 chipsets are the industry`s first to combine support of high-definition decoding in all major formats including H.264, WMV9/VC1 and MPEG -2. These chipsets also provide comprehensive content security with extensive digital rights management (DRM) support.
      Avatar
      schrieb am 15.04.05 13:13:53
      Beitrag Nr. 71 ()
      Avatar
      schrieb am 15.04.05 18:10:36
      Beitrag Nr. 72 ()
      Hi ,
      bin zwar vor kurzem mit kleinem Gewinn ausgestiegen , aber der Kurs schreit ja regelrecht nach Kauf .
      Werde mir wieder einige Stücke gönnen:cool:

      Mfg
      Geldjung
      Avatar
      schrieb am 15.04.05 21:02:04
      Beitrag Nr. 73 ()
      in der nächsten woche findet die nab statt...vermute das dort vielleicht ein paar vermeldet werden...

      habe den link zur nab reingestellt...

      habe ebenfalls meine sigm position ausgebaut...und überlege in der nächsten wo weitere stücke einzusammeln..

      greez
      Avatar
      schrieb am 15.04.05 21:07:32
      Beitrag Nr. 74 ()
      Hatte leider schon vor paar Wochen bei 7,89 nachgekauft.:mad:

      Wenigstens bin ich aber bei Apple vor 2 Wochen mit gutem Gewinn ausgestiegen. 30% seit November

      Wie sind denn die Zahlen von gestern zu beurteilen?

      Hab mir heute bei amazon erstmal "King of Queens" Staffel2 für 29 Euro bestellt, damit ich die nächsten Wochen was zu lachen hab.:laugh:
      Irgendwie fällt ja alles zur Zeit.
      Avatar
      schrieb am 18.04.05 14:10:35
      Beitrag Nr. 75 ()
      Press Release Source: Sigma Designs, Inc.

      Sigma Adds All-Format Media Processing to Their EM8620 Series, With Support for H.264 and VC-1
      Monday April 18, 6:30 am ET
      New EM8622L Provides Pin- and Software-Compatible Upgrades for EM8620L Users

      LAS VEGAS--(BUSINESS WIRE)--April 18, 2005--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer appliances, today announced that the EM8622L and EM8624L media processors now add full H.264 and VC-1 decoding support to the popular EM8620L series. The EM8622L is a direct pin- and software-compatible upgrade to the EM8620L, while the EM8624L extends functionality for high-definition display products. At this week`s National Association of Broadcasters (NAB) show in Las Vegas, Sigma will showcase its EM8622L processor at the Sigma hospitality suite located at the Hilton Hotel.


      "The EM8622L enables customers to effortlessly upgrade their existing EM8620L based products with H.264 and VC-1 decoding," said Ken Lowe, VP of strategic marketing. "This will lead to a wide range of digital media adapters, IP set-top boxes, high-definition displays and DVD players coming on the market in the second half of this year with all-format media processing, obviating the need to choose which standard to support."

      Next Generation Consumer Products Embrace Advanced Codecs and High Definition

      The increasing pervasiveness of digital media, coupled with a fundamental need for entertainment alternatives, are paving the way for explosive growth in new types of consumer products and services. Telcos around the world are preparing to launch premium video services, DVD is moving to high definition, homes are using wireless networks to access media anywhere, digital media adapters (DMAs) are featured within displays and portable players are just about to experience video on-the-go. The common denominator: advanced compression technologies and high performance media processors turning these concepts into commercial realities.

      Driving this movement is a transition from the digital media monopoly, held by MPEG-2 for the past 10 years, yielding to a duopoly shared by two new video codecs that provide more than twice the compression efficiency: VC-1, a SMPTE specification based on Microsoft`s Windows Media Video 9 (WMV9); and H.264, a shared specification from ITU and MPEG associations, also known as AVC, and MPEG-4 part 10. Moving forward, VC-1 and H.264 appear destined to equally share the role as next generation digital media standards.

      The IPTV industry, which is just now showing signs of impending growth on a worldwide basis, is rapidly moving toward advanced set-top boxes that feature both VC-1 and H.264. For network operators, these advanced codec solutions enable the delivery of high-quality video services, such as live broadcasts and video-on-demand (VOD) over bandwidth-limited broadband networks. To upscale competition, certain North American and Asian services are looking to use the added compression to feature high-definition channels. By deploying set-top boxes that incorporate all codecs, operators ensure that their investment in customer premise equipment can support future content streams in any major format.

      For future DVD players, the movement toward high-definition content using VC-1 and H.264 with continued support for MPEG-2 is a near certainty as both HD-DVD and Blu-ray camps have selected these new codec standards. For some time, advanced DVD players featuring MPEG-4 content, high-definition output, and network connectivity have been popular with entertainment enthusiasts. However, the enormous momentum behind the emergence of HD-DVD and Blu-ray players will usher this level of performance into the mainstream and bring with it a tidal wave of content that requires multi-format support. Meanwhile, high-definition DVD players currently using the WMV9 codec are being purchased by enthusiasts with the desire to utilize the resolution of their HDTVs.

      Moving into the future, many other digital media products are adopting one or all of these new video codecs. Digital media receivers (DMRs) provide seamless flow of video content to TV sets throughout the home, and offer access to the growing collections of PC-based, digital photos, music and video, much of which is now based on WMV9 and Windows Media Audio (WMA). Likewise, high-definition televisions are moving to support the widening range of broadcast standards, including the migration of DVB, ARIB and ATSC to high-definition, H.264 content. Moving down the road, new portable media players, sporting video playback, are adding WMV9 compression to more than double their video storage capacity, as well as tap into the growing list of downloadable content.

      Decoding in All-Formats

      Sigma`s EM8622L and EM8624L provide system-on-chip (SOC) silicon solutions that feature all major compression technologies and support high definition. Key features include:

      * Video decoding up to high definition for H.264 (MPEG-4 part 10), VC-1 (WMV9), MPEG-2 and MPEG-4 (part 2).
      * Graphics acceleration with 32-bit alpha-blending, raster operations, and line drawing functions.
      * Audio decoding capability for Dolby Digital, WMA, WMA Pro, MPEG, AAC, MP3, and MPEG 1 or 2, layers I, II and III.
      * JPEG acceleration.
      * Motion adaptive deinterlacing for flat-panel, digital television output, as well as NTSC/PAL encoded video output for standard analog televisions.
      * Digital Rights Management (DRM) support with hardware cryptography engines for high speed payload decryption including AES, DES, triple-DES, RC4, CSS, DVB-CSA and Multi-2.
      * Single-chip solution with on-chip CPU, unified memory controller, IDE controller, general purpose IO and Ethernet MAC controller (EM8624L only).

      To ensure quick time-to-market and engineering convenience, Sigma will provide a library of streaming video and media playback software, including 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.

      Sigma Designs -- Powering the Digital Media Generation

      For more than five years, Sigma Designs has been investing in the development of advanced high-definition codecs to drive the expansion of the digital media consumer market. Based on its media processors and streaming software technologies, Sigma has established a leadership position in single-chip solutions for IPTV set-top boxes, digital media receivers and networked DVD players. Taking advantage of this technology, consumer products are being distributed on a worldwide basis by such leading manufacturers as D-Link, Fujitsu-Siemens, I-O Data, Kenwood, KiSS Technology, LG Electronics, Lite-ON IT, Onkyo, Samsung, Sharp, Sony and many others.

      Availability

      The EM8622L and EM8624L media processors will be sold through Sigma`s direct sales force. Samples of the EM8622L will be available in May and samples of the EM8624L will be available in June. Production availability will begin in August.

      Safe Harbor Statement

      This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma`s MPEG decoder products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer`s ability or desire to complete the roll-out, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

      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.
      Contact:

      Sigma Designs, Inc.
      Ken Lowe, 408-957-9850
      kal@sdesigns.com


      Source: Sigma Designs, Inc.
      Avatar
      schrieb am 18.04.05 14:17:29
      Beitrag Nr. 76 ()
      sigm partner


      http://www.rednova.com/news/display/?id=144487&source=r_tech…

      Kasenna Previews New Version of LivingRoom IPTV Application at NAB 2005


      LAS VEGAS, April 17 /PRNewswire/ -- Kasenna, the IPTV Company, will be previewing the latest version of its web-services based LivingRoom(TM) IPTV application suite at several partners` booths at the NAB 2005 show April 18-21.

      LivingRoom v1.2 delivers advanced IPTV services including broadcast TV, pay-per-view, video-on-demand, network PVR, and a commercial music jukebox-all from the same application server. In addition, LivingRoom v1.2 supports easy integration of more advanced services such as Internet access, e-mail, chat, interactive gaming, and traffic watch using web services APIs.

      LivingRoom clients are available in easily portable, thin client, browser-based configurations as well as with Macromedia Flash. LivingRoom v1.2 also includes a scalable and complete back-office application server for content management, channel packaging, transaction processing, billing system integration, subscriber management/provisioning integration, services management, and other key functions. LivingRoom will be available in high-availability configurations.

      LivingRoom 1.2 showcases integration with industry-leading set-top boxes from Amino and Thomson, and with encryption solutions from Widevine and SecureMedia. LivingRoom makes it easy for service providers of any size to build a best-of-breed system that delivers next-generation IPTV services to their subscribers.

      Key partners showcasing LivingRoom 1.2 at their booths include IBM, HP, and Optibase.

      Kasenna at the HP Booth -- # SL1961

      HP will be demonstrating Kasenna MediaBase and a customized version of LivingRoom in its booth at NAB. For this demonstration, Kasenna has created a flash client that has an HP look and feel similar to HP`s Media Gateway product. The demonstration includes broadcast IPTV, VOD and nPVR as well as Widevine as a conditional access system solution encrypting broadcast and VOD content. HP OpenView integration will also be demonstrated, to show how it can provide additional management and monitoring capabilities that are an integral part of an operator`s FCAPS requirements.

      Kasenna at the IBM Booth -- # SU7049

      IBM will be showing Kasenna MediaBase and LivingRoom running on IBM xSeries server hardware with the addition of LivingRoom running on the IBM WebSphere (WAS) application server. The two demos, dubbed "IPTV Operator Experience" and "IPTV Subscriber Experience," will include broadcast IPTV and VOD running through IP set-top boxes from Amino.

      Kasenna at the Optibase Booth -- # SL343

      Optibase plans to demonstrate an IPTV solution with its own headend equipment, Kasenna MediaBase VOD servers, and InfoGate middleware. Kasenna has provided an OmniBase server for the demo.

      About Kasenna

      Kasenna is redefining the business of television. As the acknowledged market leader in IP video delivery, the company has focused on open standards and an intelligent management infrastructure which allow service providers, enterprises, and other organizations to build commercial-grade IP video networks that support new and emerging video services. With its acquisition of ViewNow, Kasenna offers network operators the industry`s only turnkey source of IP video infrastructure, applications, and VOD programming for video services. Kasenna`s patented software technology has been proven with thousands of successful and profitable telecom, cable, hospitality, enterprise, education, and government deployments worldwide. Kasenna is headquartered in Mountain View, California, and is privately held. For more information please visit http://www.kasenna.com/ .

      Kasenna, Inc.

      CONTACT: Susan Lehman of Story Communications for Kasenna, Inc.,+1-510-832-6006, susan@storypr.com

      Web site: http://www.kasenna.com/

      Source: PRNewswire
      Avatar
      schrieb am 18.04.05 20:32:20
      Beitrag Nr. 77 ()
      vom letzten conference call...und der grund warum es noch keine news gab...derzeit kein schlechter zeitpunkt in sigma einzusteigen!
      Avatar
      schrieb am 18.04.05 20:32:57
      Beitrag Nr. 78 ()
      SIGM will announce deals once they have permission from their customers. At this time customers require a highly integrated media processor with H.264, VC-1, security and other key features. Currently, there is only one company that already has working silicon with these features, so there isn`t anyplace else for customers to go if they want to launch products this year.
      Avatar
      schrieb am 18.04.05 22:47:07
      Beitrag Nr. 79 ()
      Avatar
      schrieb am 19.04.05 15:11:53
      Beitrag Nr. 80 ()
      DG2L Launches New Line of H.264 Video Encoders, Decoders, H.264 Set-Top Box and Digital Cinema Products at NAB 2005

      Company Spotlights New H.264 Encoder, Neuron H.264 Set-Top Box and Advanced Digital Cinema System at Hilton Suite #21121

      http://biz.yahoo.com/bw/050418/186070.html?.v=1

      dg2l ist sigma partner:

      http://www.sigmadesigns.com/news/press_releases/040420.htm
      Avatar
      schrieb am 27.04.05 17:01:11
      Beitrag Nr. 81 ()
      :kiss: strong buy !!!!!

      oder was meint die allgemeinheit ?

      grüssle
      Avatar
      schrieb am 27.04.05 17:31:27
      Beitrag Nr. 82 ()
      habe die günstigen kurse genutzt um sigm weiter auszubauen...
      Avatar
      schrieb am 29.04.05 20:53:11
      Beitrag Nr. 83 ()
      Heute nochmals günstiger!

      ich hätte warten sollen, hab noch 2 Euro mehr beim Nachkaufen bezahlt. :mad:

      Ging ja wieder schnell runter, aber so ist das wohl bei Sigma, es müsste dann eigentlich demnächst wieder recht schnell in die andere Richtung laufen, oder kommt jetzt erstmal ein Sommerloch? :confused:
      Avatar
      schrieb am 30.04.05 03:16:52
      Beitrag Nr. 84 ()
      es ist zur zeit einfach ein kleines "news" loch...das ist alles!die nasdaq läuft derzeit nicht besonders gut...und da sind gute news von nöten...wenn man sich vom rest des marktes absetzen will.

      wer den letzten conference call verfolgt hat...der weiß das jetzt die zeit ist, sich in sigm zu positionieren!
      der cc liegt jetzt etwa anderthalb monate zurück...auf dem cc wurden sehr wichtige, große verträge für einen zeitraum in den nächsten 3 Monaten angekündigt!ende mai gibts den nächsten quartalsbericht...spätestens dann sollten wir etwas dazu hören!
      Avatar
      schrieb am 30.04.05 18:52:24
      Beitrag Nr. 85 ()
      Hallo @ all,

      falscher Threadtitel? Kurz vor Break des ATL (zumindest in D), sollte es wohl besser heissen. Sorry, Galgenhumor, bin selbst investiert.
      Wie seht Ihr die aktuelle Situation? Ging bei geringen Umsätzen ja ziemlich runter. In D seit Februar klar im Abwärtstrend, an der Nasdaq wird der untere Rand des Aufwärtstrends (seit 05/2004) deutlich angekratzt.
      Allerdings bin ich noch recht Neu an der Börse und kann einige Dinge vielleicht nicht so gut deuten, wie "alte Hasen", dennoch gibt mir die momentane Situaton zu denken.
      Ohne News und anhaltendem schwachen Nasdaq, wie weit nach Süden kann es gehen?
      --> Will noch ein Abstauberlimit setzen. ;)


      Schönes Wochenende! S.
      Avatar
      schrieb am 05.05.05 11:40:45
      Beitrag Nr. 86 ()
      Keiner mehr da? :confused:

      Schönen Feiertag :)
      Avatar
      schrieb am 05.05.05 12:19:09
      Beitrag Nr. 87 ()
      @scylla...also...jeder sollte natürlich seine eigenen entscheidungen treffen...und ich werde dir jetzt bestimmt nicht eine 100% richtige anlageentscheidungshilfe geben können...was timingzwecke betrifft ist das besonders bei so engen werten wie sigm ziemlich schwierig...und oft sind kursentwicklungen hier auch gar nicht rational begründbar.

      was ich dir zu sigm in kurzen worten sagen kann...

      sigm hat einen deutlichen vorsprung zu seinen mitbewerbern (z.B. ist sigm der einzige hersteller eines chips der sowohl h.264 und gleichzeitig vc-1 decodieren kann! siehe http://biz.yahoo.com/bw/050418/185489.html?.v=1)

      ausserdem wurden auf dem letzten conference call mehrere bevorstehende "major product launches" angekündigt,die sigm von bestehenden und künftigen kunden erwartet...infos zum cc findest du auch hier im thread!

      zum thema iptv lässt sich herausstellen das wohl mehrere kabelbetreiber noch in diesem jahr mit ihren diensten beginnen möchten (us-markt)...die einzigen lieferbaren chips für die dazu notwendigen "boxen" kommen von sigm...

      meiner meinung nach ist der kurs nur aufgrund der newsflaute der letzten wochen gefallen...doch sigm hat deutlich darauf hingewiesen (auf dem cc) das sie von einigen kunden derzeit zum schweigen verpflichtet wurden und sich derzeit nicht über bestehende verhandlungen äussern dürfen.

      wenn du weitere fragen hast...bitte!;)
      Avatar
      schrieb am 05.05.05 12:33:04
      Beitrag Nr. 88 ()
      Avatar
      schrieb am 05.05.05 14:58:12
      Beitrag Nr. 89 ()
      @ Amorphis

      Danke erstmal! :kiss:

      Auf Yahoo hab ich mich auch schon umgesehen.

      Mir ist auch klar, das Sigm ein Wachstumstitel ist, meine bedenken sind nur,das der Buchwert bei gerade mal 1,07 € liegt, Cash / Aktie bei 0,68 € vor Schulden.

      Und dann der Chart seit Februar... :(

      Wenn die Zahlen nur mäßig ausfallen, könnte sich tatsächlich ein Sommerloch auftun... :cry:

      Aber wir wurden ja nicht dazu geprügelt unser Geld in Aktien zu investieren. Das Risiko ist uns wohl allen bewusst und manchmal steht eben ein Minus vor dem Depotwert :O

      Um so schöner, wenn´s in die andere Richtung geht!
      So, jetzt geht´s aber erst mal raus in die Sonne, wünnsche noch einen herrlichen Feiertag! S. :)
      Avatar
      schrieb am 06.05.05 18:59:11
      Beitrag Nr. 90 ()
      so langsam kommen wieder buy orders in den markt...denke um die 8$ hat man auf kurze sicht die chance auf 50% gewinn...diesen monat kommen zahlen..und sie werden nicht schlecht sein...evtl giebt es ja auch was zu den angekündigten verträgen zu sagen...:)
      Avatar
      schrieb am 08.05.05 17:28:19
      Beitrag Nr. 91 ()
      zur info...im viel beachteten us-anlegermagazin barrons ist ein interview mit dem us-milliardär marc cuban...er ist in sigm investiert...und äussert sich ziemlich bullish zu sigm!denke als großer anteilseigner weiß er wovon er spricht...;)
      Avatar
      schrieb am 09.05.05 03:25:12
      Beitrag Nr. 92 ()
      interessantes interview mit bill gates zum thema HDTV,IPTV etc...denke wer sich ungefähr vorstellen kann...was da in den nächsten monaten,vor allem aber ab dem nächsten jahr,auf die verbraucher weltweit zukommt...der erkennt auch was für ein potential sigm hat!

      wer noch nicht weiß, was sigm genau macht bzw. auf welchem wachstumsmärkten sie positioniert sind, der sollte sich mal auf der seite:

      http://www.sigmadesigns.com/investors/investor_presentation.…

      die präsentation ansehen!:)


      das interview:

      The Engadget Interview: Bill Gates, Part 2
      Posted May 3, 2005, 1:31 PM ET by Peter Rojas
      Related entries: Features, Home Entertainment, Interviews, Tablet PCs

      In part one of our interview with Bill Gates, published yesterday, we chatted with him about the next Xbox console, whether or not Microsoft is going to come out with a competitor for the PlayStation Portable, and the future of Windows Mobile. In today’s second and final installment we asked him about HD-DVD vs. Blu-ray, IPTV, Windows Media Center and DTV, and why the Tablet PC has struggled so much in the marketplace.



      Let’s change gears a bit. There’s been a lot of talk recently about a possible compromise between HD-DVD and Blu-ray, but Microsoft isn’t mentioned in these discussions. You guys aren’t firmly in one camp or the other, but how important is a single unified standard to Microsoft?

      Well there’re certainly some great features in terms of the fabrication costs that the Toshiba proposal has and there’s some capacity benefits from the Sony camp. And I’m not a hardcore hardware person to know if there is a way to get the best of both worlds, given the politics of who gets the patent royalties and the credit and into the market first and all that. It may take a little bit of time for this to be worked out. We’re not at the center of that because we’re not a hardware company, and yet we need to make sure that whatever comes out is supportable in Windows. And there’re some configurations of those devices a year ago that in terms of the way they were thinking about things technically wouldn’t have worked well with the PC environment. We’ve made significant progress with both camps on that. For example, supporting what we call VC 1 as an encoder that we have as a feature in Windows. Not exclusively, but as one of the required things that happened like six months ago. That was a great milestone for us.

      Microsoft is basically agnostic towards either format?

      [Long pause] We want to see a single format, and we think it’s best for the PC industry for a single format to emerge. That won’t necessarily happen and if it doesn’t then to some degree we’ll have to support both formats.

      If there is a stalemate, which format do you think will come out ahead?


      I really wouldn’t want to pick that. I think you basically would have a stalemate because who’s going to buy movie thinking that they’re buying a Beta movie? I think it would freeze the marketplace. That’s why there’s so much pressure to try and get this resolved. I think basically the winner of [any stalemate] will be called DVD. And HD movies, at least those delivered on an optical disc, would be set back two or three years.

      That actually leads to my next question about home entertainment and the PC. Microsoft has a lot of behind the scenes initiatives right now, but what do you think the relationship is between the Media Center PC and then something like Foundation, Microsoft’s software for set-top boxes?

      Let me try to be succinct about this. In the home you’re going to have a variety of devices. So you’ll have a set-top box which you can think of as kind of the simplest device. It will clearly be able to handle digital rights management and deal with high definition digital video. And then you’ll have something like a video game that will be a superset of that. And so, for example, Xenon is more powerful than any next-generation set-top box and it can be used as a set-top box, but obviously it can do a lot more than that; you can run the entertainment and other software there.

      Then you have a Media Center PC that’s even beyond that in terms of storage and the kind of ecosystem that exists in the PC world. And so in the case of the set-top box you typically would store the video back on the server, either the Media Center server in the home, or the your video provider server back at the head-end. And that does have an advantage over sticking a hard disk on everything because you don’t even have to think about recording something [ahead of time]. The old shows are just there. There are various rights issues to work out on this, but we’ve got the user interface and IPTV gives you the ability to watch a show anytime you want without having planned that before the show’s aired or having this hard disk in your living room. You shouldn’t have to have that.

      Anyway so all these things that have to work together in the home, and the cheapest device is that set-top box. We’re working with the cable industry and the telco industry on that piece and then we do all this server software for them. You’re right that this IPTV thing is very exciting and it doesn’t get that much visibility because you know right now the design wins are with cable and telco, and until they roll out big numbers the people won’t get that TV is going to change, and that the way you’re going to serve, the way you’re going to find things, the way you’re going to interact with the ads, the way you’re going to think about DVRs, that’s just going to change. And even the boundary between what’s an interactive game and what’s TV, that boundary—of course there will still be those two poles—but there’ll be things that are even in the middle in terms of learning and game shows. Some of this stuff was talked about 15 years ago when we first got into this and those dreams are becoming a reality.

      But how does the Media Center PC, for instance, survive the transition to digital TV? It seems like there’s a lot of resistance on the part of the cable companies to provide the kind of support for CableCARD that third-party digital video recorders, be it a Media Center PC or TiVo, really need to be a part of that ecosystem you’re talking about.

      Oh, we’ll get support for CableCARD into Media Center. That’s the whole idea of enabling different end devices to connect to the cable network. I mean there are a lot of efforts to enable that to happen. We’re working hard with the cable industry right now to get through the specific qualifications there. But that’s a very necessary thing and it’s nice that the framework guarantees that end devices can get connected up on an objective basis. So we’re off doing that. In fact, we have good relationships with the cable industry that are hopefully helping us get that done faster. So we will do that. We have a DTV over-the-air antenna capability in some of the Media Center PCs today, but we really want easy access to all video sources. Today what you have to do is you have to do an analog to digital convert back in, and that’s a little bit harder to set up, a little bit more expensive, and you give up a little bit of quality when you do that. You really want to have those digital bits directly, but they reasonably want to make sure that there’s some degree of protection there as good as, say, they have on DVD or other things.

      Before we have to wrap things up, I wanted to ask you about Tablet PC. According to IDC, only 1.3% of all PCs sold last year were Tablet PCs. Is that good enough? Were those the sorts of numbers that you were expecting when you launched the platform a few years ago?

      Well I believe in Tablet and I’m never the best person to know what the ramp up will be like. We’re not mainstream yet and we are hardcore, we’re going make it better and better and get this thing to be mainstream. I’m very encouraged by this sales growth we’re seeing right now. The last three months has been the record by far. You know, it just takes time. You gotta get the cost premium down. We’re working hard on this one. We expect it to be a standard feature of every portable and that would be more like 30% of all PCs than 1% of all PCs. So we’re going to get there.

      How far away are we from that, do you think?

      I’m not good at predicting that. I’ll be bold enough to say two years away, 2 ½ years away. It’s very non-linear. It’s not like you go one, two, three, four, five, six, seven, eight. I mean you go you either go one, one, one, one, one, or you go one, ten, 15, 20, where it’s just “Oh, you didn’t get graphics user interface? What were you thinking? You should have graphics. You didn’t get a USB connector? Come on. You know that’s a necessary thing.” And we need the word to spread. We need people to sit on a plane and see somebody next to them who’s using OneNote and they go, “Whoa, what is that?” We need people to annotate things and mail it to people and when they get it they open it and say, “How did that person do that, that is so cool the way they’ve circled and underlined and done those things.” And we just need to get the price points coming down. We need the dual-spindle machines that we didn’t have. In retrospect it’s clear, in both software and hardware, that there was a lot to be done to get into the mainstream.

      But doesn’t what you just said point to the fact that a big part of the problem isn’t just hardware and software, that it’s also with the way the Tablet PC has been marketed?

      Yes. But then again, when you finally get that magic thing where you get the right hardware and software and right marketing it’s never really the size of the marketing budget, it’s more how you get the exposure. Because after all, all marketing does is take enough of a group that loves the thing and gets them talking to their friends. And we have a little bit of that right now. The people who own Tablets, many of them are rabid Tablet evangelists, and so we need about ten times as many of those before we’re moving towards the mainstream. There’s a lot of neat technology behind this, there’s a lot of user benefit, like digital reading, digital annotation, and so I know that the Tablet OS we have today is good, but the next big change will be the Longhorn Tablet. And we haven’t shown any of the public that and that’s when I said we’ve only shown a glimpse of Longhorn. We haven’t shown Media Center Longhorn, Tablet Longhorn, the browser. A lot of stuff is ahead of us.

      Media Center, Tablet PC will all be integrated into Longhorn, correct?

      That’s right. They will ship. We’ll have different SKUs but all those things there will be a major release that will ship with the client and so that’s the big update for those things.

      So I’ll be able to get my Tablet Media Center PC?

      Actually we are looking at that, we will have an SKU that combines those. That’s been a little bit of a missing piece. People like Toshiba that are doing these machines that are great for that have been very clear about that.

      Well, thank you so much, it appears we’re out of time.

      I had a good time talking with you. You’ve got a fun job!

      Thanks again to Bill and the people at Microsoft for their time; we’ll have a podcast of the interview later this week!
      Avatar
      schrieb am 13.05.05 13:24:35
      Beitrag Nr. 93 ()
      :cool:

      die vorläufigen zahlen sind draussen...denke es gibt heute einen kleinen einbruch an der nasdaq...wer investiert ist...sollte sich allerdings nicht zu sehr abschrecken lassen, da dieses quartal für gewöhnlich schwach ist...und die chips der nächsten generation gerade erst an den markt gebracht werden!werde einen rücksetzer heute oder in den nächsten tagen wahrscheinlich zum weiteren aufbauen meiner pos nutzen!
      Avatar
      schrieb am 13.05.05 13:25:23
      Beitrag Nr. 94 ()
      die vorläufigen zahlen...

      Press Release Source: Sigma Designs, Inc.


      Sigma Designs, Inc. Reports Preliminary First Quarter Results
      Friday May 13, 6:30 am ET


      MILPITAS, Calif.--(BUSINESS WIRE)--May 13, 2005--Sigma Designs®, Inc. (Nasdaq:SIGM - News), a leader in digital media processors for consumer appliances, today provided preliminary, unaudited results for its first fiscal quarter ended April 30, 2005.
      Based on preliminary accounting and pending the final results for the first quarter, net revenues for the first quarter are currently anticipated to be in the range of $6.0 to $6.5 million, compared with $7.9 million for the previous quarter and $7.8 million reported for the first quarter last year. Based on preliminary accounting and pending the final results for the first quarter, the company does not anticipate the first quarter to be profitable.

      "This is a slow start for a fiscal year that we continue to believe holds promise for the company`s break-out into mainstream markets. We are disappointed in this drop in revenue; however we are confident in our ability to rebound and anticipate revenue growth in the second quarter of this year. We are currently engaged in several IPTV opportunities, high definition DVD players, and other new consumer products which combined have the potential to generate increased revenues by the end of this year," stated Thinh Tran, Chairman and Chief Executive Officer, Sigma Designs.

      The company expects to issue its earnings release on May 24, 2005 with its conference call relating to first quarter results to take place at 5:00 PM EST.

      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.
      Avatar
      schrieb am 13.05.05 14:02:32
      Beitrag Nr. 95 ()
      Die Zahlen sind nicht berauschend, was sich heute auch der Kurs wiederspiegelt.
      Verstehen nicht warum das erste Quartal schlechter ausfiel als das letztjährige ?

      Amphoris kannst du mir eine Antwort geben ?
      Avatar
      schrieb am 13.05.05 14:20:15
      Beitrag Nr. 96 ()
      dazu muss man noch die endgültigen zahlen samt ausblick abwarten!ich vermute, dass sich die alte chipserie in erwartung der neuen, schlechter verkauft hat!
      Avatar
      schrieb am 13.05.05 17:35:51
      Beitrag Nr. 97 ()
      Tja, nachkaufen oder abwarten?

      Hatte sich das nach dem cc nicht anders angehört?

      Nun ja, andererseits denke ich das amorphis nicht ganz unrecht hat. Wer gerne die neuesten Laufschuhe hat, kauft auch nicht die von der letzten Saison (Ok, der Vergleich hinkt ein bisschen :)).

      Da ich momentan knapp an cash bin muss ich es wohl aussitzen. Allerdings gedenke ich evtl. einen sl zu setzen, denn wenn es noch weiter runter geht, kann man im Sommer sicherlich noch günstiger wieder rein.

      Aber jetzt erst mal schöne Pfingsten,
      S. :)
      Avatar
      schrieb am 13.05.05 17:37:21
      Beitrag Nr. 98 ()
      konnte nicht anders...hab meine position zu 5,26€ ausgebaut...seitdem gehts nur noch nach oben an der nasdaq...;) aktuell sind wir "schon wieder" bei...5,40€...

      good luck für alle...die heute den mut haben nachzulegen!
      Avatar
      schrieb am 13.05.05 17:43:03
      Beitrag Nr. 99 ()
      Hatte auch den Mut nachzulegen und schon vor Nasdayeröffnung (4,9 Euro).
      Ich denke, wir werden spät. im juni wieder Kurse über 6 Euro haben.
      Avatar
      schrieb am 13.05.05 17:56:14
      Beitrag Nr. 100 ()
      ich denke die werden wir schon eher haben!warte ab!das war absicht was da abgelaufen ist...die wußten das es ein schwaches quartal wird...und haben über 2 monate nicht auch nur eine nachricht gebracht-was zur folge hatte das der kurs über die wochen abbröckelte...jetzt haben sie die katze aus dem sack gelassen...die shortys toben sich aus...doch...besser jetzt...kurz vor quartalsende...als mit dem quartalsende...vielleicht steckt absicht insofern dahinter...das auf dem cc noch die ein oder andere nette meldung auf uns wartet...das es ein schwaches quartal wird...das war bekannt...es ist etwas schlechter geworden...doch das juckt keinen mehr...wenn in den nächsten wochen gute meldungen kommen...und der ausblick auf das 2.halbjahr besser wird!guck dir imos an...nach den zahlen eingebrochen...und nun?:)
      Avatar
      schrieb am 16.05.05 18:54:50
      Beitrag Nr. 101 ()
      7,58$ ;) :D heute schon um über 15% im plus gewesen...
      Avatar
      schrieb am 17.05.05 22:24:17
      Beitrag Nr. 102 ()
      nach 11% gestern...heute wieder 3,05% im plus...und das mit einen intraday-reversal....tief bei 7,29$....schlusskurs 7,78$

      bin froh nachgelegt zu haben...bin mir sicher es gibt doch bald neuigkeiten...und die umsatz sowie ertrags schwäche lag nur an der einführung neuer produkte...denke wir wissen bald mehr! :D
      Avatar
      schrieb am 18.05.05 15:39:12
      Beitrag Nr. 103 ()
      sind zwar "nur" infos aus einem us-board...aber dafür gute...;)


      "IP Set-top Box Makers Aggressively Push Export Of Products"

      http://english.etnews.co.kr/news/detail_top.html?id=20050516…

      "Buoyed by fast increase in their share in the overseas markets in the first quarter, Internet protocol set-top box makers such as Celrun, InfoEQ, SITEC System and Wisembed sharply raised their sales goal for this year."

      "Celrun (formerly Tcom & dtvro) gained 12.1 billion won (approximately 12.1 million dollars) in export of IP set-top boxes in the first quarter, including a 9.5 billion won-worth deal with UPS of Japan. This figure shows a rise of 25% compared to the same period of last year."

      "As part of strategy to supply its products to banks, Celrun is jointly working with Oki Electric of Japan on adjustment of specifications tailored for financial service firms in that country. Boosted by favorable reception of its low-end IP set-top boxes and those supporting H.264 specification in the market, the company anticipates to raise more than 104.5 billion won in sales, its target for this year."

      SIGM is a chip partner of Celrun and is in multiple set-top models:
      http://www.celrun.com/

      "With a goal of gaining 12.5 billion won in sales of IP set-top boxes this year, SITEC System plans to roll out products with its own brand in this month. The company has been supplying IP set-top boxes mainly on OEM and ODM basis. In alliance with the Electronics and Telecommunication Research Institute (ETRI), SITEC System is now developing an high definition set-top box that can support satellite, terrestrial and IP broadcasting service. Having been receiving continued inquiries from communication carriers, hospitals and hotels in Southeast Asia, Europe and North America, the company has optimistic outlook for demand."

      SIGM is one of only two chip partners of SITEC and is thus likely in some or all of their set-tops (although no specs are provided):
      http://www.sitecsoft.com/

      "InfoEQ, which supplied IP set-top box-based in-house broadcasting systems to Kookmin Bank and National Agricultural Cooperative Federation in the first quarter, entered contracts with Korea Railroad, KTF and Kyobo Book Center to supply IP set-top boxes. It also sealed a contract with Neopallas of Japan to supply 30,000 units of its IP set-top boxes. InfoEQ intends to set up footholds to jump into competition in Southeast Asia and Europe."

      InfoEQ is a long-time partner and user of SIGM chips:
      http://www.infoeq.com/

      "Targeting to reap 12 billion won in revenue this year, Wisembed signed a contract with Towa Meccs of Japan last month to supply a large volume of IP set-top boxes. The company is also providing its products to a domestic firm on an OEM basis."

      As noted in recent post #82666, Wisembed recently introduced an expanded line of SIGM-powered products:
      http://www.wisembed.com/

      "According to TSR, a market research firm in Japan, the world market for IP set-top boxes is predicted to increase from 230 million dollars in 2004 to 865.2 million dollars this year and to 1.53 billion dollars in 2007, shipping 9 million units."


      The point here is that the global IP set-top market is going to be HUGE over the next several years and SIGM is clearly aimed squarely at it with an increasingly competitively set of solutions.
      Avatar
      schrieb am 18.05.05 20:39:07
      Beitrag Nr. 104 ()
      Avatar
      schrieb am 18.05.05 20:44:10
      Beitrag Nr. 105 ()
      noch etwas interessantes...

      The JNS NDX-5000:

      http://www.jnscom.com/products/player.htm

      "• Features
      1. Samsung TFT LCD Adapted ( 4.0" 16.7M Colors )
      2. USB 2.0 for High Speed Download
      3. High Capacity HDD Adapted ( 20GB or 40 GB )
      4. High Capacity Lithum-Polymer Battery Adapted
      5. 500mW Built-in Speaker / 40mW * 2 Ch Earphone Output
      6. Composite for TV
      7. Sigma Designs EM 8511 For Various Files
      8. Simple and Luxury Design ( Black & Chromium )"

      Nice looking unit with a nice sized screen.


      As SIGM use by JNS has been established, it seems likely that SIGM is also in these two storage models that are similar to those introduced by others:

      http://www.jnscom.com/products/d25.htm?p=3&c=2
      http://www.jnscom.com/products/d35.htm?p=4&c=2

      About the firm:

      http://www.jnscom.com/about.htm
      http://richjadeahn7.trustpass.alibaba.com
      Avatar
      schrieb am 19.05.05 08:17:23
      Beitrag Nr. 106 ()
      aus den heute veröffentlichen premiere zahlen...also nicht direkt zu sigm...aber wer eins und eins zusammenzählt...;) hdtv kommt...und sigm spielt ganz vorne mit...:D

      also...ab november startet premiere als erster sender hdtv in deutschland...und bei über 3 millinonen kunden...werden mit sicherheit ein paar boxen verkauft werden...;)

      Ausblick 2005: Premiere weiter auf Wachstumskurs
      - Neues Sportportal ab Juni
      - Premiere Digital-Rekorder (PDR) mit Video-on-Demand-Service ab Juli
      - HDTV-Angebote ab November
      - Marketing für Premium-Abos auf 2. Halbjahr 2005 konzentriert
      Avatar
      schrieb am 19.05.05 10:20:52
      Beitrag Nr. 107 ()
      zufällig jemand dabei der sich mit der nächsten konsolengeneration auskennt?

      wäre es nicht möglich das in der xbox oder der ps2 sigm technik verwendet wird?(wg der hdtv-tauglichkeit)oder sind so weitreichende details noch nicht bekannt?

      die verbindung sigm-sony besteht jedenfalls...und ich meine zu msft gabs auch schon mal verbindungen...bin mir aber nicht mehr ganz sicher!
      Avatar
      schrieb am 19.05.05 10:33:51
      Beitrag Nr. 108 ()
      JEPP...die Kontakte sind jedenfalls schon mal da...
      sigm hat sowohl zu msft

      Microsoft`s vision is to empower people through great software - any time, any place and on any device. They develop and market operating systems, middleware, and applications for both PC and embedded systems.
      http://www.microsoft.com

      Sigma and Microsoft are working together to support advanced digital video decoding for consumer appliances and other embedded systems. We are actively involved in supporting Microsoft`s TV middleware (MSTV), Windows Media Technologies (WMT), and the Windows XP and CE. NET operating systems. We also worked with the Windows for Automotive group in support of the AutoPC initiative.


      als auch zu sony


      February 7, 2005
      Sigma Designs Powers Sony`s New Network Media Receiver


      verbindungen....;)

      wenn es so wäre...wäre es...der hammer...:laugh::D
      Avatar
      schrieb am 19.05.05 12:51:59
      Beitrag Nr. 109 ()
      es gibt endlich news...:cool:

      hier der link:
      http://www.marketwatch.com/tools/quotes/newsarticle.asp?guid…





      Oregan Networks and Sigma Designs Collaborate on a Best-of-Breed Networked Media Client Platform; The New Platform Integrates IPTV, Home Media Streaming and Internet Browsing Functionalities Based on the Sigma EM8600 Series
      5/19/2005 6:30:02 AM


      LONDON & MILPITAS, Calif., May 19, 2005 (BUSINESS WIRE) -- Oregan Networks Ltd., a provider of IP media delivery software building blocks, and Sigma Designs Inc. (SIGM), a leader of digital media processing for consumer devices, today announced availability of a multimedia reference design, based on the EM8620L, the first chip in the Sigma Designs` family of high-resolution video streaming silicon for digital, home entertainment devices.


      Mark G. Perry, Oregan Networks` CEO, said, "The industry leading EM8620L chipset is now integrated with Oregan`s software to provide PC levels of web browsing and user interface delivery on TV, along with video and audio on demand functionalities. The combination of a powerful media processor core, rich functionalities and compliance with industry interoperability standards, such as UPnP(R) Forum, Intel(R) Networked Media Product Requirements, World Wide Web Consortium standards and Digital Living Network Alliance guidelines, provides manufacturers with the best-of-breed package for a variety of connected device form factors."

      The partners are engaged with several leading global manufacturers of IP set-top boxes, network DVD players and digital media adaptors, and anticipate a number of mutual customer announcements over the coming months followed by volume shipments.

      Software Enabling New Level of Convergence

      The reference design combines the functionalities of multicast IP-based television (IPTV) and video on demand (VOD), with DVD playback, USB 2.0 and multi-format memory card access, as well as digital media adaptor features. The streaming media client, a unified device and media control user interface are provided by Oregan Networks. Oregan Media Browser, an embedded media access application, enables IP streaming of premium broadband entertainment content and Internet media directly to the device, obviating dependency on the PC as a transitory media storage medium in the digital home ecosystem.

      The core of Oregan`s solution is its W3C recommendations-compliant TV browser and UI engine, enabling advanced web browsing and graphics rendering on resource constrained TV-centric entertainment systems, featuring Dynamic HTML (DHTML) and Macromedia(R) Flash(R) 6 content support.

      In addition to the core functionalities of the browser, an integrated UPnP AV device and content discovery technologies, facilitate streaming of personal media, such as photos and home videos, as well as downloaded music and movies -- from a standard Windows XP PC.

      The Chipset

      EM8620L began shipping in April 2004 and has since become the most popular consumer platform for supporting Windows Media Video decoding. The platform offers advanced specifications in all vital aspects of chipset architecture contributing to the quality of the end user experience: high-definition video rendering, featuring up to 720p resolution, and comprehensive media codec support, including MPEG -1, -2, -4, DivX, Windows Media Video 9, Windows Media Audio 9, Windows Media Audio 9 Pro, as well as current Microsoft DRM technologies.

      In addition, Sigma has recently enabled support for Microsoft`s PlaysForSure program.

      The core of the chipset solution is the industry patented Sigma HD technology, embedded within the chip`s video processing engines. The platform incorporates PCI-bus, IDE controller and additional peripheral ports for networking and audio encode components.

      "The market for connected devices is growing rapidly, spurred by the availability of digital entertainment content and advanced encryption technologies," said Ken Lowe, vice president of Strategic Marketing for Sigma Designs. "Our mission is to enable the use of advanced compression formats for delivering high-quality video and audio data over bandwidth limited networks. Sigma Designs and Oregan Networks are committed players in the digital home convergence market, striving to deliver uncompromised quality for the consumer experience, and the set of features that fulfil real market requirements."

      About Oregan Networks Ltd.

      Oregan Networks is a leading provider of embedded software for convergent digital home entertainment devices. Oregan offers unique expertise in highly integrated media client solutions catering for IPTV, VOD and home network media distribution.

      Oregan is privately owned, with headquarters in London (UK) and branch offices in USA, Japan and Taiwan. Since incorporation in 1997, the company has positioned itself to capitalise on the rapid expansion of the digital entertainment market, counting Sony Computer Entertainment Europe and Philips Electronics amongst its customers.

      Oregan participates in the UPnP(R) Forum and Digital Living Network Alliance (DLNA), to ensure compliance with rigorous quality and consumer device interoperability standards.

      More information is available at www.oregan.net.

      About Sigma Designs Inc.

      Sigma Designs (SIGM) specializes in silicon-based MPEG decoding for streaming video, progressive DVD playback, and advanced digital set-top boxes. The company`s award-winning REALmagic(R) Video Streaming Technology is used in both commercial and consumer applications providing highly integrated solutions for high-quality decoding of Windows Media Audio and Video, MPEG-1, MPEG-2 and MPEG-4. 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 http://www.sigmadesigns.com.

      Safe Harbor Statement

      This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma`s MPEG decoder products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer`s ability or desire to complete the rollout, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

      Trademark Notice

      Oregan Networks and Oregan Media Browser are trademarks of Oregan Networks, Ltd.

      Sigma Designs and REALmagic are trademarks of Sigma Designs, Inc.

      Macromedia and Macromedia Flash are trademarks or registered trademarks of Macromedia, Inc. in the United States and/or other countries. Macromedia does not sponsor, affiliate, or endorse products and/or services of Oregan Networks Ltd.

      All other trademarks or registered trademarks are the property of their respective holders.

      SOURCE: Sigma Designs Inc.

      Sigma Designs, Inc.
      Ken Lowe, 408-957-9850
      ir@sdesigns.com
      or
      Oregan Networks Ltd
      Milya Timergaleyeva, +44 (0) 208 8460993
      press@oregan.net


      Copyright Business Wire 2005
      Avatar
      schrieb am 19.05.05 13:03:22
      Beitrag Nr. 110 ()
      besonders gefällt mir...

      " The industry leading EM8620L chipset ....

      und

      The partners are engaged with several leading global manufacturers of IP set-top boxes, network DVD players and digital media adaptors, and anticipate a number of mutual customer announcements over the coming months followed by volume shipments

      also...leute AUFWACHEN...sobald sigm die ersten größeren verträge im sack hat...sehen wir ganz andere kurse...das könnte meiner meinung nach einer der top-performer in den nächsten 12-18 monaten werden!jetzt hat man noch die chance ganz am anfang dabei zu sein...quasi bei der geburtsstunde...;) eines top-players!:D
      Avatar
      schrieb am 23.05.05 12:55:32
      Beitrag Nr. 111 ()
      und die nächsten news...:D der erwartete newsflow nimmt also langsam zu...je näher der conference call rückt!

      wenn das news-mässig so weiter geht...ist sigm schnell bei alten höhen!:)

      http://biz.yahoo.com/bw/050523/235428.html?.v=1


      Press Release Source: Sigma Designs, Inc.

      UTStarcom Selects Sigma Designs` Media Processor Technology for mVision End-to-End TVoIP Solution
      Monday May 23, 6:30 am ET
      Sigma`s Media Processors Continue to Proliferate the IP Market in China

      MILPITAS, Calif.--(BUSINESS WIRE)--May 23, 2005--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer appliances, today announced that UTStarcom, Inc. (Nasdaq:UTSI - News), a global leader in IP-based, end-to-end networking solutions and services, has selected Sigma Designs` media processors to power its comprehensive mVision Television-over-IP (TVoIP) solution that is scheduled to be deployed by China Telecom Corporation (CTC) and China Netcom Corporation (CNC).

      ADVERTISEMENT
      "We chose Sigma Designs to complement our mVision solution, given Sigma`s well-known expertise in the IPTV industry and proven solutions for the digital media world," said Bill Huang, chief technology officer at UTStarcom.

      "We believe that UTStarcom is a clear powerhouse in the IP-based solutions arena," said Ken Lowe, vice president of strategic marketing, Sigma Designs. "The market for IP-based video solutions has long been a key focal area for Sigma and this demonstrable announcement offers further validation of Sigma`s continued success."

      About mVision(TM)

      With mVision, UTStarcom is offering an end-to-end solution by which telecommunications operators and broadband service providers may deliver broadcast quality TV and on-demand entertainment service programming over IP networks. mVision is designed to provide scalability, reliability, and bandwidth efficiency for carriers to offer new services over existing network infrastructures. These services include broadcast TV, network PVR (n-PVR), Video on Demand (VoD), and Near Video on Demand (NVoD). mVision is further designed to enable local exchange carriers and service providers to deliver traditional television programming along with advanced content over their existing broadband infrastructure, potentially resulting in new revenues, new services and improved customer satisfaction and retention. For more information on UTStarcom`s mVision solution, please visit: http://www.utstar.com/Solutions/Broadband/IPTV_mVision/.
      Avatar
      schrieb am 23.05.05 15:41:49
      Beitrag Nr. 112 ()
      dieses posting eines amerikanischen investmentbanker...der sich des öfteren im yahoo-board zu sigm äußert...vertritt folgende meinung zum heute vermeldeten deal...

      sollte sich jeder der an sigm interessiert ist mal durchlesen...und selbst entscheiden welche bedeutung der deal für sigm bekommen könnte...


      Today`s news is huge...
      by: WINTER_CFA 05/23/05 09:26 am
      Msg: 83381 of 83381

      ...and I don`t mean just huge, but OFF THE SCALE HUGE! We could be talking 8-figure huge for SIGM in China over the next 3-4 years. That probably means revenue of at least $150 million! And this EXCLUDES SBC, all other non-Chinese telco opps, Blu-Ray, HD DVD, and HDTVs etc!

      Thus we are given one piece of the puzzle showing why SIGM, as its near-term continues to disappoint, remains so so bullish on its secular outlook.

      Heyanyonehome, always an astute poster, posted one good article. Here are 3 more about this market:


      "China Shapes Up for IPTV Boom"

      http://www.cnii.com.cn/20050508/ca296276.htm

      "According to IDC there will likely be fewer than 300,000 IPTV subscribers in China by the end of 2005, but this figure is due to grow quickly to reach 9 million in 2008."

      "China Telecom is already offering services and plans to launch broadcast TV over broadband in every major city in southern China by the end of 2005"

      "As part of its service rollout, Netcom is offering IPTV to 50,000 broadband customers in the Tangshan metropolitan area, and is believed to be developing further expansion with the help of Hong Kong operator PCCW Ltd."


      "Internet TV: Telecom Giants Expect on IPTV"

      http://www.cityweekend.com.cn/en/beijing/cib/2005_05/S111467…

      "Both have for several years now been secretly engaging in the IPTV business, an area that looks set to become a hot technology across a number of high tech industries."

      "Data shows that China currently has over 26.3 million Internet users with broadband connection. The figure is estimated to reach 1 billion by the end of 2008."

      "Currently, China Netcom offers a limited service in most of the ten provinces and municipalities it covers in North China, and in 2005 the operator is planning a major rollout of IPTV services to most major cities in the region."


      "China IT Weekly Briefing"

      http://www.usito.org/uploads/291/weekly_jan21.htm

      "China’s telecom companies are moving aggressively into information services, with China Netcom leading the way into Internet Protocol Television (IPTV) and China Telecom following closely on its heels."

      "Nationally, SARFT says there were 2.19 million IPTV subscribers in 2004, up from approximately 10,000 in 2000. Du Baichuan, a SARFT official, expects IPTV subscribers to reach 20 million in 2008."
      Avatar
      schrieb am 23.05.05 18:26:03
      Beitrag Nr. 113 ()
      8,55$ 8,92% plus :D
      Avatar
      schrieb am 23.05.05 19:29:18
      Beitrag Nr. 114 ()
      also...der nachkauf am "paniktag" hat sich schonmal gelohnt...:D knapp 30% plus seitdem...in einer woche nur!:eek: meiner meinung nach dürften morgen noch mehr details bekannt werden...sigm hat auf jeden fall das zeug wieder zu alten kurshöhen zu gelangen...und das in kürze!
      Avatar
      schrieb am 23.05.05 22:07:46
      Beitrag Nr. 115 ()
      MarketWatch
      Market Pulse: Sigma Designs gets lift from deal w/ UTStarcom
      Monday May 23, 2:48 pm ET
      By Michael Baron


      NEW YORK (MarketWatch) -- Shares of Sigma Designs gained 9.5% to $8.57 in afternoon action Monday after the company said it would supply its media processor technology to UTStarcom . Financial terms weren`t disclosed. Sigma said UTStarcom plans to use the processors for its mVision Television-over-IP product, which is scheduled to be deployed by China Telecom and China Netcom.
      Avatar
      schrieb am 25.05.05 17:53:47
      Beitrag Nr. 116 ()
      eine zusammenfassung des conference call...:D das riecht nach kräftigem wachstum!

      SIGM has historically engaged with a wide range of small accounts, specifically getting into production about six months after engagement. It has been willing to quickly announce that these new products were based on its chips. More recently, Sigma has succeeded in engaging with an increasing number of top-tier accounts who represent substantially greater volume and that can take 12 months or more to ship products. SIGM believes this move will result in substantially greater revenues and future leverage as it closes out this year.

      It is SIGM’s belief that this first-quarter shortfall is simply due to delayed reorders from its current accounts and that it has no reflection on the strength the company is looking for in the future. SIGM is confident in its ability to quickly rebound in the second quarter. Regarding visibility into the July quarter, SIGM has seen orders from accounts that did not place orders last quarter happening early this quarter and has already begun receiving a succession of reorders from existing accounts and is confident that it will deliver growth over the first quarter with the potential to resume its previous level of quarterly revenue.

      SIGM is also heavily engaged in several IPTV opportunities, high-definition DVD players, and other new consumer products, which combined have the potential to generate substantially increased revenue by the end of this year. In the second half of the year, the EM8620 (volume) should come back up. The EM8622, EM8624, and SMP8630 should have a second-half ramp. Regarding references to the many areas potentially ramping up in the second half, SIGM sees IP set-top boxes being very strong in 4Q. SIGM also sees some high-definition players/high-definition deployments that would happen in volume in 4Q. Those are the areas that it sees good volume.

      SIGM is about to release a more highly integrated member of (the SMP863x) series that will improve performance and lower system costs, more closely matching the ideals of both IPTV and high-definition DVD products.

      Regarding IPTV set-top boxes for telco video service deployment, SIGM believes that competitive chipsets will not have this full complement of features until the end of this year. SIGM remains engaged with Korea Telecom as well as Softbank. SIGM is heavily engaged with SBC, together with major set-top box suppliers, and believes that it will be in the first SOC-based set-top box solution that they deploy. SIGM is also engaged in a number of other telco IPTV deployments in North America and Europe, where MSTV middleware is pivotal to over half of the major programs. It is engaged with LG Electronics, Samsung, Amino, Wegener and two other large set-top box suppliers for pursuit of these opportunities. These deployments have the potential to start adding to its top line in the second half of this year, with more substantial growth next year. SIGM has set a target of capturing 50% of the telco IPTV volume as it ramps to a mainstream market. SIGM is confident in (this target) because of two reasons, one of which is the relationships it’s been developing with set-top box suppliers that are involved here. Secondly, it is because of the involvement that it has with Microsoft and the order in which it is being worked on at this point in time by Microsoft. And this is a substantial barrier to other competitors. They have to become supported under the MSTV
      environment.

      For IPTV set-tops, SIGM is looking at opportunities in the next three years that should be incrementally growing to where it`s in the multiple millions per year. SIGM thinks the overall IPTV market is probably going to be as much as a few million total units next year and probably doubling for the next two to three years after that. Volumes in Asia and Europe, in aggregate, probably will exceed the United States.

      Non-telco IP video projects include Internet TV, terrestrial broadcast subscriptions and digital movie distribution applications. SIGM believes it will represent the greatest set-top box volumes between now and the end of next year. SIGM is currently engaged with three separate programs with several others in discussions. The two programs (other than DaveTV) are both major consumer brand providers that already have some form of service offering with substantial content and which represent much greater volume potential as they ramp over the next several years. There are various people anywhere from studios to video rental vendors to new consumer offerings that are bringing new services to market. SIGM thinks it would be probably late summer, in the September/October time frame, when you`re going to start seeing this sort of product being deployed. SIGM believes that as a group, these programs have the potential to start adding to its top line growth in the second half of this year as well.

      UTStarcom already started purchasing some volume of chips in the quarter that just ended and SIGM has already received continued orders from UTStarcom for this quarter. These are what SIGM considers substantive orders, in the tens of thousands. SIGM thinks this account has the potential for very big volume. Regarding this win, the EM8500 series is being used there now and the content for SIGM is in the high teens. SIGM has newer designs that it is working with them on. They have not deployed yet, but use SIGM’s newer family of chipsets.

      Potential SBC volumes that SIGM can talk about would be public (numbers). They expect to pass, SIGM believes, 18 million homes over the next three years. There`s tremendous potential for SIGM based on that. SIGM thinks that if things continue to move along, it hopes to be able to make an (SBC) announcement somewhere in its third quarter, probably the latter part of its third quarter.

      Regarding the recently announced multimedia reference design based on the EM8620L and Oregan Networks software, SIGM expects to shortly announce an initial design win involving this new platform. This win involves a certain telco account that should be demonstrating and announcing product fairly shortly for an Asian deployment.

      Regarding the cable and satellite guys, they are really big on the MPEG-4/H.264 area. That`s a definite direction for their transition. SIGM’s opportunity in participating with those vendors really comes in establishing itself in a credible, successful manner in IPTV and then taking its architecture and moving it over to their cable offerings as well.

      Regarding digital media adapters, more top-tier accounts are launching products, adding marketing resources and tapping into their existing channels. Sigma has achieved design wins at the majority of current DMA suppliers and expects to announce additional top-tier names during the second half of this year. Based on discussion with these accounts, as well as overall market indicators, SIGM believes that DMAs have the potential to add to its top line growth starting in the second half of this year.


      Regarding high-definition DVD players, SIGM believes that its new chipsets will offer the first SOC capable of supporting the wide range of CODECs, graphics and security required by these new high-definition players. SIGM is engaged with three top-tier consumer companies for development of Blu-Ray players based on its solution. It is engaged with one top-tier company for development of HD-DVD player based on its solution. SIGM believes that as a group, these deployments have the potential to start adding to its top line in the first half of next year and more substantially in the latter half of next year.

      Regarding these engagements, SIGM would expect to start seeing things maybe at CES. The Blu-Ray rollouts are predominantly going to be made during the early part of next year and that`s the reason for the CES announcements. HD-DVD has the potential of rolling out for this Christmas selling season, albeit SIGM doesn`t want to make any commitments along the lines of seeing an announcement of its product at that point in time, so it just guiding generally to the CES. There are a lot more CE (consumer electronics) manufacturers developing Blu-Ray players at this point in time so that`s the reason SIGM is seeing a higher ratio there.

      Sigma is also participating in separate standards movements aimed at opening up the China market with lower-cost high-definition DVD players based on Red Laser technology. SIGM believes that one of these two standards is likely to win acceptance and result in additional DVD product sales that could add to its top line near the end of this year. SIGM has been receiving small orders for FVD players and expects to receive more orders in the second half. It is working with another Chinese standard as well and believes this one has much better potential.

      Regarding portable media devices, Sigma has successfully tapped into the subsegment of portable media storage devices based around hard disk drives, which then act as portable players within the home or on the road. This segment is already generating revenue for the company and looks to be a solid performer for the foreseeable future. The smaller handheld portable media player is still a nascent market waiting for a more solid content model to stimulate real growth. Sigma will maintain an opportunistic position in this market, but cannot yet project a time frame for volume.

      Regarding HDTVs, SIGM’s primary penetration to date has been within the wireless LCD segment. SIGM is also targeting additional flat panel design wins over the long term, which has the potential to contribute to its top line growth starting in the fourth quarter of this year.


      Regarding the competitive threat from Texas Instrument’s (TI) DSP chips, they have penetrated some accounts in Europe, predominantly, but everything they`ve penetrated has been standard definition. One of the barriers they have to broach with their programmable architecture is to achieve six times that performance on its chips to be able to reach up to high-definition. As a matter of fact, most deployments that SIGM is getting involved in, in some cases, call for more than high-definition capability, being able to manage multiple streams. SIGM believes that this will be an enormous barrier for them and that it will not be able to be done without a great deal of work and potential cost. Furthermore, SIGM’s silicon is much more integrated. Besides high-definition, SIGM integrates all the display and all other function related to the set-top box, making it a true single chip. With the TI solution, you would need to have more companion chips to do the same function.

      Regarding Equator and its recent acquisition by Pixelworks, SIGM values its technology as far superior to their technology and doesn’t see them as significant competition. SIGM believes that the success it is having is pitting it against the kinds of competition it will face in the next several years, which is Broadcom and STMicro. Equator has been struggling to maintain certain accounts and SIGM has been involved in most of the accounts they are in. SIGM sees the acquisition as an attempt by Pixelworks as an offensive move to position themselves for a higher level of integration and to a certain extent defend their stake in the game. SIGM doesn`t believe it`s the right technology choice.

      SIGM does believe it represents a very attractive choice for somebody wanting to do greater levels of integration and it believes that the possibility exists that it will be approached by other people. But at this point, it can`t predict how and when and why that will happen, or how and when, at least.
      Avatar
      schrieb am 25.05.05 18:07:02
      Beitrag Nr. 117 ()
      das ist ein kommentar...von einem us-investment banker....der sich häufiger im board zu sigm äußert!seine kommentare waren bis dato immer von hohem fachwissen geprägt und glaubwürdig...sonst würde ich sein statement nicht posten...


      This company and stock remain on the launch pad with fuses lit.

      We are now arriving at the long-awaited stage where supposition of the firm’s future success is being steadily replaced by hard evidence of definitive wins for high volume sales to many of the world’s leading blue-chip suppliers of consumer electronics.

      That said, SIGM’s 1Q conference call was another very informative one with a very fruitful Q&A session. The following are my thoughts about the call.

      I think SIGM did its best job ever explaining the near-term dynamics of its business and why its past will not be prologue to its future. Most importantly, SIGM is clearly nailing down, or is in the process of nailing down, some major high volume wins in the IPTV and high definition DVD player spaces as follows: 1) This week’s UTStarcom news was a blockbuster that could lead to, by itself, run rate revenues that would be several times the company’s current rate; 2) SIGM finally confirmed its expectation of getting the lead design win for SBC (but not going so far as to identify its highly suspected wins with Scientific Atlanta and Motorola – only mentioning “two other large set-top box suppliers”). This win could yield a million or more units for SIGM in calendar 2006 and at least twice that in the following year; 3) SIGM did not specifically identify who makes up the “number of other telco IPTV deployments in North America and Europe” with whom it is engaging, but I think it is same to assume that they can collectively either equal or far surpass any SBC unit totals; 4) As strong as the telco IPTV opportunity looks to be over the next six quarters, SIGM clearly states that its non-telco IP video projects offer even higher volume potential over this time frame. If so, it stands to reason that any upcoming announcements of these deals would be extremely well received by investors; 5) As design cycles are rapidly closing for Holiday 2005 and CES 2006 product introductions, it would seem that SIGM’s three Blu-Ray and one HD DVD “top tier” engagements should lead to clear wins in this space. Wins with the respective standards leaders, Sony and Toshiba, are clearly possible at this point, and such announcements, when they occur, would also be extremely well received by investors.

      On top of these opportunities, SIGM continues to gain momentum and/or make further inroads into the DMA, HDTV and portables spaces. Annual volumes in each of these segments could easily move into the seven figure range over the next year or two should more mainstream usage of the functionality that SIGM’s solutions provide occur.

      In summary, SIGM has, for a firm its size, a truly astounding array of opportunities in front of it. While the company has sorely tested the patience of its longer-term investors and hasn’t exactly done and said all of the right things all of the time, it certainly deserves kudos for the evolutionary path it has chosen for itself. Having covered technology stocks for almost 25 years, I can state that I’ve seen others make similar path choices with the result typically being that they evolve from small cap niche players to mid or large cap mainstream ones. The stocks that do this do not just double or triple. They are the ten and twenty baggers that most investors wish they had discovered earlier on.



      In my mind, the only problem for SIGM at this point is whether or not its competitors will try to capitalize on SIGM’s future before investors fully do (this was SIGM’s first call in memory where they openly speculated on the possibility of acquisition offers). I would hate to see this stock get taken out at $13 or $14 this year, for instance, when the firm’s projected calendar 2006 EPS alone could lead to a stock price twice that within a reasonable timeframe. Moreover, total potential unit volumes in the tens of millions that could be realized by SIGM slightly farther out would make any sale of the firm here a bad memory for life. I guess we’ll just have to see what the future holds.

      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 quarterly sales numbers for the remaining three quarters are now $8.0M, $10.0M, and $14.0M, respectively, while my EPS numbers are now $(0.01), $0.03, and $0.11 (for full-year totals of $38.4M and $0.10). I was encouraged to hear SIGM indicate a quick recovery for its 2Q was possible for the reasons provided. My 3Q and 4Q figures assume some degree of SBC set-top and high definition DVD player shipments occur and a further unit ramp with UTStarcom is seen. For fiscal 2007, essentially calendar 2006, my first cut at quarter sales numbers show $16.0M, $18.0M, $21.0M, and $25.0M, respectively, while my EPS numbers are $0.14, $0.17, $0.22, and $0.27 (for full-year totals of $80.0M and $0.80).

      Such as SIGM is, 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. For the near-term, my fiscal year 2006 (calendar 2005) EPS estimate of $0.10 has become too depressed and non-indicative of future potential to yield a fair value range. The stock market will increasingly start to discount SIGM’s calendar 2006 numbers, however, and this is where the upside potential lies (i.e. 20x to 40x an $0.80 figure translates to a $16 to $32 price range). Additionally, if my sales numbers finally do prove to be too conservative at some point, SIGM’s strong EPS leverage potential off of better-than-expected sales could add moderate to significant upside to these targets.

      As I’ve said before, I remain significantly invested in SIGM and continue to firmly believe that investor patience will ultimately be handsomely rewarded on this stock. The best news is that this reward is looking to be bigger and more in sight than ever before and I expect payback to begin in earnest before the end of 2005.
      Avatar
      schrieb am 27.05.05 00:07:06
      Beitrag Nr. 118 ()
      Desperate Telcos Push IPTV

      Industry executives detail how the fight between cable and phone companies is turning the U.S. into the leading IPTV market.
      May 25, 2005

      U.S. telcos are rolling out IPTV services faster than carriers around the world as a result of the fierce cable battle in the U.S. market, a panel of industry executives said Wednesday

      The competition between U.S. cable companies and telcos to dominate the digital pipeline into homes is driving carriers to roll out IPTV defensively to avoid losing customers to cable. The result is that U.S. carriers are making massive investments in an industry in which too many operators are fighting over too few customers.
      “As a telecommunications company, if you are not in the video market you are not in the consumer market,” Qwest CTO Balan Nair said during the discussion at the Next Generation Media Networks symposium on the Stanford University campus in Palo Alto, California. “The triple play is a must for long-term survival.”
      Analysts agree that cable companies in the United States have the edge for now. The cable industry already dominates video channels, has signed up more subscribers to broadband than carriers have with DSL, and is moving aggressively ahead with VoIP services.
      “As cable companies start moving into voice, North American carriers have to aggressively fight back and move into IPTV,” said Kenny Frank, CTO of Alcatel North America. Alcatel is currently selling its network equipment to SBC to help the company make its IPTV move.
      SBC has pledged $4 billion in capital expenditure costs to its Project Lightspeed, which will string fiber to the curb. Lightspeed will enable SBC to sell IPTV, high-speed data, and VoIP in one bundle to consumers. SBC says it expects to have fiber reach 17 million households by the end of 2007.

      Competitor Verizon says its fiber plan reached 1 million households last year, with the figure rising to 2 million in 2005, and the company says it will offer an IPTV service later this year.


      As a result of the dire situation that the telcos have found themselves in, they have aggressively dedicated funds to IPTV to create a market that surpasses global figures. Alcatel’s Mr. Frank said that 30 percent of Asian operators are aggressively rolling out IPTV, while 80 percent of large European carriers are investigating the service.



      In contrast, Mr. Frank said, “All North American operators are deploying IPTV services…. North America is leading the IPTV charge.”



      With U.S. telcos investing multibillions of dollars into laying fiber and deploying video services, the drive to beat cable could be a risk if the industry doesn’t win the race. Mr. Frank acknowledges that the investment is huge, but he said that “the business case associated with not doing anything is even worse.”



      Mr. Nair said that Qwest has been offering IPTV for several years but has not invested in some of the fiber-to-the-home technologies to keep their rates low. “Fiber to the premises [FTTP] is the best technology to enable broadband to the home, but the numbers suck,” he said.



      When asked who would win the imminent battle, cable or telco, Mr. Nair remained diplomatic, yet said, “there are too many service providers and too little customers, though no one will go away for a good 10 years.”
      Avatar
      schrieb am 27.05.05 00:08:01
      Beitrag Nr. 119 ()
      Press Release Source: Cryptography Research, Inc.

      Sigma Designs Supports CRI`s Self-Protecting Digital Content (SPDC) for Next-Generation Secure Media Processors
      Thursday May 26, 8:00 am ET
      Cryptography Research Technology Key to Helping Secure HD DVD and Blu-Ray Optical Media Formats

      SAN FRANCISCO, May 26 /PRNewswire/ -- Cryptography Research, Inc. (CRI) today announced that Sigma Designs (Nasdaq: SIGM - News), a leader in digital media processing for consumer appliances, is supporting CRI`s Self-Protecting Digital Content(TM) (SPDC) optical media security technology in Sigma`s next-generation SMP8630 series secure media processors. The SMP8630 series is a family of highly-integrated single-chip solutions capable of supporting all major features required for next-generation optical formats, making it seamless for consumer electronics manufacturers to produce affordable feature-rich players that include the security that HD DVD and Blu-ray Disc players will need to ensure complete content protection for high-definition optical media.

      ADVERTISEMENT
      click here
      "The SMP8630 Series is the first high-volume consumer platform with official support for CRI`s unique renewable security architecture, placing Sigma Designs at the forefront of the industry," said Kit Rodgers, vice president of business development at Cryptography Research. "Their pioneering efforts will help the new high-definition formats take advantage of SPDC`s renewable security and recover from security problems without revoking consumers` players."

      "Our SMP8630 Series chips were developed with a focus on content security," said Ken Lowe, vice president of strategic marketing for Sigma Designs. "The features and flexibility of the SMP8630 Series enable us to easily support SPDC without silicon changes."

      Sigma`s new SMP8630 series represents a groundbreaking achievement for the industry, establishing the first complete single-chip solution to feature multi-stream, high-definition decoding in all major codecs, including MPEG-4.10 (H.264), VC-1 and MPEG-2. In addition to SPDC, the chip`s security capabilities are compatible with the revocation system proposed by the AACS Licensing Authority.

      About Self-Protecting Digital Content

      CRI`s Self-Protecting Digital Content (SPDC) provides renewable security for optical disc formats. With SPDC, each media disc carries encrypted content and its own decoding software. This software runs in a simple security interpreter in each player and can query the playback environment to detect and respond to security and compatibility problems. If a particular disc, device or product line is compromised, subsequent titles can carry fresh security code that can address specific attacks without affecting the end-user experience. The SPDC architecture is designed to enable studios to use risk management approaches to secure their high-definition content portfolios and minimize piracy`s effect on their business.

      SPDC is currently being considered by the DVD Forum and the Blu-ray Disc Association. SPDC`s renewability is designed to re-establish secure playback on compromised devices, and is complementary to revocation systems that are designed to block vulnerable or compromised players from playing content. The Advanced Access Content System (AACS) proposal for revocation and key management is also under consideration by both formats.

      About Cryptography Research, Inc.

      Cryptography Research, Inc. provides technology and services to solve complex security problems. In addition to security evaluation and applied engineering work, CRI is actively involved in long-term research in areas including tamper resistance, content protection, network security and financial services. Security systems designed by Cryptography Research engineers annually protect more than $100 billion of commerce for wireless, telecommunications, financial, digital television and Internet industries. For additional information, please visit http://www.cryptography.com.

      About Sigma Designs

      Sigma Designs specializes in silicon-based MPEG decoding for streaming video, progressive DVD playback and advanced digital set-top boxes. The Company`s award-winning REALmagic® video streaming technology is used in both commercial and consumer applications providing highly integrated solutions for high-quality decoding of high-definition MPEG-4.10 (H.264), VC-1, WMV9, MPEG-4.2, MPEG-2 and MPEG-1 content. 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 http://www.sigmadesigns.com/.

      NOTE: Self-Protecting Digital Content is a trademark of Cryptography Research, Inc. All other products and services mentioned are trademarks of their respective companies.


      Source: Cryptography Research, Inc.
      Avatar
      schrieb am 02.06.05 23:23:13
      Beitrag Nr. 120 ()
      ein posting zur heutigen präsentation...dem ist nichts mehr hinzuzufügen...;)


      FBR presentation
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 06/02/05 02:12 pm
      Msg: 83696 of 83699

      A very strong presentation by Ken Lowe at the FBR investment conference today. He laid out in detail how SIGM revenues will be ramping up over the next year or 2. They have a very good opportunity with the telcos for IPTV. The telcos have invested huge amounts of money in this and don’t want to wait - they want to go now, which gives SIGM a big advantage since they are the only company that has chips that will do the job and are available now. SIGM is in discussions with both SBC, Verizon, and many foreign companies. They also have good opportunities with non-Telco customers such as Netflix and Blockbuster. They also have good opportunities in the HD DVD space. Here again, customers want to go now, and SIGM is the only company that has silicon available now. STM and Broadcom will be competitors but SIGM has a technology lead and they plan to keep it by rolling out new products with new features that will be ahead of anything the competition has.

      In conclusion, everything is pointing towards big increases on the way in SIGM revenues. As this happens, I expect the stock to do extremely well.
      Byron
      Avatar
      schrieb am 03.06.05 18:48:17
      Beitrag Nr. 121 ()
      Na dann,

      LET´S ROCK!!!


      Schönes Wochenende, S. :)
      Avatar
      schrieb am 04.06.05 01:02:51
      Beitrag Nr. 122 ()
      mehr infos...ist zwar sehr viel...aber man sollte sich das mal durchlesen...vor allem wenn man an seiner position sigm shares ein wenig zweifelt...bzw nicht weiß...ob man zu diesem niveau kaufen sollte...;)


      PRESENTATION - Ken Lowe, VP of Marketing/IR, gave another solid presentation yesterday at the Friedman, Billings & Ramsey Growth Conference in NYC with his updated review of the company’s fundamentals, strengths and prospects. Having seen a score of SIGM presentations over the past five years, I must say that this one was punctuated by more energy and optimism than I’ve ever seen before. A quote early in the presentation was “SIGM has had tremendous success engaging with the largest companies in each of its five market segments.”

      Most of the slides Ken showed were either identical or very similar to those used (and still available for viewing at SIGM’s home page) at the Needham Growth Conference held back in January. Exceptions to this, as reviewed below, were the charts reviewing SIGM’s general chip families and five business segments.

      The slide titled “Sigma’s Media Processor Chipsets” divided the firm’s core offerings into three distinct groups with the 8500 series being the low cost standard-def solution, the 8620 series being the midrange high-def market entry solution and the 8630 being the high performance solution. The latter series was described as having ground-breaking security and a transistor count of 40 million.

      The slide reviewing SIGM’s IPTV business listed telco market opportunities as being “SBC, KT (Korea Telecom), Softbank, ChinaTel and (“many”) Others” and non-telcos ones (“which will hit in the 2H of this year”) as being “DaveTV plus 2 Others.” As recently discussed in SIGM’s 1Q conference call, these two others are said to be major consumer brand providers that already have some form of service offering with substantial content. SIGM estimates the CY2006 market for this business to be 3 million units and expects it to double in the following year. Key customers mentioned were “LG Electronics, Wegener, Samsung, UTStarcom, Amino, plus 2 Others.” SIGM stated that it hopes to be able to announce the two others customers “in the 2H of this year.” Regarding its competitive position, SIGM estimates its current market share to be at least 70% and said that it hopes to hold on to at least 50% of this market as it moves to a mainstream one. Regarding expected contribution to results, SIGM expects a revenue ramp starting in the 2H of its current year.

      The slide reviewing SIGM’s digital media adapter (DMA) business listed market opportunities as being created by several events. First, prior difficulties associated with installing and using many of these boxes are expected to end soon as most become universal plug and play devices. Second, the addition of big-name marketing in the 2H of this year is going to add market education to the above factor. SIGM estimates the CY2006 market for this business to be over 1 million units. Key customers mentioned were “Sharp, Onkyo, Kiss Technology, Sony, Denon, IO Data, D-Link, Pinnacle, and Viewsonic” and added that it expects to announce 3 more customers of this level in the 2H of this year. Regarding its competitive position, SIGM estimates its current market share to be 80%. Regarding expected contribution to results, SIGM expects a revenue ramp starting in the 2H of its current year.


      The slide reviewing SIGM’s DVD (HD) business listed market opportunities as being driven by “China FVD/Other and WMV/Divx in 2H05” and by a paradigm shift starting in 1H 2006 away from traditional DVD chip suppliers and toward advanced codec set-top-type suppliers such as SIGM, Broadcom and ST Micro. SIGM estimates the CY2006 market for this business to be over 2 million units. Key customers mentioned were “Blu-Ray – 3 majors, HD-DVD – 1 major, Kiss Technology, Tatung, IO Data, LiteOn, Kenwood, and Xunliandi.” Regarding its competitive position, SIGM estimates its current market share to be over 50% and believes it can maintain approximately a 50% share as it moves through 2006. Regarding expected contribution to results, SIGM expects a slow steady revenue ramp starting early in CY2006 and which becomes substantive later in that year.

      The slide reviewing SIGM’s portable media player (PMP) business listed market opportunities as currently being driven by portable storage devices that take downloaded video from PCs and play them elsewhere on TVs. This area “has been growing for SIGM and has been a steady performer, albeit not a blockbuster one.” Portable media devices with actual built-in LCD screens have, to date, been a nascent market that is waiting for a content model, something SIGM expects to occur sometime next year. SIGM conservatively estimates the CY2006 market for this business to be over 500,000 units. Key customers mentioned were “small Korean companies that have aggressively targeted this market” such as “Unibrain, AL Tech, DTS, Digital Cube, and Dvico”. SIGM estimates its current market share to be about 50%. Regarding expected contribution to results, SIGM expects this business to make a steady contribution to results, but is not yet willing to projecting any rapid ramp here (until the aforementioned content model emerges).

      The slide reviewing SIGM’s HDTV business indicated that SIGM considers it “to be a very strategic area for us and we are intent on developing a (substantive) share in this business over the next couple of years.” SIGM is not providing a market size estimate at this point in time for the segment it is in, wireless LCD TVs. Key customers mentioned were “LG Electronics and Kiss Technology” and the firm added that it expects to announce 2-3 more customers in the 2H of this year. SIGM considers its market share in this space to be minor currently. Regarding expected contribution to results, SIGM expects this business to begin to have a minor revenue ramp starting in the 4Q of its current year.

      Regarding concerns that the IPTV market could have further push outs, SIGM stated that the telcos have made dramatic investments in this area to date and don’t want to wait any longer than possible to launch these new services. Similarly, in the hi-def DVD player space, none of those vendors want to wait and be the last one into this market. This time-to-market need is one of the biggest advantages afforded to the (chip) market leader and is the reason SIGM is engaging with so many quality accounts at this time. SIGM believes that successful execution with these accounts will lead to a solidifying of relationships that will create a market space for it that can continue for the next several years. Relatedly, it is SIGM’s intention to be generally rolling out its next generation of chips just as its competition is rolling out its current generation of chips.

      Q&A - The presentation Q&A and lengthier breakout Q&A sessions offered numerous comments of interest as quoted or paraphrased below:

      SIGM wouldn’t comment on any plans that Netflix might have, but added that SIGM would be “its best choice” and that Netflix “was exactly the type of account” that it was referring to in the non-telco IPTV part of its presentation.

      SIGM stated that it was “currently in discussions with Verizon” and added that Verizon has not yet finalized many of its technology decisions.

      SIGM’s largest unit volume today is with the 8500 series, followed closely by the 8620 series, and it is not yet shipping the 8630 series. As SIGM gets to this time next year, the mix is expected to be fairly balanced with the 8500 probably falling to second place, behind the 8620, and the 8630 catching up fairly quickly.

      “SIGM is in a newer Samsung IPTV set-top box (than the several year-old SMT-F240).”

      “SIGM was in 5 of the 8 set-top boxes that were bid for SBC’s Lightspeed project and SBC selected 2 of the 8.”

      “SIGM’s chip is the only SOC (system-on-a-chip) being ported to today by Microsoft’s MSTV group.”

      “The advantage of incumbency is worth about 9 months of competitive effort (i.e. it takes about 3 months to port everything to a new chip, 3 months to then integrate that chip into a platform and 3 months of fully testing the new solution).”

      Although SIGM stated that it hasn’t seen the specs of either the ST Micro or Broadcom chip, it expects that “the competition probably catches up to the 8630 by the end of this year.” Relatedly, “ST Micro and Broadcom (would thus) look to be ready to ship into systems by about mid-2006 (with chips having the 8630’s functionality).” It is important to note that the much more powerful and capable 8634 chip from SIGM is the one that should power most of the name brand IPTV set-tops and advanced hi-def DVD players next year.

      “SIGM is engaged, to some degree” with every firm mentioned on pages 2 and 3 in its new annual report (i.e. Motorola, Scientific Atlanta, Thomson, SBC, Bellsouth, Verizon, Bell Canada, British Telecom, Deutsche Telecom, France Telecom, Swisscom, Fastweb, Telecom Italia, Reliance (the major telco of India), ChinaNet, Korea Telecom and Softbank). Degrees of engagement here range from actual selection and usage to current consideration of SIGM as a solution.

      News to look for from SIGM (over a timeframe I take to be the next several quarters) includes announcements regarding SBC or another telco of that firm’s level, 2 or 3 major wins in DMA space, fall news about a top tier HD DVD player win, and news about usage in a major VOD service in the 3Q or 4Q.


      kommentar zur präsentation...


      COMMENTS - I have little to add to the comments I made following SIGM’s recent 1Q conference call. The most interesting thing to me from this presentation was SIGM’s CY2006 market and share forecasts which collectively project full-year volume for SIGM of over 3.5 million chips or (assuming a $20 chip average selling price, which SIGM endorses, and some modest HDTV sales) revenue of roughly $75 million. Realization of such a year would, of course, likely mark the first of several big ramp years for SIGM, the event that we have long waited for and which would finally obliterate the bear case that stubbornly insists, despite overwhelming evidence to the contrary at this point, that “there is no ramp coming for SIGM.” I note that SIGM’s CY2006 projections, which they deem to be conservative at this point, and the resulting $75 million total compares favorably to my own estimate of $80 million (with a resulting EPS estimate of $0.80).

      But just how conservative could SIGM’s CY2006 projections be? Well, I just returned moments ago from a presentation given by UTStarcom, the firm that recently exclusively selected SIGM’s chips for its IPTV set-top deployment in China (with China Telecom and China NetCom). They clearly stated that the system there, which is trialing in 46 cities right now with MPEG-4 (but scheduled to move to WMV9 by year end), is expected to have “hundreds of thousands” of set-top-using subscribers this year and, “if successful”, “millions” in 2006. Note that this excludes any volumes realized following trials currently being held by this firm in at least Japan (think Softbank) and North America. By way of comparison, SIGM has just forecasted TOTAL IPTV set-top 2006 unit shipments (both telco and non-telco) for themselves of just 1.5 million.

      The sky might not be the literal limit for SIGM over the next year or two, but it’s sure starting to look like a reasonable target at this point. Sure, they’ll eventually share a lot of their business with the ST Micros and Broadcoms of the world, but before that fully happens, I expect them to have grown into a much bigger company and its stock to have made many of us quite wealthier and to have totally busted out or discredited all who have either bet or spoke against it.
      Avatar
      schrieb am 04.06.05 01:09:55
      Beitrag Nr. 123 ()
      Press Release Source: Heavy Reading

      Telecom Carriers View IPTV As Key To Their Long-Term Survival, Heavy Reading Reports
      Friday June 3, 3:17 pm ET
      Major Telcos Are Making Video Service Their Top Priority In Choosing Broadband Technology Products And Suppliers, New Study Finds

      NEW YORK, June 3 /PRNewswire/ -- Incumbent phone companies are pushing IP- based video to the top of their next-generation service agendas, a strategic decision that is likely to have major long-term effects on the telecom equipment industry, according to a major new study released today by Heavy Reading (http://www.heavyreading.com), Light Reading Inc.`s market research division.

      IPTV and the Future of Telecom Video Network Architectures analyzes the effects that IPTV will have on carrier networks and technology suppliers and also evaluates the market opportunities that IPTV will create throughout the entire telecom supply chain. The report is based on in-depth interviews with network operators that are now considering or already deploying IPTV-capable networks, including BellSouth (NYSE: BLS - News) and SBC Communications (NYSE: SBC - News), as well as conversations with more than two dozen key players in the supplier community, including Alcatel (NYSE: ALA; Paris: CGEP:PA), Cisco Systems (Nasdaq: CSCO - News), Juniper Networks, and Microsoft.

      "Competition, specifically in North America, is the primary driver for the buildout of IPTV networks and the delivery of IP video services," notes Rick Thompson, Senior Analyst at Heavy Reading and author of the report. Some small North American carriers are already delivering IPTV in some markets, but the Bell companies` plans for IPTV are creating the greatest opportunities for vendors, he says. "These plans are being formulated primarily because of competitive pressure from the cable industry, which is successfully eating away at the Bells` voice subscriber base with multiservice offerings of their own," Thompson adds.

      Other key findings from IPTV and the Future of Telecom Video Network Architectures include the following:

      The success of the telcos is not a given in the battle to deliver IPTV. IPTV clearly holds potential for carriers and vendors alike, although numerous challenges will arise as deployments scale over time. Beyond the problems of vendor integration, next-generation feature availability, and unprecedented scale, telecom operators are dealing in an area with which they`ve had little experience. It`s far too early to assume that telcos can overcome all of these challenges in the pursuit of dominating video-service delivery via IPTV.

      A highly competitive ecosystem of service-specific hardware and software vendors is developing as a result of the demand for IPTV. Unlike the cable/MSO world, which is dominated by a relatively small number of suppliers for video- specific service-layer infrastructure, the IPTV opportunity has led to the involvement of a multitude of incumbent vendors and startups targeting specific areas in the IPTV food chain. This creates vendor-integration challenges, but it also provides more vendor choices for all elements of the service-delivery infrastructure. It`s also a leading indicator that opportunities for vendor consolidation will be ripe as the market grows.

      Cable operators are not standing still in terms of enhanced entertainment service offerings and network-architecture evolution plans. Although all eyes are on the RBOCs, cable/MSOs are also quietly planning the transition of their underlying network architectures to IP. The next five years are likely to see major advancements in the MSO world under the guise of the Next Generation Network Architecture (NGNA) defined by Comcast, Cox Communications, and Time Warner Cable.

      IPTV and the Future of Telecom Video Network Architectures, an 84-page report, costs $3,495. The price includes an enterprise license covering all of the employees at the purchaser`s company.

      For more information, or to request a free executive summary, contact:

      Dave Williams
      Sales Director, Heavy Reading
      415-321-3750, ext. 30
      dave.williams@heavyreading.com

      Press/analyst contact:
      Dennis Mendyk
      Managing Director, Heavy Reading
      201-587-2154
      mendyk@heavyreading.com

      About Heavy Reading

      Heavy Reading is an independent market research organization offering quantitative analysis of telecom technology to service providers, vendors, and investors. Its mandate is to provide the comprehensive competitive analysis needed today for the deployment of profitable networks based on next- generation hardware and software.
      Avatar
      schrieb am 08.06.05 20:48:32
      Beitrag Nr. 124 ()
      +10% heute ? :confused::):)
      Avatar
      schrieb am 09.06.05 06:52:26
      Beitrag Nr. 125 ()
      jepp...10%...sigm wurde von harry boxer, einem technischen analysten auf cnbc zum kauf empfohlen...mit kursziel 30$...außerdem gab es viele interessante neuigkeiten..und zwar von der supercomm...einer messe zum thema hdtv/iptv meine ich...sind zwar nur spekulationen...aber sigm könnte vor einem großen coup stehen...da sie mit verizon und sbc in verhandlungen stehen...und die wollen beide mit einem iptv angebot wohl noch in 2005 an den markt...so sollen allein von sbc in den nächsten jahren 30 millionen verbraucher angepeilt werden...wenn sigm die chips liefern sollte...dann...:D stehen wir in 2 jahren bei 50$...mindestens...;)
      Avatar
      schrieb am 14.06.05 14:27:21
      Beitrag Nr. 126 ()
      Sigma Designs Focused On Next-Generation Applications

      By Pauline Park
      Staff Writer

      Sigma Designs, Inc. (NASDAQ: SIGM Quotes, News, Charts) has been in business for more than 20 years as a semiconductor company that produces media processor chipsets for consumer appliances.

      For the last five years, the Company has been fully focused on the development and marketing of their media processor chipsets, which have been successfully sold into IPTV set-top boxes, digital media adaptors, high definition DVD players, personal media devices and high definition TVs.

      “Our vision for the future is to become a dominant force in the mainstream development of the IPTV market as well as the advent of high definition TV, DVD and Blue-Ray,” said the company’s VP of Strategic Marketing, Ken Lowe.

      The Company is also focused on deepening its footprint overseas, as evidenced by a recently announced partnership with UTStarcom, a leading global IP-access infrastructure company. UTStarcom selected Sigma Designs for UTStarcom’s mVision End-to-End TVoIP Solution. “We believe that China is an extremely important market and a market that’s developing,” said Lowe. “Embracing IPTV is important as they don’t have a substantial cable structure as the U.S. does. Many other countries in Asia and Europe don’t have the infrastructure also to support cable distribution of videos. So there is a lot more pressure in other countries to support IPTV.”

      Sigma also recently announced that Cryptography Research, Inc. (CRI) chose Sigma Designs to support CRI`s Self-Protecting Digital Content(TM) optical media security technology. CRI is a San Francisco-based company that licenses technology solutions, provides services, and conducts applied research to solve complex data security problems such as fraud and media piracy. According to Lowe, the relationship validates several new developments in media distribution security, and is an example of how Sigma Designs is continuing to add additional security layers to its offering to service the demands of the film industry.

      With the Company`s consolidated focus on emerging technologies, Sigma Designs` market opportunity is fairly balanced between international and the North American markets. “North America has come alive in the last year with IPTV opportunities in places like SBC, Verizon, BellSouth, Bell Canada,” said Lowe. “We believe that that’s going to continue to flourish and that real deployments will start taking place in the next couple of years.”

      The Company’s first quarter net revenues slipped 19 percent sequentially from $7,888,000 to $6,375,000, and 19 percent from $7,784,000 in the year-ago period. This translates into a net loss of $717,000 or $0.03 per share for the first quarter, compared to a net loss of $17,000, or $0.00 per share for the previous quarter, and net income of $163,000 or $0.01 per basic share during the same period one year ago. This decrease in revenue is mostly attributed to lacking sales of the Company’s EM8620 media processors, but management believes the company will be able to rebound fairly quickly.

      Investors should look for the company to announce the capture of new telcos and major set-top box suppliers. Lowe said the company should also announce some high definition DVD manufacturing design wins as well as design wins in the digital media adaptor segment.

      “We think Sigma affords a tremendous opportunity to jump on a company that is going to ride the wave into several next-generation products, and has both the market share leadership and the technology leadership at this point in time in these budding segments and we believe that offers the opportunity for very substantive growth,” said Lowe.
      Avatar
      schrieb am 15.06.05 04:27:37
      Beitrag Nr. 127 ()
      Form 10-Q for SIGMA DESIGNS INC

      14-Jun-2005

      Quarterly Report


      ITEM 2. MANAGEMENT`S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS.

      You should read the following discussion in conjunction with our condensed consolidated financial statements and related notes. Except for historical information, the following discussion contains forward-looking statements within the meaning of Section 27A of the Securities Exchange Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements, which include, among other things, statements regarding our capital resources and needs (including the adequacy of our current cash reserves and access to our lines of credit) and statements regarding our anticipated revenues from sales of our board, chipset and other products in general and more particularly to customers in the internet protocol (IP) video application market, advanced DVD/media player market and personal computer (PC) add-in and other markets, gross margins, sales and marketing expenses, research and development expenses and general and administrative expenses and our sales by geographic market. Our actual results may differ significantly from those projected in the forward-looking statements. Factors that might cause future results to differ materially from those discussed in the forward-looking statements include, but are not limited to, those discussed in "Certain Factors Affecting Business, Operating Results, and Financial Condition" in this document as well as other information found in the documents we file from time to time with the Securities and Exchange Commission, including our Form 10-K for the year ended January 31, 2005.

      RESULTS OF OPERATIONS

      Overview. We reported a net loss of $717,000, or $0.03 per basic and diluted share on net revenues of $6,375,000 for the quarter ended April 30, 2005, compared to net income of $163,000, or $0.01 per basic and diluted share on net revenues of $7,784,000 for the same quarter in the prior year.

      Our primary product groups include boards, chipsets and other products. Our board products consist primarily of a series of PC based solutions using the NetStream and Xcard brand names, as well as certain customized development boards that are sold into the Internet Protocol (IP) video application market, advanced DVD/media player market and PC add-in market. Our chipset products consist primarily of video and audio decoding chips under the names of EM8400 series, EM8500 series, EM8610 series, EM8620L series and SMP8630 series for the IP video application market, advanced DVD/media player market as well as the PC add- in market. Products in the "other product" group consist primarily of development kits, engineering support services, and engineering development for customization of chipsets.

      Our primary market segments are the IP video application market, advanced DVD/media player market, PC add-in and other markets, and HDTV product market. The IP video application market consists primarily of a range of consumer and commercial products that perform the distribution and receiving of streaming video using IP. The advanced DVD/media player market consists primarily of a range of set-top and portable products that perform playback of local digital media stored on optical or hard disk formats. The PC add-in and other markets consist primarily of a range of decoding solutions for PC-based DVD playback and streaming video. The HDTV product market consists primarily of a range of digital television sets offering high definition capability

      Net Revenues. Net revenues for the first quarter of fiscal 2006 decreased 18% as compared to the corresponding period last year. The decrease in net revenues for the first quarter of fiscal 2006 was primarily attributable to the decrease in chipset products - primarily our 8620L chipset in the IP video application market and advanced DVD/media player market. The decrease in net revenues for the first quarter of fiscal 2006 was also attributable to the decrease in sales of our MPEG-based board products in the IP video application market. The following table sets forth our net revenues in each product group (in thousands):

      Three months ended
      April 30,

      2005 2004
      --------- -------

      Boards $ 687 $ 1,225
      Chipsets 5,542 6,402
      Other 146 157
      --------- -------

      Total net revenues $ 6,375 $ 7,784
      --------- -------


      Sales of MPEG board products for the first quarter of fiscal 2006 decreased 44% to $687,000 as compared to $1,225,000 for the corresponding period in the prior year. Sales from MPEG chipset products for the first quarter of fiscal 2006 decreased 13% to $5,542,000, as compared to $6,402,000 for the corresponding period in the prior year. Sales of other products for the first quarter of fiscal 2006 decreased 7% to $146,000 as compared to $157,000 for the corresponding period in the prior year. Sales of MPEG-based boards and chipsets together represented 98% of net revenues for the first quarter of fiscal 2006 and first quarter of fiscal 2005. Other products represented 2% of net revenues for the first quarter of fiscal 2006 and the first quarter of fiscal 2005.

      The decrease in net revenues from MPEG-based board products for the first quarter of fiscal 2006 compared to the corresponding period in the prior year was mainly attributable to decreased unit sales of project-based board products for IP video applications. We expect our revenues from board products to be relatively flat or decrease in future periods due to our decision to focus on the chipset products instead of board products in the IP video application market and advanced DVD/media player market. The decrease in net revenues from MPEG-based chipsets for the first quarter of fiscal 2006 compared to the corresponding quarter in the prior year was largely due to decreased unit sales of our chipsets into the IP video application market and advanced DVD player market, and the lower average selling price of our MPEG chipsets to advanced DVD player manufacturers. We expect that net revenues from chipset products will continue to fluctuate, primarily due to the changes in demand from our customers in the IP video application market and advanced DVD/media player market. If, however, these declines in unit sales and average selling price for our chipset products were to continue, it would likely harm our revenues and profitability. The "other products" category primarily includes revenue from development kits, engineering support services for both hardware and software, engineering development for customization of chipsets, and freight fees. The costs related to support service revenues and development revenues were included in sales and marketing expenses, and research and development expenses, respectively. The decrease in net revenues from other products for the first quarter of fiscal 2006 compared to the corresponding period in the prior year was primarily attributable to a reduction in development kit sales. We expect that net revenues from other products will continue to fluctuate mainly due to the timing and complexity of engineering development required by our customers.

      The following table sets forth our net revenues by market segment (in thousands):

      Three months ended
      April 30,
      --------------------
      2005 2004
      --------- -------

      IP video application market $ 3,869 $ 4,758
      Advanced DVD/media player market 2,105 2,532
      HDTV product market 37 32
      PC add-in and other markets 364 462
      --------- -------

      Total net revenues $ 6,375 $ 7,784
      --------- -------


      For the three months ended April 30, 2005, revenues from sales of our products to the IP video application market decreased 19% to $3,869,000, from $4,758,000 for the corresponding quarter of the prior year. Revenues from sales of our products to the advanced DVD/media player market decreased 17% to $2,105,000, from $2,532,000 for the corresponding quarter of the prior year. Revenues from sales to the PC add-in and other markets decreased 21% to $364,000 from $462,000 for the corresponding quarter of the prior year.

      The decrease in revenues from sales of our products to the IP video application market in the first quarter of fiscal 2006 as compared to the corresponding period of fiscal 2005 was mainly attributable to decreased unit sales of our MPEG-based board products and chipset products, and lower average sales prices of our MPEG-based chipset products. We expect our revenues from the IP video application market to fluctuate in future periods due to the uneven pace of IPTV service deployments. The decrease in revenues from sales of our products to the advanced DVD/media player market for the first quarter of fiscal 2006 as compared to the corresponding period of fiscal 2005 is attributable to the decreased unit sales and lower selling price of our MPEG chipsets to advanced DVD player manufacturers. We expect that revenues from sales of our products to the advanced DVD/media player market will continue to fluctuate, primarily due to changes in demand from our customers. If, however, these declines in unit sales and average selling prices for our products being sold into the advanced DVD/media player market were to continue, it could harm our revenues and profitability.

      The category "PC add-in and other markets" in the above table consists of PC add-in board and chipset products, engineering support services for both hardware and software, engineering development for customization of chipsets, and freight fees. The decrease in revenues from sales of our products to the PC add-in and other markets in the first quarter of fiscal 2006 as compared to the corresponding period of fiscal 2005 was due to lower add-in boards and service sales. We expect our revenues from sales to the PC add-in markets to continue to decline due to the generally declining demand and our revenues from engineering development to fluctuate in future periods due to the timing and complexity of the projects required by our customers.

      The following table sets forth our net revenues by geographic region (in thousands):

      Three months ended

      April 30,
      --------------------
      2005 2004
      --------- -------

      North America $ 737 $ 1,150
      Asia & other regions 5,465 5,398
      Europe 173 1,236
      --------- -------

      Total net revenues $ 6,375 $ 7,784
      --------- -------


      Revenues from North America represented 12% of net revenues for the quarter ended April 30, 2005 as compared with 15% for the corresponding period of the prior year. Our international sales represented 88% of net revenues for the quarter ended April 30, 2005 as compared with 85% in the corresponding period of the prior year.

      North America revenues decreased 36% to $737,000 for the three months ended April 30, 2005 compared to $1,150,000 for the three months ended April 30, 2004. The decrease for the three months was largely due to the decreased unit sales of our MPEG-based board products to the IP video application market which was partially offset by the increased unit sales of our MPEG-based chipset products. We expect that our revenues from North America will continue to decline due to our customers gradually switching their orders to us from board products to chipset products as well as placing the orders with overseas manufacturers.

      Total revenues from Asia & other regions for the three months ended April 30, 2005 increased 1% to $5,465,000 from $5,398,000 for the three months ended April 30, 2004. The slight increase in revenues from Asia for the three months was largely due to the increased unit sales of chipset products to the advanced DVD/media player market and IP video application market which was partially offset by lower unit selling prices.

      Revenues from Europe for the three-month period ended April 30, 2005 decreased 86% to $173,000 from $1,236,000 for the three months ended April 30, 2004. The decrease in revenues from Europe for the three months ended April 30, 2005 was primarily attributable to significant decreases in unit sales, for a related party, of our chipset products in the IP video application and advanced DVD/media player market. We anticipate revenues in Europe will fluctuate due to the fact that our customers may place orders with manufacturers in other regions.

      Our Asian revenues in the first quarter of fiscal 2006 were derived predominantly from customers in China, Korea, and Taiwan. Revenues generated from China, Korea, and Taiwan for the first quarter of fiscal 2006 accounted for 31%, 27%, and 19% of our total net revenues, as compared to 26%, 8%, and 20% for the first quarter of fiscal 2005, respectively. Our European revenues in the first quarter of fiscal 2006 were spread across several countries, as compared to revenues for the first quarter of fiscal 2005 which were primarily due to sales in Denmark and which accounted for 13% of the Company`s total net revenues.

      No sales to any U.S. customers accounted for more than 10% of total revenues for the first quarter of fiscal 2006 and first quarter of fiscal 2005. Sales to three international customers accounted for 26%, 12%, and 12% of our total revenue during the first quarter of fiscal 2006, as compared with sales to four international customers accounting for 12%, 11%, 10% and 10% of total net revenues for the corresponding quarter of fiscal 2005.

      Gross Margin. Our gross margin for the quarter ended April 30, 2005 was 65% as compared to 66% for the corresponding period of the prior year. This slight decrease was primarily due to a shift in our product mix toward lower margin media processors. The average selling prices of our products typically decline over the life of a product. If we are unable to reduce costs faster than the rate of such decline or introduce new products with higher average selling prices, our gross margin will decline.

      Costs and Expenses. Sales and marketing expenses increased by $8,000 or 1%, during the first quarter of fiscal 2006 as compared with the corresponding period of the prior year. Going forward, we expect that our sales and marketing expenses will increase in absolute dollars year-over-year as we intend to continue to expand our sales and marketing organization. Research and development expenses increased by $461,000, or 15%, during the first quarter of fiscal 2006 as compared with the corresponding period of the prior year. The increase in research and development expenses compared to last year resulted from mask charges and tape out costs of our new silicon based products. As a result of our continuing efforts in the development of our proprietary MPEG and WMV9 based products, research and development expenses are likely to continue to increase in absolute dollars year-over- year. General and administrative expenses increased by $521,000, or 73%, during the first quarter of fiscal 2006 as compared with the corresponding period of the prior year. The increase in the first quarter was primarily a result of the costs related to Sarbanes-Oxley compliance. We expect our general and administrative expenses to increase in future periods in absolute dollars due to increasing costs of professional services and other expenditures associated with our business.

      Gain on sale of long-term investment. During the first quarter of fiscal 2006, we sold our investment in Series B Preferred Stock of a local MPEG-4 system provider for $1,083,000. We had no carrying amount in this investment at the date of sale, as it had been fully written off in fiscal 2002 and 2003. We do not expect that we will sell any of our remaining investments in the near future.

      LIQUIDITY AND CAPITAL RESOURCES

      As of April 30, 2005, our principal sources of liquidity consisted of cash and cash equivalents and marketable securities of $20.1 million, which represents an increase of $1.3 million compared with $18.8 million at January 31, 2005. This increase resulted from the sale of a long-term investment of $1.1 million, borrowings of $0.6 million from a loan agreement with a bank for financing research and development equipment, and from the exercise of stock options by employees of $0.5 million, which was partially offset by costs from operating activities of $0.6 million and capital equipment expenditures of $0.3 million.

      We do not have guaranteed price or quantity commitments with any of our suppliers.

      On October 29, 2004, we entered into a revolving line of credit, expiring in October 2005, which is primarily collateralized by our accounts receivable and under which we can draw down a maximum of $3.0 million. As of April 30, 2005, we had approximately $1.2 million available to draw down on this line of credit. In addition, we have a bank line of credit of $3.0 million that expires in October 2005, which is secured by substantially all of our assets. The entire $3.0 million of bank line is available for borrowing. Under the agreements and the notes for these lines of credit, we are subject to certain financial covenants. As of April 30, 2005, we were not in compliance with one of the covenants contained in the agreements and the notes for the lines of credit that related to quarterly profitability. We subsequently obtained a waiver to release us from our obligations to meet this covenant for the quarter ended April 30, 2005.

      During February 2005, we entered into a loan agreement with a bank for a line of credit and borrowed $600,000 for financing equipment for research and development that was acquired in December 2004. Borrowings under the line of credit are repayable in thirty-six monthly installments of approximately $18,202 per month, which includes interest at "Prime rate" plus 0.5% (6.25% as of April 30, 2005) and is secured by the above research and development equipment. As of April 30, 2005, the total outstanding balance of this line of credit was $586,000. Under the agreement for this line of credit, we are subject to certain financial covenants. We were in compliance with all covenants under the agreement for this line of credit as of April 30, 2005.

      Our primary sources of funds to date have been proceeds from preferred and common stock issuances, and borrowings under bank lines of credit. In certain periods, cash generated from operations has also been a source of funds. It is possible that our operations will consume cash in future periods. Based on our currently anticipated cash needs, we believe that our current reserve of cash and cash equivalents will be sufficient to meet our primary uses of cash, which include our anticipated working capital requirements, obligations, capital expenditures, strategic investments, and other cash needs for the next twelve months. In addition, we believe that we will be able to comply with or make modifications to the current covenants under our existing asset-based banking agreements, and to renew those lines of credit upon their expiration, in order to maintain the availability of funds under those agreements.

      RECENTLY ISSUED ACCOUNTING PRONOUNCEMENTS

      The Company accounts for stock-based compensation awards issued to employees using the intrinsic value measurement provisions of Accounting Principles Board Opinion No. 25, "Accounting for Stock Issued to Employees" (Opinion 25). Accordingly, no compensation expense has been recorded for stock options granted with exercise prices greater than or equal to the fair value of the underlying common stock at the option grant date. On December 16, 2004, the Financial Accounting Standards Board ("FASB") issued SFAS No. 123 (revised 2004), "Share-Based Payment" ("SFAS 123R"). SFAS 123R eliminates the alternative of applying the intrinsic value measurement provisions of Opinion 25 to stock compensation awards issued to employees. Rather, the new standard requires enterprises to measure the cost of employee services received in exchange for an award of equity instruments based on the grant-date fair value of the award. That cost will be recognized over the period during which an employee is required to provide services in exchange for the award, known as the requisite service period (usually the vesting period).

      The Company has not yet quantified the effects of the adoption of SFAS 123R, but it is expected that the new standard may result in significant stock-based compensation expense. The pro forma effects on net income (loss) and earnings
      (loss) per share if the Company had applied the fair value recognition provisions of original SFAS 123 on stock compensation awards (rather than applying the intrinsic value measurement provisions of Opinion 25) are disclosed above in Note 4. Although such pro forma effects of applying original SFAS 123 may be indicative of the effects of adopting SFAS 123R, the provisions of these two statements differ in some important respects. The actual effects of adopting SFAS 123R will be dependent on numerous factors including, but not limited to, the valuation model chosen by the Company to value stock-based awards; the assumed award forfeiture rate; the accounting policies adopted concerning the method of recognizing the fair value of awards over the requisite service period; and the transition method (as described below) chosen for adopting SFAS 123R.

      SFAS 123R will be effective for the Company`s first quarter of its 2007 fiscal year, and requires the use of the Modified Prospective Application Method. Under this method SFAS 123R is applied to new awards and to awards modified, repurchased, or cancelled after the effective date. Additionally, compensation cost for the portion of awards for which the requisite service has not been rendered (such as unvested options) that are outstanding as of the date of adoption shall be recognized as the remaining requisite services are rendered. The compensation cost relating to unvested awards at the date of adoption shall be based on the grant-date fair value of those awards as calculated for pro forma disclosures under the original SFAS123. In addition, companies may use the Modified Retrospective Application Method. This method may be applied to all prior years for which the original SFAS 123 was effective or only to prior interim periods in the year of initial adoption. If the Modified Retrospective Application Method is applied, financial statements for prior periods shall be adjusted to give effect to the fair-value-based method of accounting for awards on a consistent basis with the pro forma disclosures required for those periods under the original SFAS 123.

      In November 2004, the FASB issued SFAS 151, "Inventory Costs - an amendment of ARB No. 43, Chapter 4". This statement amends the guidance in ARB No. 43, Chapter 4, "Inventory Pricing," to clarify the accounting for abnormal amounts of idle facility expense, freight, handling costs, and wasted material (spoilage). Paragraph 5 of ARB 43, Chapter 4, previously stated that ". . . under some circumstances, items such as idle facility expense, excessive spoilage, double freight, and rehandling costs may be so abnormal as to require treatment as current period charges. . . ." This statement requires that those items be recognized as current-period charges regardless of whether they meet the criterion of "so abnormal." In addition, this statement requires that allocation of fixed production overhead to the costs of conversion be based on the normal capacity of the production facilities. This statement is effective for inventory costs incurred during fiscal years beginning after June 15, 2005. Management does not believe the adoption of this statement will have a significant impact on the Company`s operating results.

      CERTAIN FACTORS AFFECTING BUSINESS, OPERATING RESULTS, AND FINANCIAL CONDITION

      You should carefully consider the risks described below before making an investment decision. The risks and uncertainties described below are not the only ones facing Sigma Designs, Inc. Additional risks and uncertainties not presently known to us or that we currently deem immaterial may also impair our business operations.

      If any of the following risks actually occur, our business, financial condition and results of operations could be materially adversely affected. In such case, the trading price of our common stock could decline, and you could lose all or part of your investment.

      Our business is highly dependent on the expansion of young and rapidly evolving segments of the consumer electronics market.

      Our business is highly dependent on the sale of IP video set-top boxes, advanced DVD/media players, and high definition televisions. We expect the majority of our current revenues to come from the sale of chipsets for use in emerging consumer applications. The digital home entertainment market will continue to account for a significant portion of our net revenues for the foreseeable future. Our ability to sustain and increase revenues is in large part dependent on the continued growth of these young and rapidly evolving market segments, whose future is largely uncertain. Many factors could impede or interfere with the expansion of these consumer market segments, including general economic conditions, other competing consumer electronic products, delays in the deployment of telecommunications video services and insufficient interest in new technology innovations. In addition, even if these consumer market segments expand, manufacturers of products in these segments may choose to utilize our competitors` products in their products rather than use our products. Moreover, market acceptance of the products of manufacturers that do utilize our products may not occur as expected. In any such case, our business would likely be harmed.

      We have a history of operating losses and we could sustain future losses. We cannot assure you that we will be profitable and if we continue to lose money, our business may not be financially viable.

      We incurred significant operating losses in fiscal 1995, 1996, 1998, 2001, 2002, 2003 and the first quarter of fiscal 2006, and had negative cash flow in fiscal 1995, 1998, 2002 and 2003. Since our introduction of the REALmagic MPEG product line in November 1993, we have made significant investments in marketing and technological innovation for our REALmagic products. As a result of our investments, we experienced significant losses through fiscal 1996. Fiscal 1995, 1996 and 1998 also included significant losses associated with products other than those related to our REALmagic technology. Fiscal 2001, 2002 and 2003 included significant losses associated with a decline in demand for our REALmagic products. Since our inception through April 30, 2005, our total accumulated deficit is $59.8 million. We cannot assure you that we will not incur operating losses in any future fiscal quarter or fiscal year.

      Our operating results are subject to significant fluctuations due to many factors and any of these factors could adversely affect our stock price.

      Our operating results have fluctuated in the past and may continue to fluctuate in the future due to a number of factors, including but not limited to:

      º New product introductions by us and our competitors;
      º Changes in our pricing models and product sales mix;
      º Unexpected reductions in unit sales, average selling prices and/or gross margins, particularly if they occur precipitously;
      º Expenses related to compliance with Section 404 of the Sarbanes-Oxley Act of 2002;
      º Market acceptance of the technology embodied in our products generally and our products in particular;
      º The level of acceptance of our products by our OEM customers, and acceptance of our OEM customers` products by their end user customers;
      º Shifts in demand for the technology embodied in our products generally and our products in particular and those of our competitors;
      º Gains or losses of significant customers;
      º The timing of, and potential unexpected delays, in our customer orders and product shipments;
      º Reduction in average selling prices and gross margins, which could occur either gradually or precipitously; . . .
      Avatar
      schrieb am 18.06.05 02:06:15
      Beitrag Nr. 128 ()
      nicht schlecht...in den letzten beiden tagen deutlich um etwa 10% erholt...:eek::D
      Avatar
      schrieb am 25.06.05 12:34:16
      Beitrag Nr. 129 ()
      Was ist denn nu´ los? :confused:

      In USA nur leicht gesunken und in Frankfurt voll abgeschmiert! Hat da jemand versehentlich einen Zahlendreher in der Limitsetzung gehabt?

      Ein unlimitierter Verkauf könnte den Kurs doch nicht so stark drücken, oder gehe ich da falsch in der Annahme?

      Tja und ich Unglückswurm habe wieder kein Cash um nachzulegen. :rolleyes:

      Nun ja, wird auch wieder nach oben gehen.

      Schönes WE, S.
      Avatar
      schrieb am 25.06.05 14:15:19
      Beitrag Nr. 130 ()
      keine panik...mir ist es relativ egal was fr kurstechnisch macht...der kurs an der nasdaq ist entscheident!denke das waren sl orders die der mm abgefischt hat!

      auslöser für die irritation war dies:

      Form 8-K for SIGMA DESIGNS INC


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

      23-Jun-2005

      Change in Accountant, Financial Statements and Exhibits



      ITEM 4.01. CHANGES IN REGISTRANT`S CERTIFYING ACCOUNTANT.
      (a) On June 17, 2005, Deloitte & Touche LLP ("Deloitte & Touche") informed Sigma Designs, Inc. (the "Company") of their intent to resign as the Company`s independent registered public accounting firm effective as of that date. The Company has accepted Deloitte & Touche`s resignation.

      (b) The reports of Deloitte & Touche on the financial statements of the Company for the fiscal years ended January 31, 2005 and 2004 and management`s report on the effectiveness of internal control over financial reporting as of January 31, 2005 contained no adverse opinion or disclaimer of opinion and were not qualified or modified as to uncertainty, audit scope or accounting principle, except as set forth below.

      (c) During the fiscal years ended January 31, 2005 and 2004 and through June 17, 2005, there were no disagreements with Deloitte & Touche of any matter of accounting principles or practices, financial statement disclosure or auditing scope or procedure, which disagreements, if not resolved to the satisfaction of Deloitte & Touche, would have caused Deloitte & Touche to make reference thereto in their reports and there were no reportable events (as outlined in Regulation S-K Item 304(a)(1)(v)), except for the following:

      In Item 9A of its Annual Report on Form 10-K for the year ended January 31, 2005, Management of the Company reported that it had assessed the effectiveness of the Company`s internal control over financial reporting as of January 31, 2005, and had identified the following material weaknesses in the operating effectiveness of internal control: (1) inadequate controls to ensure that financial information is adequately analyzed to detect misstatements; (2) the lack of understanding of generally accepted accounting principles and SEC reporting; and (3) inadequate supervision and review controls over the recording of stock options; and that the above represent deficiencies or weaknesses in the effectiveness of the Company`s internal controls that resulted in an adverse opinion from Deloitte & Touche on the effectiveness of the Company`s internal controls.

      Details of these weaknesses are provided in the following paragraphs:

      º The Company`s personnel who are responsible for performing and overseeing the period- end financial closing and reporting process lack the understanding of generally accepted accounting principles (GAAP) and SEC reporting matters for their assigned duties, and consequently the Company`s process to determine and monitor compliance with GAAP and SEC reporting matters is not operating effectively. In addition, the Company has not designed and implemented appropriate controls to ensure that financial information (both routine and non-routine) is adequately analyzed and reviewed to detect misstatements. For example, the Company did not appropriately consider the recoverability of a material trade receivable from a related party, totaling approximately $2.5 million and certain impairment indicators which were present when assessing a material investment in this related party, totaling $2.0 million. In addition, numerous audit adjustments to the financial statements, including the reversal of a $1.1 million gain on sale of investment that had not been consummated as of January 31, 2005, and modifications to the financial statement footnote disclosures were necessary to present fairly, in all material respects, the annual financial statements for the year ended January 31, 2005 in accordance with generally accepted accounting principles.

      º The Company failed to design and implement appropriate supervisory and review controls over the recording of stock options. The Company`s Chief Financial Officer records all inputs and changes to the stock option file and there is no independent review of such inputs. An error in recording option grants or cancellations may potentially misstate stock compensation expense and/or pro-forma footnote disclosures under SFAS No. 123 by an amount considered to be material to the interim or annual financial statements.

      (d) The Company has provided a copy of this disclosure to Deloitte & Touche and requested that Deloitte & Touche provide a letter addressed to the Securities and Exchange Commission stating whether or not it agrees with the above statements. A copy of such letter dated June 23, 2005, is attached hereto as Exhibit 16.1 to this 8-K.

      (e) The senior officers and Audit Committee of the Company will now formally commence a search to select a new independent registered public accounting firm. This search will be conducted in accordance with the terms of the Company`s Audit Committee Charter. The Company will report the engagement of a successor independent registered public accounting firm in a subsequent Current Report on Form 8-K.





      Item 9.01. FINANCIAL STATEMENTS AND EXHIBITS
      (c) Exhibits


      Exhibit No. Description

      16.1 Letter dated June 23, 2005 from Deloitte & Touche LLP to the
      Securities and Exchange Commission regarding statements included in
      this Form 8-K.



      sei beruhigt...dies war alles schon zum zeitpunkt des letzten cc bekannt...und wurde meiner meinung nach von größeren adressen dazu genutzt sigm zu kaufen!das zeigt der intraday verlauf!

      sigm ist ein kleines unternehmen...der gesamte finanzmarkt ist sicherlich skeptisch bezüglich des erfolgs von sigm...sigm ist ja keine broadcom oder eine motorola (stellen beide auch chips für iptv boxen her...)

      sobald der markt begreift das sigm das unternehmen der stunde in diesem segment ist...mit der besten technologie zur richtigen zeit...dann wird auch der kurs überproportional steigen!sollte alles nach plan laufen und sigm nicht von einem größeren konzern geschluckt werden...sehe ich sigm in den nächsten 2 jahren bei dem 5-10 fachen börsenwert im vergleich zum jetztigen zeitpunkt!was möglich ist zeigt der wert ovti (hier kam der erfolg mit der verbreitung von digi-cams)...

      sigm ist meine zweitgrößte position...wenn du allerdings nicht die möglichkeit hast...den handel täglich zu verfolgen/zu handeln...setze gemäß deiner risikoneigung nicht alles auf sigm...;)
      Avatar
      schrieb am 26.06.05 21:36:12
      Beitrag Nr. 131 ()
      Ich gehe Morgen rein, denke die Chance unter 6 Euro reinzukommen sind recht selten. Der Aktionär hatte mal ein Kursziel von 10 Euro gennant. Hoffe es geht nächste Woche Richtung 6,50 Euro.:lick::lick::lick::lick:
      Avatar
      schrieb am 27.06.05 03:46:58
      Beitrag Nr. 132 ()
      sigm wird morgen irgendwo so zwischen 6,2 und 6,3$ eröffnen...weiß nicht was in fr los war...aber in münchen wird zum nasdaq kurs gestellt...und da lag der letzte bei 6,27€...würde zu diesem kurs jedoch auch rein...;)
      Avatar
      schrieb am 27.06.05 07:53:23
      Beitrag Nr. 133 ()
      nicht direkt zu sigm...


      Press Release Source: Tellabs


      Telecom Industry Survey Finds Telcos Will Compete Credibly in Video Within Three Years
      Monday June 27, 1:00 am ET


      NAPERVILLE, Ill., June 27 /PRNewswire-FirstCall/ -- Eighty-three percent of SUPERCOMM 2005 attendees polled in a Tellabs®/Telephony survey believe that telecommunications service providers will emerge as competitors to cable companies in video services. More than half (54%) of the 1,245 respondents feel that this competitive gap will close in less than three years. The survey was held on the SUPERCOMM 2005 show floor June 6-June 9.
      Questions asked focused on services that drive "Echo Boomer" spending and video service delivery. Echo Boomers, the children of baby boomers, born between the early 1980s and 1995, comprise nearly one-third of the U.S. population.


      Other survey results include:

      -- High Definition Television (HDTV) is the number one video application
      that drives consumer spending, followed closely by Internet Protocol
      TV (IPTV). Video on Demand (VoD) and satellite TV came in third and
      fourth, respectively;
      -- Half of the survey`s respondents felt that consumer and business
      triple-play voice, video and data will be delivered over a single,
      converged network within three years;
      -- Hardware (approximately 30%), software/middleware (25%) and content
      (25%) were cited as the largest obstacles to telco video deployment
      with OSS/billing technology the least cited (14%) and;
      -- More than half of the respondents think that best-effort Ethernet is a
      successful market offering, with 58% saying yes and 39% saying no.


      "The results of this joint survey are clear: Telecom service providers face a competitive imperative to accelerate their video delivery strategies to meet the expectations of the communications industry and of the customers they serve," said Jason Meyers, editor-in-chief of Telephony. "They face some serious challenges as they attempt to become video providers in an increasingly converged and competitive market. Telephony is committed to providing timely and thorough coverage of the technology, service, and business stories that unfold as these service providers begin to deliver on the IPTV promise."

      "Based on these results, SUPERCOMM attendees show a healthy combination of realism and optimism in assessing the challenges they face in winning the converged services race in the Echo Boomer era," added Stephen McCarthy, executive vice-president global customer sales and service for Tellabs.

      About Tellabs

      Tellabs (Nasdaq: TLAB - News) delivers technology that transforms the way the world communicates(TM). Tellabs experts design, develop, deploy and support wireless and wireline network solutions. The company`s comprehensive broadband portfolio enables carriers in almost 100 countries to succeed in the new competitive environment. Tellabs is part of the NASDAQ-100 Index. http://www.tellabs.com .

      About Telephony

      Telephony is the leading publication for all communications service providers: new and incumbent, wireline and wireless. We deliver insightful and thoughtful coverage of the news, technologies and business strategies driving the industry. Telephony is delivered to more than 70,000 providers at ILECs, CLECs, ISPs, IXCs wireless carriers and cable operators.
      Avatar
      schrieb am 27.06.05 17:09:46
      Beitrag Nr. 134 ()
      Avatar
      schrieb am 28.06.05 15:37:14
      Beitrag Nr. 135 ()
      Press Release Source: Sigma Designs


      Tatung Launches New Set-Top Box Powered By Sigma
      Tuesday June 28, 6:30 am ET
      Media Processors from Sigma Designs Continue to Lead the IPTV Industry


      MILPITAS, Calif.--(BUSINESS WIRE)--June 28, 2005--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer appliances, today announced that TISNet, a subsidiary of Tatung Company, currently responsible for Tatung Company`s worldwide DSTB, NPVR, digital home product sales, and software development and technical support, launched its set-top box (STB), the STB4000C, based on Sigma`s Designs EM8620 and EM8622 media processors at last week`s Supercomm 2005. The TISNet STB4000C supports up to 720p/1080i of high resolution video output, as well as manages multiple outputs to provide under 720p playback and PIP (Picture-in-Picture), simultaneously displaying video for up to four monitors or televisions.

      "Today`s set-top box needs the ability to support all the advanced codecs," said Luke Dang, President of TISNet. "Since Sigma is a leader in advanced codec and IPTV solutions, we were able to easily enter the market with a competitive product to address the burgeoning demand for IPTV set-top boxes."

      The IPTV industry, which is now showing signs of impending growth on a worldwide basis, is rapidly moving toward advanced set-top boxes that feature both H.264 and VC-1. For telco operators, these advanced codec solutions enable the delivery of high-quality video services, such as live broadcasts and video-on-demand (VOD) over bandwidth-limited, broadband networks. To upscale competition, certain North American and Asian services are looking to use the added compression to feature high-definition channels. By deploying set-top boxes that incorporate all codecs, operators ensure that their investment in customer premise equipment can support future content streams in any major format.

      TISNet`s STB4000C presently supports the Linux 2.4 operating system, offering a browser, with support for Flash, Java VM, Multi-media API, and other extensions. The version to be delivered in July will also include the support of Windows CE 5.0 as well. For telecommunication customers, the STB4000C uses an x86-based host CPU, which provides the simplest environment for software development, allowing TISNet to quickly implement customized set-top boxes for their customers, and likewise enable Telcos to rapidly deploy new services.

      "Tatung brings a substantial force in high volume manufacturing to the IPTV industry," said Ken Lowe, VP of strategic marketing, Sigma Designs. "We are excited to be working together with them on advanced set-top box solutions."

      Availability

      The TISNet STB4000C will be available in July.

      About the EM8620L Media Processor

      The EM8620L media processor from Sigma Designs provides a complete single-chip solution for next generation IP video and connected media players, featuring high definition Windows Media Video 9 support. The EM8620L offers a wide range of media processing functions for video decoding, audio decoding, and graphics processing based on REALmagic® HD technology, for the highest quality image possible on high definition displays. For single-chip systems, it features an on-chip RISC processor, PCI-bus, IDE controller and additional peripheral ports for supporting other subsystems.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq: SIGM - News) specializes in silicon-based MPEG decoding for streaming video, progressive DVD playback and advanced digital set-top boxes. The Company`s award-winning REALmagic® video streaming technology is used in both commercial and consumer applications providing highly integrated solutions for high-quality decoding of MPEG-1, MPEG-2 and MPEG-4. 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 http://www.sigmadesigns.com/.

      About TISNet Technology Inc.

      TISNet is a subsidiary of Tatung Company, currently responsible for Tatung Company`s worldwide DSTB, NPVR, digital home product sales, and software development and technical support. Established in 1918, Tatung Company currently owns 43 main subsidiary companies and reached $6.5 billions USD in sales in 2004 (including invested companies). Its main products include computers, consumer electronics, home appliances, telecommunication products, and heavy industrial products.

      Safe Harbor Statement

      This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma`s MPEG decoder products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer`s ability or desire to complete the roll-out, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

      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.



      --------------------------------------------------------------------------------
      Contact:
      Sigma Designs, Inc.
      Ken Lowe, 408-957-9850 (Investor Relations)
      Fax: 408-957-9741
      ir@sdesigns.com
      or
      Tatung Company
      Luc Yu, 310-418-4029 (Investor Relations)
      Fax: 310-537-6493
      luc.yu@tatung.com



      --------------------------------------------------------------------------------
      Source: Sigma Designs
      Avatar
      schrieb am 01.07.05 05:12:13
      Beitrag Nr. 136 ()
      http://biz.yahoo.com/bw/050630/305099.html?.v=1

      Press Release Source: Kagan Research, LLC


      Kagan Forecasts Asia Pacific Pay-TV Subscriber Base Will Reach 356 Mil. by 2015, With IPTV Revenue Share Rising to 12.9%
      Thursday June 30, 9:00 am ET


      MONTEREY, Calif.--(BUSINESS WIRE)--June 30, 2005--Multichannel markets in the Asia Pacific region are currently experiencing an investment phase, marked by aggressive digitization efforts, rapid adoption of emerging IP technologies and relaxing government regulations. Though poverty and piracy remain formidable market barriers, digital technologies are poised to fuel subscriber population growth while boosting per household revenue potential.
      A new survey from Kagan Research, ASIA PACIFIC MULTICHANNEL MARKETS 2005, forecasts that the top 13 Asia Pacific countries` aggregate multichannel subscriber base will grow from 188 mil. in 2004 to 356 mil. by 2015, driven primarily by a high-growth Chinese market. Other industry statistics and projections, based on relevant macro data and Kagan`s respected 10-year forecasting model, include:

      The region`s consolidated multichannel penetration is expected to rise from 32.7% of TVHHs in 2004 to 54.4% in 2015, a 4.8% compound annual growth rate (CAGR).
      Multichannel revenues are forecast to grow from $13.1 bil. in 2004 to $38.0 bil. in 2015, a 10.1% CAGR.
      IPTV platforms are expected to develop in nine of the region`s 13 countries, increasing subscriber share from less than 0.3% in 2004 to 9.4% in 2015. IPTV revenue share is projected to rise from 0.7% in 2004 to 12.9% in 2015.
      Total digital terrestrial TV (DTT) HHs are forecast to rise from 3.6 mil. in 2004 to 87.7 mil. by 2015, a 33.9% CAGR.
      According to Kagan, the Asia Pacific region hosts the most dynamic multichannel markets in the world. "The door to Asia media market investment is wide open. The region hosts a powerful mixture of favorable market conditions as large untapped consumer populations meet strong adoption of emerging digital media systems. Our analysis indicates significant opportunities exist for both local and foreign media firms to develop Asia pay-TV economies from both an infrastructure and programming position," said Ben Reneker, Kagan analyst and head of the company`s international research team.

      ASIA PACIFIC MULTICHANNEL MARKETS 2005 also addresses the challenge of pay-TV affordability in developing Asian economies. To compare affordability between countries, Kagan uses an exclusive Multichannel Affordability Metric. The analysis concludes that multichannel services are currently most affordable in China and South Korea -- leading to widespread adoption by the masses; while in Thailand and Indonesia affordability barriers reserve the services for wealthy citizens only.

      The table below shows Kagan`s affordability metrics for the region in 2005. The published report forecasts multichannel affordability through 2015, integrating macro economic analysis with multichannel market maturity.

      Kagan Research
      Multichannel Affordability Metric (2005)
      ----------------------------------------
      RANK COUNTRY (%)
      ----------------------------------------
      1 China 0.40%
      ----------------------------------------
      2 South Korea 0.60%
      ----------------------------------------
      3 Taiwan 0.80%
      ----------------------------------------
      4 Hong Kong 1.20%
      ----------------------------------------
      5 Singapore 1.20%
      ----------------------------------------
      6 India 1.30%
      ----------------------------------------
      7 Australia 1.50%
      ----------------------------------------
      8 Japan 1.90%
      ----------------------------------------
      9 New Zealand 2.40%
      ----------------------------------------
      10 Philippines 2.70%
      ----------------------------------------
      11 Malaysia 2.90%
      ----------------------------------------
      12 Thailand 3.20%
      ----------------------------------------
      13 Indonesia 7.20%
      ----------------------------------------
      Copyright 2005 Kagan Research LLC

      ASIA PACIFIC MULTICHANNEL MARKETS 2005 assesses the state and future of 13 key Asia Pacific multichannel markets and provides investors with exclusive market forecasts (2005 - 2015) of subscribers, revenues and ARPU for DTH, Cable, Fixed-wireless, IPTV, FTA-DTT and pay DTT platforms -- the most comprehensive evaluation of the fastest-growing media markets in the world.

      Selected market assessments and forecasts found in this new study will also be presented at Kagan`s TRENdS 05 Digital Media Summit to be held September 12 and 13 at the Four Seasons Hotel in Las Vegas.

      For Table of Contents and more information on ASIA PACIFIC MULTICHANNEL MARKETS 2005 visit www.kagan.com

      About Kagan Research, LLC.

      Kagan Research consulting and publishing services offer exclusive financial data and analysis, relevant market advisories and accurate 5- to 10-year projections on cable and DBS, broadcast television and radio, movies, entertainment and sports, digital, wireless and Internet technologies and media finance and law.



      --------------------------------------------------------------------------------
      Contact:
      Kagan Research
      Harvey Kraft, 831-622-3821
      hkraft@kagan.com
      Primary Web site: http://www.kagan.com
      Other Kagan sites: http://www.kaganevents.com



      --------------------------------------------------------------------------------
      Source: Kagan Research, LLC
      Avatar
      schrieb am 01.07.05 05:44:44
      Beitrag Nr. 137 ()
      das sind sehr gute news...es tut sich was im hinblick iptv in den usa...das sind sogar sehr, sehr wichtige news!!!lest dast mal in ruhe...und macht euch selbst eure gedanken...:)



      June 30 (Bloomberg) -- U.S. lawmakers moved to help telephone
      companies such as Verizon Communications Inc. compete in the $76.1
      billion residential television market by proposing legislation
      that would limit the authority of cities.
      In the Senate, Oregon Republican Gordon Smith introduced a
      bill today to end city-by-city licensing of new video providers
      trying to compete with cable TV, spokesman Chris Matthews said. In
      the House, Tennessee Republican Marsha Blackburn also proposed a
      similar law today, said Blackburn spokesman Ryan Loskarn.
      Eliminating the need to obtain local franchises from
      individual cities is a top lobbying priority for Verizon and SBC
      Communications Inc., the two largest U.S. local-phone companies,
      which are spending billions of dollars to build fiber-optic
      networks that can deliver video services. Leading House and Senate
      lawmakers have endorsed limits on local controls.
      ``It just begins the conversation`` in Congress ``in
      earnest,`` Jessica Zufolo, a communications-policy analyst at
      Medley Global Advisors in Washington, said. Any law on the matter
      won`t pass until next year at earliest, she said. ``It`s a very
      complicated issue, politically and legally.``
      **********************************************

      was die großen us-telcos bislang davon abgehalten hat iptv services in ballungszentren der usa zu starten sind einige wichtige regularien die vorher noch abgesegnet werden müssen (vom us senat meine ich)...der senat will sich jetzt mit dem thema befassen...allein aus der überschrift "lawmakers moved to help telephone companies..." geht hervor das die letzten hindernisse dabei aus dem weg geräumt werden sollen!

      anmerkung:alles basiert rein auf meinen persönlichen recherchen,aber auf der letzten analysten-conference hat sigm bestätigt sowohl mit verizon als auch mit sbc communications in verhandlungen zu stehen die technik für die settop-boxen zu liefern!:eek::eek::eek: die us telcos haben sich aber bis dato mit aufträgen zurück gehalten...da eben einige unklarheiten dem im wege standen!sigm hat immer betont der konkurrenz 12-18 monate mit der technik der chips vorraus zu sein...dieser vorsprung drohte zu schmilzen...wenn die "iptv-launches" in weite ferne gerückt wären...diese news sprechen also ganz klar für sigm!



      zu den news mit tatung...muss mich nochmal schlau machen...aber ich glaube das könnte ein dicker fisch werden...den sigm da ans land gezogen hat...und der markt hat es noch nicht mal realisiert!!!!2004 umsätze von $6,5 billion!!!!

      dazu:

      About TISNet Technology Inc.

      TISNet is a subsidiary of Tatung Company, currently responsible for Tatung Company`s worldwide DSTB, NPVR, digital home product sales, and software development and technical support. Established in 1918, Tatung Company currently owns 43 main subsidiary companies and reached $6.5 billions USD in sales in 2004 (including invested companies). Its main products include computers, consumer electronics, home appliances, telecommunication products, and heavy industrial products.
      Avatar
      schrieb am 07.07.05 01:43:22
      Beitrag Nr. 138 ()
      Verizon Communications Inc. (NYSE:VZ - news) said on Wednesday it signed its first video deal with a unit of Time Warner Inc. (NYSE:TWX - news), allowing it to carry Turner Broadcasting channels on its fiber-optic video service.

      Verizon, the largest U.S. telecommunications company, is launching its Fios video service later this year to more effectively compete against cable companies such as Time Warner and Comcast Corp. (Nasdaq:CMCSA - news) that are pushing telephone services.

      Verizon said the agreement will allow it to carry several Turner channels, including CNN, TNT, TBS, Cartoon Network and Turner Classic Movies.

      Terry Denson, Verizon`s vice president of programing and marketing for Fios television, said in an interview with Reuters last month that Verizon would offer about 300 video and audio channels, along with about 2,000 video-on-demand titles, by the time it launches the service broadly next year.

      Denson had said at the time that Verizon had seen no unusual resistance to agreements with entertainment companies that also own cable systems. In addition to the Turner channels, Time Warner also owns the HBO pay cable channel.

      Verizon has said it hopes to make at least 3 million homes and businesses accessible to its fiber-optic lines by the end of the year. While connecting customers with fiber optics can cost over $1,000 per building, Verizon has said the upgrade was necessary to compete head-on with cable.

      In most of the 14 states where Verizon is building fiber- optic connections, it needs a franchise from local governments to sell a video service. Verizon executives say they will likely need thousands of such agreements, but so far have only six and that could delay the roll-out.

      Last week, two U.S. lawmakers introduced bills that would eliminate the need for Verizon and SBC Communications Inc. (NYSE:SBC - news) to seek franchises for their video services.
      Avatar
      schrieb am 07.07.05 17:56:25
      Beitrag Nr. 139 ()
      some sigm infos


      1) At the recent HD DVD forum held in Japan, SIGM showed its SMP8630 solution again:

      http://www.watch.impress.co.jp/av/docs/20050627/hddvd.htm
      http://www.watch.impress.co.jp/av/docs/20050627/hddvd14.jpg
      http://www.watch.impress.co.jp/av/docs/20050627/hddvd15.jpg

      SIGM`s demo, as well as those from others, were largely the same as from CES.

      2) Interesting comments here on some SIGM-powered players:

      "WMV HD DVD Players"

      http://www.ehomeupgrade.com/entry/1116/wmv_hd_dvd

      "I did some “research” and was surprised to see a plethora of pirated HD content on the web... and we’re talking amazing quality content here! To me, that screams, “I WANT MY HD... and I’ll get it anyway I can."

      3) Here is the set-top from the SIGM/Oregan Networks collaboration:

      http://www.oregan.net/ready_to_market_platforms.html
      http://www.oregan.net/ready_to_market_platforms2.html

      Note the use of the EM8622, as well as the EM8620, on the 2nd page. It remains to be seen who the customer win is that SIGM referred to on its last CC.

      4) Here is more on the Tatung STB-4000C win recently identified in the SIGM PR:

      http://www.tisnet.com.tw/sys/SM_theme?page=425e2597

      Although the SIGM chip isn`t mentioned, we can see that the box has an Intel 733MHz Celeron in it.

      As stated before, the older STB-3000 box at the same site uses an optional SIGM slave chip.

      http://www.tisnet.com.tw/sys/SM_theme?page=4117630a

      Also of interest are the SIGM-like video specs and mention of an optional hardware decoder for the PVR product:

      http://www.tisnet.com.tw/site/4117463e/411746df/41176281/411… pdf
      Avatar
      schrieb am 07.07.05 17:59:38
      Beitrag Nr. 140 ()
      UTStarcom gave this pdf presentation at a Networld-Interop show in Tokyo about a month ago:

      http://www.utstar.co.jp/Company/Events/05interop/img/05inter…

      The title on the first page is "The Next Generation IP Image Transmission Solution".

      Only one set-top solution is indicated herein for the firm`s mVision platform: its MC2008 Media Console, powered by a SIGM chip.

      Since this system is designed to stream both H.264 and WMV9, the set-tops needed will clearly need to use SIGM`s more advanced solutions before too long.
      Avatar
      schrieb am 09.07.05 17:06:10
      Beitrag Nr. 141 ()
      Avatar
      schrieb am 11.07.05 22:16:04
      Beitrag Nr. 142 ()
      Commenting on the UTStarcom deal the Baird analyst covering SIGM said:

      Sigma Designs announced this morning a design win with UTStarcom for the rollout of TV over IP services to be deployed by China Telecom and China Netcom. The win could potentially dwarf the size of the SBC ramp for Sigma Designs in the U.S., in our view. China Telecom and China Netcom are China`s number-one and number-two communication carriers.

      * IDC expects 300,000 IP TV subscribers in China this year, growing to 9 million by 2008. China is poised to become the world`s biggest IPTV market, in our view.

      * The win affirms Sigma Designs` leading position in the rapidly-growing IP set top box market, where it has over 60% market share, and could be very material to the company`s revenue ramp into 2006.

      * Reiterating our Outperform rating on SIGM shares.
      Avatar
      schrieb am 12.07.05 02:39:10
      Beitrag Nr. 143 ()
      Entertainment Whenever, Wherever

      IT`S A HIGH-TECH ENTERtainment world, and we`re all just paying rent. How much rent you are willing to pay determines how and when you can demand to be amused.

      You choose whether you want to sit back and relax or get it on the go which seems to be the mode of choice these days. The gaming, Internet, shopping or television-viewing experience on the run is becoming more comparable to the experience customers have in the comfort of their living room or office space.

      "Convenience," said Ted Wagnon, a statewide spokesman or SBC Communications Inc. of San Antonio. "That`s the name of the game right now. People want all of the modern entertainment and communication conveniences they`re used to, but they want to be able to get it wherever they are and whenever they need it."

      There are already hundreds of services in place that make cell phones a one-stop device for wireless Internet access, games, weather updates, dating services, music providers, cinema schedules and previews, television networks, and for the shooting and viewing of photos and videos. These services, according to those in the business, have the potential to produce a boom comparable to that of the initial Internet frenzy 10 years ago.

      "There`s a lot of possibilities out there to make money, so long as the technology is indeed what people want," said Jason Lafon, a veteran cellular phone representative at a Little Rock retail chain store. "The Internet is a very accessible thing that people were able to catch on to quickly and almost naturally integrate its many uses into their daily lives. A `super-cell phone` might be viewed as a little excessive to ordiary people and faces more challenges than the Internet initially did."

      Even traditional television and home movie viewing is at the starting gate of a revolution, helped along by a number of services that offer viewers a chance to watch whatever they want whenever they want and at any pace.

      Meanwhile, the movie industry, which has taken a hit from download piracy, is caught in the crosshairs of the movement. It`s is on the verge of having to come up with a new way to handle the distribution of new features and the rental of older ones.

      "Basically we`re on the cusp of the entertainment world as we all know it having to re-evaluate itself and adapt to the available technology," Wagnon said. "It seems a little dramatic, but a lot is riding on what shakes out in the next five years or so."

      Buy or Cell?

      Making a simple wireless phone call may as well have been rocket science when cell phones hit the market in 1984.

      Even the visionary few who owned the bulky and expensive devices probably never dreamed that 20 years later the shoesized piece would not only fit in the palm of a hand, but would also be capable of handling nearly all the media needs one can imagine.

      "All of these extra applications and options are things that are still out on the periphery of the mainstream," said Scott Moody, director of consumer wireless data products at Alltel Corp. of Little Rock. "They`re finding their way in, but only with certain demographics. The main function of the cell phone is still about communicating."

      According to Forbes magazine, 1.5 billion cell phones are in use worldwide, and last year more than 690 million were sold. That`s six times the number of personal computers and laptops that were rung up.

      "If you think about it, cell phones are a pretty powerful mechanism," Lafon said. "Not everybody has a [complicated] television or a computer, but they`re likely to have a phone hanging on their hip. It`s a very practical thing to have."

      Moody says it may be a bit premature to hall the "super-cell phone" as the heir to the Internet boom, but does agree that the more practical applications are already catching on.

      "There are people who regularly use the more flashy features, but right now the big thing seems to be centered around music, ringtones and games," he said. "Ringtones have always been a popular feature, but now that actual song clips can be downloaded and used, it`s taken on a whole new identity." Moody said there is real value involved with technological advances with cell phones and that extra features aren`t as frivolous as many people may initially think, namely the ability to combine devices.

      "If you can have downloaded music on your cell phone then there`s really no need to carry around an MP3 player," he said. "Text messaging is also considered to be a primary use."

      Nationally, Verizon Wireless unveiled in February what it calls a V-Cast, which serves up 60-second video clips, or "mobisodes," of popular television shows and original programming for about $15 a month. Already, Cingular and Sprint offer MobiTV, which has 24 channels for $10 a month.

      "I do a lot of traveling, so my phone is like a personal assistant to me," said Ryan Jones, an event planner from Memphis spotted in Little Rock`s River Market with his eyes buried in his cell phone. "I can see how a lot of people might not have a need for a lot of these features, but I`m down with all of it."

      Just Ask

      Cable television providers, which have already adapted to a wave of satellite offerings and digital feeds in the past 10 years, are now offering customers the chance to have personalized programming at the touch of a button.

      "It`s basically like being in charge of your own cable service," said Mike Wilson, a spokesman for Comcast. "In today`s world, people have to fit their entertainment in with their busy schedules, and having programs they want to watch on demand tackles that."

      The service Comcast offers gives viewers access to a library of more than 3,000 titles to choose from at any given time with the ability to stop, start, pause, fast-forward or rewind them at any time.

      In order for Comcast to offer the service, the Philadelphia company had to update its entire infrastructure in central Arkansas to the tune of $50 million four years ago. The company created a way for the standard digital cable box to communicate with a giant server that`s loaded up with the library of programming it can offer. When viewers decide to stray from what`s on regular programming, a push of a button connects them to the server and a menu to navigate what`s available.

      SBC has also made a commitment to the new wave of channel surfing with a $4 billion initiative called Project Lightspeed, which basically increases the available bandwidth to provide a convergence of new technologies.

      Out of those new technologies emerges Internet Protocol Television (IPTV), which offers video-on-demand and digital recording.

      "IPTV is sort of like the Internet, with all of that information just sitting out there waiting to be harnessed," said Wagnon. "This allows television viewers the chance to get out there and grab what they want when they want it."

      The SBC service, which is expected to begin rolling out later this year, will also allow sports fans to choose camera angles during some broadcasts, pull up information from the Internet, see who is calling when the phone rings and edit shows, all while viewing television.

      In order to make this service available, SBC entered a $400 million deal with Microsoft to use that company`s software platform to run IPTV.

      Digital Effects

      Getting on board with new technology to fill customers` entertainment needs is proving to be a nightmare for some traditional outlets in particular, including the movie industry.

      With new technologies in IPTV and on-demand television, along with the advancement of downloadable movies, even the current craze of online DVD rentals could one day be phased out of existence.

      Seven years ago, Netflix Inc. of Los Gatos, Calif., took the Internet by storm as the first online DVD outlet. Today, according to the company`s Web site, Netflix has more than 70 percent of the market and more than 3 million subscribers signed up to pay a monthly fee for mail-delivered rentals. Blockbuster Inc., the world`s largest instore movie rental outlet, entered the online business last year and has about 750,000 customers, or 25 percent of the market.

      Wal-Mart Stores Inc. earlier this month ended its attempt at making a dent in the online rental business and decided simply to partner with Netflix. Out of the deal, Netflix customers will be directed to Wal-Mart`s Web site to buy videos, while Netflix gained the 5 percent of the market`s customers formerly claimed by the Bentonville retailer.

      As convenient as it is, even waiting for a movie to arrive in the mail may quickly become too inconvenient for the on-demand consumer.

      "It wouldn`t surprise me one bit to have all movie rentals available through a database and loaded up right on your screen someday," said Comcast`s Wilson. "The technology is there, but the logistics will have to be worked out."

      Copyright Arkansas Business May 30, 2005
      Avatar
      schrieb am 12.07.05 23:26:09
      Beitrag Nr. 144 ()
      die rede kann eigentlich hier nur vom sigma chip sein...wenn das so ist...ist das der absolute durchbruch für sigma design!


      UBS-hosted Conf Call with MSTV Division VP Moshe Lichtman:

      http://www.microsoft.com/msft/speech/FY05/MosheLichtman07010…

      Of highest interest:

      "We have taken that partnership approach. We have announced a whole bunch of partnerships in these areas. You`ve heard some of the names of our customers but equally important is our partnership with those folks: Intel, ST Micro and Sigma Designs on the chip set side; Samsung, Scientific Atlanta, Motorola and others on the set-top box side..."

      "...you`ve already heard the names of the customers that we are working with. Obviously, there are a whole bunch of others that have not announced their engagements with Microsoft. This is something that will happen over the coming months."

      "We are on track for delivering the platform commercially at the end of this calendar year."

      "SBC has stated that they`re on track for their market trial later this summer. They`re on track for what they call a controlled commercial deployment by the end of this calendar year/early 2006, and scaling deployments from there. We`ve heard similar timing from the other customers and we have no reason to doubt that this is indeed, going to be the case."

      "One of the key ingredients of this, in terms of getting to scale and the promise for the future, is what we call the System on a Chip or the S.O.C. This is a chipset that includes all of the hardware decode capabilities as well as the IP capabilities, as well as the security capabilities, all in one chipset. And obviously at scale, you`re looking at something that will cost in the mid-teens US dollars and therefore the CPE costs are going to be very, very compelling to operators.

      Even more interesting, down the road we see that type of a chipset being integrated into almost any consumer electronics device, and that will enable what we call the retail scenario where you go to a Best Buy and you buy a DVD recorder or you buy a TV and that device is basically a retail device, gets provisioned with the IPTV service because it includes that System on a Chip, and because, as I said, the platform is hosted in the network."

      " SBC said they would like to deliver four streams, including an HD stream and three SD streams, as well as a high capacity data service, as well as voice. We see no reason for those things not to fit into the type of bandwidth that has been tested in the field.

      So this is not just a lab test, those tests have already been done in the field. They have been done on various grades of wires and stuff like this. And, the results have exceeded expectations."

      "I believe (British Telecom) said that they`re looking at the summer of `06...that`s for a launch, early `06 for testing."



      Powerful stuff here and the more one digs, the more one finds that SIGM is in the catbird seat for the BULK of this stuff.

      And I mean real digging, not just opining like many skeptics do on this board. I mean talking with multiple contacts at MSFT, at SFA, at MOT, at D-Link, at UTSI, at Kiss. These are the guys that will correctly game the chip contest for you.

      Years of patience are about to start paying off.
      Avatar
      schrieb am 13.07.05 17:26:24
      Beitrag Nr. 145 ()
      über das lightspeed-projekt...:)


      Everything You Need to Know About Next-gen Broadband
      New DSL flavors, DOCSIS 3.0, Bell TV, and more...
      Posted on 2005-07-07 15:05:23
      Written by Karl Bode

      ADSL2+? VDSL2? Fiber to the Curb? Fiber to the Home? DOCSIS 3.0? It`s hard to get to the truth behind the constant stream of belligerently optimistic press releases. We sit down with industry reporter Dave Burstein to try and make sense of next generation broadband deployment, and find out when (if ever) you`ll begin to see next gen speeds from your broadband provider.

      BBR: What can we really expect in regards to a bell next-gen deployment timeline?

      DB: In three to four years - because constructing facilities for millions of people take that long - expect that half of Verizon should have fiber at 15-100 meg, otherwise slow DSL. Half of SBC should have DSL at 10-20Mbps, from existing boxes 2,000-5,000 feet away (FTTN). The rest will be slow DSL and satellite resale. One-tenth of BellSouth customers should have 50Mbps+ service from fiber to the curb. Half of the rest should have 10-30Mbps DSL, often using two lines.

      BBR: As we discussed yesterday, Verizon seems like the poster child of how to do a next-gen deployment correctly. Your thoughts on their Fios plans?

      DB: Verizon is going as fast as it can building fiber; one newspaper reported 2,000 crews working just in Virginia! It`s really that big a job to rewire a third of the U.S. All the others are constrained more by their decision on how much to spend, not construction limits.

      Verizon wants fiber to the home. That`s the big deal. Three million homes passed by the end of 2005. They`ve budgeted for, and are likely to deliver - a total of 7 million by the end of 2006 and 15 million by the end of 2008. That`s about half of their 1/3rd of the country target - an enormous build costing $15-20 billion. Verizon and NTT in Japan are the only two large carriers in the world doing large volumes of fiber.

      Currently, Verizon has a BPON network with video that matches cable on one wavelength and 19 meg down/ 6 meg up. They intend to switch to GPON for new builds as soon as it`s ready, and have pushed manufacturers to have equipment by mid-2006 and accelerated the international standard. That`s designed for 100 meg symmetric and higher, for real.

      For the 20 million plus other Verizon subscribers, they will continue offering DSL and have given no indication they`ll jump from the 1-5 meg ADSL speeds to the 10-15 meg ADSL2+. They stopped the DSL build at 80% or so to concentrate on fiber, but I believe are now going back to reach 90%+. Because they were considering selling rural lines, they didn`t invest, leaving half of Maine unserved.

      BBR: How about SBC`s "Project Lightspeed"? Our understanding is that SBC was testing an ADSL2+/VDSL hybrid, but was unhappy with the results; they should should soon announce the use of VDSL2 for their next-gen network and U-Verse IPTV services, correct?

      DB: SBC is selling satellite to 50% of their users -a fancy TIVO style set top and a slow DSL connection, and upgrading the rest to low profile VDSL2 they call fiber to the node. From the projected 2,000-5,000 feet, low profile VDSL2 is maybe 20 meg down, 1-3 meg up, most of which will be used for their video. They`ve slipped a year, with 2008 now the goal for 18 million homes completed out of their 30 something million home target. Also called "fiber to the press release" (it`s really DSL) and "fiber to the rich" (they are only building the "high-value" customers). Investment is less than 30% of what Verizon plans.

      BBR: How about BellSouth? Our understanding is they had run more fiber than the other two bells previously - and first settled on ADSL2+ - but now say they`ll eventually embrace VDSL2?

      DB: BellSouth has 13 million lines, a million of which have fiber to the curb from a quiet build begun years ago, yes. Those are the lucky ones, because they will be upgraded to 100 meg symmetric VDSL over the next few years. Think 60 megs in practice, but still pretty good. BellSouth has just picked that build up to 200,000 lines for 2005 after slowing down for a few; unfortunately, at that rate it will take them fifty years to complete their rollout.

      The others at BellSouth are getting a build ready that will be much like SBC`s, with DSL from a fiber node in the neighborhood. They intend to bond together two lines for most customers, to give you speeds closer to 30 meg down - more than the 15-20 meg SBC plans - because they think you`ll need that for HD video.

      Nominally ADSL2+, will morph into VDSL2 low profile soon. But VDSL2 low profile really is a slightly improved ADSL2+ (2-5 meg faster at these distances), not the 100 meg "high profile" that only works 500-1000 feet they are using for the lucky fiber to the curb types.

      BBR: There has been a lot made of Swisscom`s trouble with Microsoft`s IPTV software overseas. Do you think these troubles will cross the ocean, and if so, will any of the big three bells - who`ve all tied their horses to Microsoft - be exploring alternative options?

      DB: Microsoft`s software is incredibly ambitious, and like many big software projects will be late, delaying most big deployments until late 2006 or 2007. Moshe Lichtman of Microsoft recently claimed everything was going fine. It`s not.

      Most carriers will just accept that, because the other software available (Siemens/Myrio, Minerva, etc.) doesn`t promise as much. That may be why the other software works already, of course. They also decided Microsoft was a safer partner. Amazing conclusion - SBC even testified against Microsoft in the antitrust case - but the senior folks decided to go along rather than fight. In at least one big telco, that was against the recommendation of their technical staff.

      This spring, all the Bells (including Canada) announced for Microsoft, and I wrote the battle for the large U.S. telco TV standard was over. But I soon heard from folks who know, not to assume that`s how it will play out. Everyone was checking other options, just in case. But they are more likely just to slow things down than to actually switch away from Microsoft middleware. They probably won`t use Windows Media 9/VC1, opting for MPEG-4 AVC for the encoder, even if they use the Microsoft middleware (channel guide, switching, billing, etc.)

      Right now, Microsoft is only delivering some of the promised software, and will be late with some. The first to roll services, SBC, is deeply committed to Microsoft ($400M purchase), so will probably go with the flow. The result will be some limits on what SBC IPTV service will be, annoying but probably not crucial. Schedule of heavy testing and first customer rollout in 2005 will probably be honored in form, but things likely will go slowly until Microsoft bugs fixed, probably late 2006. SBC has already added a year to their schedule.

      BBR: IPTV in general, do you see it as a serious competitor to Satellite and cable?

      DB: Single channel, not HD IPTV is working well, with a million customers around the world and tens of millions coming in the next few years. Multichannel, HD, to several sets turns out to be much harder and takes more bandwidth, which is why it`s coming slower. But $30B in planned investment is coming, and almost surely by 2006-2010, millions will be buying fancy TV programming from telcos.

      They don`t want to cut prices, but behind all the puffery is essentially a me-too service. They`ll claim lots is new, but picture in picture multiple camera angles isn`t new, and Sky satellite is already making hundreds of millions with "interactivity", mostly gambling. Comcast will have more video on demand than any telco, while net based services, especially Google, will has loads of video as well. So the telcos will either price aggressively or have limited market share. Expect that to be disguised with a lot of advertising about great "new" services that cable already has in some places.

      BBR: So is VDSL2 a minimum requirement if the bells really want to enter the market? Can you clarify your statements on the various VDSL2 flavors mentioned earlier?

      DB: Everyone`s confused because the next upgrade of ADSL is called VDSL low profile, but isn`t that big an improvement. VDSL2, as planned by SBC, is only slightly faster than ADSL2+, perhaps 15-25Mbps rather than 10-20Mbps. Useful, especially when you need bandwidth for HD (9 meg per live encoded channel), but not an earthshaking improvement. Since by late 2006, VDSL2 low profile will be within $10 of the cost of ADSL, most carriers will switch over even for the small improvement.

      The real VDSL2 - the 50-100 meg plus of the high profile, including a fast upstream - delivers those speeds less than 1,000 feet or so, so requires new construction most places. Fiber to the basement or curb, advancing hard in Korea, Japan, and soon where BellSouth already has fiber. Verizon may do some of it where running fiber in a building is impractical.

      Don`t be confused because a medium speed ADSL is named VDSL2. It won`t give 50 meg to most people in the U.S.. An accident of what came to what standard committee, and the choice of the linecode technical parameters gave VDSL2 low profile a good name, but not the speed you need.

      BBR: If VDSL2 is so promising, why is BellSouth still planning on starting out with ADSL2+? Faith in compression?

      DB: VDSL2 is just moving from lab samples to first, untested chips. BellSouth will move when the chips are reliable, late 2005 or more likely 2006. They just aren`t announcing things that aren`t ready, but they are completely on top of the technology and will move soon as well. They`ve accepted that getting the speeds they want will often require bonding two lines (24-35 meg, although the press releases wisely promise a little less). With the doubled capacity, they can use either ADSL2+ or VDSL2, so they are waiting till VDSL2 works well and comes down in price.

      SBC instead was betting that VDSL2 would get here fast, and have enough extra performance they wouldn`t need to give many customers two lines. They also were betting compression would reduce the bandwidth they needed. Vendors of course promised all this, but SBC (and everyone else) is waiting for the chip guys to deliver this month. SBC`s tech guys knew they were taking a risk, but management decided that was a better option than spending the money Verizon is.

      BBR: What are your thoughts on the various compression flavors the bells are exploring for IPTV and HD?

      DB: MPEG-4 and Windows Media 9/VC1 are separately fighting out the war for the codec and the associated royalties. Microsoft in particular muddied the waters by showing great demos of carefully pre-encoded HD movies that ran at 6Mbps, and some uninformed CEOs and COOs didn`t realize live TV, especially sports, needs much more bandwidth.

      Two HD channels at 6 meg require 12 meg, maybe 14 with overhead, which sounds like it can fit in 20 meg and leave some room for data and a third standard definition set. But the real codecs for live TV, shipping late in 2005, will need 9.3 meg per channel, and even the companies selling them know they`ve sacrificed some quality to get it down that far.

      So to watch one HD show and record another requires about 20 meg, and leaves things very tight unless you designed for 30 meg in the first place. Verizon looked at that, and said we better go for fiber; BellSouth and Bell Canada are thinking two lines bonded, and SBC is praying they can squeeze everything in without critical compromises.

      Currently, MPEG-4 AVC 264 is a little ahead of the Microsoft codec, probably a quarter or two. So most telcos are going MPEG-4 even if they are using the Microsoft IPTV software for copy protection, network management, channel switching, etc. Microsoft is pushing hard to get in, so the situation is dynamic.

      BBR: While we`re only starting to see DOCSIS 2.0 deployment, and the higher speeds it can bring (Adelphia & Cox 15Mbps), DOCSIS 3.0 should only be a few years behind. Do you see the cable industry having any trouble keeping up with these bell plans?

      DB: The "15 meg" speeds Cox is offering where they compete with Verizon fiber are mostly advertising. It`s really 38 meg shared among 100 or so users, the same speed as the current services advertised at as 3 and 7 meg. That`s too much oversubscription to deliver 15 meg most of the time, if even 5 or 10 people are downloading on the node. To regularly get past today`s 5 meg or so, you need to bond more channels, which is what DOCSIS 3.0 offers.

      DOCSIS 3.0 is real, mostly agreed, and the key vendors have the details and are making equipment for 2006. It`s a shared 160/120 or higher, easily expandable to a shared gigabit. Real speeds to users will often be 20-50 megabits. It was developed to compete with higher speed DSL in Asia. Early in 2005, the U.S. cable companies realized Verizon was serious about fiber, and pushed CableLabs and suppliers (Cisco, Motorola, Arris, Broadcom) to get DOCSIS 3.0 ready for the U.S. ASAP, and 2006 is realistic with some pricey gear.

      What we don`t know is whether the Verizon will scare the cable companies into actually doing the upgrades. It`s not terribly expensive. CableLabs chose the Arris/Motorola/Broadcom 160/120 proposal over Cisco 1 gigabit alternative because it can be done with software in the CMTS and a new modem, relatively cheaply. It doesn`t require running new fiber or anything terribly expesive. But it`s more capital spending than the cablecos planned.

      Like the telcos, they`ve cut 20% or more from what they were investing in 2001. Very dynamic situation with some tough choices - no one outside the companies really knows, with the analysts busily watching every comment and reading tea leaves. I`m pretty sure the cablecos haven`t decided yet. Inside at least one giant, they have plans to delay the upgrades but a very vocal disagreement trying to move the company faster.

      So maybe Verizon will inspire the cablecos to upgrade, which will in turn put pressure on SBC/Bellsouth. But maybe that won`t be enough, and they`ll hope marketing and program selection will beat technology. We just don`t know yet.

      BBR In the end, which solution do you see as the best of the next-gen options?

      DB: Verizon`s fiber is the best stuff out there, especially after they switch to 2.4 gigabit shared GPON in a year. That`s why the smart cablecos are worried. What BellSouth and SBC are doing is essentially matching cable of 2002. By the time they deploy in 2007, cable should be well ahead.

      But better technology doesn`t always win. Perhaps SBC, by spending less, will be able to price lower and do ok after all. Nobody really knows, although everyone has an opinion. My opinion is that the best tech is needed, especially in an HD world, and Verizon is making the right choice. But some very smart people have looked me in the eyes and said "the fiber numbers just don`t work. Still costs too much," and other similar comments.

      BBR: Any insider information on how soon before Time Warner and Comcast cross into the 10-15Mbps range?

      DB: Both will be experimenting with how to fight Verizon, but remember the 10-15 is mostly illusion once loads go up. Your mileage will vary. It`s the same physical system that now often doesn`t hit the promised 4 and 7 megabits, with a faster connection from the modem to your computer.

      Where they do good traffic engineering (splitting nodes when necessary, etc.) performance will be good; where they are sloppy or cheap, Broadband Reports is sure to be the first with the story. I mentioned to a top Comcast guy recently how many disappointed California users were writing in to BBR, and he said he`d look into it. Company policy is to solve problems like this, but it`s sometimes expensive and timeconsuming.

      BBR: Wimax: Is it a serious player in the next-gen broadband battles, or simply a niche-solution?

      DB: I`m the guy who writes about DSL, TV, and fiber, so the wrong person to ask. But everything`s related, so I do keep my eyes open. Some very smart people (Dewayne Hendricks, David Isenberg, Robert Pepper, Eben Moglen) believe wireless could be a big part. Needs plenty of spectrum for the 10 meg plus speeds that will be common in a few years here (and already are in Asia); the current services at a meg or two won`t be competitive in most cities.

      Meanwhile, Verizon`s EV-DO is getting raves for delivering 500K surprisingly reliably to people on the move. Watch for it to become as ubiquitous as Blackberries in the business class. WiFi should be able to cover most cities with an interesting service for $15-20, so I`ve testified in its favor and hope it shakes things up. Meanwhile, TD-CDMA is working surprising well in London and elsewhere.

      None of which answer your original question about Wimax, the most hyped of the many wireless technologies on the way. Both Bill Smith (CTO BellSouth) and Balan Nair (CTO Qwest) tell me the trial results are impressive, although neither is committed beyond trials today. It won`t handle mobile outside of Korea before 2007-2008, which is the key niche. Alvarion, the key supplier of "pre-standard" Wimax, just announced a down quarter as Telmex cut orders.

      Some things are clear. Wireless can be very cheap (if slow and not rock-solid reliable), so where it plays it is interesting competition. The stuff coming from the cellphone world is working well, and might turn out to outdo the more hyped Wimax. We desperately need more choices, so I hope some of the above proves out.

      BBR: One final question, do you see a future for independent ISPs?

      DB: AOL admits its dead as an ISP over broadband, and MSN has also given up in favor of other strategies. Earthlink and some of the local keep trying, but it will be very tough for them to remain a factor. Covad is too small, undercapitalized, and afraid of getting the bells fighting back to matter. For most Amreicans, everything but the cable company and the telco is of little relevance. I fear wireless data and power line won`t be interesting players, but hope I`m wrong.

      It doesn`t have to be so. In Japan, two independents (Yahoo BB and eAccess) are consistently beating NTT. Hanaro has a third of Korea. Free.fr signed up over a million in the last year. In the UK and France, regulators set wholesale prices low enough that neither BT nor FT dominate.

      Killing the ISPs and most of the CLECs was a political decision, that might still be reversible if wholesale prices were dramatically changed. But I doubt Kevin Martin will make that decision, although I will editorialize about why he should.

      Dave Burstein has been offering excellent insider broadband reporting for years, months before it`s picked up by major outlets and paraded around as fresh content. You can read his frequent thoughts on the broadband industry via his DSLPrime website or via his newsletter, which is frequently published over at ISP Planet.
      Avatar
      schrieb am 13.07.05 21:48:43
      Beitrag Nr. 146 ()
      es wäre echt mal an der Zeit, das sich diese Sigmas auf die Socken machen, sie machen es einem nicht leicht investiert zu sein
      Avatar
      schrieb am 14.07.05 00:58:15
      Beitrag Nr. 147 ()
      @kojote...kann deine sicht verstehen...und es ist nicht leicht investiert zu sein...wenn alles steigt...nur sigma nicht...;) deshalb sollte man ja auch immer ein paar pferde im stall haben...

      sigm und noch ein anderer wert sind derzeit die einzigen...bei denen ich +/- null stehe...wann der knoten platzt...das weiß man nie...sonst wäre investieren in aktien auch zu einfach...und jeder hier hätte millionen...

      ich habe hier im threat sämtliche infos gesammelt die sigm betreffen bzw deren zielmärkte...ich durchleuchte jeden tag sämtliche infos über den wert die ich bekommen kann...sigm betritt in allen angestrebten märkten neuland...es kann zum einen dauern bis sich das in den zahlen bemerkbar macht...und...es kann zudem dauern...bis der markt realisiert was bei sigm möglich ist!derzeit ist die stimmung um sigm nicht die beste (rein von der marktstimmung) und es kann durchaus noch was so weiter gehen!so lange es jedoch seitens sigma design keine gründe gibt anzunehmen...das die produkte sich nicht durchsetzen...sind das derzeit einfach die besten kurse um eine investitionsbasis zu schaffen!diese habe ich...und werde sie weiter halten...wenn einmal die stimmung dreht...ob aus fundamentalen gründen oder aus anderen gründen...dann ist es zu spät für einen billigen einstieg...

      in sachen iptv tut sich derzeit ziemlich viel...all diese sachen sind aber mit hürden in der bürokratie und von anderen seiten her verbunden....viele projekte stehen aber mitlerweile kurz vor dem beginn!

      der markt hat derzeit nicht mal realisiert...was hinter dem abkommen mit UTS steht...bis 2008 sollen 9 millionen kunden im bereich iptv gewonnen werden...und sigm liefert die chips für die settop boxen!für mich überwiegen ganz klar die chancen in sigma...allein mit den schon gewonnenen aufträgen!geduld!was noch kommen wird...das wird man sehen...sollte sich das bild ändern...und ich liege falsch mit meiner vermutung das sigm in vielen projekten verwendung finden wird...dann ist es zeit raus zu gehen!aber diese zeit ist definitiv nicht jetzt!wenn du nur den kurzen trade betrachtest...hast du sicherlich recht...da gibt es derzeit bessere werte...
      Avatar
      schrieb am 14.07.05 18:52:44
      Beitrag Nr. 148 ()
      leute es wird alles gut...spätestens im januar `06 werden die ersten großen iptv services gestartet...von den großen telcos(SBC,verizon) in den usa..."lightspeed-project" um eines zu nennen!auf dem letzten conference call sowie einer analysten konferenz wurde betont erwähnt...das man mit den beiden großen telcos in verhandlungen steht...und das man im 2. halbjahr mit entsprechenden meldungen rechnen kann...das würden sehr große aufträge werden...sigm wäre von einem tag auf den anderen in einer anderen liga!ein aktueller bericht zum thema iptv/usa:


      9th LEGISLATURE: SPECIAL SESSION
      Senate passes telecom proposal
      Measure deregulates local phone rates and allows statewide cable franchises.
      By Claudia Grisales
      AMERICAN-STATESMAN STAFF
      Thursday, July 14, 2005

      Despite opposition from Texas cities and cable providers, state senators approved a major legislative proposal Wednesday that will let phone companies set their own residential rates and make it easier for them to get into the television business."This is going to be very good for the state of Texas," Sen. Troy Fraser, R-Horseshoe Bay, sponsor of Senate Bill 21, said after it passed 25-3. The proposal will spur "more choices and lower prices" for consumers, he said.Sen. Kip Averitt Lawmaker opposes plan, saying issues need more research.Rep. Phil King, R-Weatherford, chairman of the House Regulated Industries Committee, said he expects to move the legislation quickly to the House floor.The opponents were Sens. Kip Averitt, R-McGregor, Jon Lindsay, R-Houston, and Bob Deuell, R-Greenville.They raised concerns including the financial impact on cities that rely on cable franchises for millions of dollars in revenue and what they said were unfair advantages for big phone companies. They also said the Legislature was needlessly rushing to act on a complex issue that needed more research."I am concerned that the Senate hasn`t had enough time," Averitt said. "I think there are issues here that need to be fully vetted out."

      Statewide license

      ***********************************************************
      The most controversial provision lets SBC Communications Inc. and other new video providers get a single statewide license for their planned Internet-based television services, avoiding the myriad local franchises that cable companies have.
      ***********************************************************

      Cable providers could seek statewide licenses after their franchise agreements expire. In some cases, those agreements do not run out until 2010.A statewide association representing Time Warner Cable Inc. and others said the legislation will let phone giants cherry-pick the most affluent customers for their new television ventures instead of providing service communitywide as cable providers are required to do."Texas taxpayers are on the losing end of this massive lobbying campaign by SBC and Verizon (Communications Inc.)," Tom Kinney, chairman of the Texas Cable & Telecommunications Association and president of Time Warner Cable Austin, said in a statement.He said the legislation would allow phone companies to "redline and divide communities" on television service. Kinney also said phone rates would rise under the proposal, while allowing SBC and other phone companies to hold on to several hundred million dollars a year in state subsidies for phone service in rural areas.During a three-hour debate, senators deleted one provision of Fraser`s proposal, a 3 percent franchise fee to the state for television service in unincorporated areas. The legislation still requires statewide franchise holders to pay 5 percent of gross revenue plus an additional fee to compensate for the in-kind services that cable companies provide the communities they serve. New providers also would have to offer some public access channels.

      Mayors opposed

      On Tuesday, the mayors of Austin, Dallas, Houston and other large Texas cities sent Fraser a strongly worded letter opposing the legislation, saying that it will reduce city revenue from franchise agreements and allow SBC and other new providers to offer service only in affluent neighborhoods.

      Texas cities remain opposed, but a spokesman for a statewide coalition said Fraser`s legislation is an improvement over earlier proposals.

      "Do I wish we weren`t headed that way? Yes," said Frank Sturzl, executive director of the Texas Municipal League. "But I think that the handwriting is on the wall."

      Under the legislation, SBC and other dominant phone companies can set their own local rates starting in January. Midsize cities also could be deregulated at that time if the state determines that there is enough competition for customers.

      At that time, phone companies also can raise rates for services such as call-waiting and start charging for the first three directory assistance calls, a service that is now free.

      In 2007, smaller communities could be deregulated, depending on a market test conducted by the Public Utility Commission of Texas, the state agency that oversees the telecommunications industry.

      As a tradeoff, phone companies would have to reduce their local access rates for long-distance telephone calls within Texas from 6 cents per minute to 1 cent per minute, although the reductions will take place over several years.

      SBC applauded the legislation Wednesday.

      "Increased competition in the TV market is needed, and we are encouraged that Texas legislators recognize that," SBC Texas President Jan Newton said in a statement Wednesday. "We commend Senator Fraser for his commitment."
      Avatar
      schrieb am 17.07.05 11:51:44
      Beitrag Nr. 149 ()
      ich finde ja auch das sie interessant sind und ich suche mir schon Werte, die gut sind und die auch nicht am Höchstkurs rumkratzen, und du hast mich wieder aufgebaut, dann werde ich sie halt weiterhalten, bis ins Jahr 2006 ist je besser für unseren Finanzjoungleur , an Hans, und der hat ja schon genug Probleme, braucht er nicht noch meine Steuern...die spare ich mir
      ich denke auch das sie kommen werden, und dann sind wir halt die Absahner:lick::lick:
      du machst dir auch sehr viel Arbeit, dickes Lob dafür
      Avatar
      schrieb am 19.07.05 16:42:51
      Beitrag Nr. 150 ()
      A Texas IPTV bill has passed, a major victory for SBC and Verizon.

      http://www.telecomweb.com/news/1121712281.htm

      As a result of this development, Roth analyst Jay Srivatsa today reiterated his $15 price target on SIGM. According to Srivatsa, “This ruling by the (Texas) House is a further indication that SBC`s IPTV rollout remains on track, in our opinion. While STB vendors have not been announced yet, we continue to believe that Motorola and Scientific Atlanta could be the two STB vendors for SBC`s Project Lightspeed. We note Scientific Atlanta displayed an IPTV set top box with SIGM chip at the Supercomm show in June and we believe SIGM is working closely with Motorola as well.

      Additionally Srivatsa feels a major OEM customer announcement related to the SIGM 8634 chip will soon be forthcoming. With Microsoft`s IPTV platform support, Srivatsa believes the 8634 chip could further cement SIGM`s leadership position in IP Video.

      Also, Srivatsa believes UT Starcom is in the process of ramping up production for China Telecom and China Netcom. He notes UTSI selected SIGM as the chip supplier for these two major Chinese telco deployments in May 2005.

      According to Srivatsa, “We believe the macro economic conditions surrounding IPTV coupled with SIGM`s leadership position in this market, bode well for SIGM to post sequential growth in Q2:06 (quarter ending 7/31/05) and position itself for a strong CY:06. As such, we reiterate our Buy rating on SIGM with a 12 month price target of $15.”
      Avatar
      schrieb am 19.07.05 18:11:56
      Beitrag Nr. 151 ()
      also...das nimmt alles langsam formen an...:) denke das tal der tränen liegt so langsam hinter uns...die vorhin gepostete analyse bestätigt meine sicht der dinge!AUFWACHEN!!!!!!motorola tauchte bis dato allerdings nicht in meinen überlegungen auf...:D
      Avatar
      schrieb am 19.07.05 23:59:16
      Beitrag Nr. 152 ()
      YES!!!!YES!!!!YES!!!!das bild wird immer positiver...:D wer jetzt einsteigt macht absolut nichts falsch...meiner meinung nach...auf sicht der nächsten 3 jahre definitiv ein TEN-BAGGER!gewagte these?lest selbst...

      Jeff Weber, vice president in charge of SBC`s Project Lightspeed, today said SBC is on track to deploy IPTV to 18 million households over the next three years. SBC has been signing up hardware and software vendors with IPTV experience in the field. "It`s not lost on us that we can`t do this alone," Weber said, reciting a list of partners, including Microsoft (IPTV software) and Scientific Atlanta (set-top boxes).

      http://www.internetnews.com/infra/article.php/3521256

      Scientific Atlanta displayed an IPTV set top box with a SIGM chip at the Supercomm show in June. At the recent FBR investment conference SIGM management stated that “SIGM’s chip is the only SOC (system-on-a-chip) being ported to today by Microsoft’s MSTV group.”

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=83720+
      Avatar
      schrieb am 20.07.05 00:00:57
      Beitrag Nr. 153 ()
      July 19, 2005 12:00 PM US Eastern Timezone

      Major Telcos to Discuss IPTV Initiatives at TelcoTV 2005; SBC, BellSouth, Bell Canada and Qwest Confirmed to Speak

      TelcoTV 2005

      SAN JUAN CAPISTRANO, Calif.--(BUSINESS WIRE)--July 19, 2005--TelcoTV Conference & Expo organizers announce that leading telecom executives from SBC, BellSouth, Qwest and Bell Canada will discuss how IP technology is transforming and breathing new life into the telecommunications industry and how Telco`s can regain market share from cable and satellite providers. TelcoTV 2005 will be held Nov. 8-10 at the San Diego Convention Center.

      Speaking on "IPTV: The Promise and Remaining Roadblocks" will be Paul Whitehead, SBC, executive director of video network planning; Martin Cullum, Bell Canada, general manager video networks; Aamir Hussain, Qwest, director of broadband technologies, and Lee Friedman, BellSouth, director rich media services.

      TelcoTV Conference & Expo is the only event to focus on the IPTV experience from the telecom service provider`s perspective. TelcoTV 2005 will feature over 125 vendors from all segments of the video value chain and trade publications, including major industry leaders such as: Alcatel, Motorola, Paradyne, Thomson, Tut Systems, Telephony, Telecommunications, America`s Network, OSP, Xchange and Communications Technology.

      The three-day event offers Telcos both large and small, complete immersion in business, marketing and technology education focused on video distribution. TelcoTV 2005 offers session and workshops on every aspect of deploying compelling and profitable video bundle over copper or fiber lines. Topics include negotiating licensing agreements for IP; GPON technology: MPEG-4 transitioning; the impact of DVR on advertising revenue models; content security; set-top box advances; home networking; and the latest video applications -- HDTV, VOD, DVR and gaming.

      TelcoTV is a joint production of Shorecliff Communications and the National Telecommunications Cooperative Association (NTCA). This year`s event is expected to have more than 2,000 attendees. For registration and programming information please visit www.TelcoTVonline.com.

      About Shorecliff Communications: Shorecliff Communications LLC, a subsidiary of Landmark Communications, produces the largest trade exhibitions and executive conferences for the broadband, wireless and communications infrastructure industries. For more information please visit www.shorecliffcommunications.com

      Contacts
      Avatar
      schrieb am 20.07.05 00:02:13
      Beitrag Nr. 154 ()
      Convergence of television and Internet coming -- from phone companies



      A new push is being made to deliver television over an Internet platform, with the potential to transform the medium into a new technology that offers more competition and program choices.
      The long-awaited “convergence” of television and the Internet is being pushed by the major regional American phone companies SBC Communications and Verizon, which plan to roll out their first systems later this year in the US market.
      BellSouth, another major phone carrier, is also testing Internet protocol television (IPTV), and trials are under way in Britain, Switzerland and elsewhere.
      Delivering television via Internet technology would give viewers access to virtually unlimited channels and programs, because instead of “pushing” video through a cable with limited capacity, the viewer would access servers that store the content.
      IPTV would also make the TV set and computer interchangeable and allow consumers to schedule or record programs via other devices, such as mobile phones.
      “While cable companies are constrained by the size of their pipe, we have virtually unlimited content potential,” said SBC spokesman Larry Solomon.
      That means a local high school hockey match or soccer game on the other side of the world might be available to viewers.
      Using IPTV, viewers would have a much wider option of so-called “video on demand”, which would allow consumers to watch programs or films at their convenience instead of at the time of broadcast.
      “We think, because we’ll have more programming choices, it would be of great appeal to people,” said Solomon. “People have become accustomed to searching the Internet and watching streaming video. So if you want to watch movies or documentaries on the American Civil War, for example, you could do that. It would put more control in the hands of customers.”
      Globally, about 15 million households will have IPTV services by the end of 2007, up from the current level of 600,000 homes, according to a report from the consulting firm Research and Markets. Global revenues from the sector will exceed 7.5 billion dollars in 2007, it said.
      SBC and Verizon plan to launch their first pilot program late this year in the regions where they are the dominant phone providers, with wider rollout expected in 2006. BellSouth has only announced it is testing the Microsoft IPTV platform.
      SBC chief executive Edward Whitacre has said this could help transform his firm from a traditional phone company into a TV-oriented communications competitor. He said earlier this year he hopes to offer a package of video, Internet, voice and wireless for about 100 dollars a month, although no prices have been set.
      Solomon said the service will be “competitive” with cable and added that “people are tired of annual rate increases from their cable company.”
      Verizon, meanwhile, is pitching its service as closer to the current type of cable TV offering, with additional capabilities, and also sees potential in a “bundle” of telecommunications services, giving customers a choice of phone, video and Internet.
      “When we go to market, we’ll be offering a digital broadband TV service, which will mean hundreds of channels and include video on demand,” said Verizon spokeswoman Sharon Cohen-Hagar.
      “In addition to the channels you would expect to see, there will be a lot of channels that speak to specific interests, perhaps for certain ethnic groups. Everyone will have video on demand, and it will be easy to navigate.”

      Back
      Avatar
      schrieb am 20.07.05 00:06:14
      Beitrag Nr. 155 ()
      wer jetzt nicht rein geht...ist selber schuld...:p


      Motorola, which is working with SIGM on set top boxes, reported its quarterly results today. According to Motorola, “Verizon video set-top deployment, combining broadcast and IP delivery technology, began software integration testing and is progressing toward the launch of video services over fiber-to-the-premises (FTTP) later in 2005.”

      http://biz.yahoo.com/prnews/050719/cgtu055.html?.v=17

      The timing is uncertain, but at some point there will be an announcement regarding the use of SIGM chips in Motorola set top boxes used by Verizon. Chips from SIGM’s 8630 series will be powerering most of the name brand IPTV set-tops as well as advanced hi-def DVD players next year.
      Avatar
      schrieb am 20.07.05 18:27:09
      Beitrag Nr. 156 ()
      "Telecom Italia trials IPTV in four cities"

      http://www.dmeurope.com/default.asp?ArticleID=9184

      Excerps:

      "Telecom Italia has begun free trials of its IPTV service in around a thousand households in the cities of Rome, Milan, Bologna and Palermo.

      The service offers a range of TV programming and video content over ADSL access lines. Commercial service is being rolled out this autumn, initially in 21 cities across Italy (Rome, Milan, Bologna, Palermo, Bari, Naples, Padua, Cagliari, Genoa, Florence, Alessandria, Modena, Venice, Verona, Turin, Trieste, Catania, Brescia, Biella, Sondrio and Reggio Emilia).

      Once trials have been completed, some 4m Italian households will be able to access IPTV services."

      "IPTV trials are being conducted with technology partners Alcatel, Microsoft and Pirelli.

      Alcatel is supplying its latest generation of ADSL access devices and the Open Media Suite set-top box video entertainment TV distribution platform.

      Microsoft has supplied Telecom Italia with its Microsoft TV IPTV Edition software, which the company is using to test for-payment video services and content. Microsoft and Alcatel are working together to supply operators with integrated solutions designed to accelerate IPTV protocol roll-out over existing and next-generation networks."
      Avatar
      schrieb am 22.07.05 15:25:57
      Beitrag Nr. 157 ()
      http://www.thestreet.com/_yahoo/tech/networking/10234047.htm…

      cisco systems übernimmt kiss technologie...das hammer news für sigma design!!!!

      This news is off-the-scale huge for SIGM and the importance and implications of this union should not be underestimated. Kiss Technology was the first developer and user of SIGM’s advanced non-slave decoder chips beginning with the EM8500 back in 2002. The firm has remained a SIGM-only house and now offers the broadest range of SIGM-powered products in the market with several DVD players, a recorder, flat panel TVs and an advanced media adapter. A portable player was also demoed at one point. The software in advanced Kiss products is both complex and highly functional, supposedly consisting of over two million of lines of code (which is probably the main reason that the firm’s flagship DP-600 WMV player is so late).

      Kiss has been aiming high. Although nothing’s been officially announced yet, industry scuttlebutt has Kiss being an unsuccessful finalist for the SBC Lightspeed project. Moreover, the firm HAS publicly discussed several other telco and VOD projects that it is engaged with and Kiss has been working with Microsoft and its MSTV and WMV/VC-1 codec for about as long as SIGM has. One of the firm’s biggest challenges at this point, however, could be that most major customers might be reluctant to sign with a relatively small supplier that has a limited operating history.

      Subsequently, we get one of the largest most respected technology firms in the world, one that supplies extensive infrastructure to most of the largest firms in the world, buying SIGM’s best buddy (and one, lest we forget, that SIGM currently holds about an 8% position in).

      Two points immediately come to mind: 1) This technology IS quite hard to do well and Cisco has been late with its advanced (supposedly EM8620L-based) Linksys media adapter. Competitor D-Link has been rumored to be pursuing multiple projects with its SIGM-powered solutions. What better way to jumpstart your effort in this next-generation consumer video space than to buy one of the most experienced engineering staffs in the field? 2) Due diligence by Cisco could clearly have shown them that Kiss has a number of very significant deployment opportunities that could make the acquisition fairly additive to Linksys in a reasonable timeframe.

      BOTTOM LINE - Kiss’s technology and Cisco’s brand name and distribution potential could make this combo a multimega-unit customer for SIGM in short order as key target markets and specific projects begin to accelerate/deploy. It is not hard to imagine a complete line of Linksys home entertainment equipment in every Best Buy and Circuit City store in the country. Nor is it hard not to see Cisco going after some of the biggest telco projects in the world over the next year or two. As an added bonus, this combo could well force many competitors to accelerate their own design cycles and this, in my opinion, could only help SIGM and its timely solutions.
      Avatar
      schrieb am 22.07.05 15:43:18
      Beitrag Nr. 158 ()
      22.07.2005 - 13:12
      Cisco kauft dänische Firma für $61 Mio



      Der Netzwerkriese Cisco Systems Inc. traf eine Übereinkunft zum Kauf der in privaten Händen gehaltenen dänischen Kiss Technology für $61 Mio in bar und Aktien. Wie Cisco am Freitag weiter mitteilte, ist von einer Genehmigung des Deals von seiten der Behörden auszugehen. Der Abschluss der Transaktion soll im ersten Quartal 2006 erfolgen.
      Avatar
      schrieb am 22.07.05 16:02:59
      Beitrag Nr. 159 ()
      and we`re UP!dürften nette kommende tage werden...
      Avatar
      schrieb am 23.07.05 00:24:30
      Beitrag Nr. 160 ()
      ich hoffe...das diese news nicht an allen hier vorbei läuft!das ich so ziemlich der einzige bin...der infos zum thema sigm bei w:o postet...zeigt mir...das kaum jmd die größe des entstehenden marktes JETZT erkennt...bei cisco systems ist das anscheinend anderes...sigmas chips werden in sämtlichen produkten von kiss verwendet...und cisco will geld verdienen...sigm wird davon stark profitieren...das wird sich spätestens in 2006 bemerkbar machen!wer dann allerdings erst einsteigt...zahlt deutlich drauf!sigm ist jetzt günstig...und ist in mehreren wachstumsmärkten stark positioniert-das liegt an der hohen qualität ihrer chips...im jetztigen kurs ist so ziemlich alles negative eingepreist...sicher war es nicht schön das im letzten quartal ein verlust eingefahren wurde...aber das ganze muss man relativ sehen...weil die anvisierten märkte noch jung sind...und eine neue chip-generation eingeführt wurde...wer kauft dann noch alte?;)





      Cisco Systems Inc. agreed to buy Kiss
      Technology for $61 million to add home electronics products,
      setting up a battle with TiVo Inc. for video recorders.
      Kiss, based in Hoersholm, Denmark, sells digital-video disc
      players, DVD recorders and digital televisions that can be linked
      to other devices and the Internet as part of a home entertainment
      system, San Jose, California-based Cisco, the world`s largest
      maker of equipment to link computers, said in a statement today.
      By entering the market for digital recording systems, Cisco
      would compete with TiVo and other home-entertainment companies
      that make products that can pause and replay live television. The
      market for networked entertainment is expected to rise to $16.1
      billion by 2009 from $3.9 billion in 2004, according to
      researcher In-Stat MDR.
      ``The trend in home networking is moving beyond wireless
      into entertainment,`` said Mark Sue, an analyst at RBC Capital
      Markets in New York who rates the share ``outperform`` and
      doesn`t own them. The purchase will position Cisco for ``a
      longer-term technology integration of networking with home
      entertainment,`` he said in an interview today.
      Avatar
      schrieb am 23.07.05 01:47:04
      Beitrag Nr. 161 ()
      in diesem bericht zum thema kiss taucht auch der name sigma design auf...;)

      Cisco KiSSes Up to Telco TV



      JULY 22, 2005







      Cisco Systems Inc. (Nasdaq: CSCO - message board) enters the IPTV customer premises equipment (CPE) business with its acquisition of the Scandinavian company KiSS Technology Inc. Cisco will pay approximately $61 million in cash and stock for the 65-person company (see IPTV Alters Network Landscape).

      KiSS, from the same part of the world that brought us IKEA, manufactures networked DVD players and recorders.

      The acquisition is expected to close in early 2006, barring any interference from guitarist Ace Freely or drummer Peter Criss.

      KiSS will help Cisco evolve its Linksys portfolio toward more sophisticated multimedia devices that can handle multiple wireline and wireless connections, as well as manage downloaded and streaming entertainment (see Cisco Wins at Video Networks).

      Here’s the marketing come-on for KiSS products at the company’s Website (best enjoyed when read in a non-specific European accent):

      What if you could browse through an electronic program guide, find the desired program, press Record and the schedule for the next recording would be set; what now if you could have online services directly available from your television screen, be able to see the weather forecast or just play games.

      While Linksys already plays in the data and VOIP CPE market, the KiSS acquisition facilitates its movement into the consumer video market (see Linksys, Vonage Partner on VOIP and LR Poll: Cisco Likely to Make VOIP Buy).

      Some of KiSS’s devices integrate an Ethernet connection and can decode MPEG-4 video streams. That decoding function, and the chipset needed to do it, is the main ingredient in IPTV set-top boxes. The company lists as a partner Sigma Designs, one of a handful of companies supplying chip sets for IPTV set-top boxes.

      But the KiSS technology will be used for more than just a consumer offering (see IPTV Alters Network Landscape). A Cisco spokeswoman confirms the company will use the technology to attract the business of network operators, including large telcos, wishing to offer IP video services. Linksys co-founder and SVP of marketing Janie Tsao heads up a new Linksys division specifically charged with attracting service provider business (see Cisco Elevates Giancarlo).

      The Cisco spokeswoman adds that Cisco already has been working with IP video content providers for some time on distribution issues -- another clue to Cisco’s IPTV aspirations (see IPTV Security: Content Is King). Like Sun Microsystems Inc. (Nasdaq: SUNW - message board), IBM Corp. (NYSE: IBM - message board), and Hewlett-Packard Co. (NYSE: HPQ - message board), Cisco likely is putting together an end-to-end IPTV solution (see IPTV Alters Network Landscape and Sun Shines on IPTV).

      This may be a good thing for some large carriers, which are committed to rolling out IPTV and may be in need of technology partners with the credibility and resources that Cisco offers (see SBC Selects Microsoft for IPTV).
      Avatar
      schrieb am 23.07.05 01:56:57
      Beitrag Nr. 162 ()
      YES!die wallstreet hats begriffen...:D


      Cisco Kiss BuyOpens Doors for Sigma Designs:

      9:42 (Dow Jones) Cisco`s (CSCO) acquisition of KiSS could set up Sigma
      Designs (SIGM) with a much larger distribution network for Web-based television
      deployment in Europe and mass retail in the U.S., Baird analyst Tristan Gerra
      says. SIGM serves as KiSS`s sole supplier of advance decoders for connected DVD
      players and Internet-based set-top boxes. CSCO`s push into digital
      entertainment will dramatically strengthen KiSS distribution and customer
      reach, a strong positive for SIGM, Gerra says. SIGM up 3.4% to $8.16; CSCO off
      a fraction at $19.52. (RC)
      Avatar
      schrieb am 23.07.05 04:30:13
      Beitrag Nr. 163 ()
      From last year. 2 quotes of interest
      Bo Lustrup :KiSS has a very powerful and innovative team and in close cooperation with Sigma Designs and partners brings new technology to the market faster than anybody else.


      Bo Lustrup :All KiSS’ products are using the chip-set from Sigma Designs, but we are developing much of the software ourselves and have been developing some of the major software parts.


      http://www.cdrinfo.com/Sections/Reviews/Specific.aspx?Articl…
      Avatar
      schrieb am 23.07.05 15:04:53
      Beitrag Nr. 164 ()
      bin ja hocherfreut, das sich da was tut, und es scheinen ja durchgreifende Nachrichten zu sein und sie werden dem Kurs von Sigma die Richtung weisen:D:D
      Avatar
      schrieb am 23.07.05 19:15:34
      Beitrag Nr. 165 ()
      man...man...man...wer suchet der findet...;)

      was will cisco also mit kiss???

      antwort:

      "Though no specifics were mentioned, Moynihan intimated that the company is specifically interested in Kiss` IP Set Top Box development, which suggests that Linksys wants to be prepared when the IPTV (receiving TV signals through a broadband Internet connection) revolution occurs.

      This was not a surprise, however, since Linksys parent company Cisco already creates its own IPTV software and video servers, which are currently marketed to schools and businesses more than to home users."

      Quelle: http://www.pcmag.com/article2/0,1895,1839758,00.asp

      kommentar...ohne worte...;)
      Avatar
      schrieb am 25.07.05 17:19:58
      Beitrag Nr. 166 ()
      juju, der Ausbruch ist geschafft, nun kann es ja aufwärts gehen, die Geduld hat sich ausgezahlt, ich rolle jedem Befürworter , besonders dir amorphis einen roten Teppich aus:laugh::laugh:
      Avatar
      schrieb am 25.07.05 17:47:44
      Beitrag Nr. 167 ()
      wollen wir nur hoffen das nicht csco weiter einkaufen geht...sehe da sigm als heißen anwärter!
      Avatar
      schrieb am 25.07.05 19:06:57
      Beitrag Nr. 168 ()
      http://www.watch.impress.co.jp/av/docs/20050722/dc.htm

      The (less than perfect) translation:

      [DIGITAL COWBOY, MPEG player original kit of network correspondence - Windows joint ownership file network playback. NTFS correspondence

      The HDD player original kit MOVIE COWBOY which loads network function (DC-MC35UL) it sells the AV/PC peripheral device brand "DIGITAL COWBOY which Japan develops from the July last third. As for price at open price, as for shop front expectation price possibility approximately of 17,800 Yen. Furthermore, the HDD becomes selling separately.

      The product which provides MPEG-1/2/4 playback function for the external 3.5 inch HDD case of USB 2.0. Largest feature can equip the Ethernet, accessing the animated picture file and the like inside the PC which is been connected with local network from the MOVIE COWBOY, can play back.

      However, it does not load the function which it utilizes networks tray G (the NAS). Correspondence with update is examined, but whether or not it can correspond at present time, including, you call undecided. Because of that, when network mode is not utilized, it is necessary to transfer the data as an external HDD of USB 2.0.

      It loads the EM8511 of the Sigma Design to the decoder tip/chip. As for corresponding format, animated picture MPEG-1/2/4 (AVI) with, as for frame rate the highest 120fps. As for audio the MP3/WMA/OGG Vorbis/WAV, as for the still picture it corresponds to the JPEG. However, as for animated picture becomes the support only of the MPEG-4 at the time of network mode utilization.

      When utilizing the network mode, as for necessity of the special server software and the like it is not on the PC side which becomes the server, utilizes the file sharing of the Windows. As for corresponding OS Windows 2000/XP. In addition, playback of MPEG-2 file and ISO file above 4GB possible (NTFS utilization time).

      As for the corresponding HDD with 3.5 inch HDD of the parallel ATA, as for restriction of capacity especially it is not, but has recommended the environment to the 250GB. The file system other than the FAT32 supports also the NTFS.

      Other than operation with remote control, it can do all operations almost with the substance front operation panel. Adhering to the operation response, we develop, we call smooth fast forward and the rewind of the DivX in comparison with the other companies product. Furthermore, the substance in vertical ranging / horizontal ranging both correspondence, has raised calm characteristic with the fan less design. Also ON/OFF function of the LED of the substance has.

      As for output terminal component (D4) ×1, S image ×1, composite ×1, analog audio ×1, optical digital ×1 and coaxial digital ×1. The Ethernet and the USB 2.0 terminal are equipped. As for external size 57×150×185mm (width x depth x height), as for weight 450g. The AC adapter and the private stand belong.]
      Avatar
      schrieb am 25.07.05 19:07:47
      Beitrag Nr. 169 ()
      Earlier this month, a Chinese article titled "Mainstream PMP solution good and bad points" reviewed all of the personal media player (PMP) chips in the market:

      http://www.imp3.net/article/article.php?articleid=5061

      Of the nine chips listed and discussed, SIGM`s EM851x chip was listed first and was rated the best all around solution as this selected translation shows:

      [SigmaDesigns the 851x processor is the present performance is strongest, the most comprehensive specialized decoding chip, uses the design, 200MHz 32 RISC processor and the MPEG decoding processor integration on the single chip, in needs not other periphery chip supports under the situation, completes the system needs each kind of connection provides, system processing as well as smooth WMA V9, DivX V3.11, video frequency decoding and so on DivX V4.X and 5.X, MPEG-4, MPEG-2, MPEG-1.]


      Just think what the comparisons will look like once SIGM starts shipping its EM8622L chip and solution:

      http://www.sigmadesigns.com/pdf_docs/PMP-8622L_br.pdf
      Avatar
      schrieb am 26.07.05 15:42:02
      Beitrag Nr. 170 ()
      und wieder schöne 2% im plus...weiter so...;) denke sigm steht kurz vor nem größeren sprung nach oben...
      Avatar
      schrieb am 02.08.05 15:13:30
      Beitrag Nr. 171 ()
      ho ho ho...mal sehen ob das was wird...in den staaten wird heftig spekuliert...ob ein sigm-chip in der neuen x-box sein wird...:D wenn...dann...the sky is the limit...:laugh:


      Ballmer`s Xbox comments from May...
      by: WINTER_CFA 08/02/05 09:06 am
      Msg: 85457 of 85457

      ...shed more light, IMO, on the "Is SIGM in the Xbox 360?" discussion:

      http://www.engadget.com/entry/1234000597043723/

      "Are there going to be multiple configurations for the box?"

      "...the notion that there might some day be other configuration is eminently possible. It’s a little bit like the discussion about HD DVD type storage. Will we have it? Sure. It’s not like by the next generation there won’t be a way to get massive storage on an Xbox. You’ll get it. And there will be other configurations that come to market. When and how and exactly which ones… when there’s news I’m sure we’ll be happy to trumpet those. Right now we love our one configuration that we got in market for this Holiday.

      So just one configuration is targeted for the Holiday release?

      Yeah, given that we know we’re going to have to hustle to produce all that people are going to want, that kind of keeps life a lot simpler for the retailers. If you said, “Look we’re coming to market with three configurations, and we were in short supply, and we got the wrong mix of configurations,” it would just compound all the problems. We’re really quite excited about the proposition for having just the one configuration in market particularly for this holiday."

      "Look past the gaming aspects of the console, how does the Xbox 360 serve as Microsoft’s beachhead into the living room. A 20GB hard drive isn’t a lot of space for storage, but since it does have this broadband connection, how is it going to integrated with IPTV, streaming video, and streaming audio?


      Three things: Number one, who knows what configurations will be there by the time we’re done. I think that’s important to say. Number two, because you do have the network connectivity, whether you have a Media Center PC or not. You can put an awfully big hard disk on a regular PC and plug into this ecosystem, we have plenty of extensibility in terms of storage. And then number three, you take the IP TV work we’re doing, and that technology can run on a PC, on a set top box, it can run on an Xbox. So there will be, in conjunction with the work we do with the video delivery companies, particularly the telcos, who have tended to be our strongest customers for our IPTV stuff, there will be yet another way to acquire and use video content. So you have set tops, you have the set top experience, you have the Xbox, you’ve got a big hard disk, you’ve got networked to the PC in the home, so I think there will be a lot of ways to get that media onto the Xbox.

      Is there a plan for people to be able to purchase TV shows or movies via their Xbox even if they don’t have a Media Center PC?

      Right now we’re working hard with a number of partners, like SBC, like Bell Canada, a number of others, to get IPTV to critical mass. As IPTV gets to critical mass, you will find that those partners are anxious to have as many people monetizing their investment as possible , and the Xbox community will be one of them."


      WORTH REPEATING:

      "...there will be other configurations that come to market."

      "...you take the IP TV work we’re doing, and that technology can run on a PC, on a set top box, it can run on an Xbox."

      "Right now we’re working hard with a number of partners, like SBC, like Bell Canada, a number of others, to get IPTV to critical mass. As IPTV gets to critical mass, you will find that those partners are anxious to have as many people monetizing their investment as possible , and the Xbox community will be one of them."


      Who, with MSFT, is leading the telco IPTV charge on the silicon side? Who has the most robust solution ready to go? Who has repeatedly stated that winning next-gen silicon solutions will span numerous inter-related form factors?

      SIGM.

      Not BRCM.
      Not STM.
      Not ATI.

      Granted, SIGM is NOT in the Holiday version of the Xbox 360. Don`t be so
      Avatar
      schrieb am 03.08.05 01:02:00
      Beitrag Nr. 172 ()
      Form 8-K for SIGMA DESIGNS INC

      2-Aug-2005

      Regulation FD Disclosure


      ITEM 7.01. REGULATION FD DISCLOSURE.

      On July 21, 2005, Cisco Systems, Inc. (Cisco) entered into a Share Purchase Agreement (the Purchase Agreement) with KiSS Technology A/S, a privately held Danish corporation (KiSS) and certain holders of KiSS securities, including Sigma Designs, Inc. (the Company). In the event that the conditions to closing set forth in the Purchase Agreement are satisfied and the transactions contemplated by the Purchase Agreement are consummated, neither of which the Company can guarantee, the Company expects to receive approximate proceeds from the sale of the KiSS capital stock held by it to Cisco of between $3.0 million and $3.8 million.

      This information shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the Exchange Act), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
      Avatar
      schrieb am 04.08.05 14:43:04
      Beitrag Nr. 173 ()
      NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Aug. 3, 2005--Roth Capital Partners will hold its Stock Conference on September 7-8, 2005 at the Westin New York at Times Square.
      The conference will feature presentations from more than 200 small cap companies in industry sectors such as Technology, Healthcare, Financial Services and Consumer Products.

      The presenting companies have been identified by Roth Capital`s award winning research analysts, several of which earned top rankings in the 2005 Wall Street Journal Best on the Street Analyst Survey and the Forbes.com/StarMine North American Analyst Survey.

      "Our goal has always been to bring undiscovered, small cap ideas to institutional investors. While we currently publish research on most of the presenting companies, we will present an extensive collection of companies that are not currently followed by our research department," said Rusty Hoss, Director of Research. The market cap of the presenting companies is primarily under $1 billion, with an average market cap of approximately $350 million.

      The conference also will feature a panel on PIPE (Private Placement in Public Equity) financing. For years, Roth Capital has been on the forefront of PIPEs, and in 2004 was ranked the #1 PIPE placement agent both in terms of number of transactions and dollars raised. As part of Roth Capital`s efforts to educate public companies, the conference will feature a session that will explore key Nasdaq and regulatory issues which companies must address when structuring a PIPE offering.

      Utilizing real world situations, the panel will guide companies through a variety of offerings to illustrate the impact of Nasdaq shareholder approval rules on the offering process. Speakers will include David Compton, Director, Listing Qualifications at Nasdaq; Byron Roth, Chairman and CEO of Roth Capital; and Eric Cohen, Senior Partner at Bryan Cave.

      Roth Capital Partners Stock Conferences are the largest in the nation for micro and small cap companies. By combining company presentations, Q&A sessions, management breakouts and one-on-one meetings, Roth conferences offer institutional clients direct contact with senior management in a concentrated two-day format.

      Supporting sponsors of the 2005 New York Stock Conference include Cingular; Regard Wireless Enterprise Solutions; Thomson Financial; Bloomberg; Business Wire; Bryan Cave; Wall Street Webcasting; Capital IQ, a division of Standard & Poors; Lowenstein Sandler PC; Vintage Filings, LLC; The Ann McBride Company; Dorsey & Whitney, LLP; Reynolds & Reynolds, Inc.; Catalyst Financial Resources, LLC; Stroock & Stroock & Lavan, LLP; The American Stock Exchange; and arca/ex.

      For registration information for this invitation-only conference, contact your Roth Capital Partners representative, or the conference desk at 800-678-9147.


      http://biz.yahoo.com/bw/050803/35943.html?.v=1
      Avatar
      schrieb am 04.08.05 23:09:17
      Beitrag Nr. 174 ()
      SIGM and Apple ?
      by: WINTER_CFA 08/04/05 12:00 pm
      Msg: 85533 of 85533

      UBS put out a short report today 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", adding that "Jobs may keynote the Apple Expo event in Paris on September 20th and then headline Macworld in January as usual. Apple typically makes major product announcements at these events."

      Now I didn`t put it in my FBR Conf notes back in early June, but I had asked SIGM at that meeting about potential involvement with Apple. They quickly replied that Apple does not like ANYONE talking about any unannounced Apple projects IN ANY WAY and quickly moved on to the next question.

      After reading the UBS comment, though, I went back to this interesting piece:

      "The Apple-Intel Thing (Updated)"

      http://westexpressway.typepad.com/westexpressway/2005/06/the…

      This was of the most interest:

      "What`s really behind this, and what`s likely to emerge?"

      "The other, more overlooked explanation, is the long-mooted "Apple Media Hub," a sort of video iPod, PVR and AirTunes device on steroids. What might also lend credence to this are drawings for a tablet device which showed up on US Patent Office registrations earlier this year. Apple definitely wants to extend the "non-computer computing device" market it created with the iPod; The next big market which is ripe for a convergence play is an HD media hub. The facts:

      - Apple did call 2005 "the year of HD."
      - HD digital cable and satellite TV is starting to gain momentum.
      - HD-capable prosumer camcorders are entering the market.
      - HD DVD players are around the corner, as soon as the industry can decide on a standard; Apple is a member of the Blu-Ray consortium, along with Sony and many other consumer electronics makers.
      - The majority of us still have standard-definition television sets and need an adaptor to view HD content.
      - Apple has lots of experience with wireless devices and protocols, and making use of them in friendly consumer applications (Bluetooth, AirPort, AirTunes)
      - There is an emerging standard in the cable industry for IPTV, high-definition programming delivered over the IP protocol. Recently, Microsoft announced it was pursuing initiatives with several operators to enter this space, including Bell Canada.
      - Apple has experience selling entertainment media over the Net (iTunes Music Store)
      - Apple has extensive experience with DVD burning.

      So what this agreement might be about is not anything to do with desktop PCs, but rather a chipset, maybe even a whole motherboard assembly, for an Apple set-top box with the following functionality:

      - HDTV tuner / IPTV tuner / HD converter for older analog sets
      - WiFi access point / wireless AV streaming box (listen to music library via AirTunes, watch HD iMovies beamed from your Mac to the TV, see iPhoto slideshows, etc.)
      - TiVo-type PVR functionality + DVD burning
      - HD DVD player with Blu-Ray support
      - Gateway to purchase / rent movies from an Apple Movie Store (burn to DVD, with DRM)
      - Companion tablet connected by WiFi to act either as remote control, as remote screen to stream movies / TV programming to, remote screen to control connected Mac (Apple Remote Desktop) - that way it doesn`t interfere if others want to watch TV in the living room
      - Tablet and box contain embedded browser / .Mac gateway for email, web surfing, Net radio, possibly "dashboard-like" customization etc."


      Does this sound like a project that could involve SIGM? Is does to me.
      Avatar
      schrieb am 05.08.05 18:25:33
      Beitrag Nr. 175 ()
      Avatar
      schrieb am 07.08.05 17:25:11
      Beitrag Nr. 176 ()
      einfach mal diesen link verfolgen...und ein bißchen suchen...ihr werdet schon fündig werden...;)

      http://jonahprobell.com/vid_products.html
      Avatar
      schrieb am 07.08.05 17:52:22
      Beitrag Nr. 177 ()
      Amino to commence shipments of MPEG-4 AVC IPTV set-top box in July




      Single chip AmiNET124 offers increased revenue opportunities to Telcos by extending subscriber reach and capacity

      Cambridge, UK, 6 June 2005: Amino Communications announces availability of the AmiNET124 IPTV (internet protocol TV) set-top box; the company’s first set top box design to support the H.264 compression codec (also known as MPEG-4 AVC). Shipments to customers will commence in July.

      The AmiNET124 sets a new benchmark in deployment cost for MPEG-4 IPTV systems, thanks to its use of Amino’s highly efficient and portable software stack. This enables all of the IPTV support software to run on a single DSP processor. Building on Amino’s established partnerships the AmiNET124 is also compatible with leading IPTV middleware and conditional access providers.

      We have brought the same price/performance benefits to H.264 applications that we have already demonstrated with our MPEG-2 products. The AmiNET124, is the first truly cost-effective H.264 set-top box, and will at last enable telcos to make volume deployments of H.264" stated Karthik Ranjan, VP Product Marketing, Amino.

      H.264 compression technology utilises up to 40 percent less network bandwidth than the MPEG-2 compression used in most systems to date. Using H.264 on an existing ADSL network, Telcos are typically able to increase their subscriber reach, and are also able to offer two or more video streams per household, where previously only one was possible - creating opportunities for significant increased revenues, and faster return on their IPTV investment.

      Mike Arden, senior analyst at ABI Research commented "IPTV technology is booming and Telcos are keen to take advantage of increased potential revenues offered by advanced compression formats." He continued, "However, they must ensure that the cost of implementing this advanced technology does not become prohibitive."

      The AmiNET124, based on Amino’s compact, award-winning styling, is easily installed by the subscriber and features a field-upgradeable software platform to support future technology enhancements without significant additional cost to the IPTV service provider.

      The AmiNET124 is also compatible with the recently announced ReadyLinks SmartFoot(TM) adapter, which allows multiple set-top boxes to be networked using the existing coaxial cables already present in most homes. This simplifies the home networking infrastructure, significantly reducing installation time and cost.

      The AmiNET124 will be demonstrated by Amino at Supercomm, Chicago, from 7 to 9 June, Booth no 75022.

      About Amino
      Amino Communications (www.aminocom.com) is a designer and supplier of technology, specialising in products for digital broadcast and on-demand TV, IPTV (Telco triple-play applications), and in-home multimedia distribution.

      The Amino range of small, low cost, high functionality set-top boxes and gateway products is designed for consumer applications in telecom, satellite and digital terrestrial 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. Amino Communications is part of Amino Technologies plc. listed on the London Stock Exchange AIM, symbol AMO. Amino is based near Cambridge, UK, and has offices in Atlanta Georgia, and Hong Kong.

      Media Contacts
      Amino Communications
      Jenna Keighley,
      EML
      +44 (0)20 8408 8000,
      amino@eml.com

      Joanne Martin-Loat,
      Amino Communications
      +44 (0)1954 234 100,
      jmartin-loat@aminocom.com
      Avatar
      schrieb am 07.08.05 18:09:25
      Beitrag Nr. 178 ()
      upcoming events

      IFA

      IFA 2005
      September 2-7, 2005
      Berlin, Germany
      Avatar
      schrieb am 08.08.05 05:58:50
      Beitrag Nr. 179 ()
      ok...abgeregt ;) ...habe jetzt auch keine lust mehr das noch auszudiskutieren...bin aber auf jeden fall überrascht...das einige meinen augen und ohren zu ist ne lösung...:rolleyes:

      naja...wie dem auch sei...haben wir uns alle wieder lieb...;) eigtl wollen wir doch nur das eine...gemeinsamen erfolg...sorry...habe vielleicht ein wenig zu heftig reagiert..dafür meinerseits sorry...:) eigentlich war es gegen keinen der longs und albekannten gesichter hier gerichtet...aber meine alarmglocken schrillen derzeit...ich kann nicht nachvollziehen das hier seit gestern andere gesetze gelten...von mir aus habe ich gereizt und zu hart reagiert auf den dünnpfiff von nov07...

      ...aber gereizt hat mich eigentlich nur an der sache-das NIEMAND etwas gegen die ständigen tatsachenverdreher hier sagt...ausser mir, joe und overview...alle gucken einfach weg...

      hm...so...naja...genug dazu gesagt...für meinen teil wie gesagt...für die überreaktion sorry...aber ich hoffe vielleicht denkt auch mal der ein oder andere über zielgerichteten einsatz seiner "boardmacht" nach...denke nicht das es zielgerichtet ist...mir bei einer situation wie gestern in den rücken zu fallen...so...wünsche euch nen guten morgen...und gleich nen guten handel...

      greez

      würd mir wünschen....wenn schwamm drüber und wieder normales level der diskussion angesagt wäre...
      Avatar
      schrieb am 08.08.05 05:59:35
      Beitrag Nr. 180 ()
      hu...falscher threat....:laugh:
      Avatar
      schrieb am 08.08.05 16:56:17
      Beitrag Nr. 181 ()
      "UTStarcom Provides mVision IPTV Solution to Telemar in Brazil for Successful Trial of Triple Play Services"

      http://biz.yahoo.com/prnews/050808/nym039.html?.v=17

      "UTStarcom, Inc. (Nasdaq: UTSI - News), a global leader in IP-based, end-to-end networking solutions and services, today announced that the company provided its mVision end-to-end IPTV solution for a recently completed trial of triple play services in Brazil with Telemar, which will make IP-based television and multimedia services available to its customers utilizing the IP protocol. Today, Telemar offers 15 million fixed lines of telephony service, 8.1 million cellular lines and almost 700,000 Internet lines to the Brazilian market.

      "The trial with Telemar, utilizing our mVision IPTV solution, consisted of approximately 2,000 users," said Hitoshi Nagano, area vice president for Brazil at UTStarcom. "UTStarcom`s mVision IPTV solution, which features a Network Personal Video Recorder (nPVR), is designed to allow the viewer to access a virtually unlimited amount of digitally recorded and stored content, while also pausing, fast forwarding and rewinding live broadcast television. UTStarcom and its integrator, Promon, are making their Rio de Janeiro-based teams available to Telemar to offer all the support necessary for the carrier to make the trial a success."

      The project could be commercially accessible to subscribers by 2006."



      It`s coming.
      Avatar
      schrieb am 08.08.05 17:21:12
      Beitrag Nr. 182 ()
      The earlier version of the UTSI mVision box (MC2008) used an Equator chip and an initial deployment for a system that may have been previously planned/tested there for 2-4 Qs could begin with that version.

      Similarly, the Chinese website for UTSI mentions a TI DSP in an mVision box.

      So it is possible some things starting now may not start with SIGM right out of the gate.

      If you establish contacts at the firm and ask them about chip selection, however, they will tell you that SIGM is their main/only silicon solution going forward.
      Avatar
      schrieb am 08.08.05 21:44:06
      Beitrag Nr. 183 ()
      und überall ist sigm-inside...:

      http://www.kiss-technology.com/?p=ifa05
      Avatar
      schrieb am 09.08.05 15:35:49
      Beitrag Nr. 184 ()
      interessanter link...zu ciscos angepeilter strategie was die erschliessung neuer "consumer-markets" betrifft...

      http://www.businessweek.com/technology/content/aug2005/tc200…
      Avatar
      schrieb am 09.08.05 21:28:44
      Beitrag Nr. 185 ()
      Boston, Aug 9, 2005 (Thomson StreetEvents) -- Sigma Designs (SIGM) to release
      earnings on Tuesday, August 23, 2005.
      Avatar
      schrieb am 10.08.05 22:16:48
      Beitrag Nr. 186 ()
      AUSTIN, Texas--(BUSINESS WIRE)--Aug. 10, 2005--The Texas House today voted 144-1 to approve legislation that reforms the state`s telecommunications laws and establishes rules that encourage new competitors to enter the TV market. The Texas Senate last night also approved the bill. The measure now goes to the governor. The following statement can be attributed to SBC Texas (NYSE:SBC - News) President Jan Newton:
      Avatar
      schrieb am 10.08.05 22:19:04
      Beitrag Nr. 187 ()
      The following are comments from Roth analyst Jay Srivatsa on the Texas legislative situation and the IPTV situation in general:

      Texas Eliminates Local Franchise Requirements For Telco IPTV

      * We believe this ruling paves the way for SBC Communications to rollout IPTV services as planned. We view SIGM as a beneficiary given its leadership position in IPTV silicon. With no debt and trading at 12.6x FY:07 EPS and 1.1x EV/Sales, we believe SIGM remains undervalued. As such, we are reiterating our Buy rating on SIGM with a 12 month price target of $15.
      * The vote gives SBC Communications and Verizon Communications a major victory against cable operators and enables SBC to negotiate a single franchise with the state to offer video, in our view. While STB vendors have not been announced yet, we continue to believe that Motorola and Scientific Atlanta could be the two STB vendors for SBC`s Project Lightspeed. We note Scientific Atlanta displayed an IPTV set top box with a SIGM chip at Supercomm show in June and we believe SIGM is working closely with Motorola as well.
      * SIGM`s next generation chip EM8634 is on track to begin sampling in Q3:06 (Q3 of fiscal year 06 is the quarter that began August 1), in our view. We could expect the Company to announce its product availability shortly in conjunction with a major OEM customer announcement. With Microsoft`s IPTV platform support, we believe the 8634 chip could further cement SIGM`s leadership position in IP Video.
      * We believe UT Starcom`s (UTSI-$8.69-NR) is in the process of ramping up production for China Telecom and China Netcom. We note UTSI selected SIGM as the chip supplier for these two major Chinese telco deployments in may 2005.
      * Several other telcos have revealed their IPTV plans, in our view.
      o BellSouth began trialing IPTV services with commercial launch planned in 2006.
      o Softbank BB in Japan launched its IPTV service on June 1, 2005.
      o We believe British Telecom in UK, Telecom Italia and Fastweb in Italy, France Telecom in France, Reliance Infocomm in India, Swisscom in Switzerland, MiTV in Malaysia are some of the other telcos in various stages of IPTV rollout.
      * We believe the macro economic conditions surrounding IPTV coupled with SIGM`s leadership position in this market, bode well for SIGM to post sequential growth in Q2:06 (quarter ended July 31) and position itself for a strong CY:06.
      * As such, we reiterate our Buy rating on SIGM with a 12 month price target of $15.
      Avatar
      schrieb am 11.08.05 16:24:05
      Beitrag Nr. 188 ()
      Internet protocol television, or IPTV, is set to grow subscribers tenfold by 2010, according to research from London-based Informa Telecoms and Media.

      http://shop.telecoms.com/marlin/30000000861/MARKT_EFFORT/mar… /?proceed=true&MarEntityId=1123646848547&entHash=102ad5b639a&UType=true

      IPTV, will have 2.7 million subscribers worldwide by the end of 2005, but this number will have risen to around 25.9 million by the end of 2010, according to the report, IPTV: A Global Analysis, published Thursday.

      IPTV is currently in its infancy as a technology. Providers such as Hong
      Kong`s PCCW (PCW), France`s France Telecom (FTE) and the U.K.`s Video Networks
      are operating commercial services or trials. By the end of 2004, IPTV had
      around 475,000 subscribers in Hong Kong, 273,000 in the U.S. and 184,000 in
      France.

      Researchers at Informa, a unit of T&F Informa PLC (TFI.LN) predict that by
      2010 the key markets will be China, the U.S. and Japan, respectively. China
      will have close to 5 million subscribers, the U.S. will have 3.4 million and
      Japan will have 2.5 million.

      Microsoft Corp.s (MSFT) interest in the technology is set to lead to a series
      of larger-scale commercial rollouts over the next year. The U.K.`s BT Group (BT), is planning a trial in the U.K., probably using Microsoft technology, which is scheduled to launch in 2006.

      Adam Thomas, Media Research Manager for Informa, said: "IPTV is at a crucial
      stage in its development. It is moving away from an experimental technology,
      into full commercial development."
      Avatar
      schrieb am 11.08.05 16:27:04
      Beitrag Nr. 189 ()
      guck euch mal in dem vorigen posting an...was iptv für wachstumszahlen aufweisen wird...in den nächsten jahren...
      Avatar
      schrieb am 11.08.05 17:50:30
      Beitrag Nr. 190 ()
      Baird is out with an updated report on SIGM following the approval by the Texas Legislature yesterday of a bill enabling phone companies to offer video services via a single state license. Baird believes this legislative action places the rollout of IP TV services by SBC, Bell South, and others on a fast track. Baird believes that SIGM has been designed into SBC`s Project Lightspeed. According to Baird STM is continuing to have issues in bringing their product to market and SIGM remains in the lead. Baird has reiterated their $15 price target on SIGM. The following is from the Baird report:

      The approval by the Texas Legislature yesterday of a bill enabling phone companies to offer video services via a single state license places the rollout of IP TV services by SBC, Bell South, and others on a fast track.

      Our checks indicate an acceleration in IP TV deployment plans worldwide, primarily based on H.264 technology. While the bulk of these plans are slated for deployment in 2006, some should ramp late this year.

      Our checks also indicate that SBC, Bell South, and Bell Canada are now leaning towards H.264 versus VC1 as the preferred decoding technology in the rollout of their IP TV services.

      We also believe STMicroelectronics`s STi7100 single chip continues to face software issues. We continue to believe Sigma Designs remains ahead of the curve with its integrated H.264/VC1 decoders.

      The Texas Legislature bill approval is a positive for Sigma Designs, which we believe is designed in SBC`s Project Lightspeed. In addition, Sigma should benefit from accelerated deployment of IP TV services worldwide given its leading market share in IP set-top boxes today in Asia and Europe. Reiterating our Outperform rating on SIGM shares.

      Our price target of $15 for Sigma Designs remains unchanged, and is based on the stock trading at 25 times our 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 11.08.05 17:50:58
      Beitrag Nr. 191 ()
      http://www.mpeg-playcenter.com/modules/Reviews/reviews/Revie… ema_HD.pdf

      Excerpts:

      "The Snazio Net DVD Cinema HD comes with excellent specs and support for Media Files."

      "The DVI connection on the player is what most people will buy it for in combination with the SIGM 8620Chip. A chip that can handle Nero Digital, WMV9, High Definition content..."

      "SnazziZone is actually a online Webpage which holds a bunch of options...the learning corner will help you understand formats better and how to Setup Windows Media Connect, SNC, how to play WMV-DRM protected files."

      "The Internet TV is something different. There`s a few TV Channels listed and some don`t seem to work but it`s fun to work with."

      "Lately, the interest for TS files (Transport Streams) has become more popular and you`ll be happy to know, up to 25.00 Mb/s we were not able to find any glitches...The Quality is superb, but then again, that`s where Sigma is known for."

      "In combination with Windows Media Connect, you are able to stream files with DRM just fine. Tests conducted with DRM samples from Microsoft went excellent."

      "For HD content, what can we say? You get really amazing quality and flawless playback of WMV9."

      "At this time, there`s nothing better to find than this and frankly, I don`t know if we need more...This is by far the best we`ve seen today and before..."
      Avatar
      schrieb am 14.08.05 20:35:16
      Beitrag Nr. 192 ()
      Dollar dropping, SIGM benefits
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/12/05 11:58 am
      Msg: 85702 of 85729

      Big article today on page C1 of the Wall St. Journal about the drooping dollar. Quoting from the article: “The next batch of economic data could aggravate dollar weakness further. Economists expect that trade data set to be released today will show the deficit has widened again and is reapproaching the record levels seen in February. This could reignite concern that the currency needs to weaken further to correct this economic imbalance, because a weaker dollar helps exporters sell more abroad…”

      Thanks to UTStarcom, SIGM sales in China are ramping up. China recently increased the value of its currency relative to the dollar and this will make SIGM products even more attractive to Chinese buyers. With Cisco’s acquisition of Kiss, SIGM sales in Europe are set to start ramping up, and the decline in the value of the dollar relative to the Euro will help SIGM in this market and will hurt European competitors such as STM. SIGM technology has also been designed into SBC’s Project Lightspeed, and going forward the lower dollar and higher Euro will help SIGM maintain its edge over STM for this business. As revenue in China, Europe, and the US starts to really ramp up for SIGM, I expect this stock to do extremely well.
      Byron
      Avatar
      schrieb am 14.08.05 20:37:24
      Beitrag Nr. 193 ()
      A bunch of tidbits...
      by: WINTER_CFA 08/12/05 02:39 pm
      Msg: 85713 of 85729

      ...picked up over the past week:

      1) The EM8620L-based WHD500-V9 from Quartek:

      http://www.quartek-system.com/pdf/ft/WHD500-V9.htm
      http://www.videohelp.com/dvdplayers.php?DVDnameid=5898&Searc…

      2) The EM8620L-based DNX-8620 from H&B:

      http://www.hb-direct.com/EN/P_84.html
      http://www.videohelp.com/dvdplayers.php?DVDnameid=5891&Searc…

      3) The EM8620L-based NDP01 Net DVD player from UIT Technology:

      http://www.telecom.globalsources.com/gsol/I/Media-player-man… 011014/3000000153408/1001036426.htm

      4) The EM8620L-powered TransTechnology players will be shown at IFA next month and are said to ship by late September:

      http://www.lloxx.de/65+B6JnNwbGl0dGVyPTEmbmlkPTIyMTg_.html

      5) The EM8511-based ProDix (company and product name):

      http://www.myprodix.com/wizhome/menu_33.html
      http://www.myprodix.com/wizhome/menu_66.html

      6) Existing SIGM customer IO Data updates its PMP player with an EM8511 version called MovieTank II:

      http://www.watch.impress.co.jp/av/docs/20050812/iodata.htm

      [Decoder, Sigma Design make " EM8501 " empty of Movie Tank, in " EM8511 " strengthening.]

      7) Existing SIGM customer DTS Infocom introduces a slimline version of its EM8511-based Modix-3510:

      http://new.dtsinfo.co.kr/bbs/zboard.php?id=pd_modix&page=1&s… &ss=on&sc=on&select_arrange=headnum&desc=asc&no=5


      A lot of singles here that may or may not collectively amount to much. Just trying to keep us from a complete news vaccuum so we don`t all explode when the REAL news items arrive over the next 5-10 weeks.
      Avatar
      schrieb am 14.08.05 20:40:15
      Beitrag Nr. 194 ()
      Re: A bunch of tidbits...
      by: gmi1982 08/13/05 02:12 pm
      Msg: 85724 of 85729

      Hey EPS, everyone on this board, including Winter if he doesn`t mind me talking for him, shares your frustration. It has been a long time coming. The time duration is mostly due to markets and standards evolution (getting to convergence) than due to Sigma`s products or costs. Sigma is clearly an innovator, I have spoken with MANY of their customers. And what customers think is ALL that matters. No one on this board can change that......

      Did you ever get a chance to read the book, "Good to Great" by Jim Collins. If not, I highly suggest it. It`s about the the transition of companies that went from mediocre to phenomenal but over a minimum 15 year span. The great companies had to exceed annual market returns by 3x. One thing in common with all of them was focus - they identified what they were good at and stuck with it, and with great passion. Sigma has been doing that since they changed their strategy from PC peripheral supplier to fabless semi house.

      The Sigma story is happening now and quicker than you can imagine. Just look at recent announcements, e.g. UTStarcom, MSTV, Sony, etc. When Winter says 5-10 weeks, I believe it because I`m hearing a tremendous number of opportunities from my contacts in the field, in Europe and Asia. Buckle your seat belt my friend.

      Regards,
      Avatar
      schrieb am 14.08.05 20:43:12
      Beitrag Nr. 195 ()
      Re: A bunch of tidbits...
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/14/05 12:31 pm
      Msg: 85728 of 85729

      A few days ago the Baird analyst reiterated his $15 price target on SIGM based on projected earnings for calendar year 2006 of $0.60. He noted that SIGM technology has been designed into SBC’s Project Lightspeed, a deployment that will require SIGM chips in the millions. A reasonable expectation for average selling price on these chips is plus or minus $20. For a large scale deployment such as this SIGM management have stated in conference calls that they expect margins in the 55% range.

      Last month, commenting on Cisco’s acquisiton of Kiss, the Baird analyst stated: “KiSS Acquisition by Cisco a Doorstep to U.S. Mass Volume for Sigma Designs”

      * Cisco announced this morning the acquisition of KiSS Technology for $65 million. European-based KiSS Technology is a leading maker of connected (DSL-based) DVD players and IP set-top boxes.

      * Importantly, KiSS`s advanced decoding functionality is solely based on Sigma Designs chips.

      * KiSS Technology is Microsoft`s IP set-top box reference design in Europe, and we believe the company has design wins or is in talks with multiple European-based service providers for the rollout of IP TV-based services. We also believe KiSS has set-top box engagements in the U.S. for upcoming on-demand movie services.

      * We believe the Cisco acquisition and the Cisco/Linksys push into digital entertainment will dramatically strengthen KiSS distribution and customer reach, a strong positive for Sigma Designs.

      * There are also procurement ramifications with Cisco/Linksys which could be positive for Sigma Designs as well by giving Sigma access to Linksys` very large retail distribution at the top mass consumer retail outlets in the U.S.
      *****************************************************

      As you are no doubt aware, Cisco is a huge company with revenue in the billions. They are only interested in moving into markets with huge revenue potential - small markets aren’t worth bothering with for a company of this size. In summary, Cisco’s acquisition of Kiss is likely to result in sales of SIGM chips in the millions, with revenues impacts comparable to Project Lightspeed.

      Earlier this year, commenting on the UTStarcom announcement, the Baird analyst stated, “Sigma Designs announced this morning a design win with UTStarcom for the rollout of TV over IP services to be deployed by China Telecom and China Netcom.”

      * China Telecom and China Netcom are China`s number-one and number-two communication carriers. The companies are also communication operators worldwide. UTStarcom is the number-two communication equipment vendor in China and the number-two worldwide supplier of IP DSLAMs.

      * IDC expects 300,000 IP TV subscribers in China this year, growing to 9 million by 2008. China is poised to become the world`s biggest IPTV market, in our view.

      * The win affirms Sigma Designs` leading position in the rapidly-growing IP set top box market, where it has over 60% market share, and could be very material to the company`s revenue ramp into 2006.
      *****************************************************
      Here again, this deal is likely to lead to sales of SIGM chips in the millions.

      In summary, historically SIGM has been a niche player selling into small markets. This has now changed. They are now selling into mainstream markets that are much larger than the niche markets they have sold into in the past. This is why the Baird analyst has an EPS estimate for calendar 2006 of $0.60 and a price target of $15/sh.
      Byron
      Avatar
      schrieb am 15.08.05 15:30:54
      Beitrag Nr. 196 ()
      A "must read" here...
      by: WINTER_CFA 08/15/05 08:57 am
      Msg: 85735 of 85738

      ...of coverage of the video-over-DSL market as to be seen at the upcoming IBC Conference:

      http://clients.adestra.com/informa/medianewsletters/vodsl_st…

      The quotable lines from this article are enough to fill several pages:

      “HDTV will be one of the major themes of this year’s IBC. It is becoming clear that VoDSL players cannot afford to ignore HD”

      “MPEG-4 AVC set-tops have taken longer to come to market than expected, and much work still has to be done on interoperability testing.”

      “It is possible, he believes, that the lack of availability of commercially viable systems-on-a-chip for MPEG-4 AVC will push deployments back and may lead to operators relying on MPEG-2 for longer than planned.”

      “It’s key that set-tops are available in time to do interoperability testing,” says Price. Harmonic is working with silicon vendors such as Broadcom and Sigma Designs to test interoperability. The company has its own interoperability program, and has done work with set-top makers Thomson (IBC Stand 11.551), ADB (IBC Stand 1.584), Sentivision and UT Starcom, and with the Microsoft TV (IBC Topaz Lounge) IPTV platform.”

      “VC-1…has now reached final committee draft status and should shortly emerge as SMPTE standard 421M. Price believes the market will be dominated by MPEG-4 AVC by about 70% to 30% for VC-1. Operators nevertheless want equipment to be capable of handling both codecs because they want to keep their options open, he says. “Operators want us to provide flexibility at the moment. They do not want separate products for VC-1 and MPEG-4 AVC. They want a product they can switch,” he says…Like Price, Matthews believes the industry will split broadly on the lines of 70% for MPEG-4 AVC and 30% for VC-1.”

      “Microsoft is also working on a number of projects, such as one with DMD Secure to provide Microsoft DRM protection to content that can then be removed from a Thomson gateway device and carried to other portable devices. In terms of technology, there is little to stop network operators maintaining a degree of flexibility. VC-1 involves a subset of technologies used in MPEG-4 AVC, so encoders and decoders can be equipped to handle both. “Most of the chips will have both capabilities together and it’s independent of anything else in the network…”

      “While VoDSL providers are still trying to build services using standard definition TV (in many case based on MPEG-2 compression), the headend equipment vendors at IBC are already thinking one step ahead. Leading encoding specialists have already shown their readiness for HDTV, with platforms for MPEG-2, MPEG-4 AVC and VC-1, all in both standard and high-definition. At IBC, many of these platforms will be closer to commercial readiness. At IBC, Tandberg Television (IBC Stand 1.461) will show both VC-1 and MPEG-4 AVC HD encoding, the latter on its EN5990 platform. Tandberg has previously worked with silicon vendors Conexant, Broadcom, Texas Instruments and Sigma Designs (also for HD) and set-top box makers ADB (IBC Stand 1.584), Amino Communications (IBC Stand 4.229), i3, Kreatel (IBC Stand 4.151) and Sentivision.”

      “…Europe is waking up to HD. Everybody who launches a service without HD will be disadvantaged.”


      “Growing interest in high-definition TV may drive the deployment of advanced compression technology. Interest in HD is particularly high amongst US telecom operators, who see it as an essential element of the video mix in order to compete with cable and satellite. Infrastructure supplier Cisco Systems (IBC Stand 1.528) will lead a demonstration of HDTV over DSL using MPEG-4 AVC at IBC alongside headend and consumer premises equipment suppliers.”

      “In the area of decoders, telcos may have an advantage over cable and satellite pay-TV providers. Because TV-over-DSL places most of the functionality of the network at the headend, it is easier to keep set-top box costs low from that start than has been the case in the DVB world.”

      “Set-top box providers are now waiting on the arrival of chipsets that will make the deployment of MPEG-4 AVC and VC-1-based services commercially viable propositions. The emerging decoder chipsets are likely in most cases of being capable of handling multiple codecs. Although mass market systems-on-a-chip remain out of reach for now, set-top vendors are positioning themselves in the expectation of demand for equipment growing even before solutions at a mass market price are available.”

      “This autumn, Thomson will launch a hardware-based MPEG-4 AVC decoder.”

      “Other manufacturers meanwhile are in the early stages of producing hardware-based decoders. A leading supplier of IP set-tops in the MPEG-2 domain, Amino Communications (IBC Stand 4.299), produces one of the most compact decoders on the market with a single-chip solution…Ranjan points out that most of the boxes available to date are based on Intel X86 reference designs, a route he describes as “immensely expensive”. Only a single-chip solution, he says, is really viable. He argues that there is actually little technical benefit in taking the digital signal processor (DSP) route as opposed to waiting for system-on-a-chip solutions because even the latter can be tweaked changes made to the way the decode algorithm works.”

      “Amino also plans to launch an HD MPEG-4 box in September. The main requirement for HD boxes is additional memory, says Ranjan…As an intermediate solution, the company has brought out what Ranjan describes as the first single-chip DSP-based IP set-top. “This is targeted at emerging markets where there is a lot of need for a low-cost solution,” says Ranjan. “It’s a different chipset. We have done some interesting things with our technology in terms of running the codec and application software on the same chip.” Unlike the device to be launched in Amsterdam, the intermediate device will not be able to support memory-intensive middlewares such as those provided by Microsoft (IBC Topaz Lounge) and Myrio (IBC Stand 3.144), but it will be able to support basic functionality such as a basic program guide and video-on-demand, according to Ranjan.”

      “Another factor that may lead operators to wait before making the move to MPEG-4 is their desire to offer feature-rich services. The pressure to make offerings more sophisticated in terms of interactive services is increasing all the time as cable and satellite pay-TV operators try to get their retaliation in first by launching new and bundled services. “You have vendors like Microsoft promising a whole lot of things at once that are getting operators excited…but you have got to get the channel change working – that’s the most important thing,” cautions Ranjan.”


      “You will see HD boxes in the marketplace next year. The complexity of the platform and integrating all the middleware and making it work with the headend is not easy,” says Delaney. He believes that HD boxes will be available at “not much additional cost” to standard definition boxes. There is a lot of next-generation silicon becoming available,” says Delaney. The bigger problem, he says, echoing other vendors, is interoperability. Operators need to be confident that they can deploy a system that is cost-effective in terms of bandwidth efficiency but that also works smoothly end-to-end. “Next year you are going to get everything on a chip,” says Delaney. However, he cautions, there are other costs involved in deploying advanced compression that may have a greater impact. “People get very excited about that but one of the things we have learned is that the hardware is only 20-30% of it. It’s all the software that has to go on top of it.”

      “There are three main players in the IP middleware business: Microsoft TV (IBC Topaz Lounge), Myrio (IBC Stand 3.144) and Orca Interactive (IBC Stand 2.230). There has recently been a significant move towards vertically integrated solutions, with a high-profile partnership between Alcatel and Microsoft and the purchase of IP middleware specialist Myrio (IBC Stand 3.144) by Siemens (IBC Stand 9.240).”

      I found this very comprehensive non-biased article about video over DSL to be one of the most powerful endorsements of the SIGM bull story that I have ever read. While many of the key points and opinions contained therein have been put forth numerous times by both myself and SIGM, it is nonetheless exciting to see them put forth by key players as they are dynamically realized in the marketplace (and yielding a scenario for which we have waited literally years at this point). Specifically, these include the following:

      1) Both standard definition (SD) and high definition (HD) video with “feature-rich” services AND in a triple codec format (MPEG-2, MPEG-4/AVC and VC-1) will be demanded by most to all of the major telcos. Silicon vendors will be required to provide all of these capabilities as soon as possible on single SOC (system-on-a-chip) solutions.

      2) Telcos may have an inherent advantage over the cable and satellite firms on the set-top box side as their infrastructure keeps much of the functionality at the headend.

      3) Set-top boxes based on x86 chips from Intel (and thus others) are not nearly as price competitive as SOC ones. Similarly, DSPs may offer little technological benefit over SOCs as the latter can have its decoding functionality tweaked. Current DSPs are also apparently not powerful enough to support memory-intensive middlewares from the likes of Microsoft and others. The expectation that HD set-top boxes will or should cost not much more than SD ones will likely place additional pressure on non-SOC solutions.

      4) Set-top box hardware represents a fraction of the deployment costs for advanced compression systems. Interoperability is the key requirement and the complexity of the platform and integration of the middleware present big challenges to overcome.

      Clearly, the silicon winners in this space will offer all of the required functionality, the best performance versus price, and (possibly the importantly) the most integratable solutions. SIGM has planned early and bet big to be such a winner and the extensive multi-year development and integration efforts made with a long list of key industry players (particularly Microsoft) should give it the pole position in many to most of the major competitions. Certainly, as also discussed in this article, several existing non-SOC solutions are filling certain project needs and other SOC solutions (most likely from Broadcom and ST Micro) will compete for and win a share of future competitions. But the bottom line for SIGM is that, for a firm its size, a moderate level of success here should lead nicely and significantly to our dual investor objectives of superior growth and stock price appreciation.

      On a more tactical basis, it was encouraging to hear Harmonic, a firm that has rarely mentioned SIGM in the past, state that it is working with them (as well as Broadcom). Also of interest were forthcoming HD set-tops from Amino and Thomson (where I suspect we are in the former and possibly in the latter).
      Avatar
      schrieb am 17.08.05 08:44:30
      Beitrag Nr. 197 ()
      Roth analyst Jay Srivatsa, who has a $15 price target on SIGM, is out with a new report on the company this morning entitled “SIGM - Q2:06 Earnings Preview - Well positioned for 2H:CY05 IPTV Ramp”. According to Srivatsa, “SIGM reports Q2:06 (quarter ended 7/31/2005) earnings on Tuesday August 23 After Market Close. While the Company has not provided specific guidance for the quarter, SIGM did indicate it expects sequential revenue growth from Q1:06. Street Consensus is revenues of $7.26 million and EPS of $(0.03). We are looking for $7.83 million and $0.00 respectively. Over the past quarter, we believe the gradual ramp up of SIGM`s shipments to UT Starcom has begun for China Telecom and China Netcom IPTV deployments. We further believe there could be sequential growth in sales of digital media adapters by several SIGM`s customers namely Sony, Viewsonic, Sharp and D-Link. Finally, it is our view that some delayed reorders slipped last quarter have been delivered to customers in Q2:06.”

      “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. We could get an update on the availability of SIGM`s next generation chip - EM8634 as well. Over the past two quarters, we believe SIGM has been working with several IPTV OEMs and service providers. We note that IPTV contracts have a longer design cycle than DMA and DVD player products. As such, we could expect to hear several engagements that the Company has been working for the past six months coming to fruition.”

      “We believe customer announcements related to SIGM`s IP Set top box business could be imminent. With the availability of its 8634 chip, we believe SIGM provides the most highly integrated cost efficient chip for IP Set top boxes that includes Microsoft`s IPTV software support in addition to dual HD stream support for MPEG-2, MPEG-4, WMV9 and VC-1 formats. With this chip, we believe SIGM could continue to be a generation ahead of its nearest competitors.”

      “Recent report from market research firm Informa Telcom and Media predicts 2.7 million IPTV subscribers worldwide by the end of 2005 growing to ~25.9 million by the end of 2010. We believe recent announcements from several telcos point toward deployments beginning in later half of CY:05 and into CY:06. In the US, the bill passed by Texas House bypassing the need for operating approvals from local governments is a further indication that SBC`s and Verizon`s efforts toward IPTV rollout is gaining momentum, in our view. We note SIGM is working closely with Scientific Atlanta and Motorola in addition to other STB OEMs namely Samsung, Amino, Wegener and LG Electronics.”

      “We expect IPTV to be one of the major themes at the upcoming IBC conference in Amsterdam. Several headend vendors, set-top providers, chip suppliers, VOD and middleware suppliers would be showcasing their IPTV solutions at this show. In particular, we could witness Cisco`s demonstration of recently acquired Kiss Technology products highlighting Cisco`s interest in being a player in the IPTV revolution. We note Kiss Technology`s products feature a range of SIGM solutions. We further expect major telcos to speak to their respective deployment plans reflecting their ability to compete head-to-head with cable and satellite operators.”

      “The Company has refrained from providing specific guidance in the past and as such, we are not expecting any changes to this practice this time around. However, we believe the Company could provide directional guidance reflecting continued sequential growth. The momentum in IPTV deployments and ramp up of DMA`s and FVDs toward Christmas selling season could enable the Company to post 15-25% sequential revenue growth in Q3:06, in our view. We have modeled for revenues of $9.43 million and EPS of $0.03. Street consensus is at $9.21 million and $0.02 re
      Avatar
      schrieb am 17.08.05 18:07:06
      Beitrag Nr. 198 ()
      das könnte heute der 2. tag werden, an dem sigm größer im plus schliesst....denke die earnings könnten überraschen...:D
      Avatar
      schrieb am 17.08.05 18:40:33
      Beitrag Nr. 199 ()
      :D 9,2$ so hoch standen wir lange nicht....:D
      Avatar
      schrieb am 18.08.05 00:37:31
      Beitrag Nr. 200 ()
      Press Release Source: Sigma Designs, Inc.

      Sigma Designs, Inc. to Hold Second Quarter Conference Call
      Wednesday August 17, 4:45 pm ET

      MILPITAS, Calif.--(BUSINESS WIRE)--Aug. 17, 2005--Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer appliances, announced today that the Company will be discussing second quarter results during a conference call on Tuesday, August 30, 2005, at 5:00 p.m. Eastern time.

      ADVERTISEMENT
      click here
      Participants can dial into the conference call at 800-901-5231 (617-786-2961 for international) using the passcode 53172610. 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 44654396. 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 18.08.05 01:01:01
      Beitrag Nr. 201 ()
      Form 8-K for SIGMA DESIGNS INC

      17-Aug-2005

      Entry into Material Agreement, Financial Obligation Matter, Change in Accountan


      ITEM 1.01. ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT.

      On August 12, 2005, Sigma Designs, Inc. (the Company) entered into a Loan and Security Agreement (the Loan Agreement) with United Commercial Bank (the Bank). The Loan Agreement provides for a maximum borrowing amount of approximately $15.522 million across three credit facilities. The first facility allows the Company to borrow approximately $522,000, has a floating interest rate of the Wall Street Journal Prime Rate plus 0.5% per annum and requires amortized monthly re-payment such that the loan will be fully repaid in February 2008. The second facility allows the Company to borrow up to 80% of its accounts receivable, up to a maximum of $15 million, has a floating interest rate of the Wall Street Journal Prime Rate plus 0.25% per annum and matures in August 2007. The third facility allows the Company to borrow $5,000,000 as long as the Company`s unrestricted cash at the Bank exceeds $10 million and the second facility is fully utilized. The third facility has a floating interest rate of the Wall Street Journal Prime Rate plus 0.25% per annum and matures in August 2007. The total outstanding balances under the second and third facilities cannot exceed $15 million at any one time.

      The Company`s obligations under the Loan Agreement are secured by substantially all of the Company`s assets, including its intellectual property.

      The Company is subject to a number of covenants under the Loan Agreement, pursuant to which, among other things, the Company has agreed that it will not, without the Bank`s prior written consent: (a) sell, lease, or otherwise dispose of, move, relocate, or transfer, whether by sale or otherwise, any of the Company`s assets, provided, however, that the Company may sell inventory in the ordinary course of business consistent with the provisions of the Loan Agreement; (b) change the Company`s name, business structure, or identity, or add any new fictitious name; (c) acquire, merge or consolidate with or into any other business organization; (d) enter into any transaction not in the normal course of the Company`s business as presently conducted; (e) guaranty or otherwise become in any way liable with respect to the obligations of any third party except by endorsement of instruments or items of payment for deposit to the general account of the Company or which are transmitted or turned over to the Bank; (f) make any change in the Company`s financial structure or in any of the Company`s business objectives, purposes, or operations, which could adversely affect the ability of the Company to repay its obligations under the Loan Agreement; (g) incur any debts outside the ordinary course of the Company`s business, except for renewals or extensions of existing debts; (h) make any advance or loan to any other person or entity including those to any officer, director, employee or shareholder or any indebtedness for borrowed money except in the ordinary course of business as presently conducted; (i) prepay any existing indebtedness owing to any third party; (j) suspend or go out of business; (k) make any plant or fixed capital expenditure, or any commitment therefor, or purchase, finance or lease any real or personal property or replacement equipment in any fiscal year, in excess of one hundred thousand dollars ($100,000.00); (l) grant any security interests in or permit a lien, claim or encumbrance upon all or any portion of the Company`s assets, except in favor of or agreed to by the Bank; or (m) transfer or suffer the transfer of effective ownership or control of the Company.

      The events of default under the Loan Agreement include, among other things: (a) payment failures under the Loan Agreement; (b) the Company`s failure to perform, keep or observe any term, provision, condition, covenant, agreement, warranty or representation contained in the Loan Agreement or any notes issued hereunder;
      (c) the material impairment of the prospect of repayment of all or any portion of the obligations owing to the Bank under the Loan Agreement or a material impairment of the value or priority of the Bank`s security interests in the collateral under the Loan Agreement; (d) all or any of the Company`s assets being attached, seized, subjected to a writ or distress warrant, or levied upon;
      (e) an insolvency proceeding being commenced by or against the Company; (f) the Company being enjoined, restrained or in any way prevented by court order from continuing to conduct all or any material part of its business affairs; (g) a notice of lien, levy or assessment being filed of record with respect to any or all of the Company`s material assets by the Unites States of America, or any department, agency or instrumentality thereof, or by any state, county, municipal or other governmental agency, or if any taxes or debts owing at any time following the date the Loan Agreement was entered into to any one or more of such entities becomes a lien, whether chosen or otherwise, upon any or all of the Company`s assets and or the same is not paid on the payment date thereof and such lien, levy or assessment shall not have been discharged by payment in full within thirty (30) days; (h) a judgment or other claim becoming a lien or encumbrance upon any or all of the Company`s assets; (i) the occurrence of a default in any material agreement to which the Company is a party with third parties resulting in a right by such third parties to accelerate the maturity of the Company`s indebtedness; (j) the Company making any payment on account of indebtedness that has been subordinated to the obligations under the Loan Agreement that has not been authorized by the Bank; (k) there being any material or intentional misrepresentation in any warranty or representation made to the Bank by any officer or director of the Company, or the withdrawal or denial of any such warranty or representation by any officer or director of the Company;
      (l) if any party subordinating a claim to those of the Bank or guarantying the obligations under the Loan Agreement, or any part thereof dies, terminates that subordination or guaranty, or becomes the subject of an insolvency proceeding; and (m) the occurrence of any reportable event, which the Bank determines constitutes grounds for the termination of any deferred compensation plan by the Pension Benefit Guaranty Corporation or for the appointment by the appropriate United States District Court of a trustee to administer any such plan, shall have occurred and be continuing thirty (30) days after written notice of such determination shall have been given to the Company by the Bank, or any such plan shall be terminated within the meaning of Title IV of the Employment Retirement Income Security Act (ERISA), or a trustee shall be appointed by the appropriate United States District Court to administer any such plan, or the Pension Benefit Guaranty Corporation shall institute proceedings to terminate any plan and in any such case, the aggregate amount of the Company`s liability to the Pension Benefit Guaranty Corporation under Sections 4062, 4063 or 4064 of ERISA shall exceed five percent (5%) of the Company`s tangible net worth.

      Upon the occurrence of an event of default by the Company under the Loan Agreement, the Bank may, at the Bank`s election, without notice of such election and without demand, among other things, do any one or more of the following: (a) declare all of the Company`s obligations under the Loan Agreement, whether evidenced by the Loan Agreement, by notes, or otherwise, immediately due and payable; (b) cease advancing money or extending credit to or for the benefit of the Company under the Loan Agreement, or any other agreement between the Company and the Bank; (c) terminate the Loan Agreement as to any future liability or obligation of the Bank, but without affecting the Bank`s rights and security interest in the collateral under the Loan Agreement and without affecting the obligations owing by the Company to the Bank; or (d) without notice to or demand upon the Company or any guarantor, make such payments and do such acts as the Bank considers necessary or reasonable to protect the Bank`s security interest in the collateral under the Loan Agreement.



      ITEM 2.03. CREATION OF A DIRECT FINANCIAL OBLIGATION OR AN OBLIGATION UNDER AN OFF-BALANCE SHEET ARRANGEMENT OF A REGISTRANT

      (a)

      The information set forth under Item 1.01 above is incorporated herein by reference.



      ITEM 4.01 CHANGES IN REGISTRANT`S CERTIFYING ACCOUNTANT

      (b)

      On August 12, 2005, the audit committee of the Company`s board of directors approved the engagement of Grant Thornton LLP (Grant Thornton) to serve as the Company`s independent registered public accounting firm for the fiscal year ending January 28, 2006.

      During the Company`s two most recent fiscal years and the subsequent interim period prior to the Company`s engagement of Grant Thornton, the Company did not consult with Grant Thornton with respect to the application of accounting principles to a specified transaction, either completed or proposed, or the type of audit opinion that might be rendered on the Company`s consolidated financial statements, or any other matters or reportable events listed in paragraphs
      (a)(1)(iv) or (a)(1)(v) of Item 304 of Regulation S-K.



      dazu dieser kommentar...;)


      Re: Sigma Designs Signs Loan Pact For $
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/17/05 05:08 pm
      Msg: 85842 of 85844

      As of 1/31/05 SIGM had $19 million in cash and short term investments. As of 4/30/05 this had increased to $20 million. Also keep in mind that they will be receiving several million dollars for their shares in KiSS, which has been bought out by Cisco. SIGM has bank lines of credit available, but they have been using these in a very limited way and have essentially no debt. Obviously they have plenty of cash on hand to run the business. If they decide to borrow a large sum of money it’s clear that this will be done to finance a very large increase in output, which will of course result in a large increase in sales and profits, which is the reason that the stock price is going up.
      Byron
      Avatar
      schrieb am 18.08.05 13:33:05
      Beitrag Nr. 202 ()
      heute wird gerockt!!!

      Press Release Source: Sigma Designs

      Sigma Begins Sampling The Industry`s First Media Processor With Dual High-Definition Decoding of H.264, VC-1 and MPEG-2
      Thursday August 18, 6:30 am ET
      New 64-bit SMP8634 Provides Substantially Increased Performance and Peripheral Support To Meet Market Requirements For High-Definition IPTV and DVD Products

      MILPITAS, Calif.--(BUSINESS WIRE)--Aug. 18, 2005-- Sigma Designs (Nasdaq:SIGM - News), a leader in digital media processing for consumer appliances, today announced that it has begun sampling its new SMP8634 media processor, designed for the latest Internet Protocol Television (IPTV) set-top boxes and high-definition DVD players. 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.

      ADVERTISEMENT
      click here
      "Sigma has worked closely with some of the largest network operators, set-top box manufacturers, and consumer electronics companies to develop a media processor that meets the needs of next generation IPTV services and high-definition DVD players," said Ken Lowe, VP of strategic marketing. "We are proud to be the first company to introduce a chip that matches these new decoding needs, demonstrating our entrenched, technological leadership. In the coming months, our top-tier customer announcements will demonstrate the SMP8634`s market acceptance."

      Next Generation Consumer Products Demand High Performance

      The increasing pervasiveness of digital media, coupled with a fundamental need for entertainment alternatives are paving the way for explosive growth in new types of consumer products and services. Telcos around the world are preparing to launch premium video services, DVD is moving to high definition, and consumers are employing wireless networks to pass this new media anywhere within the home. The common denominators in turning these concepts into commercial realities are advanced compression technologies, and high performance media processors.

      Driving this movement is a transition from the digital media monopoly, held by MPEG-2 for the past 10 years, yielding to a duopoly shared by two new video codecs that provide more than twice the compression efficiency: VC-1, a SMPTE specification based on Microsoft`s Windows Media Video 9 (WMV9), and H.264, a shared specification from ITU and MPEG associations, also known as AVC (advanced video codec) or MPEG-4 part 10. Moving forward, VC-1 and H.264 appear destined to equally share the role as next generation digital media standards.

      The IPTV industry, which is just now showing signs of dramatic growth on a worldwide basis, is rapidly moving toward advanced set-top boxes that support both VC-1 and H.264. For network operators, these advanced codec solutions enable the delivery of high-quality video services, such as high-definition broadcasts and video-on-demand (VOD) over bandwidth limited broadband networks. By deploying set-top boxes that incorporate all codec standards, operators ensure that their investment in customer premise equipment can support future content streams in any major format.

      For future DVD products, the movement to high-definition content and players is just around the corner, in two competing formats - namely HD-DVD and Blu-ray. Both camps have selected the same VC-1 and H.264 codecs, along with MPEG-2, as the basis for encoded content. Furthermore, these new DVD players will call for network connections, enhanced graphics and user interactivity that demands a very powerful media processor.

      Defining A Powerful Media Processor

      Sigma`s SMP8634 media processor integrates a complete complement of next generation capabilities for a system-on-chip (SOC) solution for most consumer products. Key features include:

      * Video decoding of H.264 (MPEG-4 part 10), VC-1 (WMV9), MPEG-2 and MPEG-4 (part 2) with multiple streams, up to the equivalent of two high-definition streams.
      * High performance graphics acceleration with bit-BLT, raster operations, vector font rendering, JPEG decode acceleration and line drawing functions.
      * Audio decoding capability for Dolby Digital, WMA, WMA Pro, AAC, and MPEG audio layers I, II and III (MP3) and other audio standards.
      * Content security management with on-chip secure processor, flash memory, and DRM engines for high speed payload decryption of AES, DES, triple-DES, RC4, CSS, DVB-CSA and Multi-2.
      * Advanced display processing capabilities, including multi-plane architecture with advanced scaling, motion adaptive de-interlacing, and image composition with pixel-based alpha blending and colorimetry and image control features.
      * An array of video output options including HDMI/HDCP digital video, plus analog component and separate NTSC/PAL encoder with analog composite and S-video outputs.
      * Single-chip solution with on-chip CPU, unified memory controller, Ethernet 10/100 controller, dual USB 2.0 controller, IDE controller and general purpose IO.

      To ensure quick time-to-market and engineering convenience, Sigma provides a multimedia library for handling real-time video/audio/graphics, board support packages for Windows CE® and Linux, and sample applications for streaming media, DVD navigation, and hard-disk playback.

      Sigma Designs - Powering The Digital Media Generation

      For more than five years, Sigma Designs has been investing in the development of advanced high-definition media processors to drive the expansion of the digital media consumer market. Based on its advanced hardware architectures and related streaming software technologies, Sigma has established a leadership position in single-chip solutions for IPTV set-top boxes, digital media receivers and advanced DVD players. Taking advantage of this technology, consumer products are being distributed on a worldwide basis by such leading manufacturers as Cisco/KiSS Technology, D-Link, I-O Data, Kenwood, LG Electronics, Samsung, Sharp, Sony and many others.

      Availability

      The SMP8634 media processor will be sold through Sigma`s direct sales force. Samples of the SMP8634 are available immediately. Production availability will begin in November.

      Safe Harbor Statement

      This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments, as well as the expected use of Sigma`s MPEG decoder products. Actual results could vary from those projected in the forward looking statements as a result of various factors, including worldwide economic conditions, changes in the customer`s ability or desire to complete the roll-out, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

      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.
      Contact:

      Sigma Designs, Inc.
      Ken Lowe, 408-957-9850
      kal@sdesigns.com
      Avatar
      schrieb am 18.08.05 14:52:56
      Beitrag Nr. 203 ()
      :laugh::laugh::laugh::laugh: das sind die news auf die ein sigm aktionär gewartet hat!!!und keiner merkts?ich hoffe doch mal, oder?

      leute...ganz in ruhe diese news von heute lesen...mit der gestriegen (verfügbarkeit einer neuen kreditlinie => das geld wird zur produktion der chips benötigt, das heißt es werden dicke fette orders folgen!!!) kombinieren...

      " Sigma has worked closely with some of the largest network operators, set-top box manufacturers, and consumer electronics companies to develop a media processor that meets the needs of next generation IPTV services and high-definition DVD players," said Ken Lowe, VP of strategic marketing. " We are proud to be the first company to introduce a chip that matches these new decoding needs, demonstrating our entrenched, technological leadership. In the coming months, our top-tier customer announcements will demonstrate the SMP8634`s market acceptance."


      na machts klick????:eek::eek::eek::D
      Avatar
      schrieb am 18.08.05 17:39:54
      Beitrag Nr. 204 ()
      It`s starting:
      by: WINTER_CFA 08/18/05 11:07 am
      Msg: 85877 of 85882

      SBC Communications Selects Motorola and Scientific-Atlanta as Set-Top Box Suppliers for SBC U-verse TV

      http://biz.yahoo.com/bw/050818/185391.html?.v=1

      "The set-top boxes will operate the new Microsoft® TV IPTV Edition software. SBC provided a common set of specifications to both vendors to build the set-top boxes."

      "At this time, SBC expects to use Motorola set-top boxes initially when it scales the service, with Scientific-Atlanta set-top boxes soon thereafter."
      Avatar
      schrieb am 18.08.05 20:34:10
      Beitrag Nr. 205 ()
      huhu...leute...wach werden!!!!!das wird die nächste trend-aktie, die bald jeder haben will...wenn ein gewisses momentum drin ist...

      hier nochmal für alle ein ausschnitt aus der heutigen news:

      "In the coming months, our top-tier customer announcements will demonstrate the SMP8634`s market acceptance."


      top-tier customer => das sind die ganz dicken fische von motorola über sony bis microsoft!!!!!!
      Avatar
      schrieb am 19.08.05 01:44:36
      Beitrag Nr. 206 ()
      so...jetzt erstmal der reihe nach...damit jeder die bedeutung erkennt...welche die meldung von sigm für das unternehmen sigma design hat!


      dieses zitat stammt von posting #197...es äussert sich ein analyst von Roth:

      "....We note SIGM is working closely with Scientific Atlanta and Motorola in addition to other STB OEMs namely Samsung, Amino, Wegener and LG Electronics."

      ebenso ein analyst von Baird #195 :

      "He noted that SIGM technology has been designed into SBC’s Project Lightspeed, a deployment that will require SIGM chips in the millions."


      dazu diese meldung:

      SBC Communications vergibt Entwicklungsaufträge an Motorola
      Leser des Artikels: 169

      Die amerikanische Telefongesellschaft SBC Communications Inc. (ISIN US78387G1031/ WKN 868406) hat mehrere Entwicklungsaufträge an die Scientific-Atlanta Inc. (ISIN US8086551046/ WKN 858757) und den amerikanischen Technologiekonzern Motorola Inc. (ISIN US6200761095/ WKN 853936) vergeben.

      Wie der Konzern am Donnerstag bekannt gab, beinhaltet die über die Konzerntochter SBC Services Inc. die Entwicklung von Internet-Protocol (IP)-basierten Set-Top-Boxen welche an Fernsehgeräte angeschlossen werden können.

      Durch die neuen Geräte können Verbraucher künftig über ihre Internetverbindung spezielle Angebote von SBC Communications wie etwa Video-on-Demand, verschiedene Fernsehsender oder interaktive Programme, auf ihren Fernsehgeräten empfangen.

      Finanzielle Einzelheiten der Vereinbarungen wurden nicht bekannt gegeben.

      Die Aktie von SBC Communications notiert aktuell mit einem Minus von 0,66 Prozent bei 24,05 Dollar. Die Aktie von Motorola verliert aktuell 0,63 Prozent auf 20,55 Dollar.


      :eek::eek::eek::eek::eek::eek:

      also...sowohl mit motorola als auch mit atlanta arbeitet sigm zusammen an der entwicklung von settop-boxen. zudem soll die technologie von sigma design im project lightspeed verwendet werden.

      ich glaube nicht das alle wirklich wissen was das project lightspeed wirklich ist...

      daher:

      http://www.sbc.com/gen/press-room?pid=5838

      SBC Companies Plan IP-Based, Fiber-Rich Network for Consumers

      SBC Communications Inc. recently announced its plans — dubbed Project Lightspeed — to enable millions of residential customers to access integrated digital TV, superhigh-speed broadband access, and voice over IP (Internet Protocol) services via a new fiber-rich network.

      die heutige "original"-PR von SBC:

      http://www.sbc.com/gen/press-room?pid=4800&cdvn=news&newsart…


      also...es werden 18 MILLIONEN haushalte angestrebt...die settop-boxen liefern Motorola und Scientific-Atlanta...sigma design liefert die chips für diese...und hat damit den absoluten durchbruch geschafft!!!!!was bei sigma design dabei rausspringt geht in den DREISTELLIGEN:eek::eek::eek: - MILLIONENBEREICH!:D

      die company hat damit einen absoluten coup gelandet...und da der auftrag für dieses major-project gewonnen wurde...wird sigm auch noch in vielen anderen großen projekten vertreten sein...jeweils mit millionen von kunden!

      die aktie hat in den letzten drei tagen schon rund 25% zugelegt...das ist aber erst der anfang....von einer langfristigen enormen kurssteigerung - jede wette!vom potential her...kann sich die aktie ohne zu übertreiben...mindestens verzehnfachen!guckt euch den chart von OMNIVISION TECHNOLOGIES INC an...was da kurstechnisch "ging"...als die digital cameras anfingen zu boomen!

      iptv & hdtv stehen noch vor dem großen boom...die besten chips kommen dabei von sigma design!

      sigma hat in der meldung von heute zudem gesagt das größere verträge bald gemeldet werden!

      also...zählt 1&1 zusammen...und lasst euch diese chance nicht entgehen...die wallstreet ist noch etwas am schlafen...und die breite masse hat die zusammenhänge noch nicht registriert!das wird sich bald ändern!

      gruß amorphis
      Avatar
      schrieb am 19.08.05 02:07:18
      Beitrag Nr. 207 ()
      About SBC
      SBC Communications Inc. is a Fortune 50 company whose subsidiaries, operating under the SBC brand, provide a full range of voice, data, networking, e-business, directory publishing and advertising, and related services to businesses, consumers and other telecommunications providers. SBC holds a 60 percent ownership interest in Cingular Wireless, which serves 51.6 million wireless customers. SBC companies provide high-speed DSL Internet access lines to more American consumers than any other provider and are among the nation`s leading providers of Internet services. SBC companies also offer satellite TV service. Additional information about SBC and SBC products and services is available at www.sbc.com.
      Avatar
      schrieb am 19.08.05 14:22:16
      Beitrag Nr. 208 ()
      SBC Awards
      TV-Box Deals
      To 2 U.S. Firms

      By DIONNE SEARCEY
      Staff Reporter of THE WALL STREET JOURNAL
      August 19, 2005

      SBC Communications Inc. has signed agreements to buy set-top boxes from Motorola Inc. and Scientific-Atlanta Inc. for a new Internet-based television service.

      The value of the contracts, which run through 2008, wasn`t disclosed. But SBC says the boxes are part of a budgeted $1 billion it expects to spend on television-related equipment over three years. Similar boxes can cost around $375 a unit, analysts say.

      SBC`s cable-box business was highly sought after because the San Antonio telephone company plans to offer television over the Internet to as many as 18 million homes by the first half of 2008. The U.S. set-top-box industry, estimated at about $5 billion now, has big growth potential as more phone companies consider offering video over the Internet and as technologies advance for digital video recording and high-definition television.

      SBC will launch its television service at the end of this year or the beginning of 2006 with set-top boxes made by France`s Thomson SA. By mid-2006, SBC is expected to replace those boxes, beginning with the Motorola boxes and adding the Scientific-Atlanta boxes soon after. SBC hasn`t said whether it would charge subscribers for the equipment.

      Both Motorola and Scientific-Atlanta will get equal orders under the contracts, but the majority of the business eventually will go to the company that provides the best quality box at the most competitive price, SBC officials said. The agreements allow the companies to sell the box models to other carriers with SBC`s permission.

      SBC and other phone companies are racing to get video to customers, banking that television service will help them compete with cable companies, which have started offering calling service. Verizon Communications Inc. plans to run television service over high-tech fiber it is stringing to homes.

      "This is a huge milestone for us," said Jeff Weber, SBC`s vice president for product and strategy. Executives from Scientific-Atlanta and Motorola said in a statement they were pleased to develop what they consider to be ground-breaking technology for SBC.

      SBC`s Internet-TV boxes will be smaller than a typical cable box. Cable boxes need to be big enough to store all channel programming at once, but because Internet-based boxes stream only one channel at a time, they don`t need the extra space.

      The boxes made by both Motorola and Scientific-Atlanta have digital video-recording functions and will allow subscribers to access programming stored on a single set-top box from any TV in the house. Customers can program the DVR from a computer or wireless phone.

      Write to Dionne Searcey at dionne.searcey@wsj.com
      Avatar
      schrieb am 19.08.05 15:49:18
      Beitrag Nr. 209 ()
      Harry Boxer (thetechtrader.com)

      Harry says "KEY breakout has occurred over 8.95 price & trendline resistance & with increasing volume! Minor resistance ahead near $9.90-10 & then 11-11.25 before a test of the MAJOR long term double top in the 12.50-.75 zone can be tested & probably taken out!Targets 14-15 short term,18-19 intermediate term 25-30 zone longer term!
      Avatar
      schrieb am 19.08.05 18:05:36
      Beitrag Nr. 210 ()
      EE Times: Latest News
      Sigma Designs launches processor for IPTV


      Peter Clarke



      LONDON — Media processor chip vendor Sigma Designs Inc. has begun sampling media processor, designed for the latest Internet Protocol Television (IPTV) set-top boxes and high-definition DVD players, the company said Thursday (Aug. 18).
      The SMP8634 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, Sigma Designs (Milpitas, Calif.) claimed.

      MPEG-2 is yielding to a duopoly shared by two video codecs that provide more than twice the compression efficiency: VC-1, a SMPTE specification based on Microsoft`s Windows Media Video 9 (WMV9), and H.264, a shared specification from ITU and MPEG associations, also known as AVC (advanced video codec) or MPEG-4 part 10, the company commented. The IPTV industry is moving towards set-top boxes that support both VC-1 and H.264.

      The SMP8634 chip includes extensive audio decoding capability including: Dolby Digital, WMA, WMA Pro, AAC, and MPEG audio layers I, II and III (MP3) and other audio standards.

      The chip also supports content security management with on-chip secure processor, flash memory, and DRM engines for high speed payload decryption of AES, DES, triple-DES, RC4, CSS, DVB-CSA and Multi-2.

      Sigma Designs settled a law-suit with the Motion Picture Association of America, a group that represents Hollywood`s seven major studios, over DVD copy protection in November 2004 (see May 9 story).

      The chip includes a processor core, unified memory controller, Ethernet 10/100 controller, dual USB 2.0 controller, IDE controller and general purpose I/O. Sigma Designs did not disclose whether the processor was licensed from a third party or developed internally.





      http://www.eet.com/news/latest/showArticle.jhtml;jsessionid=… KHA?articleID=169400517
      Avatar
      schrieb am 19.08.05 18:49:04
      Beitrag Nr. 211 ()
      Aug. 18, 2005

      Sigma Designs is sampling a media processor chip for IPTV set-top boxes and high-definition DVD players. The SMP8634 supports Linux, and is claimed to be the first system-on-chip processor to support multi-stream decoding of any format, including up to two simultaneous high-definition streams, along with full-screen graphics.

      About a year and a half ago, Sigma claimed to be the marketshare leader in IP set-top box and high-definition DVD chips, having shipped "about a million" DVD/IP-STB SoCs (system-on-chips) designed to run its custom uClinux distribution.

      According to Sigma, the SMP8634 integrates a complete complement of next generation capabilities suitable for most consumer products. Key features include:
      Video decoding of H.264 (MPEG-4 part 10), VC-1 (WMV9), MPEG-2 and MPEG-4 (part 2) with multiple streams, up to the equivalent of two high-definition streams.


      High performance graphics acceleration with bit-BLT, raster operations, vector font rendering, JPEG decode acceleration and line drawing functions.


      Audio decoding capability for Dolby Digital, WMA, WMA Pro, AAC, and MPEG audio layers I, II and III (MP3) and other audio standards.


      Content security management with on-chip secure processor, flash memory, and DRM engines for high speed payload decryption of AES, DES, triple-DES, RC4, CSS, DVB-CSA and Multi-2.


      Advanced display processing capabilities, including multi-plane architecture with advanced scaling, motion adaptive de-interlacing, and image composition with pixel-based alpha blending and colorimetry and image control features.


      An array of video output options including HDMI/HDCP digital video, plus analog component and separate NTSC/PAL encoder with analog composite and S-video outputs.


      Single-chip solution with on-chip CPU, unified memory controller, Ethernet 10/100 controller, dual USB 2.0 controller, IDE controller and general purpose IO.
      Sigma says it supports the SMP8634 with a multimedia software library for handling real-time video/audio/graphics, board support packages for Linux and Windows CE, and sample applications for streaming media, DVD navigation, and hard-disk playback.

      Sigma contends that the IPTV industry is rapidly moving toward advanced set-top boxes that support both VC-1 and H.264, two new video codec standards that provide more than twice the compression efficiency of the venerable MPEG-2. These advanced codecs enable network operators to deliver high-quality video services, such as high-definition broadcasts and video-on-demand (VOD) over bandwidth limited broadband networks.

      Samples of the SMP8634 are available immediately. Production availability is expected to begin in November, acording to Sigma.

      http://www.linuxdevices.com/news/NS5295862125.html
      Avatar
      schrieb am 19.08.05 21:25:45
      Beitrag Nr. 212 ()
      Hi amorphis,

      Du suchst ja ziemlich viele Infos zusammen.:)

      hm..da hätte man genügend Gelegenheit zum Nachkaufen gehabt in den letzten Monaten, naja wenigstens hab ich nicht verkauft.

      Heute noch 10 Dollar? ;)
      Avatar
      schrieb am 19.08.05 21:48:33
      Beitrag Nr. 213 ()
      das hätte man...und ich habe mein bestes gegeben...das das nicht an allen hier vorüberzieht!

      ja viele infos...da hast du recht...aber ohne diese...könnte ich eine position die mehr als 30% derzeit ausmacht nicht rechtfertigen...das geht nur wenn man die ganze zeit am ball ist...;)

      trotzdem...die masse ist längst nicht drin...ich vergebe weiterhin ein strong buy...wenn nicht jetzt...wann dann?

      in #206 habe ich dargestellt was ich erwarte...und was in den nächsten monaten/jahren möglich ist!

      heute 10...nein...glaube nicht...mit der marke wird heute schon zu lang gekämpft!nächste woche...JA!viel hängt in der nächsten wochen auf kurzer sicht vom vermeldeten ergebnis ab...eigentlich sind die erwartungen relativ unten...sollte ein letztes schwaches quartal vermeldet werden...ist sicher nochmal ein schwacher tag dabei!das wäre aber nicht schlimm...die wichtigen aufträge werden in den nächsten wochen und monaten folgen!

      das ist der wichtige satz der gestriegen news:


      " Sigma has worked closely with some of the largest network operators, set-top box manufacturers, and consumer electronics companies to develop a media processor that meets the needs of next generation IPTV services and high-definition DVD players," said Ken Lowe, VP of strategic marketing. " We are proud to be the first company to introduce a chip that matches these new decoding needs, demonstrating our entrenched, technological leadership. In the coming months, our top-tier customer announcements will demonstrate the SMP8634`s market acceptance."


      also...abwarten was nächste woche kommt...bei schwäche einsammeln...ansonsten...position je nach gewünschter gewichtung ausrichten!denke wir sind auf einem sehr sehr guten weg!:)
      Avatar
      schrieb am 20.08.05 17:45:08
      Beitrag Nr. 214 ()
      Avatar
      schrieb am 21.08.05 11:38:35
      Beitrag Nr. 215 ()
      Roth analyst Jay Srivatsa, who has a $15 price target on SIGM, is out with a new report on the company this morning entitled “SIGM - Q2:06 Earnings Preview - Well positioned for 2H:CY05 IPTV Ramp”. According to Srivatsa, “SIGM reports Q2:06 (quarter ended 7/31/2005) earnings on Tuesday August 23 After Market Close. While the Company has not provided specific guidance for the quarter, SIGM did indicate it expects sequential revenue growth from Q1:06. Street Consensus is revenues of $7.26 million and EPS of $(0.03). We are looking for $7.83 million and $0.00 respectively. Over the past quarter, we believe the gradual ramp up of SIGM`s shipments to UT Starcom has begun for China Telecom and China Netcom IPTV deployments. We further believe there could be sequential growth in sales of digital media adapters by several SIGM`s customers namely Sony, Viewsonic, Sharp and D-Link. Finally, it is our view that some delayed reorders slipped last quarter have been delivered to customers in Q2:06.”

      “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. We could get an update on the availability of SIGM`s next generation chip - EM8634 as well. Over the past two quarters, we believe SIGM has been working with several IPTV OEMs and service providers. We note that IPTV contracts have a longer design cycle than DMA and DVD player products. As such, we could expect to hear several engagements that the Company has been working for the past six months coming to fruition.”

      “We believe customer announcements related to SIGM`s IP Set top box business could be imminent. With the availability of its 8634 chip, we believe SIGM provides the most highly integrated cost efficient chip for IP Set top boxes that includes Microsoft`s IPTV software support in addition to dual HD stream support for MPEG-2, MPEG-4, WMV9 and VC-1 formats. With this chip, we believe SIGM could continue to be a generation ahead of its nearest competitors.”

      “Recent report from market research firm Informa Telcom and Media predicts 2.7 million IPTV subscribers worldwide by the end of 2005 growing to ~25.9 million by the end of 2010. We believe recent announcements from several telcos point toward deployments beginning in later half of CY:05 and into CY:06. In the US, the bill passed by Texas House bypassing the need for operating approvals from local governments is a further indication that SBC`s and Verizon`s efforts toward IPTV rollout is gaining momentum, in our view. We note SIGM is working closely with Scientific Atlanta and Motorola in addition to other STB OEMs namely Samsung, Amino, Wegener and LG Electronics.”

      “We expect IPTV to be one of the major themes at the upcoming IBC conference in Amsterdam. Several headend vendors, set-top providers, chip suppliers, VOD and middleware suppliers would be showcasing their IPTV solutions at this show. In particular, we could witness Cisco`s demonstration of recently acquired Kiss Technology products highlighting Cisco`s interest in being a player in the IPTV revolution. We note Kiss Technology`s products feature a range of SIGM solutions. We further expect major telcos to speak to their respective deployment plans reflecting their ability to compete head-to-head with cable and satellite operators.”

      “The Company has refrained from providing specific guidance in the past and as such, we are not expecting any changes to this practice this time around. However, we believe the Company could provide directional guidance reflecting continued sequential growth. The momentum in IPTV deployments and ramp up of DMA`s and FVDs toward Christmas selling season could enable the Company to post 15-25% sequential revenue growth in Q3:06, in our view. We have modeled for revenues of $9.43 million and EPS of $0.03. Street consensus is at $9.21 million and $0.02 re
      Avatar
      schrieb am 21.08.05 11:39:58
      Beitrag Nr. 216 ()
      Latest news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/20/05 09:51 pm
      Msg: 85932 of 85934

      Roth analyst Jay Srivatsa, who has a $15 price targe on SIGM, is out with a new report on the stock. The following is from Srivatsa’s report.

      * The SMP8634 chip decodes H.264 (AVC), VC-1 and MPEG-2 and supports multi-stream decoding of any format, up to the equivalent of two simultaneous high-definition streams, along with full-screen graphics. We believe this chip puts SIGM at least one generation ahead of the competition.
      * This chip is currently sampling with production availablility in November. Over the next couple of weeks and during the Company`s earnings call on Aug 30, we could expect customer announcements related to the SMP8634. With several top tier OEMs namely Cisco, Sharp, Sony, LG Electronics and D-Link among others as customers, we believe SIGM is well positioned to take advantage of the impending growth in IPTV, HDTV and HD-DVD markets.
      * The Company entered into a Loan Agreement that provides for a maximum borrowing amount of approximately $15.522 million across three credit facilities. With $19 million in cash and no debt, we believe these credit lines are further evidence that the Company is preparing themselves for a massive ramp in IPTV going into 2H:05 and CY:06.
      Avatar
      schrieb am 21.08.05 11:42:17
      Beitrag Nr. 217 ()
      More news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/20/05 09:59 pm
      Msg: 85933 of 85934

      Tristan Gerra, the Baird analyst that, like Roth, has a $15 price target on the stock, is out with a new report. The following is from Gerra’s report.

      SBC Communications announced yesterday it has chosen Scientific-Atlanta and Motorola to deliver next-generation video-on-demand and IP TV services as part of SBC`s Project Lightspeed. The set-top boxes will operate Microsoft`s TV IP TV Edition software. SBC is planning on an initial rollout late 2005 or early 2006 using Motorola set-top boxes, with a more broadbased rollout beginning mid-2006 featuring DVR and HD capabilities using both Scientific Atlanta and Motorola`s set-top boxes.

      Sigma`s Win At SFA And MOT Set-Top Boxes.
      We continue to believe that Sigma Designs` advanced H.264/VC-1 SMP8634 decoder is designed in both SFA and Motorola set-top boxes, and we believe these wins could be announced soon. We expect a meaningful revenue ramp for Sigma Designs in the first half of calendar 2006, specifically in association with the introduction of Project Lightspeed`s high-definition capabilities.

      The SMP8634, The Only Decoder Optimized To Run With Microsoft`s IPTV Software.
      Importantly, we believe that Sigma`s SMP8634 is the only decoder optimized to run with Microsoft`s IPTV software. The Microsoft interface supports VC-1 decoding, which is part of Sigma Design`s chip and should be a technology central to the deployment of video-on-demand services. The SMP8634 supports other features of Microsoft`s IPTV software including multiple streaming including two at high-definition, and multiple DRM engines. The fact that the Motorola and Scientific-Atlanta set-top boxes will operate Microsoft`s TV IPTV Edition software is a positive for Sigma beyond the first rollout wave in our view, given the strong relationship between the two companies. This has been and remains a major hurdle for Sigma Designs` competitors, in our view.
      Avatar
      schrieb am 21.08.05 11:46:16
      Beitrag Nr. 218 ()
      More news part 2
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/20/05 10:00 pm
      Msg: 85934 of 85934

      Second-Half Drivers Include DMAs, IPTVs, And DTVs.
      In the second half of this year, catalysts for Sigma include digital media adapters, IP TV trial deployments in Europe and in Asia, and ramp into digital TVs. We also expect tier-one OEMs to showcase high-definition DVD players at next CES featuring Sigma`s advanced decoders.

      SBC`s announcement, combined with Sigma`s announcement yesterday that its SMP8634 advanced decoder is currently sampling and is slated for volume production in November of this year, should provide investors with a more concrete timetable for Sigma`s participation in the deployment of IPTV services worldwide and in SBC`s Project Lightspeed. We are reiterating our $15 price target and our Outperform rating on SIGM shares.

      IP TV More Than Just TV Over The Internet: The Era Of Interactive TV.
      IP TV offers limitless channels with no bandwidth limitations, interactive applications, and personalized guides/options. Unlike cable and satellite, an IP set-top box plugs into a home digital network, enabling the management of video content on the PC, TV, and across multi-room personal video recorders (PVRs.) With IP TV, interactive guides and navigation can be personalized to different users, similar to profiles on Windows XP, with search functions enabling customers to locate the content they want to watch. IPTV services will also offer integrated services including gaming, caller ID on set-top boxes, on-screen notification, TV-based email, address books, billing, video surveillance, customer services, as well as features enabling consumers to integrate their own video and audio content.

      We believe the IP TV infrastructure is now largely in place. Costs of streaming, storing, and accessing content have come down. A 2004 Parks Associates study showed that 65% of respondents would switch to IPTV if it saved them money, with the option of purchasing TV channels "a la carte" a second reason for switching. Globally, there were 1.9 million IPTV viewers in 2004, growing to 25 million viewers by 2008, per industry estimates.

      Sigma Designs, Pioneer And Leader Into The IPTV Market.
      Sigma Designs currently has a leading market share position (above 50%) in the rapidly-growing IP set-top box market worldwide. We believe the company, as a pioneer and leader in IP TV services, is very well positioned to benefit from the pending deployment of HD IPTV services. While competition from Broadcom and STMicroelectronics should materialize starting in the second-half of 2006, in our view, we believe that the market size opportunity of IP TV, combined with Sigma`s world-class video engineering team and first-entrant status on the market, should enable the company to sustain strong growth beyond 2006 as it retains a significant market share of the market.
      Avatar
      schrieb am 21.08.05 12:51:52
      Beitrag Nr. 219 ()
      [posting]17.631.218 von amorphis am 21.08.05 11:46:16[/posting]Weiter so;)

      Wollte mir Freitig mal 700 als Startposition holen,
      hatte aber das Limit zu knapp gesetzt. Muß mich mal
      noch tiefer einlesen, es gibt im Moment einfach zu
      viele spannende Werte, die einen fordern...:D
      Avatar
      schrieb am 21.08.05 13:13:09
      Beitrag Nr. 220 ()
      ja glück...arbeite dich mal in sigm ein...;) sollte sich lohnen...
      Avatar
      schrieb am 21.08.05 21:27:42
      Beitrag Nr. 221 ()
      mir hat es schon Glück gebracht, danke amorphis,und ich war im Urlaub und als ich dann wiederkam, welch ein schönes Plus...sehe zwar charttechnisch ein gap doch das sollte nicht das ende der Fahnenstange sein
      Avatar
      schrieb am 21.08.05 22:06:30
      Beitrag Nr. 222 ()
      :eek: es gibt sie also doch noch...die sigm aktionäre...:laugh: wetten... spätestens im nächsten jahr...liegt die beteiligung hier wesentlich höher...:D
      Avatar
      schrieb am 22.08.05 16:32:06
      Beitrag Nr. 223 ()
      wer wirklich vor hat...sigm ins depot zu packen...heute könnte ein guter zeitpunkt dafür sein...
      Avatar
      schrieb am 22.08.05 17:16:41
      Beitrag Nr. 224 ()
      For Long Only
      by: gw1177
      Long-Term Sentiment: Strong Buy 08/22/05 11:10 am
      Msg: 85941 of 85941

      JMHO.....
      1. The SBC case: Thinks about why SBC choose 2 platform (Sigm & STMicro) for their STB., for such huge project, I don`t believe SBC will take the risk to put all egges in one basket, not matter who is the big winner , the percentage will likely 50/50 or 30/70, the 2 comapmy size are quite different, 30% for Sigma is a larger figure than 70% for ST Micro. we will see the result and more clear picture the end of this year.

      2. looking back to last decade, the computer field is going to the limit. From Intel CPU286, 386,486,586....., then Pentium 3, 4, 5, XP2000 etc.we can tell that Intel and Microsoft lunch their new products period are much longer than before, the sign tell us, the growing cannot keep going without slow down unless they find the new trend of market needed. Recently, the most successful product we can see is i-Pod from Apple computer. this is just the beginning to show the way that market are demand.

      3. Why Cisco bought the Kiss ? look very strange deal, right? Many Telco are planning let the IP Set top box enter into their subscriber`s home. it is only 2 way, via Cable or ADSL. The home digital media center will going to grow soon. what is the Cisco`s position, they need to integrade their core tech with media center become "Home media and communication center", The big company look long, they spent small money only for preparing future product. The Telco should worry, if they think they can take the money from our pocket simply jsut we talk on the phone, then look at "SKYPE", you know what kind of affect to them.

      4. It is clear, the future products are: a. Mobility( PMP), b. Internet ( Application on PC basis), c.Home digital intertainment IPTV, HDTV), d.VOIP. Sigma is almost in there. no matter is Tran`s vision or by chance. Sigma is dedicated in these for so many years, now is the time for harvest. No metter you believe or not, time will tell us who is right and who is wrong. With Sigma Em-8634, the most powerful SOC, once approved by large account, the sales will take off soon.

      Be patient all dear long, after long waiting, the test of result will more sweety!!! I AM LOOKING FOR $25 SOON AND $38 3Q06. Don`t miss the train......
      Avatar
      schrieb am 22.08.05 19:06:20
      Beitrag Nr. 225 ()
      "Sigma`s Win At SFA And MOT Set-Top Boxes.
      We continue to believe that Sigma Designs` advanced H.264/VC-1 SMP8634 decoder is designed in both SFA and Motorola set-top boxes, and we believe these wins could be announced soon." - Tristan Gerra
      Avatar
      schrieb am 22.08.05 19:20:48
      Beitrag Nr. 226 ()
      heute ist der 1. tag nach einer starken woche...nachdem sigm konsolidiert!das war und ist nötig für weitere kursgewinne!heute ist ein perfekter tag um sigm zu kaufen!
      Avatar
      schrieb am 22.08.05 19:50:11
      Beitrag Nr. 227 ()
      Re: Gerra’s report
      by: gmi1982 08/22/05 01:41 pm
      Msg: 85945 of 85945

      DVD, you point out the great paradox. SFA has a strong history with ST, and so ST has tremendous leverage in the cost/availability of current generation products. But look at the landscape. BRCM is the supplier of all the cable physical layer chips for SFA. What happens now when BRCM wants a piece of the STB pie as well? Yup, more confusion and difficulty in supplier management.

      The KEY question is HOW MUCH better is Sigma`s product, particularly as it pertains to MSTV. It doesn`t look like BRCM is a player in this or the next generation rollout. ST is not going to get deployed until Phase 3 (late 2006). What does that tell you? Sigma will already have worked out any/all field deployment issues before ST sees volume shipment #1.

      I`ll give you a good example. Look at Verizon`s DSL service. They went out the door originally with Westell (TI based). Many other boxes got qualified but Westell continues to enjoy the majority share of shipments. And guess why? Verizon is happy with them - solid product, lowering costs over time, with great support.

      Let`s see how it goes with SFA and ST. I`d NEVER ever bet a company will maintain a partnership based on previous supplier relationships. That`s a recipe for losing customers.

      Warm regards,
      Avatar
      schrieb am 23.08.05 12:20:30
      Beitrag Nr. 228 ()
      So ich hab mir in den letzten 3 Stunden einmal den ganzen Thread durchgelesen, von Anfang bis Ende! :eek:

      Ist wirklich ein interessanter Wert. Wenn ich wieder etwas Cash habe, und charttechnisch sich eine günstige Situation ergibt lege ich mir mal ein paar Stücke zu. ;)

      Allerdings auf keinen Fall vor den Zahlen am 30.08. Sicher ist sicher!


      @amorphis: Super Arbeit hier + Du hast Post! ;)
      Avatar
      schrieb am 23.08.05 15:31:46
      Beitrag Nr. 229 ()
      SIGM is currently working with Sony on HD DVD products, and I think there is a lot of opportunity there for SIGM. The Tuesday edition of Investor’s Business Daily has extensive coverage of what Sony is doing in the HD DVD space. Quoting from Investor’s Business Daily:

      Sony is counting on its Blu-ray Disc format to help it regain its status as a technology innovator and leader. The company has placed a big bet on Blu-ray Disc by including its high-definition optical disc Blu-ray format in its upcoming PlayStation 3 video game console. It hopes the PS3, the follow-up to its market-leading PS2 console, will be a Trojan horse that gets Blu-ray Disc into more homes faster than rival Toshiba`s HD DVD format. The fact that PS3 will be able to play high-definition Blu-ray Discs, in addition to standard definition DVDs, will be a big selling point for the game device. Sony`s main rival in game consoles, Microsoft, (MSFT) will be out perhaps six months earlier with its new console, the Xbox 360. But it will include only a progressive-scan DVD player, not a high-def DVD player. Sony plans to use its extensive video library from its movie and TV unit to flood the market with content on Blu-ray Disc. That library includes "Spider-Man 2" and the James Bond series. Besides the PS3, Sony will push Blu-ray Disc players and recorders in set-top boxes and personal computers. It also stands to reap millions of dollars in licensing fees from other companies that use its BD technology.

      "Maybe there will be hundreds of thousands of HD DVD players three months into sales, but there`s no denying there will be millions of PS3s three months into sales," said Richard Doherty, an analyst with the Envisioneering Group. That Blu-ray Disc players` installed base, which could be 10 million units in the first year, will attract movie studios, Doherty says.
      Avatar
      schrieb am 23.08.05 20:58:55
      Beitrag Nr. 230 ()
      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.
      Avatar
      schrieb am 23.08.05 21:00:00
      Beitrag Nr. 231 ()
      Re: Sony Blu-ray vs Baird Report
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 08/23/05 10:58 am
      Msg: 85955 of 85958

      The Baird report did not spend much time on anything other than IPTV, but their revenue projections must include all 5 markets in which Sigma participates. As far as a projected price for Sigma in 2007, I believe that IF sales do reach $80 million next year (Jan `07) and are then projected to reach $140 million in the following year, the stock should reach $35ish. As Winter commented, the market will anticipate the revenues and the stock will reach that level prior to the actual CC revealing past sales and earnings.
      Avatar
      schrieb am 23.08.05 21:01:24
      Beitrag Nr. 232 ()
      Latest on the DVD format war
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/23/05 11:53 am
      Msg: 85958 of 85958

      Posted on Tue, Aug. 23, 2005
      Sony and Toshiba fail to agree on unified format for next-generation DVD

      TOKYO (AP) - Japanese electronics giants Sony and Toshiba have failed to agree on a unified format for next-generation DVDs, according to a newspaper report Tuesday.

      Talks have been suspended indefinitely between a group of companies led by Sony Corp., which supports the Blu-ray format, and the Toshiba Corp.-led bloc, which backs the HD DVD format, Japan`s Yomiuri newspaper reported.

      Spokesmen from both firms refused to verify the report, each saying they have not ruled out the possibility of further talks. However, both said that the development of products containing their respective DVD formats was already underway.

      ``Next-generation optical disks that are robust enough to stay relevant for more than 10 years are required to take advantage of high-definition video and high-quality audio, and the 0.1 mm (Blu-ray) disk structure is advantageous in this regard,`` said Taro Takamine, a Sony spokesman.

      Sony`s Blu-ray disks have a more sophisticated format and play back 25 GB of data compared with HD DVD`s 15, but are more expensive to produce.

      The two blocs developed their DVD formats separately, but growing concern about confusion among consumers over the different formats prompted Sony and Toshiba to start negotiations on a unified format earlier this year.

      Takamine said while Sony remains open to discussion with the Toshiba bloc, the firm`s goal is to agree on a single -- not unified, or jointly developed -- format.

      ``We have no intention on settling on a compromised format that only plays back 20 GB, for example,`` Takamine said.

      Toshiba spokesman Junko Furuta also acknowledged that a unified format did not look likely for the time being.

      ``We have doubts as to whether the Blu-ray format is a viable technology in terms of production cost,`` she said. ``We`re also not convinced that consumers would need to store so much data on disks, especially now that internal harddrives are more popular.``

      Furuta also said the more sophisticated Blu-ray disks would be harder to adopt for use in laptop computers, as well as in car navigation systems, also popular in Japan.

      Both sides are already developing products that feature the respective DVD formats. Toshiba plans to roll out HD DVD players by the end of this year, while Sony`s popular game console PlayStation 3, which will play Blu-ray disks, is due out in spring 2006.

      Major entertainment companies are also split in their support of the two formats. Walt Disney and 20th Century Fox support the Blu-ray format, while Toshiba has won the backing of companies like Warner Brothers and Universal Pictures.
      *****************************************************

      It would be better for SIGM if these people could get together on a
      unified format. However, products using both formats are moving into production, so that’s positive for SIGM.
      Byron
      Avatar
      schrieb am 24.08.05 21:07:22
      Beitrag Nr. 233 ()
      Of high interest:
      by: WINTER_CFA 08/24/05 02:32 pm
      Msg: 85965 of 85965

      "Coming Attraction: Intel(R) Viiv(TM) Technology"

      http://biz.yahoo.com/bw/050824/245385.html?.v=1

      "Working together with a variety of Intel-verified consumer electronics devices, online services and software -- including movies, music, photos and games -- Intel Viiv (rhymes with "five") technology, disclosed for the first time at the Intel Developer Forum today, will help usher in a new era of entertainment choices for consumers."

      "Intel worked with the PC, CE and content industries to set interoperability specifications so that consumers can easily move a variety of online media from room to room and between various devices in the home network."


      "Intel Technology Redefining Home Entertainment"

      http://biz.yahoo.com/bw/050824/245282.html?.v=1

      "Intel continues to work closely with industry groups and alliances such as the Digital Living Network Alliance"

      "Intel is also working with the industry to deliver a common display interface to allow consumers to view commercial content and high definition video in a consistent manner. The company believes a unified display interface is key to a better experience in any digital home layout."


      http://www.theregister.co.uk/2005/08/24/intel_announces_viiv…

      "The platform was fomerly known as `East Fork`"


      Thus we return to this comment made by SIGM at the FBR Conf back in June:

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=83718

      "The slide reviewing SIGM’s digital media adapter (DMA) business listed market opportunities as being created by several events. First, prior difficulties associated with installing and using many of these boxes are expected to end soon as most become universal plug and play devices. Second, the addition of big-name marketing in the 2H of this year is going to add market education to the above factor."



      FYI - "East Fork" was scheduled to debut in 2H05 when the above comment was made, but was subsequently rescheduled to 1Q06. Also, the bulk of video-related DLNA devices shown at CES were powered by SIGM chips.
      Avatar
      schrieb am 25.08.05 05:19:57
      Beitrag Nr. 234 ()
      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...


      :eek::eek::eek::eek::eek::eek::eek::D:D:D:D:D
      Avatar
      schrieb am 25.08.05 19:41:59
      Beitrag Nr. 235 ()
      ConFocus News
      by: heyanyonehome 08/25/05 01:30 pm
      Msg: 85979 of 85979

      ConFocus, Coaxsys to Produce TVnet-Ready IP Set-Top Boxes

      New STB Software to Enable IPTV and IP Device Networking Over Coaxial Cable

      http://biz.yahoo.com/iw/050825/093816.html

      Note: ConFocus is a Sigma partner.
      Avatar
      schrieb am 25.08.05 19:58:40
      Beitrag Nr. 236 ()
      die 10$ marke dürfte heute geknackt werden...das dürfte dann erstmal nen schönen schub geben...;)

      LAST MATCH
      Price 9.9800
      Time 13:57:13.406

      TODAY`S ACTIVITY
      Orders 1,164
      Volume 32,986
      Avatar
      schrieb am 25.08.05 22:53:35
      Beitrag Nr. 237 ()
      Hey amorphis !

      Tageshigh waren genau 10 Dollar, aber ein paar Mal wieder nach unten abgeprallt.

      Auf jeden Fall bin ich jetzt froh, dass bei Sigma seit letzter Woche wieder Bewegung reingekommen ist. :)
      werd mal bisschen Deine Artikel lesen...

      und falls sie weiter steigen, dann kann ich ja meine alte Realmagic-MPEG2-Dekoderkarte von Sigma Designs an die Wand hängen. Die war im Jahr 2000 mein erster DVD-Player im alten Pentium133 u. das lief recht gut.
      Avatar
      schrieb am 25.08.05 23:06:56
      Beitrag Nr. 238 ()
      hola...:)

      kann dir nichts versprechen...aber ich sehe sigm als kommenden highflyer...mir macht es nichts das bis dato die masse nicht drin ist...bei mir hat sich auf jeden fall durch all die kleinen einzelnen meldungen und stories ein sehr, sehr positives bild entwickelt....spätestens 2006 sollte das große sigma jahr einsetzen...nur der kurs wird schon vorher anziehen....die news werden kommen...bin mir sicher!
      Avatar
      schrieb am 25.08.05 23:34:58
      Beitrag Nr. 239 ()
      Avatar
      schrieb am 25.08.05 23:41:15
      Beitrag Nr. 240 ()
      Short Interest

      # of shares short:
      August 15 - 2,634,945
      July 15 - 2,764,221
      Avatar
      schrieb am 26.08.05 15:54:54
      Beitrag Nr. 241 ()
      http://www.nasdaqtrader.com/asp/short_interest_resp.asp?symb…

      der link zum short interest...:D 11,22 tage zu covern...huh...wenn die alle zurückkaufen...hm...gibt nen fetten short-squeeze....:D
      Avatar
      schrieb am 26.08.05 16:14:45
      Beitrag Nr. 242 ()
      http://biz.yahoo.com/prnews/050826/laf010.html?.v=25

      ein heute veröffentlichtes interview mit dem CEO von sigm....anhören ist pflicht....;)
      Avatar
      schrieb am 26.08.05 16:17:53
      Beitrag Nr. 243 ()
      spart euch das hören...und vertraut auf byron...;)

      Wall St. Net inteview
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/26/05 10:14 am
      Msg: 85994 of 85994

      Ken Lowe makes the following points:
      SIGM’s new 8634 chip is now the industry flagship media processor. This chip has pulled together all the essential capabilities that will be needed in the next generation of consumer video products. For example, this chip has very good content security features. SIGM’s competitors don’t yet have this. Mr. Lowe described this chip as a “tremendous technological milestone”. SIGM has many customers now designing products around this chip. Revenues from the 8634 will start to ramp up in the first half of 2006.

      According to Mr. Lowe, major announcements are imminent regarding SIGM wins in the IPTV, HD DVD, and Blu Ray areas.

      SIGM has been having a lot of success in Asia and Europe and they are now gaining traction with North American customers.

      SIGM will be announcing new products.

      In summary, SIGM isn’t a niche player anymore. They are now moving into mainstream markets in which their sales can be much larger than in the niche markets that they used to be in.
      Avatar
      schrieb am 26.08.05 17:14:05
      Beitrag Nr. 244 ()
      Re: Wall St. Net inteview
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/26/05 10:45 am
      Msg: 85996 of 85996

      The Consumer Electronics Show, January 5-8 in Las Vegas, will be a key moment for SIGM, with many new products and customers being announced for the 8634 chip. May 31, 2006 will be another key moment, as SIGM’s market cap on that date results in the company being added to the Russell 2000 small cap index. This will result in buying by index funds in June and will also attract interest from other institutional investors. I expect SIGM to hit $20 some time between January 5 and June 30.
      Byron
      Avatar
      schrieb am 26.08.05 19:42:31
      Beitrag Nr. 245 ()
      hört sich gut an, bzw. liest sich gut ;)

      also bei Schwäche überleg ich mir vielleicht nochmal nachzukaufen, wenn man da so die Aussichten für nächstes Jahr liest... Small Cap Index..Kauf durch Indexfonds usw...

      und hier bei uns scheinen sich ja noch nicht allzu viele für den Wert zu interessieren..
      Avatar
      schrieb am 26.08.05 20:29:07
      Beitrag Nr. 246 ()
      joa...völlig unbekannt bei w:o...und in den staaten auch noch weit vom blickfeld der großen "häuser" entfernt!

      Major Holders


      % of Shares Held by All Insider and 5% Owners: 3%
      % of Shares Held by Institutional & Mutual Fund Owners: 32%
      % of Float Held by Institutional & Mutual Fund Owners: 34%
      Number of Institutions Holding Shares: 44

      lediglich 32% bei institutionals untergebracht...hm...was wohl passiert wenn es an dem wert kein vorbei mehr gibt?

      :eek:;):D
      Avatar
      schrieb am 27.08.05 12:22:36
      Beitrag Nr. 247 ()
      nun ja die Zehn Dollar sind momentan einfach eine Hürde, und kurzfristig ist da auch noch ein Gap offen, und so ist da wieder eine nette Chance , die ich nutzen werde um nochmal billiger nachzukaufen, ist ja ne tolle Sache die Sigma und dank amorphis bin ich auch schön im plus
      Avatar
      schrieb am 27.08.05 12:43:48
      Beitrag Nr. 248 ()
      warum dank mir?:eek::eek::eek:was habe ich gemacht?:laugh::laugh::laugh:
      Avatar
      schrieb am 28.08.05 15:49:11
      Beitrag Nr. 249 ()
      Avatar
      schrieb am 28.08.05 18:49:28
      Beitrag Nr. 250 ()
      :D:D:D:D

      Piracy in the digital era
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/28/05 11:52 am
      Msg: 86001 of 86001

      From today�s edition of the New York Times:
      While Hollywood has battled various forms of film looting for decades, this time seems different. Piracy in the digital era is more lucrative, sophisticated and elusive than ever - and poses a far bigger financial threat.

      Film piracy is taking place against a larger backdrop of technological and demographic shifts that are also shaking Hollywood. Elaborate home theater components - like DVD players, advanced sound systems and flat-screen TV`s - are helping to shrink theatrical attendance, as more and more film fans choose to watch while stretched out on their couches. And with the advent of high-speed Internet connections that can deliver large film files to personal computers, the movie business is confronted with the same thorny challenges that the music industry encountered several years ago with the emergence of file-sharing programs like Napster.

      Hollywood reported global revenue of $84 billion in 2004, according to PricewaterhouseCoopers, the accounting firm. With most theatrical releases amounting to little more than an unprofitable, expensive form of marketing, DVD`s have become Hollywood`s lifeblood: together with videos, they kick in $55.6 billion, or about two-thirds of the industry`s annual haul, with box-office receipts making up most of the rest.

      The Motion Picture Association of America estimates that piracy involving bootleg DVD`s deprived the film industry of more than $3 billion in sales last year. That figure does not include lost sales from pirated works peddled online, for which industry insiders say they have no reliable estimate but which they assume to be substantial.

      (Pirates) are adept at making knock-offs of new DVD`s as soon as Hollywood studios release them. For this they rely on techies known as "rippers" or "crackers" who are adept at unscrambling the security codes that studios have embedded on DVD`s to deter copycats.

      http://www.nytimes.com/2005/08/28/business/media/28movie.htm…

      Content security is now a huge issue in the entertainment business. One of SIGM�s most important competitive advantages is that the content security features of their chips are superior to those of their competitors.
      Byron
      Avatar
      schrieb am 29.08.05 14:34:24
      Beitrag Nr. 251 ()
      Hi Amorphis,

      wie schätzt Du das EPS für 2006 und 2007 ein?

      LG

      thomas
      Avatar
      schrieb am 29.08.05 16:05:19
      Beitrag Nr. 252 ()
      by: WINTER_CFA 08/29/05 08:12 am
      Msg: 86008 of 86014

      "Scientific-Atlanta and Microsoft Announce Cooperation on IP Set-Tops"

      http://biz.yahoo.com/prnews/050829/clm002a.html?.v=1

      ATLANTA, Aug. 29 /PRNewswire-FirstCall/ -- To complement their collaboration on advanced encoders to support Internet Protocol television (IPTV), Scientific-Atlanta, Inc. and Microsoft Corp. announced that they are working together on IP set-tops for initiatives to support the growing worldwide demand for IPTV technology, including SBC`s Project Lightspeed.

      The new line of Scientific-Atlanta IP set-tops, which will be integrated with the Microsoft® TV IPTV Edition software platform, will support advanced codecs such as MPEG-4 Part 10/H.264 and VC-1 and will include standard- definition (SD), high-definition (HD), and whole home SD/HD digital video recorder (DVR) devices, as well as innovative gateway products that can serve an entire home with a single device. Additionally, these new set-tops will support a "no new wires" strategy for operators, which will enable IP video to be delivered over existing coax cable already installed in millions of homes. To help expedite the global implementation of IPTV services, country- or region-specific versions of the new Scientific-Atlanta set-tops will support U.S. or international standards.

      "When it comes to digital video delivery to the home, Scientific-Atlanta has been a consistent innovator in advanced products that enable operators to deliver a high-impact entertainment experience for consumers," said Phil Corman, director of worldwide partner development for the Microsoft TV Division. "This collaboration on IP set-tops combined with our IPTV software and advanced encoding technology initiatives already underway for SBC`s Project Lightspeed provides additional momentum to the drive toward the compelling service and revenue opportunities that are possible with IPTV."

      "Microsoft is taking a leadership role in enabling a compelling new entertainment experience that can be accessed through the powerful capabilities of the Microsoft TV IPTV Edition software platform," said David Alsobrook, director, IPTV products, IP Subscriber Networks business at Scientific-Atlanta. "Scientific-Atlanta will complement this vision by providing a new generation of extremely powerful, cost-effective IP set-tops which will enable operators to deliver on the promise of IPTV while meeting their business objectives."

      New versions of Scientific-Atlanta`s IP set-tops planned for the European market will be on display at IBC 2005 in Amsterdam in September.
      Avatar
      schrieb am 29.08.05 18:38:43
      Beitrag Nr. 253 ()
      A busy 2 weeks for SIGM
      by: shoehorn1031 08/29/05 12:22 pm
      Msg: 86019 of 86021

      CC - Aug 30
      IFA - Sept 2-7
      Roth Capital Institutional Investment Conf. - Sept 7-8
      IBC - Sept 8-13
      Avatar
      schrieb am 29.08.05 19:36:51
      Beitrag Nr. 254 ()
      weitere news...;) winter ist mal wieder ziemlich fleissig!leute...unabhängig von den zahlen morgen...die müssen noch nicht der burner sein!sigm wird der kommende wert...jetztige kurse sind klar kaufkurse...sollte der wert nochmal abtauchen kaufe ich definitiv nochmal 1000 stück nach!

      Of interest:
      by: WINTER_CFA 08/29/05 12:56 pm
      Msg: 86024 of 86027

      Auto maker Hyundai`s CE arm is coming out with a nice looking EM8510-powered PMP called the HY-T28:

      http://www.hyundai-mp3.com.cn/hy_17.htm

      Translation:

      [Function introduction that,
      ?Ÿ 160,000 colors real colors LTPS liquid crystal display screen, color lifelike, the picture is clear
      ?Ÿ supports AVI, MPEG1, MPEG2, MPEG4, VOB, the DAT many kinds of video frequencies form broadcast
      ?Ÿ supports MP3, WMA, the OGG audio frequency form
      ?Ÿ recording function, 5 kind of sounds effect, 3 kind of circulation patterns
      ?Ÿ the TV-out function, may output the video frequency content PAL or the NTSC service pattern television progresses a line of broadcast
      ?Ÿ USB the HOST function, may be the digital camera along with companion to use
      ?Ÿ JPG form picture browsing function, biggest YUV 4800*3600 pixels
      ?Ÿ USB2.0 transmission speed
      ?Ÿ in sets at the compound lithium battery, the passable battery charger and USB carry on the charge
      ?Ÿ product size: 66*66*19mm
      ?Ÿ product weight: 81g]

      Article showing usage:

      http://market.pchome.net/marketdo/detail.php?id=16367

      Selected translations:

      [MP4 HY-T28 brand-new goes on the market, the selling price 1999 Yuan

      Chip specification Sigma Designs EM8510]


      Elsewhere, another brand name, Acer, looks like they will soon be selling a mini PCI card with an EM8620L on it:

      http://www.execute.be/fiche.asp?idprod=1103473
      Avatar
      schrieb am 29.08.05 19:39:44
      Beitrag Nr. 255 ()
      Zensonic powered by SIGM
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/29/05 01:15 pm
      Msg: 86026 of 86028

      Somebody must have posted this already but I don`t remember seeing it. Zensonic says their new network media player is powered by Sigma Designs` EM8620L.

      http://2005.smarthouse.com.au/Entertainment/MP3_MP4_And_Form… ainment/MP3%20MP4%20And%20Formats/News/N9D7F9Q6
      Avatar
      schrieb am 30.08.05 08:30:59
      Beitrag Nr. 256 ()
      Avatar
      schrieb am 30.08.05 20:49:39
      Beitrag Nr. 257 ()
      Of interest:
      by: WINTER_CFA 08/30/05 10:12 am
      Msg: 86049 of 86060

      Herre is another nice looking player that is available now for the foreign markets. Of note is the "playsforsure" logo and DRM mention:

      http://www.digitalvd.de/nachrichten/3217.html

      Translation:

      [The DigitalRise Xstream Player. Addition or competition of the Media PC?
      2005-08-23 16:09:38 - Author: Patrick Fiekers
      The Austrian mark DigitalRise presents the immediately available DigitalRise Xstream Player. Based on one the new sigma Designs chip-corrode can this Player all today usual audio/video formats show.


      New formats can be added in the future by a simple firmware update. The possible ranges of the chip set are thereby the far over common HDTV ranges, which means sufficient clearance for the future of the coming highly soluble television. Thus even the rendition of formats is possible such as WMV hp, for which so far a PC in the 3 GHz class was recommended. In addition, DivX hp, MP4, AAC, WMA pro or OGG are not a problem and let the Herumfummeln with PC`s and codec installations fast forget. Even in the case of the DVB standard common transport Streams can be shown directly and without transformation.

      All formats can be played by different sources. The inserted CD/DVD Multiformat drive assembly reads all media up to again-recordable DVD media. Over a USB 2,0 haven can be used portable non removable disks, memory chips in addition, digital cameras (if this as USB measured STORAGE to be recognized). The inserted Lan and wl ingate places permit the access to approved files one or several PC`s in the network and their music and film archives. The software ` ` XstreamLink necessary for it `` is in the scope of supply.

      The possibility of the Players over an inserted Browser InterNet sides to represent and the integration of Streamingtechnologien such as RTSP makes the use of InterNet for radio and WebTV possible.

      In order not to reduce the quality of the digital music and film flood with the expenditure to the playback units, the equipment beside the usual interfaces possesses also hp-able interfaces such as DVI and a component connection. So that also the new multi-channel audio formats can be used such as WMA pro, AAC or OGG, 6 direct audio connections are available some external decoder to put aside.]

      From the supplier:

      http://www.digitalrise.biz/products/dvb%5Fplayer/xstream/
      http://www.digitalrise.biz/products/dvb_player/xstream/detai…
      Avatar
      schrieb am 30.08.05 20:52:31
      Beitrag Nr. 258 ()
      SIGM and Apple?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/30/05 11:31 am
      Msg: 86052 of 86060

      Apple Computer plans a major announcement next week in San Francisco, sparking speculation that the company that revolutionized digital music will unveil a video-playing iPod.

      http://www.siliconvalley.com/mld/siliconvalley/12513534.htm

      Could new products from Apple have SIGM inside? I think it’s possible…

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=85533
      Avatar
      schrieb am 30.08.05 20:54:04
      Beitrag Nr. 259 ()
      Re: SIGM and Apple?
      by: mard8498 08/30/05 02:15 pm
      Msg: 86058 of 86060

      SAN FRANCISCO, Aug. 29 - Apple Computer and Motorola plan to unveil a long-awaited mobile phone and music player next week that will incorporate Apple`s iTunes software, a telecommunications industry analyst who has been briefed on the announcement said on Monday.
      Skip to next paragraph
      Readers
      Forum: Technology and the Internet

      The development marks a melding of two of the digital era`s most popular devices, the cellphone and the iPod, which has become largely synonymous with the concept of downloading songs from the Internet or transferring them from compact discs.

      Roger Entner, a telecommunications analyst with Ovum, a market research firm, said he had been told by an industry executive that the new phone, to be made by Motorola, would be marketed by Cingular Wireless. Mr. Entner said it would include iTunes software, which helps power the iPod.

      The software will allow people to transfer songs from a personal computer to the mobile phone, then listen to the songs, presumably through headphones. "It`s a deluxe music player now on your cellphone," he said of the device.

      Apple, Motorola and Cingular declined to confirm or deny the report. But Apple did announce on Monday that it would hold a major news event on Sept. 7 in San Francisco that it indicated was music-related. Apple is routinely tight-lipped about pending product announcements, preferring to make a splash on the day of the event.
      Avatar
      schrieb am 30.08.05 21:23:13
      Beitrag Nr. 260 ()
      Avatar
      schrieb am 30.08.05 22:06:09
      Beitrag Nr. 261 ()
      also...entweder spekulieren einfach nur ein paar trader auf good news...oder wir hören heute wirklich schon welche!

      LAST MATCH
      Price 10.2500
      Time 16:03:39.915

      TODAY`S ACTIVITY
      Orders 3,324
      Volume 73,946
      BUY ORDERS
      SHARES PRICE
      100 10.1200
      80 9.9000
      400 9.6300
      300 9.4400
      100 4.9200

      SELL ORDERS
      SHARES PRICE
      100 10.3500
      100 10.5100
      100 12.0000
      100 15.2200
      Avatar
      schrieb am 30.08.05 22:06:39
      Beitrag Nr. 262 ()
      :eek::eek::eek::eek:

      INET SIGM
      GET STOCK

      Symbol Search
      LAST MATCH
      Price 10.5100
      Time 16:05:21.158

      TODAY`S ACTIVITY
      Orders 3,339
      Volume 75,246
      Avatar
      schrieb am 30.08.05 22:22:18
      Beitrag Nr. 263 ()
      :eek::eek::eek:

      refresh | INET home | disclaimer | help
      INET SIGM
      GET STOCK

      Symbol Search
      LAST MATCH
      Price 11.0300
      Time 16:21:05.804

      TODAY`S ACTIVITY
      Orders 3,534
      Volume 103,061


      so ein mist...muss weg und kann die zahlen erst in ein paar stunden sehen...hoffentlich bleibts so...
      Avatar
      schrieb am 30.08.05 22:24:21
      Beitrag Nr. 264 ()
      TABLE-Sigma Designs Q2 earnings fall
      Tue Aug 30, 2005 04:12 PM ET
      BANGALORE, Aug 30 (Reuters) -

      SIGMA DESIGNS INC. (SIGM.O: Quote, Profile, Research)

      Latest Forecast* Yr ago qtr EPS (diluted, $/shr) 0.00 -0.03** 0.05 Net ($ thousands) 163 -- 1,169 Net revenue ($ million) 8.0 7.4** 8.1

      *Source: Reuters Estimates

      **4 analysts
      Avatar
      schrieb am 31.08.05 04:22:51
      Beitrag Nr. 265 ()
      4:08PM Sigma Designs beats by 3 cents (SIGM) :Reports Q2 (Jul) net of breakeven, $0.03 better than the Reuters Estimates consensus of ($0.03); revenues fell 1.6% year/year to $8.0 mln vs the $7.4 mln consensus.
      Avatar
      schrieb am 31.08.05 04:29:02
      Beitrag Nr. 266 ()
      :D

      http://biz.yahoo.com/bw/050830/305829.html?.v=1
      MILPITAS, Calif.--(BUSINESS WIRE)--Aug. 30, 2005--Sigma Designs®, Inc. (Nasdaq:SIGM - News), a leader in digital media processors for consumer appliances, announced results for its second fiscal quarter ended July 31, 2005.

      Net revenues for the second quarter were $7,961,000, up 25% from $6,375,000 for the previous quarter and down 2% from $8,088,000 reported for the same period last year. Sigma reported a net profit of $163,000 or $0.00 per basic and diluted share in the second quarter. This compares to a net loss of $717,000, or $0.03 per basic and diluted share, for the previous quarter, and net profit of $1,169,000 or $0.06 per basic share and $0.05 per diluted share during the same period one year ago. The increase in revenue is primarily attributable to increased sales of IP video applications and higher development contract revenues.

      "We are pleased to report a substantial increase in revenue this quarter, with many accounts showing steady 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. Our heaviest focus remains on IPTV set-top box opportunities, where we enjoy a leadership position in both technology and market share. The announcement of our new SMP8634 sampling has further demonstrated our technological superiority and galvanized our position at multiple accounts. Looking forward, we see meaningful top-line growth potential starting in our fourth quarter, and moving into our next fiscal year," stated Thinh Tran, chairman and chief executive officer, Sigma Designs.

      Recent business developments include:

      Began sampling the new SMP8634 media processor, designed for the latest Internet Protocol Television (IPTV) set-top boxes, and high-definition DVD players. The SMP8634 represents a 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.
      Announced that TISNet, a subsidiary of Tatung Company, currently responsible for Tatung Company`s worldwide DSTB, NPVR, digital home product sales, and software development and technical support, launched its set-top box (STB), the STB4000C, based on Sigma Designs` EM8620 and EM8622 media processors.
      Avatar
      schrieb am 31.08.05 04:41:18
      Beitrag Nr. 267 ()
      vom conference call...


      1. The SIGM 8630 series of chips has no competition in the marketplace at this time.

      2. Set top box manufacturers - Scientific Atlanta and Motorola - they definitely have won 1 of these accounts and are competing for the other.

      3. Major announcements are coming soon, primarily in the IPTV space.

      4. For the current (Oct) quarter they are not sure if revenue will be up or down relative to last quarter. However, for the January quarter there will be a significant revenue increase compared to last quarter.

      5. The customers they are dealing with this year are 10 times the size of the customers they were dealing with last year. SIGM is no longer a niche player - they are now selling into mainstream markets with revenue potential far higher than the niche markets they used to be in. The products their chips are going in are complicated and the customers have invested a lot of money to bring these products out. SIGM technology can’t be easily replaced in these products.

      6. Regarding their $15 million line of credit, they got this in case they need to ramp up production fast to quarterly revenue of $30 to 40 million.:eek::eek::eek::eek::eek::eek::eek::eek::eek::eek:
      Avatar
      schrieb am 31.08.05 05:12:59
      Beitrag Nr. 268 ()
      ein wenig pr...

      [SIGM - Sigma Designs]
      After the Bell-Sigma Designs shares up 9 pct
      NEW YORK, Aug 30 (Reuters) - Shares of Sigma Designs Inc SIGM.O> rose more than 9 percent on Tuesday in extended hours of trading after the company`s earnings broke even, compared to an expected loss.
      The company`s shares were trading at $11.13 on the electronic Inet brokerage, up from its Nasdaq close of $10.19.

      http://www.nasdaq.com/aspxcontent/NewsStory.aspx?cpath=20050…

      http://biz.yahoo.com/tm/050830/13061.html?.v=1

      http://biz.yahoo.com/bw/050830/305835.html?.v=1



      ein paar stimmen aus dem yahoo board...

      Re: Anybody listen to CC?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/30/05 06:29 pm
      Msg: 86079 of 86103

      For the October quarter they are not sure if revenue will be up or down compared to the July quarter. There are revenues that may come in by the end of the quarter or they could come in at the start of the January quarter. Regardless of what happens in the October quarter, there will be a significant revenue increase in the January quarter as revenues from the contracts they have been landing really start to ramp up. The revenue ramp will continue throughout calendar 2006.
      Byron


      Re: Anybody listen to CC?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/30/05 06:52 pm
      Msg: 86088 of 86103

      Sigma`s SMP8634 is the only decoder optimized to run with Microsoft`s IPTV software. With Telco`s in North America, Asia, and Europe getting ready to ramp up IPTV using MSFT`s software, this gives SIGM a huge advantage in winning set top box business. Hard to say for sure what the revenue potential is. Over the next couple of years total revenues look set to ramp up from the current $8 million to the $30-40 million range.
      Byron


      Re: Anybody listen to CC?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 08/30/05 06:57 pm
      Msg: 86089 of 86103

      The nature of this business makes it hard to predict revenues from one quarter to the next and as a result they have stopped giving quarterly guidance. The point here is that there is about to be a steep ramp up in the revenues starting in Q4. Now and 3 months from now they won’t be able to say exactly what Q4 revenues will be but they do know they will be significantly higher. With the products this company has and the wins they are announcing I don’t know of anyone who is skeptical about this. The tone of the CC was extremely positive and you will see some upgrades tomorrow.
      Byron


      Re: National Guard in Iraq ?
      by: dpb113
      Long-Term Sentiment: Strong Buy 08/30/05 07:42 pm
      Msg: 86094 of 86104

      SD,
      Chill out. Wimby is on our side. His comments to Klaus are tongue in cheek.
      Regards

      P.S. This is a $20 stock!



      Comparison with STM - Winter confirmed
      by: seeker_of_value
      Long-Term Sentiment: Strong Buy 08/30/05 08:12 pm
      Msg: 86098 of 86104

      In the CC Sigma confirmed the statements of Winter. They say that according to customers STM has two main problems compared to Sigma chips:

      (1) They do not have VC-1 support
      (2) Their HD is not working in field
      Avatar
      schrieb am 31.08.05 13:40:17
      Beitrag Nr. 269 ()
      Avatar
      schrieb am 31.08.05 15:33:07
      Beitrag Nr. 270 ()
      :eek:

      grad achterbahnfahrt bei sigm...
      Avatar
      schrieb am 31.08.05 15:48:07
      Beitrag Nr. 271 ()
      das hätte ich nicht gedacht...das sigm heute nochmal zum gestriegen schlusskurs gehandelt wird...werde den handel weiter beobachten...und evtl weitere shares einsammeln!
      Avatar
      schrieb am 31.08.05 16:05:38
      Beitrag Nr. 272 ()
      das ist der grund...verstehe einer die analysten!die ham sie nicht mehr alle...kann sich jeder selber seinen teil denken...mein strong buy steht...;)

      UPGRADES & DOWNGRADES HISTORY
      Date Research Firm Action From To
      31-Aug-05 Needham & Co Downgrade Strong Buy Buy
      16-Mar-05 Needham & Co Upgrade Buy Strong Buy

      erst das upgrade...als noch gar nichts richtig klar war um sigm...und jetzt...wo sigm anfängt die muskeln zu spannen...ein downgrade auf buy...:laugh: lol...
      Avatar
      schrieb am 31.08.05 16:14:52
      Beitrag Nr. 273 ()
      Re: http://finance.yahoo.com/q/sa?s=sigm

      new star analyst announced today:

      Ernst, Daniel of Soleil-Hudson Square Research
      Avatar
      schrieb am 31.08.05 16:17:00
      Beitrag Nr. 274 ()
      Report out this morning from the Baird analyst:

      Sigma Extremely Well Positioned In The IPTV Market, In Our View.
      Sigma has technological leadership with a highly integrated decoder supporting both
      H.264 and VC1 high-definition decoding technologies with all the critical DRM
      capabilities.

      The SMP8634, The Only Decoder Optimized To Run With Microsoft`s IPTV Software.
      Importantly, we believe that Sigma`s SMP8634 is the only decoder optimized to run with Microsoft`s IPTV Edition software platform, which is being trialed or deployed by eight major telecom operators worldwide. The Microsoft interface supports VC-1 decoding, which is part of Sigma Design`s chip and should be a technology central to the deployment of video-on-demand services. The SMP8634 supports other features of Microsoft`s IPTV software including multiple streaming including two at high-definition, and multiple DRM engines. The fact that the Motorola and Scientific-Atlanta set-top boxes will operate Microsoft`s TV IPTV Edition software is a positive for Sigma beyond the first rollout wave in our view, given the strong relationship between the two companies. This has been and remains a major hurdle for Sigma Designs` competitors, in our view. The
      SMP8634 is currently sampling and slated for volume production end of this year.

      In At Least One Of The Top Two Set-Top Box Manufacturers.
      Sigma has a design win in at least one of the top two set-top box manufacturers, Motorola and Scientific-Atlanta. We believe Sigma is in a preferable position with the second set-top box manufacturer. Bell Canada, which will also use the Microsoft IPTV Edition software platform for IP TV deployment, is very close behind SBC and plans to use nearly identical set-top boxes to the ones being rolled out by SBC.
      Avatar
      schrieb am 31.08.05 16:18:40
      Beitrag Nr. 275 ()
      der 2. teil des reports von baird:

      Well Positioned In European IPTV Market. Sigma is engaged with a growing number of
      European telcos and set-top box suppliers, particularly by those who are planning on
      using the Microsoft IPTV Edition software platform, including British Telecom, Swisscom,
      and Telecom Italia.

      Three Design Wins In The Internet TV And Movie Download Market: Sony? Netflix?
      Sigma currently has a design win with a major movie studio which will be providing a
      proprietary movie download service, expected to be announced during the fall. We note
      Sony Pictures is a major studio who has mentioned an interest in offering a movie
      download service comparable to iTunes. A major concern with such an offering is digital
      rights management, an area where Sigma is currently leader. Another design win is with
      a major video rental firm who will be providing an online service to eventually replace
      physical media delivery. We note that Netflix is a major video rental firm which has
      discussed the possibility of an online offering. The third design win is an Internet TV
      offering.

      Engaged With Four Top-Tier Companies For The Development Of High-Definition
      DVD Players. Sigma is engaged with three Blu-ray DVD player and one HD DVD player
      tier-one OEMs, with some announcements/demos expected at CES. Sigma has now
      signed contracts with two of these customers and hopes to execute contracts with the
      others shortly. All of these players will initially be based on Sigma`s recently announced
      SMP8634 silicon. Sigma expects these opportunities to contribute to their top-line starting
      in the second quarter of 2006.

      F3Q06 Estimates Up. Our new October-quarter revenue and EPS estimates are $8.1
      million and ($0.03), up from $7.7 million and ($0.04), respectively. Our new fiscal 2006
      (calendar 2005) revenue and EPS estimates are $32.8 million and ($0.04), up from $31.2
      million and ($0.10). Our fiscal 2007 (calendar 2006) revenue and EPS estimates remain
      unchanged at $78.9 million and $0.60.

      Competition. Main competitors include STMicroelectronics and Broadcom. We believe
      STMicro is late on its announced HD decoder product, with more significant delays in the
      case of Broadcom. These two companies have missed the 2005 design win window, in
      our opinion. Soft implementation of HD video decoding does not work to be sufficiently
      reliable, leading us to believe DSP-based players will have a hard time gaining ground in
      this field (Texas Instruments, Analog Devices). Sigma Designs has a unique chance to
      carve out a space for itself in WM9 and H.264 beyond 2005 while having the product
      roadmap for this momentum to continue into 2006-07.

      • Sigma Designs remains one of our favorite small-cap ideas. Reiterating our $15 price
      target and Outperform rating on SIGM shares.
      Avatar
      schrieb am 31.08.05 16:19:59
      Beitrag Nr. 276 ()
      leute bitte kühlen kopf behalten...die kurse werden unten gehalten...fakt ist...major-announcements stehen an!
      Avatar
      schrieb am 31.08.05 16:50:17
      Beitrag Nr. 277 ()
      bin zum glück nicht der einzige der das so sieht...:)

      relax
      by: qhsqprn 08/31/05 10:32 am
      Msg: 86149 of 86151

      people sell on the news, people have stop losses, people day trade, and people get spooked by a downgrade even if it`s only down to a "buy recomendation." You`ve got to ask yourself why you`re in this stock before you get too excited about it going up one day, or sliding on a another.

      If you played this as a very short term technical play then you were up over the past few weeks, made some money and getting out was the right thing as you hunt for the next play.

      If you are looking longer term, what has happened recently could not have been better! Stock ran up 40 + % recently and eventually needs an excuse to give back a little. Today, it was a downgrade to "buy" status. That cc and forward looking info was OUTSTANDING! From a now very conservative corporation to state that they anticipate good things in 6-9 months, I`m comfortable holding here and adding more on dips, possibly today.

      Bottom line: Short term/day traders should get out. Longer term players who understand the company are getting excited over the next several months. I for one am VERY excited. Good luck to all.
      Avatar
      schrieb am 31.08.05 18:25:20
      Beitrag Nr. 278 ()
      eine aussage die gestern vom ceo gemacht wurden...als er auf dem cc zur übernahme cisco/kiss und deren auswirkungen befragt wurde:


      Tran stated in his opening remarks that the Cisco takeover would increase demand for SIGM products. In response to a question from the Roth analyst, SIGM management stated that Cisco will be enlarging the Kiss product line. They said they would not be surprised if this included IPTV products. In response to another question near the end of the call SIGM management stated they expected to see new products out from Kiss around the end of the year.

      Keep in mind that on 8/16 the Roth analyst made the following comments: “We expect IPTV to be one of the major themes at the upcoming IBC conference in Amsterdam. Several headend vendors, set-top providers, chip suppliers, VOD and middleware suppliers would be showcasing their IPTV solutions at this show. In particular, we could witness Cisco`s demonstration of recently acquired Kiss Technology products highlighting Cisco`s interest in being a player in the IPTV revolution.”

      Also, in a report dated 7/22, the Baird analyst stated, “Cisco`s acquisition of KiSS Technology, a leading maker of connected DVD players and IP set-top boxes, opens the door for Sigma Designs, KiSS`s sole supplier of advanced decoders, to a much larger distribution network for both IPTV deployment in Europe and mass retail in the U.S. KiSS Technology is Microsoft`s IP set-top box reference design in Europe, and we believe the company has design wins or is in talks with multiple European-based service providers for the rollout of IP TV-based services. We also believe KiSS has set-top box engagements in the U.S. for upcoming on-demand movie services. We believe the Cisco acquisition and Cisco`s push into digital entertainment will dramatically strengthen KiSS distribution and customer reach, a strong positive for Sigma Designs.There are also procurement ramifications with Linksys which could be positive for Sigma Designs as well by giving Sigma access to Linksys` very large retail distribution at the top mass consumer retail outlets in the U.S.”
      Avatar
      schrieb am 31.08.05 19:53:15
      Beitrag Nr. 279 ()
      warum warten????

      eine aussage die gestern vom ceo gemacht wurden...als er auf dem cc zur übernahme cisco/kiss und deren auswirkungen befragt wurde:


      Tran stated in his opening remarks that the Cisco takeover would increase demand for SIGM products. In response to a question from the Roth analyst, SIGM management stated that Cisco will be enlarging the Kiss product line. They said they would not be surprised if this included IPTV products. In response to another question near the end of the call SIGM management stated they expected to see new products out from Kiss around the end of the year.

      Keep in mind that on 8/16 the Roth analyst made the following comments: “We expect IPTV to be one of the major themes at the upcoming IBC conference in Amsterdam. Several headend vendors, set-top providers, chip suppliers, VOD and middleware suppliers would be showcasing their IPTV solutions at this show. In particular, we could witness Cisco`s demonstration of recently acquired Kiss Technology products highlighting Cisco`s interest in being a player in the IPTV revolution.”

      Also, in a report dated 7/22, the Baird analyst stated, “Cisco`s acquisition of KiSS Technology, a leading maker of connected DVD players and IP set-top boxes, opens the door for Sigma Designs, KiSS`s sole supplier of advanced decoders, to a much larger distribution network for both IPTV deployment in Europe and mass retail in the U.S. KiSS Technology is Microsoft`s IP set-top box reference design in Europe, and we believe the company has design wins or is in talks with multiple European-based service providers for the rollout of IP TV-based services. We also believe KiSS has set-top box engagements in the U.S. for upcoming on-demand movie services. We believe the Cisco acquisition and Cisco`s push into digital entertainment will dramatically strengthen KiSS distribution and customer reach, a strong positive for Sigma Designs.There are also procurement ramifications with Linksys which could be positive for Sigma Designs as well by giving Sigma access to Linksys` very large retail distribution at the top mass consumer retail outlets in the U.S.”
      Avatar
      schrieb am 31.08.05 19:57:04
      Beitrag Nr. 280 ()
      sorry das sollte hier nicht hin!:D
      Avatar
      schrieb am 31.08.05 20:57:46
      Beitrag Nr. 281 ()
      Conf Call Comments
      by: WINTER_CFA 08/31/05 02:50 pm
      Msg: 86159 of 86159

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

      SIGM’s development contract revenue represented about $500,000 in total in the 2Q. The majority of those revenues were generated on contracts having to do with development of SMP8634 software and integration services.

      There were four 10% customers in the 2Q.

      SIGM has a series of announcements that are being shaped up in all sorts of different areas, but primarily IPTV will be the number one area you`ll see announcements in the next couple of months.

      It is hard for SIGM to predict (the 3Q) exactly because it doesn’t know whether some of these deployments may happen before the quarter ends or after the quarter ends.

      Regarding SIGM’s confidence of forecasting (future growth) now versus this time last year, it believes that biggest differentiator is that the customers it is dealing with now are 10 times the size that they were last year, so their ability to follow through and commitment to follow through tend to be a lot greater. The customers are much bigger companies and the products are a lot more complicated. The investment that these customers have to put in to get a product to market is much more significant. So as long as SIGM executes, it doesn`t think that, even if they want to, they can replace the investment they have made in SIGM’s silicon with another vendor easily.

      SIGM agreed that that type of revenue levels required to need the type of extra credit lines recently established could be in the $30Ms to $40Ms per quarter.

      SIGM’s SMP8630 series continued to open doors at top-tier accounts where time to market for next generation products is imperative.

      The new 8634 chip is being successfully marketed into MSTV-based IPTV opportunities, the majority of which require high-definition video, as well as to HD DVD and Blu-Ray players.

      Regarding SMP8630 series DRM, to date, it is an unparalleled level of capability in the security area. It involves a secure processor. It involves cipher engines that decrypt the content coming through. It involves securing up all the external transactions on the chip. It involves output with HDCP, which is a standard that protects content as it goes to the display. In short, it`s an airtight system. It`s been received extremely well by Microsoft and SIGM’s other partners. In addition, there is a push to make this level of security standard by the studios.

      SIGM is already shipping the EM8622 in volume to a few customers.

      SIGM’s 8600 series chips are currently made at 0.13 microns. SIGM may move to 90 nanometers sometime next year.


      SIGM’s Microsoft relationship has been ongoing for a number of years. SIGM has established a strong ongoing relationship with Microsoft`s MSTV division and they are using the 8630 series as a fundamental part of their IPTV platform. To date, Microsoft has announced engagements with eight major telco carriers who are using Microsoft TV for trial or deployment of their upcoming video services.

      Regarding attach rates to MSTV, there will be an announcement that will come out in the next few weeks that should clarify some of this as far as the implied attach rate and things like that. The only thing SIGM can say is that it has been engaged with them very, very heavily, more heavily (from its information) than anybody else has and that SIGM will be the first chip-based platform that will deploy with their software. As far as attach rate goes, on a long-term basis, SIGM is indicating that it expects to get more than 50% of the IPTV business. Microsoft is going to be a significant portion of that IPTV business.

      Regarding the (competing) ST Micro chip, SIGM has been told by partners or customers that it has no operational VC-1 capability, difficulties getting full high-definition performance (full here meaning the ability to hold to it under lab conditions and different types of tests and not just simply demonstrating it), and an apparent need to pull together a good number of software bits to make it a completely tight solution with all the capabilities it will need to offer.

      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.

      UTStarcom has many designs now with SIGM’s new silicon and that is part of their product roadmap to have set-top boxes that can address the high-definition market.

      For the China telco market, this business currently is ramping and is expected to account for a substantial quantity of units during 2006. The China market will be a tumultuous area and one subject to a lot of government influence, whereas the overall potential of the market over the next several years is enormous and in the many millions.

      For the Japanese telco market, SIGM is strongly positioned for a potential win in the second generation of set-top boxes for Softbank. A third Japanese engagement is also underway and targeting deployments during the first half of 2006.


      For the North American telco market, SIGM is engaged with at least one of the top two set-top box manufacturers, who will be revealed shortly, as well as several smaller providers. Based on SIGM’s information, Verizon and Bell Canada are very, very close behind SBC, having selected MSTV for trial deployments, and are expected to deploy nearly identical set-top boxes.

      For the European telco market, SIGM is engaged with the growing number of telcos and an equal number of set-top box providers, especially where the MSTV middleware is a pivotal element. This includes the recently announced British Telecom, T-Online, France Telecom, Swisscom, and Telecom Italia. Again, as with the North American telcos, many of these video service deployments are only months behind that of SBC.

      SIGM believes that as a group these IPTV deployments have the potential to start adding to its top-line in the second half of this year with far more substantial growth next year.

      Regarding set-top box lifecycles, you’re typically going to be in a set-top box for two years.

      The IPTV market has a fairly clear roadmap ahead. There have been some programmable solutions adopted for what SIGM views as basically standard definition and relatively low-volume roll-outs. There seems to be little doubt in most of the major customers and major carriers SIGM is working with that that is not a long-lived solution.

      SBC is expected to have a relatively small (set-top box) prebuild because this is a service deployment and not a retail product, so they don`t have to set up a channel and then wait for a response. Volumes should occur throughout 2006. A lot of (telcos) are three to four months behind SBC and some of them are six months behind. With regard to that, a lot of these developments will take eight to nine months before you actually start deploying. The lead work SIGM has been doing with a lot of these people is coming to fruition with the SBC engagement producing revenues in the first half of next year.

      SIGM definitively has one of the two (top-tier set-top box manufacturers) and is engaged and competing for the other. Part of the reason that it is engaged and competing for the other is because of the availability of what SIGM has and because they may have made an alternate choice initially and maybe now are reexamining their options due to the availability of SIGM’s silicon versus its competitors. There`s a possibility that a competitor`s solution might still be selected for the other top-tier set-top box manufacturer.

      For the Internet TV and movie download market, one of these (customers) is a major studio who will be providing a proprietary movie download service to enable direct customer distribution expected to be announced during the fall. Another is a major video rental firm who will be providing an online service to eventually replace physical media delivery, which we expect to be announced near year-end.

      Regarding digital media adapters (DMAs), Sigma has achieved design wins at the majority of current DMA suppliers and expects to announce two additional top-tier accounts before the end of the year. As before, SIGM believes that DMAs have the potential to add to its top-line growth, likely starting in the fourth quarter this year.

      Regarding high-definition DVD players, SIGM has now signed contracts with two of these customers and hopes to execute contracts with the others shortly. All of these players will initially be based on SIGM’s industry-leading SMP8634 silicon. SIGM continues to believe that these deployments have the potential to add to its top-line growth starting in the second quarter of next year. There will be some trickle revenue in the first quarter.

      Regarding FVD and EVD players, technically everything is ready to launch. SIGM sees both of these standards trying to gear towards Chinese New Year introduction.
      Avatar
      schrieb am 31.08.05 20:59:01
      Beitrag Nr. 282 ()
      Comments on the Comments - 1
      by: WINTER_CFA 08/31/05 02:53 pm
      Msg: 86162 of 86163

      Although the vast majority of potential (and probably some existing) SIGM investors do not realize it and some to all of the skeptics may refuse to admit it, we have essentially reached at least the beginning of the timeframe when it can be said, “Game Over.” By this I simply mean that many of the design choices for a number of significant next-generation video devices have either already been made or are about to be made in the upcoming quarters and SIGM has become one of if not THE “go to” guy for a good chuck of them. The following points specifically support this statement:

      1) SIGM has clearly indicated use of its advanced SMP8634 chip in the new Motorola IPTV set-top box which has been selected for initial deployment (not trial) at SBC. SIGM similarly indicated that it is emerging as at least a possible winner with Scientific Atlanta also after that firm’s incumbent supplier may be proving to not be capable of meeting, at least in the near-term, the technological demands these IPTV systems require (and likely costing SFA lead production status at the telco).

      2) Beyond SBC, SIGM dwelled on its strong relationship with Microsoft (with an apparently defining press release coming in September) and the willingness of a whole line of world’s large telcos to deploy similar MSTV systems with “almost identical” hardware. Most of these will be in Europe and the numbers involved there quickly bring into focus the likely main reason behind Cisco’s recent acquisition of Kiss, another firm tightly involved with MSTV development.

      3) Beyond the MSTV-based telcos are the giants of the Far East (China, Japan, Korea), where SIGM appears to be increasingly well positioned for a number of large deployments.

      4) Regarding all of these telco projects, it was highly encouraging (and not to be underestimated) to hear SIGM state that set-top product lifecycles typically run for two years and that the large customers involved are unlikely to switch chip vendors unless SIGM basically fails to execute. This is a staple rule of large complex technology solutions that has been proven time and time again in the market and this time SIGM is on the right side of the tracks.

      4) Moving to VOD, SIGM all but named Netflix (with a 4 million customer base) as one of its two unannounced customers here (“to eventually replace physical media delivery”), while the other is a “major studio” that I’m guessing could be Disney. Separately, D-Link (a big SIGM customer now) has indicated potential involvement in one or more VOD projects, albeit details remain scarce. Clearly, many to most of the upcoming VOD projects will require high definition VC-1 decoding and very strong DRM support, two of SIGM’s most advanced and differentiating technologies.

      5) While SIGM’s Blu-Ray and HD DVD engagements remained at four, the firm confirmed the signing of contracts with two of these and the expectation of signing up the remainder. My guess is that two of the four are Sony and Toshiba, the leaders of each format. If this is the case, the fact that these two CE giants with almost limitless development resources could not field captive solutions and turned to SIGM for advanced silicon bodes extraordinary well for possible usage by almost every other kid on the block before long. Granted, other chips will enter the fray at some point, but the designs won and held and the potential volumes to be realized in this segment within a certain timeframe could obviously be huge for a firm of SIGM’s size. Separately, SIGM still stands to see good volumes also if and when either the FVD or EVD standard gains mass and momentum in the Far East.


      On top of these opportunities, SIGM continues to gain momentum and/or make further inroads into the DMA, HDTV and portables spaces. DMAs look to hold the most promise over the intermediate term as two new top-tier products are announced this fall (possibly Netgear and maybe one from a PC maker?) and Intel and Microsoft push the concept of ubiquitous home video more than ever before.

      In repeated summary, SIGM continue to have, for a firm its size, a truly astounding array of opportunities in front of it. While the company has sorely tested the patience of its longer-term investors and hasn’t exactly done and said all of the right things all of the time, it certainly deserves kudos for the evolutionary path it has chosen for itself. Having covered technology stocks for almost 25 years, I can state that I’ve seen others make similar path choices with the result typically being that they evolve from small cap niche players to mid or large cap mainstream ones. The stocks that do this do not just double or triple. They are the ten and twenty baggers that most investors wish they had discovered earlier on.

      It was encouraging to see SIGM meet my $8.0M estimate for the quarter and beat my penny loss figure (why the EPS number didn’t round up to $0.01 I don’t know) and nicely beat the sell-side numbers. Clearly, there was some get-back of business from the prior period. SIGM, again acting responsibly in my opinion, decided against providing near-term P&L guidance since the exact timing of some expected near-term deployments remains in doubt. Consequently, I’ve adjusted my spreadsheet once again to reflect updated information and expectations (or lack thereof). For the current fiscal year (i.e. 2006, which ends 1/31/06), my quarterly sales numbers for the remaining two quarters are now $9.0M and $13.0M, respectively, while my EPS numbers are now $0.01 and $0.10 (for full-year totals of $36.3M and $0.07). My 3Q and 4Q figures are each $1.0M lower in sales versus previous estimates, reductions made to reflect another flat quarter and then maintain a $4.0M sequential gain for the “breakout” quarter, respectively. For fiscal 2007, essentially calendar 2006, all of my numbers are unchanged with quarterly sales of $16.0M, $18.0M, $21.0M, and $25.0M, respectively, and EPS numbers of $0.14, $0.17, $0.22, and $0.27 (for full-year totals of $80.0M and $0.80).

      Such as SIGM is, 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. For the near-term, my fiscal year 2006 (calendar 2005) EPS estimate of $0.07 remains too depressed and non-indicative of future potential to yield a fair value range. The stock market will increasingly discount SIGM’s calendar 2006 numbers, however, and this is where the intermediate upside potential lies (i.e. 20x to 40x a $0.80 figure translates to a $16 to $32 price range). Additionally, if my sales numbers finally do prove to be too conservative at some point, SIGM’s strong EPS leverage potential off of better-than-expected sales could add moderate to significant upside to these targets.

      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 01.09.05 09:55:41
      Beitrag Nr. 283 ()
      @amorphis - hatte schon lange kein Englisch mehr und wenn ich das alles gelesen hätte, dann würde ich jetzt nicht mehr wissen, wie mein Name lautet. Tim oder Bob würde ich dann raten!

      Schreib hier nur ein Posting vorerst - wird aber länger!

      Nun, ich hab weiter kein Geld übrig. Und erst mal würde ich jetzt Barnabus aufstocken, weil da Anfang nächster Woche die ersten Analysten ihre Einschätzung auf den Tisch legen werden.

      Da Viro schon so schön läuft und ich auf Deinen Sachverstand vertraue (bist ja viele Stunden täglich am Puls und da ich jetzt Urlaub habe, sehe ich, dass das einen erheblichen Unterschied ausmacht!) hab ich jetzt endlich mal was zu Sigma gelesen.

      Wie gesagt, mein Englisch ist nicht so besonders und von Chips hab ich nicht so viel Ahnung - außer von denen aus der Tüte beim Fernsehen:laugh:

      Sigma bleibt auf meiner Watchlist und ich versuche langsam mal einen Fuß in die Tür zu stellen.
      Hab viel umgeschichtet in letzter Zeit und ein guter Teil steckt jetzt doch in Energulf (weil ich die letzte Nachricht vom Bullvestor einfach zu gut fand). Sind vom Kurs ausgesetzt und da ich jetzt immer weniger Aktien immer stärker gewichtet hab, weiß ich nicht mehr, welches Baby ich noch reduzieren könnte.

      Viro läuft eh super.:cool:
      Wire Card ist am durchstarten.:D
      Mit Intercell hab ich nur Glück.:D
      Energulf ist gesperrt.:(
      und die anderen sind entweder grad am schwächeln, warum ich sie nicht so billig hergeb, oder auch warte, bis sie durchstarten.:cry:

      Einzig einen Ölput (seit vorgestern!)hab ich noch, den ich vermutlich bald wieder abgeben werde, aber das sind nur ein paar Kröten, da ich kein Ölexperte bin.:confused:

      Eine hab ich noch - Uranium Power - die noch nicht angesprungen ist, aber die hab ich günstig eingesammelt und ich möchte auch mal gerne Gewinne steuerfrei erhalten!

      Was soll ich nur tun - wünsch mir Glück - so dass z.B. Drillisch diese §§%&Q§?$§ Aktie mal durchstartet, aber da Manipuliert irgendwer den Kurs, wie ich meine, denn die Zahlen sind brutal gut gewesen und nix hat sich getan! Vermute die Deutsche Bank dahinter. Da hab ich noch etliche Calls von und die werden in meinen Augen 100%ig steigen bis Jahresende - dann hätt ich endlich Geld für Sigma.

      Da mein Urlaub bald vorbei ist, brauch ich solche Aktien, mit denen ich gut schlafen kann.

      Wenn ich mich nicht zu anderem verleiten hätte lassen, dann hätte ich 60% mehr Aktien von Viro zu noch besserem Kurs 8,05! im Depot:cry: - dann könnte ich auch mal Teilgewinne besser mitnehmen, wenn z.B. 20 USD erreicht sind - ja der Erste Gedanke ist meist der bessere!

      Aber hätte gibts zu tausenden an der Börse! Werde mich in Geduld üben und Dir mitteilen, wenn ich mich eindecke mit Sigma. Inzwischen hab ich lieber wenige Aktien mit mehr Gewichtung im Depot. Das wird übersichtlicher und zwingt zur genaueren Auswahl.

      Bleibe aber noch eine Zeit lang ein sehr spekulativ veranlagter Börsianer - will Schulden abbauen und da muss ich ein wenig mehr Risiko fahren. (Sag jetzt nicht, das ist ein alter Investoren - Fehler - das weiß ich längst - hab ergeizige Ziele bis Jahresende) - wünsch mir Glück!;)

      Übrigens - bei Ariba bin ich ganz raus - lieber ein blaues Auge und rein in gute Werte mit dem Restgeld, als zu warten, bis das verschlafene Management seinen Rausch in der Garage ausgeschlafen hat! - da stimme ich inzwischen mit Dir überein! - da hätte man mit I2 einen echt fetten reibach machen können - mal eben 200% und mehr waren da drin - so nah kann Erfolg und Mißerfolg beieinander liegen!
      Avatar
      schrieb am 01.09.05 10:21:51
      Beitrag Nr. 284 ()
      das du aus arba raus bist ist löblich...auch das du dir erst selbst deine meinung zu sigm machen willst...;) wenn du fragen hast und dinge nicht verstehst...kannst du auch per bm fragen!also...da ich eher glaube das der ölpreis in der nächsten zeit fallen könnte...als sich weiter aufzublähen...liegste doch gar nicht so falsch mit dem schein...;)
      Avatar
      schrieb am 01.09.05 14:21:56
      Beitrag Nr. 285 ()
      Den Ölputt hab ich grade wieder verkauft und dafür meinen Allianzcall aufgestockt! - aber immerhin gibt es jetzt ja weniger Raffinerien, die Öl ordern, oder? Somit sollte Öl wirklich fallen. Dennoch Tank ich jetzt mein Auto voll - ist ja klar!

      Bei Öl bin ich mir einfach zu unsicher, habe ich gemerkt und von dem Allianz Call hatte ich etwas wenig.

      Aber wenn Öl fällt, steigt ja vermutlich auch der Dax und die Allianz bestimmt auch!

      Jetzt hab ich nur noch 8 Aktien zu verfolgen, nachdem ich Uranium auch in Barnabus umgeschichtet hab. Einfach wegen nächster Woche!

      amorphis - hast Du gebetet für mich - hast Du ums Feuer getanzt - einen Vodoo Spruch abgelassen - oder ne Kerze angezündet? - Drillisch versucht endlich mal wieder nach oben zu sprinten - hoffentlich klappts diesmal - wer hat schon Bock zu warten, wenn es auch schneller gehen kann!

      Kann somit gut sein, dass ich bald mal Sigma Aktionär werde! - daher hier noch mal Danke für den Tipp!

      Wennst magst, dann sagst mir mal Deine Meinung zu Barnabus (A0D8Y7), weil da doch neue Analysen anstehen nächste Woche! Lanzalote hat da schon viel Vorarbeit geleistet - der findet immer was zu dieser Aktie - ob der das auch den ganzen Tag macht?

      Ich für meinen Teil bin sehr froh, dass ich jetzt positioniert bin und die nächste Zeit mal wieder was anders tun kann (so ichs lassen kann hier dauernd rein zu schauen!.:rolleyes:
      Avatar
      schrieb am 02.09.05 18:41:26
      Beitrag Nr. 286 ()
      Avatar
      schrieb am 02.09.05 19:05:02
      Beitrag Nr. 287 ()
      ok jumwie...

      ich sage dir etwas zu barnabus...

      dazu solltest du wissen, das ich mich nicht mit dem wert auskenne...aber das ist nicht von größerer bedeutung bei dem was ich dir zum bedenken auf den weg mitgeben möchte!

      ok...also zum 1. ich möchte dir jetzt keine empfehlung geben, was du mit deinen shares anstellen sollst!ich sage dir nur...solange du auf der welle des erfolgs mitschwimmen kannst...gut!bleib drin...der wert sieht vom up-trend her gut aus!was das fundamentale anbelangt...bitte denke über folgendes nach!

      die zeit ganz ganz dick in rohstoffe und solaraktien zu gehen...die war meiner meinung nach zu zeiten des einbruchs der neuen märkte!zu diesen zeiten hat keiner auf diese gesetzt!anders ein paar wenige...die klug waren und auf eine wiederentdeckung dieser gesetzt haben!der boom solcher werte...ist schön für die, die schon drin sind...und laufen lassen können...immer mehr prognosen die einen neuen öl-rekordstand vorhersagen werden von den analysten abgegeben...und immer mehr anleger werden in werte wie barnabus gelockt...warum????weil diese werte derzeit laufen...und einfach geld in der finanzcommunity damit verdient wird!

      ich möchte dir jetzt keine angst machen...lass den wert laufen...vielleicht täusche ich mich auch...und es ist wirklich ein hammer wert mit den besten aussichten!

      aber denke mal drüber nach, warum überall solche werte empfohlen werden...warum immer mehr minen GIGANTISCHE rohstoffvorkommen "vermuten"...und so die kurse dieser aktien explodieren...

      erinnert dich das ganze denn nicht an eine ganz bestimmte zeit...nur in einem anderen segment?;)
      Avatar
      schrieb am 02.09.05 19:18:41
      Beitrag Nr. 288 ()
      CANAL+ Group Selects Envivio Encoders for Mobile Television Services Trial

      http://biz.yahoo.com/prnews/050902/sff024a.html?.v=1

      Note: Envivio is a Sigma partner.
      Avatar
      schrieb am 03.09.05 05:59:44
      Beitrag Nr. 289 ()
      Danke amorphis - keine weiteren Fragen, außer die, die im Viropharma - Thread noch steht!

      möchte aber noch was erwidern - bzw. kurz meine Gründe aufzeigen.

      Thema Minenwerte - ist doch sicher günstig vorm Herbst noch in so was einzusteigen, weil da auf jeden Fall die meisten Kurse dank Bohrergebnisse steigen, daher wenig Bedenken meinerseits und Thema Rohstoff bleibt noch länger aktuell - auch wenn man sicher Stockpicking betreiben muss.

      Diese Minen sind zwar von den Rohstoffpreisen mit abhängig, aber ein kleiner Explorer, der auch bei halb so hohem Rohstoffpreis noch gar nicht groß entdeckt ist, kann auf jeden Fall noch gut steigen - sofern keine Verarsche von Seiten des Managements läuft. So bin ich z.B. bei Uranwerten jetzt vorsichtiger (hab schon keine mehr!) weil das meiste gar nicht abgebaut werden kann.

      Barnabus ist ein Öl - Gas Explorer, der jetzt auch auf Solar einsteigt und zudem ist ein höchst angesehener Physiker Namens Prueitt jetzt im Team. Der hat nicht nur einen guten Namen, der viele Türen öffnen wird, sondern auch noch 18 Patente bei erneuerbaren Energien wie z.B. eines auf Solar, das 50% billiger und einfacher ist, als die bisherigen.

      Sein Vorschlag von Konvektionstürmen in Stadtnähe zur Verringerung von Luftverschmutzung gilt in Fachkreisen als eine der 100 besten Erfindungen des 20 Jhds.

      Nachdem Öl und Gas den aktuellen Börsenwert weitestgehend abdecken dürfte, ist Solar die zusätzliche Phantasie und ich glaube bei Wasser hatten die auch noch was.

      Zudem vergeht kaum ein Tag, an dem das Teil nicht am amerikanischen Abend nach oben läuft und höher schließt - kann das zwar nicht beurteilen, aber es stimmt mich positiv.

      Ich surfe den Trend noch aus zweierlei Gründen. Nächste Woche dürften die ersten fertigen Analysen in Amiland kommen und zweitens rechne ich fest damit, dass das Gesetz für Erneuerbare Energien am 9.9. durchgeht, bzw. der Gouvernator unterschreiben darf!

      Gekauft hab ich, dank Small Cap Scout, der mich auch schon auf Wire Card gebracht hat und den ich gut finde! Das gibt mir Rückhalt.

      Ich selbst such mir halt immer gute Infoquellen, da ich nur jetzt im Urlaub genug Zeit habe und sonst nicht dauernd börseln kann (obwohl ich doch viel mehr Zeit investiere, als mir manchmal lieb ist).

      Fazit: Der Uptrend hat (sehr) gute Gründe und daher hab ich weder Angst noch mach ich mir Sorgen hier - denke, dass ich vor den ersten Sorgen mit diesem Wert schon gut im Plus bin und erste Gewinne mitgenommen hab.

      Erst hatte ich nur einen ganz kleinen Posten da und inzwischen die 7 fache Menge, die ich jetzt noch auf 10 erhöhe. Die Institutionellen werden noch kommen!

      Habe in letzter Zeit versucht Werte zu finden, die nicht nur Langfristig gute Aussichten haben, sondern kurz vor einem oder einigen wichtigen Ereignissen stehen und bin damit sehr gut gefahren in letzter Zeit.

      Es werden immer weniger Aktien mit dafür immer besserer Performance im Depot - sehe langsam mal Grün unterm Strich (wenn ich die vielen Gebühren nämlich mitrechne, dann sah es nicht so gut aus).

      Wenn ich morgen noch einmal umschichte, dann ist Viro sogar mein kleinster Posten, obwohl ich da auch schon über 50% gemacht hab. Hab aber auch den Nachkauf verworfen - leider! Jetzt ist mir ein Nachkauf zu teuer - gott bewahre - ist eine Topp Aktie für (jederzeit)Nachkäufe, aber ich habe gerade sehr hohen Anspruch und da ist Viro nicht ganz erste Wahl bei mir.

      Bis Jahresende will ich Schulden abbauen und das mit Gewinnen aus Aktien - wenn ich Angst hätte und nervös würde, weil ich mit dem Feuer spiele, dann wären das doch schlechte Vorzeichen für meine Zielsetzung!

      Nicht das Maß an Spekulativität spielt eine Übergeordnete Rolle bei mir, bezüglich Angst und Nervösität, sondern ob ich mich mit einer Aktie oder Zertifikat anfreunden kann. Dann klappts auch besser mit dem Timing, weil man besser einschätzen kann! Die Vorsicht ist dabei aber genauso im Boot wie die Risikobereitschaft.

      Nur dieses ganze Gerede von wegen spekulativ oder riskant oder konservativer Wert bzw. Value etc. muss man auch mal auf die Seite Packen können und sich seine eigene Meinung bilden, wie ich finde.

      Hilfe zur Meinungsbildung nehme ich aber immer dankend an!

      Noch was - Solar ist nicht am Ende, wie ich meine sondern beginnt erst - vielleicht nicht in Deutschland aber auf der Welt - sogar Thailand subventioniert und ich höre immer mehr Länder, die deutschem Beispiel folgen! Macht ja auch Sinn, die Sonne zu nutzen!

      Ist doch nett, während die Ausländer in Deutschland investieren, suchen sich die Deutschen ausländische Solarwerte, auf der Suche nach der neuen Solarworld!
      Avatar
      schrieb am 03.09.05 07:43:34
      Beitrag Nr. 290 ()
      tut mir leid das ich das sagen muss...aber du spielst mit dem feuer...du willst schulden abbauen ja?!verspekulier dich nicht...egal wie gut der physiker...wie gut die kontakte...wie toll die patente...das zählt nicht!fakt ist...du bist in einem risikoreichen wert...sicher ein wert der höchsten risikokategorie...also...entweder du hast jederzeit die möglichkeit da auf kursänderungen zu reagieren...oder du gehst ein zu hohes risiko ein!es ist so oder so schon hoch genug...da du spekulierst...und das unter druck gewinnen zu müssen!denk darüber nach...ich meins nur gut!;)
      Avatar
      schrieb am 03.09.05 13:08:57
      Beitrag Nr. 291 ()
      Klar, dass Du das als Vollblutbörsianer so sehen mußt, aber das hab ich vor Jahren auch schon so gemacht und hatte gewissen Erfolg damit.

      Ich lösche rechtzeitig - versprochen!

      Die Wette gilt bis Jahresende um zu genug Geld zu kommen.

      Ich hab nur so was im Depot - ohne Ausnahme bzw.fast, wenn man Viro und Wire Card ein wenig ausnimmt!

      Seit kurzem Energulf oder Aumega oder auch Drillisch Calls.

      Da stehen anderen die Haare zu Berge ich weiß!

      Macht aber keinen Sinn, dass weiter durchzudiskutieren fürs Erste, da mir die Zeit bis Dezember entweder Recht gibt, oder halt nicht. Wünsch mir Glück!

      Ab Dezember spätestens werde ich die Strategie ändern!

      PS: Zumindest im Moment sieht es ja schon mal äußerst gut aus. Und ich kann mich notfalls auch mal schnell von einem Liebling trennen - je nach Eindruck, das hab ich schon in 2000 bewiesen, als ich mein Depot verfünffacht hatte, aber davon am Hoch 65% geliehenes Geld waren.

      Jetzt würd ich gern sagen, dass ich so extrem nicht mehr bin, aber ich hatte 117% meines jetzigen Depots an Schulden. Inzwischen sind es 208%, weil ich sonst gar kein Geld für Spekulation hätte:laugh:

      Davon sind aber nur 25% Wertpapierkredit (habe dazugelernt!) und für den Rest stehe ich mit meiner Arbeitskraft ein!

      Außerdem spare ich einiges für die Rente in einen gemanagten Dachfond (Performance 12% im Jahr). Da sind solche Namen wie Templeton oder Fideliti dabei!
      Dazu eine kleine Lebensversicherung und den 936er. Jeden Monat wächst also auch die Sicherheit ein wenig, da der Betrag einen guten Teil meines Einkommens ausmacht.

      Sind flexibel und ich kann jederzeit Geld rausziehen, wenn ich brenne. Ist aber noch etwas wenig insgesamt. Kann auch beliehen werden wie ein Bausparer.

      Also ich sehe einfach nicht ein, dass ich 20 Jahre an einem Kredit hinzahle und davon 10 Jahre nur Zinsen bediene, auch wenn die bei der Diba relativ gering sind.

      Mit Arbeit kannst zwar zu was kommen, aber bei den politischen Flachkopfentscheidungen der letzten Jahre, komm ich mir da vor wie ein Ruderer gegen großen Wellengang auf offenem Meer.

      Wenn ich ne Chance habe, dann will ich sie auch nutzen und ich trau mir eine gute Performance zu und das ist das wichtigste - der Glaube an sich selbst.

      Möchte die Kurve bekommen, bevor der Ausgang immer enger wird sozusagen. Noch sind viele gute Chancen vorhanden.

      Und nach einer Studie ist Länderdiversifikation für die Katz bezüglich Risikostreuung - da wird vom Expertenteam zu Small Caps geraten - ist auch meine Beobachtung.

      Auch wenn ich bald mal in Brasilien investiert sein könnte!

      Neee, ich geh meiner Nase nach - die zeigt nach vorn!

      Die nächsten Monate werden also sicher sehr interessant bei mir!
      Avatar
      schrieb am 03.09.05 13:20:38
      Beitrag Nr. 292 ()
      Noch was, habe in letzter Zeit zu oft gesehen, dass einzelne Personen Gold wert sein können für Firmen.

      Wenn sich jemand einen Namen gemacht hat, dann stehen ihm viele Türen offen und das kann eine Firma schnell nach vorne bringen.

      Beispiel wäre z.B. I2, die einen Satz um bald 200% gemacht haben.

      Dieser Prueitt bring Phantasie und Kursgewinne - garantiert. Mindestens kurzfristig.

      Bei Energulf hat man Beziehungen bis ins Bush Haus - auch da sehr spannende Entwicklung!

      Ach was laber ich - Time will Tell.

      Sorry, hab zwar im Viro Thread behauptet, dass ich einen Bogen um OTC Werte mach, aber bei Eng und Aum hab ich gar nicht geschaut, wo die gelistet sind - bin einfach Lemmingmäßig dem Bullvestor gefolgt - allerdings erst nachdem ich intensiv zwischen den Zeilen gelesen hab.

      Einstiegszeitpunkte waren aber bisher sehr gut gewählt!

      Wenn so ein Kurs kräftig anspringt, dann wart ich immer erst ein Weilchen bis er wieder auf günstigem Level ist, weil das in 98,73% der Fälle so kommt!

      Ausnahme war Energulf - ist mir zweimal davongelaufen und am Zwischentief bei 80 Cent war ich nicht flüssig gewesen.

      Wollte sie schon nicht mehr anschauen, aber die News waren einfach zu genial.
      Avatar
      schrieb am 03.09.05 13:26:42
      Beitrag Nr. 293 ()
      Fazit: Wenn ich an etwas glaube, dann greif ich beherzt zu und dann interessiert mich das Risiko oft herzlich wenig - wird meistens ja auch da nicht so heiß gegessen wie gekocht. Ich trade die Phantasie und man hat ja nicht nur einen Wert im Depot. und fast würde ich mich wetten trauen, dass diese kleinen Aktien oft weniger anfällig für Marktrückgänge sind als die Big oder Medium Player. Bin halt sehr konträr zur gängigen Meinung (glaube ich zumindest).
      Avatar
      schrieb am 03.09.05 19:44:19
      Beitrag Nr. 294 ()
      Avatar
      schrieb am 06.09.05 00:06:42
      Beitrag Nr. 295 ()
      After the earnings conference call the Baird analyst following SIGM came out with a report in which it was stated, "Main (SIGM) competitors include STMicroelectronics and Broadcom. We believe STMicro is late on its announced HD decoder product, with more significant delays in the case of Broadcom. These two companies have missed the 2005 design win window, in our opinion."

      SIGM moved up from $8 in mid-August to $10 now, a 25% move, mostly as a result of the August 18th announcement of the 8634 chip. More major announcements are coming soon, beginning with the Microsoft announcement in the next couple of weeks. My view is that as these announcements come out, the stock can continue to move higher.

      :D:D:D:D:D:D
      Avatar
      schrieb am 06.09.05 00:07:32
      Beitrag Nr. 296 ()
      Kiss now part of Linksys officially
      http://www.kiss-technology.com/
      Avatar
      schrieb am 06.09.05 15:41:59
      Beitrag Nr. 297 ()
      Avatar
      schrieb am 06.09.05 15:52:30
      Beitrag Nr. 298 ()
      :D:D:D

      Press Release Source: Toshiba America Electronic Components, Inc.

      Toshiba Teams Up With Sigma on Linux Platform for Digital Multimedia Appliances
      Tuesday September 6, 9:30 am ET
      Based on the Toshiba TX4938 Processor and the Sigma EM8620L Decoder, New Platform Facilitates Rapid Development of DVD Players, IP Set-Top Boxes and Digital Media Players

      SAN JOSE, Calif., Sept. 6 /PRNewswire-FirstCall/ -- 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.

      ADVERTISEMENT
      "Over the past few years, TAEC has been working closely with Sigma Designs on the development of a series of multimedia reference platforms, and this new platform represents another milestone," said Shardul Kazi, vice president of the Embedded Processor SoC Business Unit at TAEC. "We are continuing to execute on a total solution strategy by designing reference platforms based on our existing TX49-based ASSPs. With the Toshiba/Sigma platform, we are providing our customers with a standard-definition or high-definition MPEG- 2/MPEG-4 and Windows Media® Video 9 decoder solution for digital multimedia applications that can get them to market faster and with less effort."

      "This new reference platform with TAEC constitutes the continued validation of Sigma`s strength in providing complete solutions and technological prowess," said Ken Lowe, vice president of strategic marketing, Sigma Designs. "The digital consumer market requires a blend of faster time- to-market and proven reliability. By working with partners like TAEC, Sigma lays a solid foundation for consumer entertainment."

      The new Toshiba/Sigma platform can be plugged into the PCI slot on the Toshiba RBTX4938 reference board, or plugged into the Toshiba AVM49R multimedia reference platform. Provided in a compact 6.7-inch by 6.7-inch mini-ITX form factor, the AVM49R is a highly integrated, flexible and cost- effective reference design that includes a 300-megahertz Toshiba TMPR4938XB 64-bit MIPS-based RISC processor, and a Toshiba TC86C001F PCI-to-ATA66/USB companion chip, both running under the MontaVista Linux operating system.

      The EM8620L media processor from Sigma Designs provides a complete single- chip solution for next generation IP video and connected media players, featuring high definition Windows Media Video 9 support. The EM8620L offers a wide range of media processing functions for video decoding, audio decoding, and graphics processing based on REALmagic® HD technology, for the highest quality image possible on high definition displays. For single-chip systems, it features an on-chip RISC processor, PCI-bus, IDE controller and additional peripheral ports for supporting other subsystems.

      Pricing and Availability

      The Toshiba AVM49R Multimedia Reference Platform Hardware Developer Kit is currently available from TAEC for customers to license at $10,000.00 per license. The Toshiba RBTX4938 reference board is currently available from Toshiba for customers to purchase for under $2,000.00 each.

      About the Toshiba TX System RISC Family of Microprocessors and Platforms

      Toshiba forged an alliance with MIPS Technologies, Inc. in 1989. Today, Toshiba offers a full family of MIPS-based Reduced Instruction Set Computer (RISC) microprocessors and peripheral circuits. The Toshiba TX System RISC family consists of 32- and 64-bit processors available as standard products or as a custom SoC tailored for an embedded design. The family is composed of a range of processors from low-power consuming to high-performance and includes special functions essential for the design of embedded products, such as reduced code size and real-time capability. Toshiba offers access to expert technology professionals for design questions and application support.

      Toshiba also offers TX39/49/99 System RISC Reference Platforms consisting of hardware, software and system integration tools and documentation based on products from Toshiba. This modular, configurable approach provides a ready- to-use bill of materials and will evolve with the customer`s design and industry standards. Customers get a jump on software development and on the competition. Platforms are available for home-entertainment, IP set-top-box, industrial-control, mobile and wireless, and other digital consumer applications.

      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 http://www.sigmadesigns.com/.

      *About TAEC

      Combining quality and flexibility with design engineering expertise, TAEC brings a breadth of advanced, next-generation technologies to its customers. This broad offering includes memory and flash memory-based storage solutions, a broad range of discrete devices, displays, medical tubes, ASICs, custom SOCs, microprocessors, microcontrollers and wireless components for the computing, wireless, networking, automotive and digital consumer markets.

      TAEC is an independent operating company owned by Toshiba America, Inc., a subsidiary of Toshiba Corp. (Toshiba), Japan`s second largest semiconductor manufacturer and the world`s ninth largest integrated manufacturer of electric and electronic equipment. In almost 130 years of operation, Toshiba has recorded numerous firsts and made many valuable contributions to technology and society. For additional company and product information, please visit TAEC`s website at chips.toshiba.com. For technical inquiries, please e-mail Tech.Questions@taec.toshiba.com.

      Information in this press release, including product pricing and specifications, content of services and contact information, is current and believed to be accurate on the date of the announcement, but is subject to change without prior notice. Technical and application information contained here is subject to the most recent applicable Toshiba product specifications. In developing designs, please ensure that Toshiba products are used within specified operating ranges as set forth in the most recent Toshiba product specifications and the information set forth in Toshiba`s "Handling Guide for Semiconductor Devices," or "Toshiba Semiconductor Reliability Handbook." This information is available at http://www.chips.toshiba.com, or from your TAEC representative.

      All trademarks and trade names used herein are the properties of their respective holders.


      Source: Toshiba America Electronic Components, Inc.
      Avatar
      schrieb am 07.09.05 03:21:36
      Beitrag Nr. 299 ()
      Samsung & dual-standard DVD player
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/06/05 04:57 pm
      Msg: 86271 of 86271

      Samsung Electronics Co. will bring out a DVD machine next year capable of playing both Blu-ray and HD DVD if backers of the rival standards fail to agree on a unified format, according to Samsung`s head of consumer electronics, Choi Gee-sung

      Competition between the two camps has hampered the launch of the next generation of optical disks, which will have greater capacity and higher definition, as movie studios hesitate to commit to printing disks on either standard.

      Samsung`s head of consumer electronics, Choi Gee-sung, told the Financial Times Deutschland: "We would welcome a unified standard but if this doesn`t come, which looks likely, we`ll bring a unified solution to market."

      "It won`t be simple but you`ll see our solution in the coming year. Consumers will be too confused otherwise," he added in the interview published on Tuesday.

      Samsung is a backer of blu-ray, which promises higher capacity than HD DVD and better interactivity and security.

      But supporting all standards -- as Samsung has done with cellphones and mobile video -- could give it an advantage in the multibillion-dollar market for DVD players, PC drivers and optical disks.

      Blu-ray is backed by the majority of electronics makers, including Sony, Panasonic brand maker Matsushita and Philips.

      HD DVD`s supporters, who say their technology is cheaper and compatible with current DVD and CD players, include Toshiba, NEC Corp. and Sanyo Electric.

      http://today.reuters.com/news/newsArticle.aspx?type=technolo… 09-06T133548Z_01_EIC648536_RTRIDST_0_TECH-SAMSUNG-DVD-DC.XML

      Samsung is already working with SIGM on set-top boxes. It`s very likely that dual-standard DVD players from Samsung, or from other major manufacturers such as Toshiba, would have Sigma inside.
      Byron
      Avatar
      schrieb am 07.09.05 05:48:33
      Beitrag Nr. 300 ()
      ;)


      Harry Boxer gave his latest opinion on SIGM at 7:45 ET on Winning on Wall Street. He`s confident that SIGM will challenge the previous resistance at the $12.50 level. If it breaks through $12.50, he feels that there is no stopping until the $18-20 level.

      He also gave a new web site --www.buyins.com which gives shorting prices, volumes, who`s naked shorting, etc. which a precursary view looks good. He said the site shows that the average SIGM shorting price is $10,47. If we get up another 25 cents shorts are going to have to start covering.
      Avatar
      schrieb am 07.09.05 05:50:10
      Beitrag Nr. 301 ()
      http://www.gildertech.com/

      George Gilder posted this on the Gilder Technology Forum (GTF) early this morning:


      "I made a purchase of SIGM this morning. This is not a big time paradigm play based on a durable lead (though IPTV is the beginning of the end of television). It is a bet that this is an experienced and capable team, in the business since 1982, that can exploit a possibly transitory advantage to enlarge their company and lift their stock."

      --GG
      Avatar
      schrieb am 07.09.05 05:52:48
      Beitrag Nr. 302 ()
      George Gilder also posted this a few days ago on his website:

      "Sigma Designs (SIGM), a company that impressed me at the Needham Conference early in the year, offers single-chip decoders for the various brands of MPEG video, 1, 2, 3 and 4. Ever since Needham pitched this company to me, they have been backpedaling from it. But it remains in the path of the tidal sweep of video into computers and onto higher definition screens. Apparently their falling revenues reflect a kind of stormy adolescent pause between generations of decoders and next year will be the breakout."

      http://www.gildertech.com
      Avatar
      schrieb am 07.09.05 07:12:33
      Beitrag Nr. 303 ()
      ;) alleine der short squeeze der bald einsetzen wird...wenn die nächsten news out sind...ist einige $ wert...:D das waren heute "nice" news...aber die richtigen knaller...die kommen noch!:cool:
      Avatar
      schrieb am 07.09.05 07:13:05
      Beitrag Nr. 304 ()
      SIGM
      Sigma Designs, Inc. NASDAQ-NM

      Settlement
      Date Short
      Interest Avg Daily
      Share Volume Days
      to Cover
      Aug. 15, 2005 2,634,945 234,760 11.22
      Jul. 15, 2005 2,764,221 216,346 12.78
      Jun. 15, 2005 2,579,764 311,654 8.28
      May 13, 2005 2,579,528 251,698 10.25
      Apr. 15, 2005 2,617,453 365,426 7.16
      Mar. 15, 2005 2,500,743 558,148 4.48
      Feb. 15, 2005 2,425,072 458,128 5.29
      Jan. 14, 2005 2,551,375 305,170 8.36
      Dec. 15, 2004 2,453,548 366,556 6.69
      Nov. 15, 2004 2,635,199 278,567 9.46
      Oct. 15, 2004 2,836,614 312,995 9.06
      Sep. 15, 2004 3,895,940 239,712 16.25
      Avatar
      schrieb am 07.09.05 09:11:44
      Beitrag Nr. 305 ()
      Hallo amorphis,

      bin wieder am Arbeiten und ab nächste Woche wieder so richtig - will sagen, dann weniger Zeit für Börse als die letzten 4 Wochen.

      Energulf und Barnabus machen die Hälfte meines Depots aus.
      Aumega ist auch noch ein größerer Posten - damit sinds 70%

      Das wird mächtig spannend, die nächste Zeit.

      Der Rest ist noch 50/50 in Aktien und Optionsscheinen drin.

      Hab noch Geld zum Nachschießen (fürs Depot!) flüssig gemacht. - Kommt demnächst.

      Dank der Auswahl und der aktuellen Rallye läuft alles ins Plus und mein Depot nimmt kräftig zu, bzw. dürfte sich das sogar demnächst noch verstärken (bin sehr sicher!)

      Wenn das noch eine Zeit lang gut läuft, dann wil ich aber was fürs Depot, das ein wenig mehr Sicherheit verspricht.

      Dabei vertraue ich auch auf Dein Urteil bezüglich Sigma Desing. Hast Du eine ungefähre Vorstellung, wo die Aktie gegen Ende des Jahres stehen könnte, bzw. auch schon in einem Monat.

      Will sie mir nach wie vor bei Gelegenheit ins Depot legen!

      Gruß Jumwi

      PS: Viropharma hab ich kurzzeitig reduziert um später vermutlich wieder aufzustocken. An Gewinnmitnahmen ist ja noch keiner gestorben und ich wollte viel in meinen Favoriten investiert sein!

      Dazu gehören auch Allianz Calls, von denen ich mir mächtig was verspreche, weil ich ein Kursziel von 130 € bis Januar und von 200 € in 12 bis 18 Monaten habe. Gegen Jahresende will ich dort meinen Einsatz rausziehen bzw. vielleicht schon ein bischen was in nächster Zeit, je nach Daxaussicht!
      Avatar
      schrieb am 07.09.05 18:01:43
      Beitrag Nr. 306 ()
      From the Baird report:

      Motorola Deal Implications Go Well Beyond SBC, In Our View.

      We believe the ramifications of Sigma Designs` deal with Motorola extend well beyond the deployment of SBC`s Project LightSpeed, in our view. We view Sigma Designs` 8634 advanced decoder as the basis for substantially all high-definition set-top box deployments in the U.S. from Motorola starting next year, including potentially the first cable deployments. We note thatthe typical life cycle for a set-top box is two years, hence Sigma should retain its competitive position in 2006 even as the first competitive offerings take place. While Sigma Designs has not announced a design win with Motorola and has merely indicated a design win with one of the top-two set-top box manufacturers in the U.S., our checks continue to indicate a deal with Motorola was inked a few months ago.

      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.

      STMicro And Broadcom Still Do Not Have A VC1 Decoder In Sampling Mode, In Our View.

      We continue to believe STMicro and Broadcom are still not sampling a VC1 decoder. STMicro also has software issues on its H.264 part, and has lost some IPTV design wins in Europe as a result.

      Sigma Designs Gaining Traction In LCD TVs; Offering Simultaneous HD Streaming And WLAN Functionality.

      Sigma Designs` decoder incorporates VC-1, H.264, scaling, 3D graphics, and HDMI on a single chip, along with WLAN functionality as part of a reference design with Atheros. Sigma offers today what we believe is the highest level of integration addressing the LCD TV market, which should enable the company to gain some market share as LCD TV ODMs can add the WLAN functionality at almost no extra cost, integrating the functionality of a digital media adapter which retails at $200. The WLAN functionality is a concept pushed by Intel and Microsoft, and provides the ability to move video content wirelessly throughout the home. Sigma`s 8634 chip enables dual simultaneous streaming at 1080i and quadruple streaming at 720p (VC-1 and/or H.264). The multiple streaming functionality in HD is critical as it addresses a core feature of upcoming IPTV services and is built in Microsoft`s IPTV Edition Software.

      Upcoming Trade Show Announcements.

      IBC (September 9-13, Amsterdam) should be all about IP TV programs. We expect multiple IP TV announcements to be made, some of which could be Sigma Designs specific. Later on, CES should be the ground of LCD TV and HD DVD player announcements/demos using Sigma Design`s 8634 decoder.

      Reiterating Outperform rating on SIGM shares. $15/sh price target.
      Avatar
      schrieb am 07.09.05 18:27:15
      Beitrag Nr. 307 ()
      tja...sieht doch soppa aus...oda?:D

      INET SIGM
      GET STOCK

      Symbol Search
      LAST MATCH
      Price 11.4500
      Time 12:26:22.244

      TODAY`S ACTIVITY
      Orders 2,615
      Volume 105,961
      BUY ORDERS
      SHARES PRICE
      100 11.4500
      50 11.4200
      100 11.2300
      600 11.2200
      100 10.8000
      500 10.6000
      500 10.5000
      300 10.2600
      100 10.0100
      500 9.7500
      500 9.5000
      50 9.2500
      210 9.0600
      690 9.0600
      770 9.0500
      (2 more)

      SELL ORDERS
      SHARES PRICE
      100 11.4700
      100 11.4700
      100 11.4900
      1,900 11.5000
      100 11.5500
      8,000 11.9900
      100 12.0000

      die short squeeze fantasie....;)
      Avatar
      schrieb am 07.09.05 18:41:37
      Beitrag Nr. 308 ()
      [posting]17.819.095 von amorphis am 07.09.05 18:27:15[/posting]In der Tat! Trotzdem müsste der Kurs nochmal in die 11-er Gegend zurückkommen! ;)
      Avatar
      schrieb am 07.09.05 18:52:53
      Beitrag Nr. 309 ()
      wow, keiner verkauft mehr. :)

      @stochastic.
      Rückgang aus charttechnischen Gründen?
      Avatar
      schrieb am 07.09.05 18:57:48
      Beitrag Nr. 310 ()
      [posting]17.819.416 von ontara am 07.09.05 18:52:53[/posting]Rückgang bis 11 war falsch von mir. Nach den BBD ist heute doch Platz bis 11,50! Aber viellicht auch heute 12 und morgen Rückgang! Sorry!
      Tipp: geht nie nach Charts bei WO! :rolleyes:

      In der Tat keine verkaufsorders am Markt. Die wurden alle abgeräumt! :look:
      Avatar
      schrieb am 07.09.05 19:21:49
      Beitrag Nr. 311 ()
      hey kommt leben in den threat...;)

      jungs...es ist im prinzip egal...was heute oder morgen passiert!gestern kamen die ersten beiden news...siehe sharp und toshiba!ist euch eigtl aufgefallen...das die toshiba meldung...seitens toshiba veröffentlicht wurde???nicht von sigm...ich werte das als gutes zeichen!die großen schicken news...und nennen sigma design....:D

      es stehen weitere news an...noch viel, viel wichtigere!wir sehen uns bei 20$ ende des jahres...;)
      Avatar
      schrieb am 07.09.05 19:28:18
      Beitrag Nr. 312 ()
      Avatar
      schrieb am 07.09.05 19:41:55
      Beitrag Nr. 313 ()
      InPlay: Sigma Designs - - Relative Strength
      Briefing.com (Wed 12:05pm)

      12:05PM Sigma Designs - - Relative Strength (SIGM) 11.23 +1.03: -Technical- The stock displays relative strength today as it stages a breakout to a fresh 5-month high. Minor resistance at its mid-March highs around 11.30 followed by its February highs near 12.00/12.45.
      Avatar
      schrieb am 07.09.05 19:43:06
      Beitrag Nr. 314 ()
      Volume: 742,957
      Avg Vol (3m): 279,268
      Avatar
      schrieb am 07.09.05 19:47:22
      Beitrag Nr. 315 ()
      11,2

      @stochastic, hast vielleicht doch recht gehabt.:)

      hmmm... nachkaufgelegenheit? :confused:
      Avatar
      schrieb am 07.09.05 20:07:21
      Beitrag Nr. 316 ()
      [posting]17.820.025 von ontara am 07.09.05 19:47:22[/posting]ontara...sag mir bitte wie lang ist dein anlagehorizont?alles was über das jahresende hinausgeht...wird belohnt werden...wer länger hält...hat die chance auf DEUTLICH mehr!
      Avatar
      schrieb am 07.09.05 20:39:00
      Beitrag Nr. 317 ()
      IPTV to grow tenfold by 2010 – report

      07/09/2005 by John Tilak

      Print | Email Colleague | Add Comment | Comments (0)

      The rapid growth in internet protocol television (IPTV) over the next few years is to see subscriber numbers at end-2010 reach around ten times the 2005 figure. According to a report from market research firm Informa Telecoms & Media, which has studied some 50 countries, by the end of this year there will be just 2.7m IPTV subscribers globally, but that this number is expected to reach 25.9m by end-2010.

      Looking ahead, China will be the leading IPTV market, with 4.9m subscribers forecast by end-2010, with the U.S. in second place with 3.4m. Hong Kong, the leading country in 2004 (with 475,000) will drop to 8th position by 2010, having been overtaken by the UK with 1.5m.

      The top five Western Europe IPTV markets in 2010 will be France, Germany, Italy, the UK and Spain.
      Avatar
      schrieb am 07.09.05 20:39:56
      Beitrag Nr. 318 ()
      September 6, 2005
      Telco TV Expected to Surge
      By Jim Wagner

      Worldwide adoption of IP-based TV is expected to grow significantly in coming years, though the U.S. will only be a bit player in the market, according to researchers from In-Stat Tuesday.

      The Scottsdale, Ariz.-based market research firm predicts 32 million subscribers will be watching TV provided by telecommunications providers in 2009, up from 1.6 million at the end of 2004.

      IPTV (define) is expected to provide the foundation for a new industry of premium services by telephone providers and for consumers. With television as the basic service, telcos can sell extensions, such as video on demand (VoD), digital video recording (DVR) and interactive TV.

      According to the In-Stat report, "Telco TV in Mass Deployment Phase," worldwide revenues in the premium services space will surpass $600 million in 2009.

      IP-based providers can also bundle the TV service into the highly sought-after triple play of the broadband world: VoIP (define), high-speed Internet access and TV.

      The U.S., which requires new entrants to sign local franchise contracts before they can provide television, is expected to lag behind the rest of the world, according to Michelle Abraham, In-Stat analyst.

      "The current franchise regulations -- needing a franchise license to serve a community -- really does require a lot of negotiation with each community," she said.

      According to Abraham, the North American region is expected to make the least significant contribution to the predicted 32 million subscribers by 2009. The lion`s share of the subscribers will come from Europe and Asia, where the telco providers in those countries have already been providing the service.

      She said many other countries can deploy TV services after gaining federal government approvals, not through negotiations with local communities.

      The leaders in the IPTV space, Abraham said, are companies like France`s Free Telecom and France Telecom, Italy`s FastWeb, Taiwan`s Chunghwa Telecom and Japan`s Yahoo BB.

      Abraham said the North American telcos are definitely picking up the pace of their IPTV activities. Baby Bells like SBC (Quote, Chart) and Verizon (Quote, Chart) are rolling out miles of the fiber-optic cabling needed to provide the service, and are looking at the premium services that will help fund the initiative.

      SBC plans to pass 18 million homes in the next three years, while Verizon has been working on securing franchising agreements with local communities.

      There are indications state authorities are looking for the means to get IPTV into the communities quicker than the existing method. Recently the Texas state lawmakers passed a bill to grant a statewide video franchise, which the governor is expected to sign.

      Commissioners from the Federal Communications Commission are looking for the means to update the current policy.
      Avatar
      schrieb am 07.09.05 20:54:12
      Beitrag Nr. 319 ()
      hi amorphis,
      bin über deinen hinweis im viroboard auf sigma aufmerksam geworden. Danke dafür.
      suche ein paar werte mit mittelfristigem anlagehorizont (6mon+) habe sigma heute und gestern nur getradet, weil ich mir noch nicht sicher bin über die fundamentals.

      muß mir das alles erst in ruhe anschauen. demnächst ist die IBC, da gibts dann täglich news über HDTV, neue codecs etc.

      das könnte was werden :)
      ...auch die WM 2006 wird HDTV extrem forcieren (in europa, die japaner sind da schon sehr viel weiter)

      gruß
      ontara
      Avatar
      schrieb am 07.09.05 21:06:45
      Beitrag Nr. 320 ()
      ontara...ich lege meine hand dafür ins feuer...wenn ich hier jemanden verarschen sollte...verschwinde ich für immer von diesem board!die fundamentals sind besser als sie je waren...guck dir die letzten 30-40 postings an...wenn du magst auch mehr...;) dann sollteste wissen was ich meine....:D
      Avatar
      schrieb am 07.09.05 21:27:31
      Beitrag Nr. 321 ()
      Texas governor gives Bells victory on TV service
      Wed Sep 7, 2005 03:17 PM ET
      WASHINGTON, Sept 7 (Reuters) - The governor of Texas on Wednesday signed a law making it easier for telephone companies to offer pay television services, handing SBC Communications Inc. (SBC.N: Quote, Profile, Research) and Verizon Communications Inc. (VZ.N: Quote, Profile, Research) a long- sought victory.
      Avatar
      schrieb am 07.09.05 21:27:43
      Beitrag Nr. 322 ()
      IPTV
      SD streaming
      HD streaming
      MPEG 1 bis 4
      LCD TV
      High Definition DVD-Player

      sigma spielt da wohl ziemlich weit vorne mit im bereich der Decoder-Chips.
      Der Kracher ist, soweit ich das überblicke, daß der sigma dekoder in der lage ist, hochauflösendes TV (1080p) zu streamen, d.h. es für das web nutzbar zu machen.

      Allerdings habe ich (noch) keine Ahnung, wieweit und wie gut da der Wettbewerb von sigma-design ist.

      HD-DVD-player sind m.E. nicht so der Hammer, da haben Sony und NEC schon einiges auf der CEBIT präsentiert.

      Aber die coops von sigma sehen vielversprechend aus.:)
      Avatar
      schrieb am 07.09.05 21:35:16
      Beitrag Nr. 323 ()
      look at #281 + 282 da steht alles was du wissen mußt...auch zum thema wettbewerber...und...warum es derzeit keine gibt...;)
      Avatar
      schrieb am 07.09.05 21:41:51
      Beitrag Nr. 324 ()
      höre gerade eben, dass die HD-DVD player von der Cebit nur Prototypen waren. Also, da ist doch noch Neuland und Phantasie drin.

      neenee, amorphis, Deine Recherchen sind schon klasse, hier glaubt keiner an Verarsche.

      ICH muß mich nur mal richtig einlesen in Sigma, bevor ich hier mist erzähle. Hätte ich das doch nur schon vor 4 Wochen gemacht. :cry:


      Aber ich glaube, daß sigma noch gut abheben könnte. :yawn:
      Avatar
      schrieb am 07.09.05 21:48:16
      Beitrag Nr. 325 ()
      [posting]17.821.358 von ontara am 07.09.05 21:41:51[/posting]also...da ich schon eingelesen bin...:laugh:...ich halte kurse von 40$ im nächsten jahr erreichbar!klar muss da eins und eins zusammenpassen...aber das tuts bislang...;) read the stuff...und entscheide selbst!
      Avatar
      schrieb am 07.09.05 22:18:25
      Beitrag Nr. 326 ()
      [posting]17.821.459 von amorphis am 07.09.05 21:48:16[/posting]40 Dollar die nächsten Jahre. Warum nicht. wenn sich die Umsätze in den nächsten Jahren vervierfachen sollen, warum nicht auch der Kurs! IPTV ist ja noch ziemlich unbekannt! ;)

      Sonst alles wie erwartet. Sigma hat heute den vorhandenen Raum bis 11,50 ausgeschöpft. Bin gespannt wie es morgen weitergeht! :cool:
      Avatar
      schrieb am 07.09.05 22:28:24
      Beitrag Nr. 327 ()
      [posting]17.821.874 von Stochastic am 07.09.05 22:18:25[/posting]muss dich korrigieren...nicht die nächsten jahre...im nächsten jahr...;)
      Avatar
      schrieb am 07.09.05 23:03:42
      Beitrag Nr. 328 ()
      so, fürs erste mal eingelesen. :)

      wenn samsung sigma-chips in seine dvd-player einbauen würde...:eek:

      soweit ich weiss, ist samsung jetzt schon marktführer bei den großen (HD-fähigen) LCD- und plasma-Displays, und bei den DVD-playern könnten sie es bald sein.

      alles sehr sehr interessant. bin gespannt auf morgen. :)

      hmm... bei vphm wars aber auch recht schön heute.
      Avatar
      schrieb am 07.09.05 23:07:58
      Beitrag Nr. 329 ()
      Mein ehrliches Kompliment :) Das habt ihr Euch verdient. Glückwunsch und weiter so :)
      Avatar
      schrieb am 08.09.05 00:16:07
      Beitrag Nr. 330 ()
      stockcharts kz 22$

      ontara...samsung verwendet in einigen produkten sigm...;)

      danke jj...:)
      Avatar
      schrieb am 08.09.05 00:18:29
      Beitrag Nr. 331 ()
      [posting]17.822.290 von JJFlash am 07.09.05 23:07:58[/posting]biste dabei?
      Avatar
      schrieb am 08.09.05 00:37:41
      Beitrag Nr. 332 ()
      @ amph

      DANKE für Dein Tip und recher.
      Habe zwar einige VIRO geopfert (17,03$), hat es sich doch gelohnt.


      MFG
      Avatar
      schrieb am 08.09.05 01:07:22
      Beitrag Nr. 333 ()
      [posting]17.822.638 von miristegal am 08.09.05 00:37:41[/posting]gern geschehen...;)
      Avatar
      schrieb am 08.09.05 02:40:28
      Beitrag Nr. 334 ()
      neee...einstieg war für nächste Woche geplant :) Ich mag mich einfach noch nicht von meinen Viros trennen :) Da könnte morgen die Post abgehen!
      Avatar
      schrieb am 08.09.05 02:41:11
      Beitrag Nr. 335 ()
      ja das stimmt :D
      Avatar
      schrieb am 08.09.05 11:08:16
      Beitrag Nr. 336 ()
      @amorphis.
      Seit ca. 8 Monaten bin ich mit 2.500shares bei Sigma investiert. Hatte oft überlegt rauszugehen. Aber auf Grund deiner hervorragenden Recherchen habe ich auf Sigma und auf dich gebaut.
      Jetzt scheint es ja so, dass es aufwärts geht und die Geduld sich auszahlt.
      Also, meinen Dank und alles Gute und steigende Kurse.
      Avatar
      schrieb am 08.09.05 14:19:47
      Beitrag Nr. 337 ()
      ;) auch dir hahel ein herzliches bitteschön...;)
      Avatar
      schrieb am 08.09.05 14:30:18
      Beitrag Nr. 338 ()
      so freunde...dann mal weiter...damit wir nicht im dunkeln tappen...und den ten-bagger sehen können...:D

      Roth Conference
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/08/05 12:08 am
      Msg: 86386 of 86394

      Highlights of comments made by Ken Lowe at the Roth investment conference 9/7/2005:

      SBC is going to need millions of media processor chips for their IPTV product over the next several years. SIGM expects to get a minimum of 50% of this business. Other major Telco and non-Telco customers all over the world are in the process of rolling out IPTV. SIGM has technology that is ahead of the competition and they are in a strong position to win this business.

      2 new products using SIGM technology will roll out in the next 3-4 months from movie rental providers/studios. Mr. Lowe did not name names. I believe Netflix and Disney or Sony are likely customers.

      SIGM’s close partnership with Microsoft and SIGM’s technology leadership in digital rights management/security are giving them a huge edge.
      Byron
      Avatar
      schrieb am 08.09.05 14:30:51
      Beitrag Nr. 339 ()
      Upcoming announcements
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/08/05 01:02 am
      Msg: 86387 of 86394

      The IBC conference in Amsterdam takes place Sept 8-12.

      http://www.ibc.org/

      Look for announcements about IPTV involving SIGM technology at this conference.

      Also look for an annoucement from Microsoft in the next week or 2 regarding their relationship with SIGM. After today’s big move in the stock, there could be some profit taking tomorrow. However, as major announcements come out during the remainder of this month, later this year, and at the CES show in January, the trend in the stock price will continue to be up.
      Byron
      Avatar
      schrieb am 08.09.05 14:33:05
      Beitrag Nr. 340 ()
      Envivio to Introduce Fourth Generation MPEG-4 SD Encoding System at IBC2005

      Superior AVC/H.264 Compression of 4Caster(TM) B3 Delivers the Highest Quality Video at Any Bit Rate
      http://biz.yahoo.com/prnews/050907/sfw103.html?.v=13

      Note: Envivio is a Sigma partner.
      Avatar
      schrieb am 08.09.05 15:22:43
      Beitrag Nr. 341 ()
      :D:D:D:D:D:D:D:D

      ach so...noch gar nicht erwähnt...der titel des threats...ist wieder aktuell...:laugh:
      Avatar
      schrieb am 08.09.05 15:35:26
      Beitrag Nr. 342 ()
      SIGM
      GET STOCK

      Symbol Search
      LAST MATCH
      Price 11.8600
      Time 9:34:38.511

      TODAY`S ACTIVITY
      Orders 170
      Volume 5,451
      BUY ORDERS
      SHARES PRICE
      100 11.8700
      100 11.8000
      600 11.4100
      800 11.1000
      70 10.9700
      320 10.9100
      2,500 9.7500
      2,500 9.5000
      50 9.2500
      108 9.2400
      770 9.0800
      1,522 8.5400

      SELL ORDERS
      SHARES PRICE
      200 11.9300
      500 11.9400
      1,000 11.9900
      100 11.9900
      100 12.0000
      100 12.0900
      50 12.3900
      73 12.6800
      1,000 12
      Avatar
      schrieb am 08.09.05 15:58:18
      Beitrag Nr. 343 ()
      Hmmm. Die 12 gleich zu Beginn gescheitert. 12 war das alte 52-WH. Denke jetzt kommt erstmal ne Konsolidierung....
      Die sind ja praktisch von 8 auf 12 durchmarschiert! :)
      Avatar
      schrieb am 08.09.05 16:21:32
      Beitrag Nr. 344 ()
      Roth Conf Notes/Comments
      by: WINTER_CFA 09/08/05 09:21 am


      Ken Lowe, SIGM’s VP of Business Development/IR, gave yet another solid presentation yesterday to a 40+ audience with his updated review of the company’s fundamentals, strengths and prospects. Like the one given at the FBR Conference three months earlier, this presentation was punctuated by a high level of energy and optimism. For the sake of brevity, I won’t repeat a lot of the comments made here that were also just made on SIGM’s recent 2Q conference call.

      The first five slides shown, “Highlights”, “Financial Performance”, “Balance Sheet”, “Five High Growth Markets”, and “Sigma’s Value Proposition” were either identical or similar to those used (and still available for viewing at SIGM’s home page) at the Needham Growth Conference held back in January. Comments of interest relating to these slides were: 1) “All of the next generation products coming out that are compatible with the Blu-Ray or HD DVD standard are going to be rolling out in the next 12 months and SIGM’s playing a significant part in those rollouts”; 2) “The SMP8630 family is peerless right now. We think it’s going to be 3-4 months before our nearest competitor catches this and by that time there’s going to be so much momentum that we believe it’s going to be a substantial barrier for them to start breaking into the designs we have in place.”

      Slide #6, “Sigma’s Media Processor Chipsets”, divided the firm’s core offerings into three distinct groups with the 8500 series being the low cost standard-def solution, the 8620 series being the midrange high-def market entry solution and the 8630 being the high performance solution.

      Slide #7, “IPTV Is Coming On Strong”, listed the following bullet points: 1) Telco triple play with IPTV is inevitable; 2) Most major telcos are planning deployments in 2006; 3) Most major set-top box vendors have entered; 4) Microsoft TV has huge momentum as a key enabler; 5) Differentiation: multi-windowed HDTV; 6) Movie downloads coming for rentals and studios. Comments of interest: 1) “IPTV is the pivotal point for SIGM right now and for the next 12 months”, 2) “We expect to have two of these (VOD) projects roll out in the next 3-4 months.”

      Slide #8, “Building The IPTV Platform”, showed a block diagram of an IPTV set-top using a SIGM SMP8634 chip. Comment of interest: “SIGM’s chip has a transistor count of 45 million or about the complexity of an Intel Pentium 3 chip. These (IPTV set-top) chips are 10x more complex than the previous generation. They are non-trivial to engineer and non-trivial to program at this point in time, substantially so that most major competitors are still struggling to bring out this range of technologies.”

      Slide #9, “IPTV Set-Top Box Customers”, listed SIGM’s previously identified set-top customers (UTStarcom, LG Electronics, Samsung, Tatung, Amino, Wegener, Eagle) plus “TBA - Scientific Atlanta or Motorola.” Comment of interest: “We will be announcing shortly the design wins associated with the SBC telco engagement, who has announced Scientific Atlanta and Motorola as their major (set-top) providers. We’ll be announcing at least one of those in the short-term, associated with our engagement there.”



      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). SIGM indicated that, of these firms, all the European telcos and all of the North American ones, except Bellsouth, planned to go with the MSTV solution. Comment of interest: “All of these European accounts have decided to roll out with an MSTV solution. The pivotal element there is that the MSTV solution is a substantive piece of software that requires a good deal of engineering to put it on top of a chip like ours. Once that effort is done, it establishes a barrier. This is something that has been ongoing for quite some time. Microsoft has been a very close partner of SIGM’s. We work very closely together in perfecting these solutions and as a result we should be the first chip in the market for these types of solutions.”

      Slide #11, “IPTV Business Opportunities”, listed the following bullet points: 1) TDG Research estimates 20 million subscribers by 2010 (with SIGM noting that an average North American subscriber is projected to use 2.7 set-tops/chips); 2) SIGM estimates (a total market of) 3 million units in 2006; 3) ST Micro and Broadcom are late. Comments of interest: 1) “ST Micro and Broadcom will have potentially competitive solutions later next year”; 2) “We have not seen Equator competing for the large accounts.”

      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: 1) “There are key customers that we have been dealing with for about a year now that have been perfecting the formula for moving these products at retail”; 2) “SIGM has found itself clearly dominating this market with about a 90% share.”

      Slide #13, “DVD (HD) Business”, listed existing customers 3 Blu-Ray, 1 HD DVD, Kenwood, Kiss/Linksys, IO Data, and Xunlianda and repeated its 2006 market forecast of 2 million units. The Blu-Ray and HD DVD customers were all said to be major Japanese and Korean firms. SIGM stated that it expects ST Micro and Broadcom to be future competitors here also, but added that DVD chip incumbents ESS, Mediatek and Zoran look like relative no-shows when it comes to high definition.”

      Slide #14, “HDTV Business”, listed customers LG Electronics, Kiss and Sharp. Comment of interest: “SIGM’s wireless TV market entry is leading to a minor position in the market that we hope we can grow over the next several years.”

      Slide $15, “PMD Business”, listed existing customers Dvico, Unibrain, DTS, AL Tech and Digital Cube. Comment of interest: “SIGM hopes to maintain a significant share here as the market develops.”

      Slide #16, “Goals Summary for FY2006”, listed the following bullet points: 1) Penetrating IPTV; 2) Establishing Blu-Ray and HD DVD accounts; 3) Expanding competitive lead; 4) Growing revenue contribution from current accounts. Comment of interest: “SIGM has captured about one-third of the accounts that will be the initial frontrunners in this business (Blu-Ray/HD DVD).”



      The following points and comments were made during the presentation Q&A and subsequent breakout Q&A sessions:

      Regarding the Japanese IPTV market, SIGM stated that “Samsung is moving to a second generation box for Softbank and SIGM is in a pretty good position to participate in that” and that another customer there “a fairly substantive effort…expects to roll out in the early part of 2006.” SIGM added that it is working with 2 Japanese and 1 non-Japanese set-top makers for that market.

      Regarding SBC volumes, SIGM stated that they “should be able to get 100,000s of subscribers in 2006 with the following years being in the millions of units” and that “SIGM should get a minimum of 50%.”

      Regarding major Blu-Ray and HD DVD makers going with captive solutions, SIGM stated that most, except for Sony, will not be going for captive ones.

      SIGM stated that initial chips from ST Micro and Broadcom targeting Blu-Ray and HD DVD makers will require massive design efforts, on a par with IPTV set-tops, but that chips for these products may become more interchangeable in several years.


      COMMENTS – While the bulk of SIGM’s presentation was not new news for SIGM veterans in the crowd, it again provided a compelling investment thesis for newcomers to the story. SIGM continued to drive home the point that they have the best horse in a number of big races and that they are going to be very tough to catch for at least a while.

      New and powerful to the story, however, was the full list of 13 global IPTV customers along with projected deployment timeframes. All would seem to need a chip like SIGM’s SMP8630 series either now or in the very near future and all have customer bases anywhere between several million and several tens of millions (with many to most likely being multiple chip users). Thus, SIGM’s market forecast of 3 million chips for 2006 likely reflects start-up deployment numbers at many of these firms. More robust deployments in 2007 and beyond could no doubt drive unit numbers by then to 10 million or more.

      Thus, SIGM remains poised to show the investment world that there is a new chip kid on the block. The firm has staked out a leading position in next generation high definition DVD players, a market that will account for an increasing percentage of the 100 million unit global DVD market beginning next year, and actually looks positioned to “run the table” regarding most major IPTV opportunities over the foreseeable future.

      I remain bullish on SIGM, to say the least.
      Avatar
      schrieb am 08.09.05 16:23:34
      Beitrag Nr. 345 ()
      lest euch das durch...es lohnt sich!!!!nehmen wir heute doch noch die 12$?:D

      LAST MATCH
      Price 11.9500
      Time 10:22:30.477

      TODAY`S ACTIVITY
      Orders 873
      Volume 29,696
      BUY ORDERS
      SHARES PRICE
      100 11.9500
      100 11.9300
      100 11.7800
      200 11.7100
      600 11.7100
      100 11.5100
      800 11.1000
      70 10.9700
      320 10.9100
      2,500 9.7500
      2,500 9.5000
      50 9.2500
      108 9.2400
      770 9.0800
      1,522 8.5400

      SELL ORDERS
      SHARES PRICE
      100 11.9600
      100 12.0000
      100 12.0900
      500 12.1500
      50 12.3900
      479 12.5200
      73 12.6800
      1,000 12.6900



      wahnsinn!aber...ich habe es die ganze zeit gesagt....;)
      Avatar
      schrieb am 08.09.05 17:00:36
      Beitrag Nr. 346 ()
      Of high interest...
      by: WINTER_CFA 09/08/05 10:04 am
      Msg: 86405 of 86413

      ...is this Australian article discussing Linksys and Kiss:

      "Linksys Kiss Secrets Revealed"

      http://www.smartofficenews.com.au/Computing/Networking_And_W… puting/Networking%20And%20Wireless/News/P8T2B6G6

      Key:

      "Only weeks after Cisco aquired Danish technology company Kiss it has emerged that there`s more behind Cisco Systems` acquisition of the company than just a way to give its Linksys division a broader portfolio of home networking gear."

      "The new products could help resellers and digital integrators tap the revenue stream of the growing market for capturing, viewing and listening to movies, music and voice content beamed into homes and small medium businesses."

      "The US$61 million purchase will also see the foundation of a new home integrator channel by Linksys. Nigel Williams, Linksys` newly appointed vice president of service provider and channel operations claims that Linksys will focus on four new channel programs: one designed for home technology integrators, a service provider channel program, a distribution-oriented program aimed at the small business market and a consumer products channel program."

      "With KiSS, Linksys plans to court service and content providers with the hopes of becoming the kingpin of home entertainment platform management."

      "Integrators are right in the middle of the content coming in from the service providers and the hardware from Linksys, says Tsao, who explained the overall result of the KiSS acquisition will "open up that particular VAR channel to go into the home and do the installation and maintenance."

      "The first Linksys-branded products resulting from the KiSS acquisition will likely arrive by January, in time for CES, Tsao says."



      Kingpin indeed.
      Avatar
      schrieb am 08.09.05 17:01:55
      Beitrag Nr. 347 ()
      New Market Leader Report by MRG Tracks Worldwide Activity of IP TV Vendors
      Thursday September 8, 7:00 am ET
      Microsoft Knocking on the Door


      AMSTERDAM, The Netherlands, Sept. 8 /PRNewswire/ -- Microsoft is moving closer to dominating the IPTV content management sector, according to a new report by MRG. Although broadcast-focused vendors are leading in all areas of IPTV development, the Redmond giant could leverage its DRM (digital rights management), middleware, and VOD (Video on Demand) expertise to command the market.
      "Microsoft is poised to dominate the North American IP TV market," states Bob Larribeau, MRG Analyst. "In part, this depends on service providers deploying Microsoft`s VOD, content protection and DRM software, in addition to its middleware solutions."

      This and other IPTV developments can be found in the just-released "IP TV Market Leaders Report -- August 2005," a member publication of MRG`s IPTV Tracking Service.

      The report also explains how IP TV deployments are creating new opportunities for Lucent, ECI, Huawei, and others to establish strong positions in the broadband access market, due to their ability to support the bandwidth requirements of video services. It also describes how companies with strong positions in the cable industry, such as Motorola, Scientific-Atlanta, ADB, and SeaChange, are now starting to shoulder the IP TV startups aside in the race to serve the large service providers such as SBC, BellSouth, and Verizon.

      It also measures the size of the worldwide IP TV Video Headend market through counting deployed channels, thereby providing the best assessment of this industry to date. Deployments by smaller, independent U.S. telcos are dominating this market, helping companies like Tut Systems, Minerva, and Skystream maintain their market positions.

      The report ranks the market leaders and emerging companies for all IP TV industry sectors. Firms are ranked within each of the following areas: Access Systems, Video Headend, Video On Demand Server, Set-top Box, Middleware, and Content Protection. All rankings are categorized by region: Asia, Europe, North America, and Rest of World.

      "IP TV Market Leaders Report -- August 2005" is a 37-page report that is available as a departmental PDF license for $3,040.00; a Departmental PDF license for $3,995.00; or a free copy is available as part of MRG`s IPTV Tracking Service. For more information or to order the report, contact Rob Smith at 408-524-9767 or rsmith@mrgco.com, or visit www.mrgco.com.
      Avatar
      schrieb am 08.09.05 17:05:14
      Beitrag Nr. 348 ()
      Latest IPTV news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/08/05 10:30 am
      Msg: 86410 of 86413

      Excerpts from today’s Wall St. Journal, page B6:

      Telephone companies planning to enter the television business scored their biggest political victory yet as Texas Gov. Rick Perry signed legislation streamlining the government approval process they have to follow to offer service in that state. Phone giants SBC Communications Inc. and Verizon Communications Inc. said the bill, which was fiercely opposed by cable companies, would enable them to accelerate their plans to roll out service. They both plan to launch TV within the next year.

      Telephone companies and cable companies are racing to offer consumers the most attractive package of phone, television and high-speed Internet services on upgraded networks.

      Phone companies have tried to get similar legislation passed in other states, but so far they have been successful only in Texas, SBC`s home state. The Bells believe other states will follow Texas` lead, especially when they see how much investment companies pour into that state. "Every state is very interested in making sure they have additional investment in telecom," said Jim Epperson, a senior vice president at San Antonio-based SBC.

      Phone companies also have been lobbying Congress for federal legislation that would ease the local franchise requirements.
      *****************************************************

      With its 8634 chip, SIGM expects to get at least 50% of SBC’s IPTV business, and is also in a strong position to win with Verizon and other IPTV customers.
      Byron
      Avatar
      schrieb am 08.09.05 21:08:13
      Beitrag Nr. 349 ()
      da hilft nur beten...das sigm nicht übernommen wird!sigm würde in wenigen jahren alleine deutlich höher stehen...

      In the case of a $20 buyout, the stock would most likely trade in the $19 range as many people would sell immediately rather than wait around for months for the deal to close.

      SIGM management mentioned in a recent conference call that they could receive a buyout offer. Texas Instruments is probably the most likely buyer. They are moving into the video space but their technology is way behind SIGM’s.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=83500

      Buying SIGM would be easier for Tex Inst than duplicating their technology. By the time Tex Inst reaches the point that SIGM is at now, SIGM would already have moved on to the next generation of technology.
      Byron
      Avatar
      schrieb am 08.09.05 21:15:34
      Beitrag Nr. 350 ()
      Sigma Designs and Microsoft Announce Worldwide Availability Of Consumer Products Supporting Windows Media Audio and Video 9 Series

      http://www.microsoft.com/presspass/press/2004/nov04/11-30Sig…
      Avatar
      schrieb am 08.09.05 21:18:01
      Beitrag Nr. 351 ()
      Sigma Designs Improving on the Standards of Media Processing
      By Pauline Park
      Associate Editor wallst.net

      Sigma Designs, Inc., a developer of media processing solutions for consumer electronics, recently released its new SMP 8634 Media Processor, a chip that encapsulates all the essential capabilities needed in the next generation of consumer digital video audio players by tying together all the new decoding standards.

      According to Ken Lowe, Sigma Designs’ VP of Strategic Marketing, the SMP 8634 solves many of the problems OEMs face when dealing with rapid technology evolution and the need for increased security. “This is something that also integrates a very high level of content security protection,” Lowe said. “Something that the content providers and studios have been mandating for some time. In essence this has been a tremendous technological milestone that’s been established. There are multiple other vendors that are trying to get here at the same time.”

      Lowe said the Company is hoping to establish an early leadership position in this space, and is engaged in a number of design activities that involve both set-top box and high definition DVD players. Its efforts are projected to reflect on its balance sheet in the first half of next year, according to Lowe.

      Several noteworthy macro-trends are also bolstering Sigma’s prospects for growth, according to Lowe. “One of the trends we’re seeing in the industry today is the advent of new high compression efficiency codecs that enable video to be compressed in much smaller spaces,” he said. “The second major trend is a wireless integration of the home. The third macro trend is towards a tightened security system as the industry enters the era of high definition content.”

      Investors should keep an eye on announcements from the Company in the IPTV space regarding new partners, customers and major telecommunications carriers alike, and additional developments in the High Definition DVD and Blue Ray space.

      “I think as an over-arching statement, Sigma Designs has gone through a tremendous development period here and has taken a high-performance, technologically-based Company and having addressed niche markets for a number of years has found itself in a position where its relatively unique technology is being sought after by mainstream markets,” said Lowe. “It’s in an outstanding position to capitalize on this in the next two years and bring about a completely different company profile.”

      http://www.wallst.net/
      Avatar
      schrieb am 08.09.05 21:22:21
      Beitrag Nr. 352 ()
      :cry::cry::cry: bitte nicht...keine übernahme....

      Re: Buyout Question for WINTER CFA & Ot
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/08/05 03:07 pm
      Msg: 86448 of 86450

      In the Q&A portion of the 5/24/2005 earnings conference call, the acquistion of Equator by Pixelworks was brought up and the question was asked as to whether SIGM was a candidate to be acquired. SIGM management stated that they could be approached about a buyout. I had a company that I was invested in, Computer Access Technology, bought out around the middle of last year. They never said anything on their calls about being bought out. Another company that I was invested in, Verisity, was bought out in January. They never said anything on their calls about being bought out. It is unusual for a company to speak publicly about this subject and the fact that SIGM has publicly acknowledged that they might be approached about a buyout means that there is a good chance that it will happen. The fact that they have the technology lead in an area about to experience explosive growth, and the fact that they already have relationships established with key players such as Microsoft, Motorola, and SBC, also indicates that there is a good chance that it will happen. In summary, I rate the chances of a buyout as being at least 50-50, and probably higher. Texas Instruments and Intel both see explosive growth on the way in demand for digital media processors, they are both moving into this area, they could both use SIGM’s technology, and so these look to me to be the most likely acquirers.

      The key issue here is what price SIGM’s board will accept and at what point someone like Tex Inst would be willing to pay it. I can only speculate, but I don’t think SIGM would take less than $20/sh. As SIGM continues to lock up contracts with key players in the IPTV, set top box, and DVD space, the company becomes more valuable and it becomes more likely that someone like Tex Inst would step up and buy. So as contracts are announced by SIGM over the next 6 months, a buyout is possible.
      Byron
      Avatar
      schrieb am 09.09.05 11:43:20
      Beitrag Nr. 353 ()
      :D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D:D

      Press Release Source: Microsoft Corp.

      Microsoft and Sigma Designs Pave the Way for Low-Cost IPTV Devices
      Friday September 9, 2:30 am ET
      System-on-Chip Technology Stimulates Market Opportunity for High-Definition IPTV Services

      AMSTERDAM, Netherlands, Sept. 9 /PRNewswire-FirstCall/ -- Today at IBC2005, the International Broadcasters Convention, Microsoft Corp. (Nasdaq: MSFT - News) and Sigma Designs Inc. (Nasdaq: SIGM - News) announced the availability of a new class of system-on-chip (SOC) that will 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.

      ADVERTISEMENT
      (Logo: NewsCom: http://www.newscom.com/cgi-bin/prnh/20000822/MSFTLOGO )

      Microsoft and Sigma Designs have worked closely together to extend the processing functionality of Sigma Designs` open standards-based SMP8634 media processor to achieve a feature set that delivers the full power of the Microsoft TV platform. This innovative SOC is capable of delivering multiple channels of high-definition (HD) video and on-screen graphics, powerful multimedia processing, powerful content security, and support for a full range of peripherals such as USB 2.0, IDE, Ethernet and HDMI. Support for the VC-1 and H.264 (MPEG-4) video codecs is also built in, further reducing costs for set-top box manufacturers.

      The SOC can be embedded inside a range of consumer electronic devices to enable consumers to choose from a variety of IPTV-ready receivers such as TV sets, set-top boxes, digital video disc players and gaming consoles. These offerings create more "on ramps" to the connected digital home, enabling great stand-alone IPTV experiences that are ultimately "better together" when connected to other compatible devices and services.

      "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," said Ken Lowe, vice president of strategic marketing at Sigma Designs. "Ultimately, high-definition content will help come alive for consumers as a clearly differentiated service."

      "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," said Phil Corman, director of Worldwide Partner Development for the Microsoft TV Division. "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."

      About Sigma`s SMP8634 Media Processor

      Sigma`s SMP8634 media processor integrates a complete complement of next-generation capabilities for a single-chip system-on-chip (SOC) solution with powerful multimedia processing, robust content security system, and a full complement of peripherals. Its advanced decoder engines support video decoding of H.264 (MPEG-4 part 10), Windows Media® Video 9 (Microsoft`s implementation of VC-1, the proposed SMPTE standard), MPEG-2 and MPEG-4 (part 2) with multiple streams, up to the equivalent of two high-definition video streams. High-performance graphics acceleration, multistandard audio decoding, advanced display-processing capabilities, and HDMI/HDCP output round out its multimedia core. Powerful content security is ensured through a dedicated secure processor, flash memory, and a range of digital rights management (DRM) engines for high-speed payload decryption. The SMP8634`s 300-MIPS host CPU, 3.2 GB/second unified memory controller, Ethernet 10/100 controller, dual USB 2.0 controller, and IDE controller provide for a single-chip solution for most set-top boxes and consumer players.

      About Sigma Designs Inc.

      Sigma Designs 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 Microsoft

      Founded in 1975, Microsoft (Nasdaq "MSFT") is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

      NOTE: Microsoft and Windows Media 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.


      Source: Microsoft Corp.
      Avatar
      schrieb am 09.09.05 12:01:39
      Beitrag Nr. 354 ()
      kriegen wir denn jetzt auch ne kompakte zusammenfassung (hdtv/iptvmarkt allgemein, unternehmensprofil, unternehmenshistorie, wettbewerbssituation, bilanzanalyse, stärken/schwächen sigm, earningsprojektions, etc. oder bleibst bei unkommentierter newseinstellung und kopien aus dem yahoo-board?!

      normalerweise - du steckst ja seit monaten in der materie - müsstest du sowas ja locker runterschreiben können.

      ich würd mich jedenfalls freuen;)

      cu gulliver
      Avatar
      schrieb am 09.09.05 12:34:00
      Beitrag Nr. 355 ()
      das ist zwar ne pr von msft...und nicht nur einfach ausm yahoo board...das heißt die ganze wallstreet schaut heute auf sigm ;)...und würde ich jetzt so reagieren wie es einige bei euch im threat machen...dann müsste ich sagen...hey das läuft hier so im threat...;) reinkopieren und nix von fundamentals labern...denn wir wollen nur profit...:D:D ich hoffe ihr bringt ebenso jetzt humor mit ;)

      aber ja gerne kann ich machen...kann den ganzen sachverhalt um sigm gerne nochmal mit eigenen worten beschreiben...obwohl das hier schon von mir getan wurde...

      hier stehen zwar viele postings aus dem yahoo board...aber ehrlich gesagt weiß ich auch nicht so ganz wo da euer problem ist.

      wenn täglich an einem threat beteiligt ist...dann bekommt man mit wer mist erzählt und wer die wahren infos in der hand hält...man knüpft kontakte und weiß wer nur labert und wo substanz hinter ist.

      wer sich die mühe macht...und die postings von winter,byron und so manch anderem user vom dem ich was kopiert habe...durcharbeitet...der wird feststellen das all das mitlerweile früher oder später eingetroffen ist...jedenfalls die fakten...und einige der gerüchte!

      also wer mitliest der erkennt unter garantie die zusammenhänge der einzelnen posts...und es ist nicht einfach nur kopieren und posten...was hier passiert...sondern lesen,lesen,lesen....das brauchbare für die sigm aktionäre filtern...und es dann gezielt mal mit mal ohne kommentar reinstellen!

      soweit zum sinn des threats...

      was zu sigm kann ich gerne nachher schreiben...bin derzeit nicht zu hause....werde das aber zum handelsstart in den staaten sein...sobald ich zeit hab...melde ich mich...;)
      Avatar
      schrieb am 09.09.05 12:36:29
      Beitrag Nr. 356 ()
      humor bring ich immer mit:)

      danke im voraus
      Avatar
      schrieb am 09.09.05 12:41:05
      Beitrag Nr. 357 ()
      @amorphis.
      Die Jungs sollen sich doch auch durch die Nachrichten und Infos der letzten Monate durchackern.
      Geb ich gerne zu, war teilweise nicht einfach und langwierig. Hat sich bis jetzt aber gelohnt. Und es ist eingetroffen was prognostiziert wurde.
      Es sind da (byron etc.) gute Fachleute am Werk die wissen wovon Sie sprechen.
      Avatar
      schrieb am 09.09.05 12:44:00
      Beitrag Nr. 358 ()
      [posting]17.840.613 von hahel am 09.09.05 12:41:05[/posting]schön das sich so manch stiller leser mal zu wort meldet...

      es läuft z.z. so ne messe....;) ähm...in holland ne...?:D

      könnten ein paar versteckte news lauern...so wie diese hier...;)



      Envivio and Sigma Designs Join Forces to Power AVC/H.264 IPTV Deployments

      Port of Software to Decoder Chip Drives Revenue Generating Interactive Television Services

      http://biz.yahoo.com/prnews/050909/nyf045.html?.v=17
      Avatar
      schrieb am 09.09.05 12:47:19
      Beitrag Nr. 359 ()
      Avatar
      schrieb am 09.09.05 14:28:52
      Beitrag Nr. 360 ()
      soviel zur vorbörse...und wir waren heute bei inet schon deutlich über 13$!

      Pre-Market
      Last: $12.17 Pre-Market
      Best Bid: N/A Pre-Market
      High: $13
      Pre-Market
      Volume: 42,800 Pre-Market
      Best Ask: N/A Pre-Market
      Low: $12.09

      http://quotes.nasdaq.com/quote.dll?page=afterhours&mode=fram…

      recht ordentlich...;) warten wir auf das volumen...:D
      Avatar
      schrieb am 09.09.05 14:34:28
      Beitrag Nr. 361 ()
      SOFTBANK BB Expands Advanced Video Services Nationwide with Cisco IP NGN

      http://biz.yahoo.com/bw/050909/95161.html?.v=1
      Avatar
      schrieb am 09.09.05 14:36:01
      Beitrag Nr. 362 ()
      Cisco News
      by: heyanyonehome 09/09/05 07:39 am
      Msg: 86481 of 86495

      Service Providers Worldwide Driving Video/IPTV with Cisco IP NGN

      Unmatched Global Experience, Proven Scalability and Open Solution Architecture Drive Cisco Deployment Leadership in Video/IPTV

      http://biz.yahoo.com/bw/050909/95133.html?.v=1

      This news should bode well for Linksys-Kiss set top box and therefore Sigma.
      Avatar
      schrieb am 09.09.05 14:37:35
      Beitrag Nr. 363 ()
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 09/09/05 07:44 am
      Msg: 86484 of 86495

      Richard Templeton (CEO of TI) on CNBC right now. Says IPTV High Definition is really something to see and a great long term business. He did not say that they are buying SIGM to jump to the head of the line.
      Avatar
      schrieb am 09.09.05 14:55:27
      Beitrag Nr. 364 ()
      :D:D:D:D:D:D:D *GGGGG*

      also...die x-box kennt ihr...nicht wahr?:D

      bisher war es nur spekulation...aber winter hat da wirklich einen interessanten satz entdeckt...in der heutigen pr von msft!hm...ist weiterhin nur spekulation...aber...dat könnte wat sein....:D


      One sentence screams it all...
      by: WINTER_CFA 09/09/05 08:20 am
      Msg: 86490 of 86498

      ...from the MSFT PR:

      The SOC can be embedded inside a range of consumer electronic devices to enable consumers to choose from a variety of IPTV-ready receivers such as TV sets, set-top boxes, digital video disc players and gaming consoles.

      PS - I think MSFT has a game console called the xBox.

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=85437
      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=85457
      Avatar
      schrieb am 09.09.05 14:58:01
      Beitrag Nr. 365 ()
      und weil wir die news ja nicht abreissen lassen dürfen...

      :laugh:

      MSFT is our buddy everywhere:
      by: WINTER_CFA 09/09/05 08:54 am
      Msg: 86500 of 86501

      "Microsoft to invest 107 mln twd in setting up Taiwan engineering center"

      http://www.forbes.com/business/feeds/afx/2005/09/09/afx22151…

      TAIPEI (AFX) - Microsoft Corp said it is to invest 107 mln twd to set up the world`s first Windows Media Engineering Center (WMEC) in Taiwan.

      Jean-Philippe Courtois, President of Microsoft International, said in Taipei that the aim of the center will be to help the Taiwan industries keep abreast of global multimedia technology trends in order to speed up the development of products and devices for next-generation multimedia technologies, according to a company statement.

      The initiative will introduce Windows Media Video-9 (WMV-9) -- one such next-generation multimedia technology -- to Taiwan, and help Taiwan companies shorten the time it takes multimedia devices and products to reach the market, which comply with Forward Versatile Disk (FVD) specifications through cooperation with Taiwan`s Industrial Technology Research Institute (ITRI).

      This initiative is expected to bring in business opportunities of 15 bln twd to Taiwan, it added.

      `In addition to the introduction of our latest multimedia technology Windows Media Video-9 to Taiwan and sharing our source codes, our Windows Media Engineering Center will be important in integrating Microsoft technology resources around the world, and the center will participate in the R&D of next-generation multimedia devices and products from the onset to shorten time-to-market,` Courtois said in the statement.


      As most know, SIGM`s EM8620L will be the only FVD solution for the foreseeable future.
      Avatar
      schrieb am 09.09.05 15:15:20
      Beitrag Nr. 366 ()
      :laugh::laugh::laugh:

      Zeit
      Kurs

      Volumen
      14:50:58 9,60 120

      wer war das???sorry...hat da einer die news falsch verstanden....:D
      Avatar
      schrieb am 09.09.05 15:22:17
      Beitrag Nr. 367 ()
      :p

      :laugh::laugh::laugh:

      Ring, Ring ........ Ring, Ring!!!
      by: Send me a message! compelling_thought 09/09/05 09:10 am
      Msg: 86502 of 86507

      Margin Call!!!
      Avatar
      schrieb am 09.09.05 15:23:39
      Beitrag Nr. 368 ()
      Microsoft and Taiwan throw dust in HD, Blu-ray faces

      Third DVD format ready, nearly


      By Adamson Rust: Friday 09 September 2005, 10:23

      CONFUSED BY HD and Blu-ray DVD formats? Wondering which player you`ll want to buy?
      Worry a little more, because according to a report in today`s Taiwan Economic News, Microsoft and the Isle of Taiwan want to develop a third format and the unlikely partnership is throwing millions at the project.

      The newspaper said that Microsoft and key Taiwanese organisations and players are developing the forward versatile disk (FVD), and there`s $57 million of cash sluicing around the cunning plan.

      Ritek, CMC Magnetics, U-Tech Media, Lite On, Quanta, the government quango Industrial Technology Research Institute and others are cooperating on the plan, with players based on red laser high definition rather than the blue laser approach.

      First generation disks will only store 6GB for single sided, and 11GB for double sided disks, with resolutions of up to 1280 x 720. Second generation disks will support over 15GB, the paper said.

      But China is promoting EVD, which stands for the enhanced versatile disk.

      Like we said, confused you`re going to be. Taiwanese manufacturers will be happier with FVD than Blu-ray and HD formats, because they won`t have to pay royalties to the different consortia hoping to collect, big time. µ
      Avatar
      schrieb am 09.09.05 20:11:17
      Beitrag Nr. 369 ()
      hallo

      ein paar facts zur IBC in amsterdam, die heute gestartet ist.

      (Bin kein Techniker, also die Versierten unter euch, bitte überlesen. Für nen Neuling in dem Thema aber vielleicht ganz hilfreich.)

      Die IBC ist nach der NAB, Las Vegas, die weltweit zweitgrößte Messe für alles, was professionell mit Film und Fernsehen zu tun hat.
      Die Themengebiete sind: Kameratechnik, Lichttechnik, Übertragungsverfahren, Sendetechnik, Filmnachbearbeitung wie Schnitttechnik und Effekte.
      Und immer wichtiger in den letzten Jahren, der Bereich der Komprimierungsverfahren für die unterschiedlichsten Einsatzgebiete im Profi-, Amateur- und Consumerbereich wie DV, DVD, die digitale Massenspeicherung von Filmen (z.B. für Archive, content management etc.) Und für Digitalfernsehen und IPTV, die Übertragung von filmen über das web.

      In den nächsten Jahren wird sich durch das Digitalfernsehen die Zahl der empfangbaren Kanäle verhundertfachen. (in GB sinds derzeit schon um die 800 Kanäle, D ist wie immer ein wenig zurück) Voraussetzungen sind die besseren Komprimierungstechniken (Coder) auf der Senderseite und die Set-Top-Boxen mit den Dekodern auf der Empfängerseite. Und hier beginnt das Massengeschäft.:D denn diese Dinger sind nach 2 Jahren schon wieder veraltet und müssen ersetzt werden.

      So, und auf der IBC werden natürlich alle weltweiten Neuheiten präsentiert. :D:D
      Die nächste Runde Neuheiten ist dann wieder im Frühjahr auf der NAB.

      Das Thema IPTV ist dann der nächste Baustein im Medienoverflow. Weiss ich noch zu wenig drüber, lese mich erst ein

      gruß und nice weekend:)
      Avatar
      schrieb am 09.09.05 20:37:46
      Beitrag Nr. 370 ()
      Envivio unveils new product at IBC
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/09/05 01:34 pm
      Msg: 86555 of 86564

      Envivio unveils new product with Sigma 8634 inside. Demand for the 8634 is going to be incredible, there is no competition for this chip right now. By the time the competition finally comes up with something SIGM will have been designed into a huge number of products and will have an insurmountable lead in the market.

      http://www.envivio.com/news/news/090905_hd3.html
      Avatar
      schrieb am 09.09.05 20:40:14
      Beitrag Nr. 371 ()
      well said, Byron
      by: chart_formations 09/09/05 01:36 pm
      Msg: 86556 of 86564

      Here is the current weekly chart...

      http://stockcharts.com/def/servlet/SC.web?c=SIGM,uu[m,a]wacl… ][iLi14,3!Lh14,3]&pref=G

      for me, there is no confusion regarding the meaning of the stick we are putting on the weekly candlestick chart.

      it will not surprise me if it mirrors the action from Spring/Summer `04. Look at the stick at the far left of that chart. The stock was already reaching overbought readings on the weekly and it didn`t matter.

      Byron is right -- we are going to have profit taking all the way up as it moves up into an entirely new area. Many will recall the trend line channel which was built on the weekly chart -- I think the top of that channel is the next good intermediate target and that is in the very high teens.

      have a good weekend.
      Avatar
      schrieb am 09.09.05 20:43:52
      Beitrag Nr. 372 ()
      The Forbes version of the PR:
      by: WINTER_CFA 09/09/05 01:40 pm
      Msg: 86558 of 86564

      "Gates Gets Down With The Digital TV Crowd"

      http://www.forbes.com/2005/09/09/tv-broadcasting-microsoft-c… n06.html

      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.

      Though 2008 seems far away, setting a stake now is just plain smart. Until then, it`s hurry up and wait.



      Stock action today belies what is really going to happen once the ramifications of today`s news sinks in among the bulk of potential institutional investors. Some will buy before the stb and end-customer announcements occur while others will be forced to pay through the nose once the landscape becomes more obvious.

      So let it be written.
      So let it be done.
      Avatar
      schrieb am 09.09.05 20:48:59
      Beitrag Nr. 373 ()
      Another take of high interest:
      by: WINTER_CFA 09/09/05 02:20 pm
      Msg: 86563 of 86565

      "Microsoft Soups Up the Set-Top"

      http://www.lightreading.com/document.asp?doc_id=80361&WT.svl…

      "Sigma says that because its SMP8634 processor incorporates support for such features as high-definition TV (HDTV) and multiple video codecs, including MPEG-4, that this will make it easier and cheaper to build set-top boxes. The chip can also be used in other domestic entertainment products, such as TVs, DVD players, and gaming units.

      But would products using that chip only work with Microsoft`s IPTV middleware and not systems from rivals such as Minerva Networks Inc., Myrio Corp., and Orca Interactive Ltd.?

      Absolutely not, claims Microsoft TV`s marketing chief Ed Graczyk..."

      "He says the cost of a set-top box using such a chip would depend on what other functions were incorporated into the product, but says this initiative is part of a drive to help reduce the cost of making a set-top box from $150 per unit last year to $70 by 2007."

      "Graczyk didn`t have any customer news, but he noted that the full version 1.0 of the Microsoft IPTV Edition software platform would be shipping to telco customers in the next few weeks. Up to now, carriers have been testing and trialing beta versions that haven`t included the full range of IPTV management functions."



      The last quote here is KEY, very key. MSTV Version 1 will drive the standard def/non-PVR trial at SBC, which many have feared will get delayed. This fear now seems to be ill founded. More importantly, timely delivery of 1.0 will pave the way for timely delivery of Version 1.1 next year and THAT is the one supposedly providing high definition and PVR functionality (guess who`s chip will be needed for that).

      Just as important, the rest telco giants will be just 3-9 months behind SBC.
      Avatar
      schrieb am 09.09.05 21:03:01
      Beitrag Nr. 374 ()
      Volume: 945,155
      Avg Vol (3m): 300,508

      ganz schön dickes volumen heute...;)
      Avatar
      schrieb am 09.09.05 23:59:19
      Beitrag Nr. 375 ()
      [posting]17.840.544 von Gulliver am 09.09.05 12:36:29[/posting]werd dir auf jeden fall dieses we noch antworten...tut mir leid...mir ist noch etwas dazwischen gekommen!
      Avatar
      schrieb am 10.09.05 02:03:12
      Beitrag Nr. 376 ()
      so...hier war sigm in dieser woche vertreten...


      Roth Capital Partners New York Conference

      SEPTEMBER 7-8, 2005

      THE WESTIN NEW YORK AT TIMES SQUARE

      Conference Invitation (PDF format)



      A Clear Opportunity

      The world of small- and micro- cap opportunities can oftentimes get lost among the giants of Wall Street. This September, we will take our most valued clients on a road to discovery; shedding light on hidden, undiscovered ideas that may become the industry leaders of tomorrow.

      Roth Capital Partners invites you to join us for our upcoming conference, which is scheduled for September 7-8, 2005 at the Westin New York at Times Square.

      Undiscovered Ideas

      The conference is being held in a new venue to accommodate a growing number of investors and companies, and will feature presentations from more than 200 small- and micro- cap companies in industry sectors such as Technology, Healthcare, Financial Services, Consumer Goods and more.

      “Our award-winning research team has selected a unique combination of presenting companies that are representative of both our existing research universe and our continued focus on undiscovered companies,” said Rusty Hoss, Director of Research. "In keeping with tradition, we believe the conference provides an opportunity for investors to find new ideas before the rest of Wall Street. Over 50 percent of the presenters are new names."

      In-Depth Learning

      In addition to traditional management presentations, there will be separate on-stage management interviews with selected companies, as well as pre-scheduled, one-on-one meetings with company management. This conference will also feature panel sessions on structuring PIPE (Private Investments in Public Equity) and Registered Direct offerings, and a special track showcasing a select group of Chinese growth companies listed on U.S. Exchanges.

      Party Time

      No Roth conference is complete without some extraordinary entertainment. Festivities will include an evening at Spice Market, one of Manhattan’s hottest restaurants located in the trendy Meatpacking district.

      This conference is by invitation only. Please contact your Roth representative at 800-678-9147 for an electronic invite. We look forward to seeing you in New York in September.
      Avatar
      schrieb am 10.09.05 14:43:56
      Beitrag Nr. 377 ()
      @amorphis:

      So ich hab mir jetzt mal ein bißchen Geld für Sigma beiseite gelegt....sonst wird das ja nie was bei mir! ;)

      Werd nen günstigen Moment bei SIGM abwarten und dann einsteigen!

      Schönes WE an alle,
      Stochastic
      Avatar
      schrieb am 10.09.05 18:11:37
      Beitrag Nr. 378 ()
      There`s been much speculation in recent weeks about where different companies are going. Microsoft currently has a lot of pans in the fire but there is a method to their madness. They are pursuing an obvious vision here. While the Xbox competes with other game consoles, it`s real mission is tied to the information above. While MSN competes with other search and portal services, their main mission is here. Microsoft is looking toward the future.

      They`re seeing a future of connected households with digital content, using their products to get their. The Xbox 360 will be one of those products. They will all have HD content and high def DVD players, perhaps a Toshiba one. Pretty much all these companies make receivers of some type of the cable television world.

      It stands to reason Microsoft would be working with them to perfect the ultimate in-home entertainment experience for the future. They know how to do the hardware part better than most. It stands to reason the largest software manufacturer in the world has a great system to put into their hardware. They are looking to be build on a device for people`s entertainment purposes. Something family and friends can unite around, something "convivial," as Gates put it a couple of months ago. And it`s all in one unit.

      The folks can interface through the MSN network, get their news, shows, sports, MMORPGs, shopping and everything else for their online experience. Microsoft started experimenting with WebTV several years ago. It wasn`t bad. This will be so much better. It had many limitations on it. Many of those will now be lifted as the new system is integrated. Italy has been had a version of Microsoft`s vision in place for a few weeks now. It`s only a matter of time before it begins to appear elsewhere, including the U.S.

      Where this will leave other search engines, one can only wonder but there`s certainly a vision here and it`s brought to you via the keen eyes of Gates and Ballmer


      http://www.webpronews.com/insidesearch/insidesearch/wpn-56-2… gMicrosoftTVEnabledSetTopsAndTheFuture.html
      Avatar
      schrieb am 10.09.05 18:12:24
      Beitrag Nr. 379 ()
      IPTV is here – Scientific-Atlanta is deeply involved in IPTV initiatives, which include video transport infrastructure creation and set-top development for major telecommunications operators. Infrastructure technology includes advanced video compression encoding (MPEG-4 part 10/H.264). A full suite of IPTV set-tops - SD, HD, Personal Video Recorder (PVR), multi-stream and home networking capabilities - will also include PAL versions with integrated DVB-T receiver support. An open IPTV set-top platform will support popular middleware and operating systems, and conditional access/digital rights management. Demonstrations will include decoding high definition MPEG-4 part 10/H.264 content using the STMicro 7100 and the Sigma 8634 system-on-chip silicon.

      http://www.scientificatlanta.com/newscenter/newsreleases.asp… cientificatlanta.com/newscenter/releases/05Sep09-3.htm
      Avatar
      schrieb am 10.09.05 18:13:17
      Beitrag Nr. 380 ()
      Re: Scientific-Atlanta and the Sigma 86
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/10/05 10:14 am
      Msg: 86589 of 86589

      I notice they don`t talk about a demonstration of decoding VC1 with the STM chip. Not a surprise, since STM still doesn`t have an HD VC1 decoder. Keep in mind that STMicro also has software issues on its H.264 part, and has lost some IPTV design wins in Europe as a result. SIGM`s product is sampling now and is set to go into production in November. By the time STM finally gets their product out, SIGM will already have captured a large share of the available business.
      Byron
      Avatar
      schrieb am 10.09.05 20:52:29
      Beitrag Nr. 381 ()
      [posting]17.840.046 von Gulliver am 09.09.05 12:01:39[/posting]also...ne kompakte zusammenfassung wurde gefordert...

      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.


      so...gulliver...ich hoffe ich habe an alles gedacht...wenn du noch fragen hast...stell sie einfach-selbst wenn mir jetzt noch etwas einfallen würde...muss jetzt leider weg...;)
      Avatar
      schrieb am 10.09.05 23:13:49
      Beitrag Nr. 382 ()
      danke dafür erstmal,

      werde die tage wenn zeit ist selber etwas weiter recherchieren. dafür schick ich dir bald als ausgleich was anderes zu

      geh jetzt schlafen - muss ja morgen unsere borussen anpeitschen
      Avatar
      schrieb am 11.09.05 07:57:55
      Beitrag Nr. 383 ()
      [posting]17.855.059 von Gulliver am 10.09.05 23:13:49[/posting]danke...bin natürlich immer an interessanten werten interessiert...wobei es nicht nötig ist...;)
      Avatar
      schrieb am 11.09.05 08:05:46
      Beitrag Nr. 384 ()
      ;)

      Huge FVD #s being thrown around:
      by: WINTER_CFA 09/10/05 10:01 pm
      Msg: 86592 of 86595

      "Homegrown video discs ready for mass market"

      http://www.taipeitimes.com/News/biz/archives/2005/09/10/2003…

      "After more than a year of research and development, the first video players based on a locally developed standard for optical information storage are expected to enter mass production by the end of this year, the Industrial Technology Research Institute (ITRI) said yesterday."

      "Between 50,000 and 100,000 FVD players will be produced before the end of the year, with shipments expected to surpass 5 million next year, Huang said."

      "He made the remarks on the sidelines of a press conference at which it was announced that Microsoft Corp and the government are pumping NT$107 million into setting up a Windows Media Engineering Center in Microsoft`s Taipei offices.

      The center, which will start operations next month, will promote development of the FVD standard, as well as related consumer electronics products."


      While it obviously remains to be seen just how well the FVD format will do in the future, it certainly seems to be gaining support.

      FYI - If that many players WERE to ship in 2006, SIGM`s sole-source supply would yield sales, from this one product alone, that would exceed all sell-side estimates FOR THE WHOLE FIRM.
      Avatar
      schrieb am 11.09.05 08:08:20
      Beitrag Nr. 385 ()
      ;)

      Allan Farley -long Sigm
      by: qhsqprn 09/11/05 12:33 am
      Msg: 86595 of 86595

      see his note at 2:26 pm

      http://www.thestreet.com/_tscrss/comment/swingshift/10240389…
      Avatar
      schrieb am 11.09.05 12:06:37
      Beitrag Nr. 386 ()
      leckerer Kurs, doch nun ist wohl rein vom Chart her, der Gipfel vorerst erreicht, so wies aussieht sind die Leute nicht bereit, mehr für die Aktie zu bezahlen, und sie wird sich etwas Luft holen für den nächsten run...ist schon beeindruckend, doch da ist auch noch ein gap offen, und da gilt es dann die Hände aufzuhalten und zu sahnen, langfristig, looooooooooooong, kurzfristig konsolidierung, klar, oder
      freue mich auch immer über gute Tips:laugh::laugh:
      Avatar
      schrieb am 11.09.05 17:10:24
      Beitrag Nr. 387 ()
      PC Makers Showcase High-Tech Products for TV

      Bary Alyssa Johnson - PC Magazine Fri Sep 9, 6:09 PM ET

      Looking to gain leverage in the lucrative consumer electronics market, both Hewlett-Packard and Microsoft have unveiled a number of new technologies designed to enable a high-tech TV-viewing experience.
      ADVERTISEMENT

      Responding to growing interest in Internet Protocol television (IPTV) capabilities, Microsoft announced Friday several companies that are working to build set-top boxes to support Microsoft`s IPTV software platform.

      Additionally, Microsoft TV said it is developing a new SOC (system-on-chip) that will decrease manufacturing costs for High-Definition IPTV receivers.

      Among the hardware companies currently designing set-top boxes with Microsoft support are Linksys-KiSS, Motorola and Scientific-Atlanta.

      Click here to read about Microsoft`s TV 2 Player.

      The majority of these companies plan to release their devices in the near future, according to a recent news release.

      "Thomson Corporation has co-designed an IPTV set-top box that runs with an Intel processor, which is already commercially available," Ed Graczyk, director of Marketing, Microsoft TV Division, told Ziff Davis Internet News.

      The line of IPM11xx set-top boxes utilizes the 1.4 GHz Intel 854 processor and supports video codecs including MPEG-2, Windows Media Video 9 and MPEG-4 AVC.

      To read more about HDTV, click here.

      Also available are optional hard disk drives that can be used with various digital media applications, according to the press release.

      Motorola, Inc. and Tatung Company announced support for the Microsoft platform with new IPTV set-top boxes.

      Next Page: Companies jump on the IPTV bandwagon.

      Although details on the Tatung product weren`t made available, Motorola unveiled a soon-to-be-released line of hybrid IPTV-DTT devices with video-encoding technology.

      Scientific-Atlanta, Inc. and Linksys-KiSS are tapping into both the American and European markets, although not collectively.

      Linksys-KiSS plans to roll out a line of set-top boxes with DVB-T tuners that are compatible with American and European network operators.

      Read more here about broadcasters touting IPTV.

      Scientific-Atlanta, meanwhile, will make available a range of set-top box models (SD, HD, DVR) with optional integrated IP over Coax and DVB-T support, according to the press release.

      Looking to widen its IPTV market, Microsoft also announced that it is collaborating with Sigma Designs, Inc., to make available a SOC for use with IPTV receivers.

      "The SOC is basically a single chip that is responsible for several functionalities (i.e. graphics processing and hardware-based decoding of video), which, until now, was carried out within the bulky set-top boxes," said Graczyk.

      "The new SOC chip capabilities enable inexpensive production, as well as installation into other devices (i.e. gaming consoles), which then become their own IPTV receivers."

      The SOC chip is currently available to companies that built IPTV set-top boxes. These companies have announced availability of set-top boxes with the embedded SOC chip by 2006, according to Graczyk.

      Although it is phasing out TV production to focus on PCs, Microsoft may re-enter the market to provide convergence products that link TVs to PCs.

      Hewlett-Packard Co. showed off similar digital media technology at the CEDIA (Custom Electronics Design and Installation Association) tradeshow today that will allow users to access digital content from their PC`s, via the television.

      "This is among the world`s most advanced television technology," Steve Nigro, senior vice president and general manager, Imaging and Printing Technology Platforms, HP, said in a statement.

      "By creating even smarter HDTVs, HP will help consumers access digital content over the Internet or content that was previously quarantined on the PC. Now that content will be readily available through the heart of home entertainment—the TV."

      HP unveiled the prototype for its new HDTV with embedded digital media receiver and wireless capabilities.

      The accompanying HP software will enable users to access digital media content stored in their PC through the new HDTV model, with a remote control.

      Click here to read about TiVo releasing a CableCard DVR.

      HP also revealed that future versions will give consumers multimedia entertainment access through the Internet, according to a recent news release.

      Also on display at the CEDIA tradeshow were High-Definition microdisplay, LCD and plasma TVs, as well as an integrated Digital Entertainment Center for managing multimedia content, all scheduled to ship out in time for the holiday season.

      HP`s microdisplay TVs will be available in 720p or 1080p resolution and will have a thumbnail source selection feature that allows users to view all video sources feeding into the TV.

      The LCD TVs boast 4,000:1 contrast and an intuitive ambient lighting feature.

      The plasma TVs feature state-of-the-art video processing and a built-in memory card for viewing digital photos.

      Each line of HDTVs features digital connectivity, integrated CableCARD slots and HDMI, according to the press release.
      Avatar
      schrieb am 11.09.05 17:11:58
      Beitrag Nr. 388 ()
      Avatar
      schrieb am 11.09.05 17:13:33
      Beitrag Nr. 389 ()
      In-Stat is predicting that the number of subscribers to IPTV services worldwide will jump from just 1.6 million in 2004 to 32 million by 2009.

      http://www.emarketer.com/Article.aspx?1003578

      Keep in mind that many subscribers have more than one TV and you need a box/chip for each TV. Assuming In-Stat is correct, SIGM sales of chips for IPTV will be ramping up to something like 5 million per year at around $20/chip.
      Byron
      Avatar
      schrieb am 11.09.05 17:55:22
      Beitrag Nr. 390 ()
      :D:D:D:D

      kleine anmerkung...byron hat in der vergangenheit nicht grad selten recht gute prognosen abgegeben...

      Re: IPTV forecast
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/11/05 11:43 am
      Msg: 86606 of 86606

      It’s hard to predict how a lot of things are going to play out over the next several years, which is one reason why the stock is only about $12, instead of $22 or $32. The potential is certainly there for the stock to eventually (not in 2005) move into the $20’s and $30’s. For example, as Winter has just pointed out, there is huge potential in the FVD space.

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=86592

      SIGM feels the HDTV space is strategic for them but they aren’t expecting a lot of revenue right away. But in a few years there could be very significant volume for SIGM in HDTV. Much the same thing could be said about the portable media device business. There’s lots of potential here but it’s tough to predict how fast and how far revenues will ramp up.

      Right now the stock is trading primarily on the basis of the IPTV business and to a lesser extent on the DVD business. As other revenues streams start to increase, so can the stock price. I don’t think $200-300 million in revenue by 2008 is unrealistic although I can’t predict exactly what the mix of those revenues will be. Keep in mind that TXN is trading at around 4 times sales and BRCM at around 6 times sales. Assuming $250 million revenue, 25 million shares, and a price sales ratio of 5, SIGM would be at $50/sh.
      Byron
      Avatar
      schrieb am 12.09.05 03:23:05
      Beitrag Nr. 391 ()
      Avatar
      schrieb am 12.09.05 14:04:43
      Beitrag Nr. 392 ()
      Amorphis ich denke du bist einer in Thread der weis von was erspricht.
      Würdest du im jetzigen Moment noch Pdli kaufen oder eher einen Wert vorziehen wie Depomed, oder vielleicht Sigma und Viro aufstocken.
      Avatar
      schrieb am 12.09.05 14:40:13
      Beitrag Nr. 393 ()
      Press Release Source: Sigma Designs, Inc.

      Sigma Designs to Demonstrate New Class of Media Processor Chips for Advanced IPTV Set-tops at IBC 2005
      Monday September 12, 3:00 am ET

      AMSTERDAM, Netherlands--(BUSINESS WIRE)--Sept. 12, 2005--Sigma Designs (Nasdaq:SIGM - News) announced it will be demonstrating its SMP8634 media processor at the IBC 2005 (International Broadcast Conference) in Amsterdam September 9-13, with Scientific-Atlanta`s (NYSE:SFA - News) advanced IPTV set-top box, product mix to address telco opportunities on a worldwide basis. The demonstration of the new class of system-on-chip (SOC) based set-top box platforms will be shown at the Scientific-Atlanta stand (Stand 1.471).

      As a part of an overall thrust to deliver next generation video services on a worldwide basis, the telco industry is preparing to deploy advanced Internet Protocol Television (IPTV) solutions that provide an exciting new user experience. This increased performance comes in part from a new generation of media processor chips which supports advanced video decoding and display options. Next-generation IPTV solutions will enable customers to conveniently access a broader array of TV programming, video-on-demand, interactive applications and other advanced features. The platform being demonstrated at IBC, based on Sigma`s SMP8634 media processor, should deliver an unprecedented level of performance that includes multiple streams of high-definition video in all major formats, along with content security.

      "Sigma has long been a pioneer in the IPTV industry and is thrilled to be working with a world leader such as Scientific-Atlanta," said Ken Lowe, VP of strategic marketing, Sigma Designs. "As the excitement around our SMP8634 continues to grow, more and more companies like Scientific-Atlanta will reap the benefits of solid performance and technological prowess."

      Safe Harbor Statement

      This press release may contain forward-looking statements, including statements about the projected timing and extent of customer shipments as well as the expected use of Sigma`s MPEG decoder products. Actual results could vary from those projected in the forward-looking statements as a result of various factors, including worldwide economic conditions, changes in the customer`s ability or desire to complete the roll-out, consumer reaction to the new products and services being offered, the ability of Sigma to deliver sufficient quantity and quality of MPEG decoder chips, prices for the Sigma chips, alternative offerings by competitors, and the ability of the parties to work together successfully to achieve the rollout.

      About Sigma Designs, Inc.

      Sigma Designs (Nasdaq:SIGM - News) specializes in silicon-based MPEG decoding for streaming video, progressive DVD playback, and advanced digital set-top boxes. The company`s award-winning REALmagic® Video Streaming Technology is used in both commercial and consumer applications providing highly integrated solutions for high-quality decoding of MPEG-1, MPEG-2 and MPEG-4. 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.
      Avatar
      schrieb am 12.09.05 14:43:39
      Beitrag Nr. 394 ()
      [posting]17.864.402 von formentum am 12.09.05 14:04:43[/posting]hm...guck mal...ich weiß doch nicht wie deine risikoauffassung ist, wie viele sigm und vphm du bisher hälst bzw. zu welchen kursen...ich kenne den rest deines depots nicht...so ist es recht schwierig was vernünftiges bzw. meine meinung dazu zu sagen...;)

      grundsätzlich halte ich pdli für einen sehr guten wert...und nach vphm gefällt mir pdli derzeit am besten.

      greez
      Avatar
      schrieb am 12.09.05 14:46:07
      Beitrag Nr. 395 ()
      Microsoft’s IPTV Platform

      Microsoft has said that they are working with many semiconductor suppliers and plans to introduce a variety of products based on their IPTV platform. The company came to the International Broadcasting Convention (IBC) with a novel media processor co-designed with Sigma Designs and targeted at IPTV applications. They also showcased a variety of set-top boxes.

      Their SoC processor is called SMP8634 and it extends the processing functionality of Sigma Design’s open standards-based SMP series of media processors. The plan is to fully utilize the potential of the Microsoft’s TV platform and can handle multiple channels of high-definition (HD) video and on-screen graphics, multimedia processing, powerful content security, and support for peripherals such as USB 2.0, IDE, Ethernet and HDMI.
      The platform also supports VC-1 and H.264 (MPEG-4) video codecs, which would help them, reduce the costing of the development for the set-top box manufacturers. Some of the companies working with Microsoft in this direction are Linksys-KiSS, Motorola Inc., Scientific-Atlanta Inc., Tatung Co. and The Thomson Corp.

      And some of the interested network operators who have expressed their interest in this technology are British Telecom, Swisscom AG and SBC Communications Inc.

      http://news.techwhack.com/2032/110914-microsofts-iptv-platfo…
      Avatar
      schrieb am 12.09.05 14:47:52
      Beitrag Nr. 396 ()
      UTStarcom plans IPTV services in India
      (Monday, Sep 12, 2005 - 05:00 am)
      Televisionpoint.com Team
      The US-based, UTStarcom, a global leader in IP-based, end-to-end networking solutions will be launching Internet Protocol Television, IPTV services in India by next year, in association with a leading telecom company for which talks are going on.

      UTStarcom will institute the hardware part, while the significant other partner will bestow the amenity service. Apart from India, UTStarcom plans the same service in the China and Brazil.

      At present in India, UTStarcom offers Broadband equipment to Bharat Sanchar Nigam, Bharti Enterprises and Tata Indicom and other companies, the phase for IPTV is to deploy IPTV services to better compete with cable and satellite television providers for subscribers and advertising revenue.

      UTStarcom claims that IPTV will be the Next Generation viewing of television and it already has tremendous demand globally. In China, UTStarcom has already started a business-related IPTV launch in 44 cities, the company also plans similar probationary in Brazil and few other countries. The IPTV subscriber can watch time-shifted television programmes on any channel up to a week earlier. The subscriber has the opportunity to rewind, stop or fast forward an earlier programme, which simply means allowing a subscriber to watch all episodes of a daily soap at one go on a weekend.

      Hong Liang Lu, Chairman, CEO and President, UTStarcom, is quoted as saying, "This is freedom of time for a subscriber. He can watch what he wants to watch, when he wants to watch it."

      Meanwhile, UTStarcom will host an online webinar on IPTV on September 15, the webinar will last approximately one hour and will be led by Bill Huang, CTO, UTStarcom With two live commercial deployments and more than 40 active trials to date, UTStarcom is a global leader in IPTV deployments. Huang will offer insight into the worldwide IPTV market, latest market trends, the competitive landscape as well as UTStarcom`s IPTV strategy and recent IPTV deployment with Softbank in Japan.

      "IPTV is one of the hottest topics in the telecom industry today as carriers race to deploy IPTV services to better compete with cable and satellite television providers for subscribers and advertising revenue, Through this webinar, I will explore the factors that are driving IPTV from concept to reality, provide insight into the current IPTV competitive landscape, and offer a real-world case study of UTStarcom`s IPTV experience to date with the recently launched BBTV service in Japan with our partner, Softbank BB." Huang said.

      UTStarcom has also appointed Vijay Yadav as the new Managing Director for the South Asian market. Yadav would be responsible for UTStarcom`s operations in South Asia and India. "My appointment comes at a time when UTStarcom is looking at being part of the infrastructure growth in India coupled with growth in the consumer space." MR Yadav said
      Avatar
      schrieb am 12.09.05 14:50:30
      Beitrag Nr. 397 ()
      Microsoft garners support at IBC for its IPTV platform

      By John Walko
      EE Times
      Sep 12, 2005

      AMSTERDAM — Microsoft came to the International Broadcasting Convention (IBC) with a novel media processor co-designed with Sigma Designs and targeted at IPTV applications, as well as a host of set top box offerings.

      Microsoft said it is working with many other semiconductor suppliers to introduce a range of SOC products to support its efforts in IPTV.

      The SoC processor, dubbed SMP8634 , extends the processing functionality of Sigma Design`s open standards-based SMP series of media processors to deliver the full power of Microsoft`s TV platform.

      The device can handle multiple channels of high-definition (HD) video and on-screen graphics, multimedia processing, powerful content security, and support for peripherals such as USB 2.0, IDE, Ethernet and HDMI.

      There is also support for the VC-1 and H.264 (MPEG-4) video codecs, which the company says can further reduce development costs for set-top box manufacturers.

      The processor can be embedded inside a range of consumer electronic devices , including set-top boxes, digital video disc players and gaming consoles.

      At the IBC, Scientific-Atlanta is demonstrating a set top box incorporating the Sigma Design processor.

      The SMP8634`s decoder engines support video decoding of H.264 (MPEG-4 part 10), Windows Media Video 9 (Microsoft`s implementation of VC-1, the proposed SMPTE standard), MPEG-2 and MPEG-4 (part 2) with multiple streams, up to the equivalent of two high-definition video streams.

      At the show, which opened Friday (Sept 9), set-top box manufacturers Linksys-KiSS, Motorola Inc., Scientific-Atlanta Inc., Tatung Co. and The Thomson Corp. confirmed support for the Microsoft TV platform with a range of set top boxes.

      For instance , Scientific-Atlanta said it would support the Microsoft IPTV suite in a range of boxes under development , targeting both the U.S. NTSC market and the European PAL format.

      Network operators including British Telecom, Swisscom AG and SBC Communications Inc. welcomed Microsoft`s announcements as a much-needed development to help support their IPTV strategies.
      Avatar
      schrieb am 12.09.05 17:02:47
      Beitrag Nr. 398 ()
      sigm ist im projekt "lightspeed"...ihr erinnert euch...ca. 20 millionen haushalte...:D:D:D in...BEIDEN!!!!! settop-boxen vertreten...sowohl motorola als auch scientific atlanta verwenden die sigm chips!!!


      New report out today from the Roth analyst covering SIGM. Both Roth and Baird are reporting SIGM wins with Motorola as well as with Sci Atl. From today`s Roth report:

      SIGM in SFA`s Set Top Box; Partners with Microsoft IPTV Efforts

      * At the IBC 2005 (International Broadcast Conference) in Amsterdam, SIGM announced that they have been designed into Scientific-Atlanta`s advanced IPTV set-top box, to address telco opportunities on a worldwide basis. With this announcement, we note SIGM is now designed into two of the major set top box manufacturers - Motorola and Scientific Atlanta in addition to several other top tier OEMs.

      * At the conference, Microsoft announced partner support for its IPTV software platform with a host of new set-top-box offerings and a new class of system-on-chip (SOC) that will enable the production of low-cost, high-definition (HD) set-top boxes. Hardware partners Linksys-KiSS, Motorola Inc., Scientific-Atlanta Inc., Tatung Co. and Thomson confirmed support for the Microsoft TV platform with a range of new set-top boxes supporting Microsoft TV IPTV Edition. We note SIGM has been designed into set top boxes from each of the hardware partners mentioned. We believe the partnership with Microsoft could provide SIGM exposure to several other IPTV service providers beyond SBC Communications namely British Telecom, Telecom Italia, Swisscom among others.

      * We believe IPTV is gaining momemtum and these annoucements are a reflection of the growing interest by telcos worldwide to launch video services. With its latest 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 reitierate our Buy rating on SIGM with a 12 month price target of $15.


      übrigens....auf sicht von 12 monaten halte ich die angebenen 15$ für einen witz!in 12 monaten sollten wir eher bei 30$ stehen...als bei 15$...looks really good!
      Avatar
      schrieb am 12.09.05 20:02:08
      Beitrag Nr. 399 ()
      Re: world leader such as Scientific-Atl
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/12/05 12:59 pm
      Msg: 86632 of 86637

      Everyone in the IPTV space, including Sci Atl, MOT, Samsung, UTStarcom, and many others, is preparing to bring out products based around SIGM’s 8634 chip and Microsoft’s software platform. The MSTV solution is a substantive piece of software that requires a good deal of engineering to put it on top of a chip like the 8634. By the time SIGM’s competition finally is ready with something, SIGM will have already have captured a large share of the available IPTV business.
      Byron
      Avatar
      schrieb am 12.09.05 20:04:06
      Beitrag Nr. 400 ()
      Re: Seller
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 09/12/05 01:36 pm
      Msg: 86635 of 86637

      Agreed. One has to wonder if the sellers have a clue. I know of no other company whose revenues with rise 300% to 500% over the next two years. Perhaps it because we have to wait two to three more quarters before this starts to show up in the quarterly reports. By then the stock should be over $15, IMO.
      Avatar
      schrieb am 12.09.05 22:27:02
      Beitrag Nr. 401 ()
      also...wenn ich short wäre...so langsam hätte ich echt angst...:laugh::D

      12.09.05 22:00 Uhr
      11,99 USD
      +3,10 % [+0,36]

      sind ganz nah am mehrjahreshoch...

      das volumen ist sehr gut...

      Volume: 558,426
      Avg Vol (3m): 297,805

      in den nächsten tagen kommen sicher weitere news...kommt ja jetzt fast täglich was...;)

      so...die long-term aussichten waren nie besser...jetzt wo so definitive news wie msft,lightspeed etc draussen sind...!sigm wird auf sicht von einem jahr deutlich höher notieren...freud euch jetzt schon...;)
      Avatar
      schrieb am 13.09.05 05:19:16
      Beitrag Nr. 402 ()
      Avatar
      schrieb am 13.09.05 05:21:35
      Beitrag Nr. 403 ()
      Avatar
      schrieb am 13.09.05 05:22:37
      Beitrag Nr. 404 ()
      Avatar
      schrieb am 13.09.05 06:39:07
      Beitrag Nr. 405 ()
      :O
      Avatar
      schrieb am 13.09.05 12:01:14
      Beitrag Nr. 406 ()
      @amorphis: Wahnsinn, Du bist ja echt hammer nachtaktiv! :eek:

      Sigma will noch nicht so recht konsolidieren im Moment. Glaube aber nicht an einen Ausbruch über 12,50 von diesem Niveau aus.
      Wenn SIGM sich nicht beeilt mit dem konsolidieren und das Öl bis dahin wieder günstig ist hab ich wieder kein Geld zum reingehen! :rolleyes::(
      Avatar
      schrieb am 13.09.05 15:48:42
      Beitrag Nr. 407 ()
      [posting]17.876.795 von Stochastic am 13.09.05 12:01:14[/posting]öl günstig....welcher performance erwartest du bitte bei "günstigerem" öl...was soll öl hinlegen?mehrere 100% die bei sigm drin sind?verstehe den vergleich nicht...
      Avatar
      schrieb am 13.09.05 16:36:07
      Beitrag Nr. 408 ()
      [posting]17.880.236 von amorphis am 13.09.05 15:48:42[/posting]Naja ich gehe immer da rein wo mir die nächste günstige Gelegheit kommt!
      Unter günstig verstehe ich einen Abschluss der momentan laufenden Konsolidieung beim Öl nach Kursen von über 70 Dollar!

      mehrere 100% die bei sigm drin sind?verstehe den vergleich nicht....

      Du wirst Dich wundern. ;) Es gibt neben Aktien noch andere Alternative Invests, die man tätigen kann.
      Ich erwarte mir bei Öl eine noch viel höhere Performance innerhalb kurzer Zeit, wie bei SIGM....Stichwort "Peakoil"!

      SIGM wird seinen Weg machen, keine Frage. Nur kann dies noch über 1 Jahr dauern bis die Umsätze so richtig anrollen werden, die immer im Raum stehen!

      Öl jedoch wird auch im nächsten Jahr wieder kräftig steigen. Jede Wette. Wir haben da keine Übertreibung. Alles andere wäre naiv.
      Einfach mal informieren (http://www.peakoil.de).
      Da kann man schon mit einem konservativen Hebel (4) einiges rausholen, denn neue Hochs wird auch nächstes Jahr geben.
      Ich glaube nämlich nicht, dass SIGM schon nächstes Jahr bei 40 Dollar steht!
      Und vor allem: beim Öl bin ich mir zu 100% sicher, dass es steigt!
      Ein Markt ist immer einfacher zu überschauen, als ein Unternehmen, wo noch viel mehr mit einfließt!

      Gruß, Stochastic
      Avatar
      schrieb am 13.09.05 21:10:03
      Beitrag Nr. 409 ()
      [posting]17.881.097 von Stochastic am 13.09.05 16:36:07[/posting]ich gehe jede wette ein das sigm im nächsten jahr (gegen ende) mit einer hohen wahrscheinlichkeit zwischen 30 und 40 $ steht!die umsätze werden allerspätestens anfang `06 sehr stark zulegen!sigm ist alleine!!!!(nicht STM-die haben gar keinen auftrag bekommen) im projekt lightspeed vertreten...ich glaube...die meißten wissen noch nicht mal was das bedeuten wird...:D
      Avatar
      schrieb am 14.09.05 17:06:32
      Beitrag Nr. 410 ()
      [posting]17.876.795 von Stochastic am 13.09.05 12:01:14[/posting]Dürfte eigentlich jedem kar sein, ich sags aber trotzdem nochmal. Bei 11 Dollar verläuft der Uptrend seit Mitte August. Bricht der kann es bis 10 runtergehen....:kiss:
      Avatar
      schrieb am 14.09.05 17:21:39
      Beitrag Nr. 411 ()
      stochastic...sigm ist deshalb im minus...weil ein mr cramer sigm gestern auf bearish gestellt hat...;) waru nur????ist das nicht der gleiche typ der auch schon bei 6$ bearish zu vphm war???:D
      Avatar
      schrieb am 14.09.05 18:46:59
      Beitrag Nr. 412 ()
      http://www.golem.de/0509/40408.html

      Net/net, the DP-600 is due next month (I`ll believe it when I see it) and a hybrid box, which is what many in Europe really want, is coming within six months.

      Translation:

      [KiSS Dp-600 - DVD Player soon with Dvb t
      ... and with better chip set

      In few weeks the appearing networkable DivX DVD Player KiSS Dp-600 is to come at the beginning of of 2006 in an extended version on the market. Under the name the equipment will not only serve Dp-600 Dvb t as a DVB t receiver, but also further compression formats will support.

      With the normal Dp-600 KiSS sets 8620, which can play DivX and WMV9 of course also in high resolutions on the sigma, but shows differently than the Sigma-8622-Chipsatz of the Dp-600 Dvb t and Dp-700 still no MPEG-4-AVC/H.264-komprimierten video. Beyond that the Dp-600 Dvb t receives still terrestrial television and saves the purchase of an individual DVB t receiver.

      In the other equipment nothing changes, both the Dp-600 and the Dp-600 Dvb t has s-video, HDMI and component exit as well as a Ethernet and a wl ingate place (IEEE 802.11a/b/g). By network the domestic knows network fig. lying (e.g. JPEG), audio (e.g. MP3, Ogg Vorbis, WMA) on in and video files (e.g. DivX, Xvid, WMV9) to be accessed.

      In addition the on-line services of KiSS are available by network and InterNet binding; among them an electronic television newspaper, weather forecasts, plays and the receipt of InterNet radio stations, on-line newspapers as well as video on the and offers. The DP-600-Plattform supports UPNP, DLNA, Microsoft PlayForSure and Media Connect, promises thus as problem-free an integration as possible in the domestic network.

      The Dp-600 Dvb t is to come in the first quarter 2006 into the dealer shelves. The selling price is not certain according to KiSS. The Standard-DP-600er comes in October 2005 for 350, - euro on the market. The competitive on the same technology developing Xstream Player of DigitalRise/MAREL IT is already available since at the end of of August 2005 for probably soon 450, - euro sinking in the price.

      On the IFA 2005 in Berlin the manufacturer presented equipped planned devices of the DP-600-Serie also with DVD burner, non removable disk and photograph function. Whether it the playback unit Dp-608 equipped with Dvd Rome and non removable disk, which DVD/Festplatten Digitalvideorekorder DP678 as well as its will give with radio receiver equipped variant DP688 also with DVB t dVB-T-Tuner, remains being waiting. (ck)
      Avatar
      schrieb am 14.09.05 18:48:32
      Beitrag Nr. 413 ()
      Leading Research Report Rates Amino as Top IPTV Set-Top Box Vendor
      Tuesday September 13, 9:32 am ET


      CAMBRIDGE, England--(BUSINESS WIRE)--Sept. 13, 2005--Amino Communications, the Cambridge-based IPTV (IP television) systems and software vendor, has been named top worldwide supplier of IP set-top boxes by US technology analyst organisation, ABI Research (www.abiresearch.com). The report also confirms Amino`s position as the second largest volume supplier - a position achieved after only two years in the IPTV set-top box market.

      In its recently-released 138-page report, "Set Top-Box Market Development for CATV, DBS, DTT and IP", ABI Research assessed the top ten IP set-top box vendors which had solutions in place during 2004. Each was analysed in accordance with 12 criteria including: number of successful deployments and trials, support of open standards, financial soundness, length of time in IPTV industry, regional focus and product features. Overall, Amino achieved the highest score in the survey.

      In particular the report highlighted the breadth of the company`s customer base which covers North America, Asia and Europe, as well as its partnerships with major system integrators, Telcos and infrastructure vendors.

      Bob Giddy, Amino`s CEO, commented, "We were one of the very first set-top box vendors in this business and in many respects were a major pioneer of the IPTV industry which is now growing very rapidly. We are very proud that one of the industry`s leading research organisations has recognised our achievements."

      About Amino

      Amino Communications (www.aminocom.com) develops core software technologies and customer-premises products for the convergence between television, broadband, voice and the Internet, and partners with world-leading companies in content aggregation, middleware, conditional access, and head-end systems.

      Amino software is designed to manage all types of digital content, enabling the provision of multiple services such as voice, data, broadcast TV, and on-demand services in a single consumer device. We also develop and supply the AmiNET family of digital set-top boxes, based on our software technology, which have been adopted by telecom service providers for broadband TV deployments worldwide. Building further on our core software, we also develop digital, on-demand TV systems specifically for the hotel and leisure industry.

      Amino Communications is part of Amino Technologies plc. listed on the London Stock Exchange AIM, symbol AMO. Amino is based near Cambridge, UK, and has offices in Atlanta Georgia and Hong Kong.

      About ABI Research

      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.
      Avatar
      schrieb am 14.09.05 18:51:24
      Beitrag Nr. 414 ()
      soviel zu cramer...

      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/14/05 10:41 am
      Msg: 86734 of 86752

      The Los Angeles times recently took an in-depth look at Jim Cramer’s show on CNBC. They found a “Cramer effect” in which there is a one day impact of his recommendations and then the stocks go back to trading on the fundamentals. Apparently, today is the day for the SIGM “Cramer effect”.

      Steve LeCompte, managing partner of CXO Advisory Group, a market analysis Web site for private investors, analyzed more than 100 stocks highlighted on "Mad Money" and concluded that Cramer`s picks did not translate into substantial returns. In fact, he says the show`s viewers could end up losing money by overtrading and incurring excessive fees. "My advice would be to buy a good index fund and watch him for entertainment," he says.

      http://pittsburghlive.com/x/tribune-review/entertainment/tv/…
      Avatar
      schrieb am 15.09.05 01:46:00
      Beitrag Nr. 415 ()
      Upcoming announcements
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/14/05 05:03 pm
      Msg: 86766 of 86768

      A tough day for the market with oil prices up and the Nasdaq down over 20 points. Some profit taking in SIGM after the recent big run up following the Microsoft and Scientific Atlanta announcements. Let’s keep in mind that there will be many additional important announcements coming out from SIGM between now and the CES show at the start of January:

      1. Scientific Atlanta has announced that they are now a SIGM customer. Motorola will be announced soon. Additionally SIGM has stated that they would not be surprised if Cisco/Kiss launched an IPTV product with SIGM inside.

      2. SIGM has stated that a major studio will announce this fall that they will be using SIGM technology in a proprietary movie download service to enable direct customer distribution. Either Sony or Disney could turn out to be this customer.

      3. SIGM has stated that sometime around year-end a major video rental firm will announce that they are using SIGM technology to provide an online service to eventually replace physical media delivery. This is probably Netflix.

      4. Sigma has already achieved design wins at the majority of current DMA suppliers and expects to announce two additional top-tier accounts before the end of the year.

      5. Regarding high-definition DVD players, SIGM has now signed contracts with two of these customers and hopes to execute contracts with the others shortly. All of these DVD players will initially be based on SIGM’s industry-leading SMP8634 silicon. Announcements will be made between now and the CES. Sony and Toshiba will likely be among the announced customers.
      *****************************************************

      The bottom line here is that as announcements are made the stock will move back above $12. The big question is, where will the stock be in early January after the CES. Assuming no more killer hurricanes, no more oil price spikes, and that the market holds together ok, I think we could see $14-16/sh by the CES.
      Byron
      Avatar
      schrieb am 15.09.05 18:29:55
      Beitrag Nr. 416 ()
      Blockbuster Weighs Online Video-On-Demand
      Thursday September 15, 10:07 am ET
      By David Koenig, AP Business Writer
      Blockbuster Probes Online Video-On-Demand in Britain; Netflix Plans Small-Scale Test in U.S.


      DALLAS (AP) -- Movie-rental giant Blockbuster Inc. continues to take small steps toward a rollout of online video-on-demand in the United Kingdom while rival Netflix Inc. plans a small-scale test in the United States this year
      Avatar
      schrieb am 15.09.05 18:31:14
      Beitrag Nr. 417 ()
      25 million IPTV subscribers
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/15/05 10:41 am
      Msg: 86788 of 86805

      There are around 2.5 million IPTV subscribers at the moment but this figure is expected to grow tenfold to 25 million by 2010, according to Informa Telecoms & Media.

      http://www.theregister.co.uk/2005/09/14/iptv_report/

      Keep in mind that many IPTV subscribers will have more than one TV and you need a box/chip for each TV. SIGM has taken a strong early lead in this business and they will have a large share of the market - 50% or more.

      Profit taking continuing in SIGM today. The 8/15/2005 low in the stock was $7.70. The 9/9/2005 high was $12.50, an increase of $4.80 from the low. It wouldn’t be a surprise to see the stock give back a third of this move, or $1.60, and then start basing around $10.90 for the next leg up. As we’ve all seen over the last month, this stock can move up fast when it moves. The shorts should keep in mind that SIGM has stated publicly that they may be approached with a takeover bid. On January 12th of this year I had a large position in Verisity. The stock closed that day in the $7 range after quiet trading, then after the close a cash buyout at $12/sh was announced. The same thing could happen here.
      Byron
      Avatar
      schrieb am 15.09.05 18:35:29
      Beitrag Nr. 418 ()
      also...."Netflix Inc. plans a small-scale test in the United States this year..."


      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=86162


      4) Moving to VOD, SIGM all but named Netflix (with a 4 million customer base) as one of its two unannounced customers here (“to eventually replace physical media delivery”), while the other is a “major studio” that I’m guessing could be Disney. Separately, D-Link (a big SIGM customer now) has indicated potential involvement in one or more VOD projects, albeit details remain scarce. Clearly, many to most of the upcoming VOD projects will require high definition VC-1 decoding and very strong DRM support, two of SIGM’s most advanced and differentiating technologies.


      netflix ist ja nicht grad ne kleine klitsche...es stehen weitere positive news an...;)
      Avatar
      schrieb am 15.09.05 19:37:51
      Beitrag Nr. 419 ()
      Avatar
      schrieb am 15.09.05 23:38:02
      Beitrag Nr. 420 ()
      Big news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/15/05 04:24 pm
      Msg: 86833 of 86838

      Semico Research has sharply increased its forecast for semiconductor industry growth for 2006. They are now projecting growth of 18.2 percent, more than double their previous forecast of 8.1 percent. What’s behind this huge upward revision in the Semico forecast? One factor is the media hub, a device that captures digital content from different platforms and transcodes the content into a variety of playback formats. Semico believes that this could be the next killer app. Included here are the stand-alone media hub, which is a platform that was specifically developed to store and play back digital content throughout the home, and the Consumer Electonics platform media hub or set top box.

      http://www.eetimes.com/news/latest/showArticle.jhtml?article…

      Assuming Semico is right about the growth that is on the way in media hubs, it means strong growth for the chip companies in this space, which obviously includes SIGM.
      Byron
      Avatar
      schrieb am 16.09.05 16:50:32
      Beitrag Nr. 421 ()
      Comments from a symposium:
      by: WINTER_CFA 09/16/05 09:14 am
      Msg: 86854 of 86862

      I attended a very interesting “Triple-Play Symposium” yesterday hosted by Light/Heavy Reading and a firm called Netcentrex:

      http://www.lightreading.com/live/event_information.asp?surve…

      As shown, other participating companies included Intel and SIGM partner and investment Envivio. While much of the multi-session day dealt with hardware and software system infrastructure (no one has it over this sector when it comes to acronyms), some very interesting facts and opinions concerning SIGM were heard. These included:

      1) In the overview presentation given by Heavy Reading analyst Rick Thompson, the following research findings were noted: A) IPTV is becoming the highest-priority residential telecom service as telcos finalize their triple-play bundles; B) System integration will be a primary challenge for carriers; and C) Large RBOC deployments won’t happen overnight (as shown by the following timetables): 2005/2006 - Infrastructure phase and initial services, subscribers, and markets, 2007/2008 - “True” service introduction phase, 2008/2009 - Large-scale subscriber growth phase. Asia and Europe were projected to “get big first” before the U.S.

      2) In the same presentation, global IPTV subscribers were projected to rise from 1.9 million in 2004 to: 3.9M in 2005, 7.9M in 2006, 15.6M in 2007, and 28.0M in 2008 (that’s about 100% compounded annual growth over that period). Roughly 75% to 85% of these numbers (my estimation from the graph shown) in each year were projected to be outside of North America.

      3) Not surprisingly, the same presentation clearly indicated that compression/formats were projected to switch from MPEG-2 and standard definition, respectively, to H.264/WMV9 and high definition. A key building block listed for IPTV systems was the H.264/WMV9 decoder.

      4) This presentation also commented on Microsoft’s IPTV effort, stating that it was not an end-to-end IP video solution and that it still requires “other pieces and integration.” A comment of interest was “Microsoft will definitely be a player, but will have challenges scaling their system.”

      5) Finally, the overview presentation noted in its summary that “unprecedented scaling expectations are still to be proven” with large IPTV networks today having 100,000 to 500,000 IP video subscribers and those in 2-3 years having 1 million to 5 million.

      6) The Envivio presentation, “MPEG-4 for the Triple Play”, was given by the firm’s VP of Marketing and Business Development Ian Locke. These paraphrased points were of interest: A) “Many existing IP set-tops up until earlier this year have been Intel CPU-based and for standard definition (SD) only. Early this year, DSP-based models using a Texas Instruments chip have begun to ship, still only with SD capability. New products are now coming on the market based on chips from Sigma Designs. They already have wins with Motorola, Amino, Scientific Atlanta, Kiss and others. Competing chips from St Micro and Broadcom could come to market within the next 6 months.” Interestingly, he added (in the Q&A) that “set-top makers will be more tied to SIGM than telcos will be tied to set-top makers.”


      The bottom line here once again is that SIGM does indeed look very well positioned to capture a good to great share of a very high growth market over the next 2-4 years. The biggest uncertainly at this point would seem to remain the timing of many of these large-scale rollouts.
      Avatar
      schrieb am 16.09.05 16:58:42
      Beitrag Nr. 422 ()
      Hola amigos, saludos nuevamente,

      tolle Infos und tolle Arbeit amorphis........wie immer halt!! Eine Freude immer Deine Nachforschungen zu lesen. Wollte ich nur loswerden.

      Saludos y hasta la proxima,

      eduardito (bin wieder vom Urlaub zurückgekommen und hab mich riesig über den Anstieg bei Viropharma von $10 auf nun $18)
      Avatar
      schrieb am 16.09.05 17:11:25
      Beitrag Nr. 423 ()
      .....gefreut natürlich
      Avatar
      schrieb am 16.09.05 17:12:28
      Beitrag Nr. 424 ()
      hola...du kommst gerade und ich fliege bald...nach ibiza...:D dann muss der threat hier ohne mich laufen...

      ja...über vphm freue ich mich auch...da bin ich immer noch mit vollen stücken dabei!
      Avatar
      schrieb am 16.09.05 17:20:11
      Beitrag Nr. 425 ()
      volle Stückzahlen??? Ich auch......und das seit über einem Jahr :D
      80% Gewinn während meiner Abwesenheit (3-4 Wochen), na ja, wenn es in Deiner Abwesenheit genau so weiter geht.....Daß wäre ein Kurs von 32$ !!!!!!!! Geil oder! Dann können wir nur noch in den Urlaub fahren....

      Feliz vacaciones, y hasta la proxima
      Avatar
      schrieb am 16.09.05 17:30:15
      Beitrag Nr. 426 ()
      ey...das kann nicht sein...jetzt bin ich neidisch...das heißt du bist über 1000% im plus...grgrgr!

      na...dafür werde ich das dann als erster mit sigm hier sein...:D


      also...jetzt tu dir selbst einen gefallen...wenn du deine kohle verzehnfacht hast...nimm einen teil (und wenn es nur ein kleiner ist-zumindest den einsatz!) raus...nicht weil vphm pleite geht oder ich sonst was vermute...ja ich denke sogar an deine 32€...die werden wir schaffen....aber eine garantie gibts nicht...und deshalb-sicher etwas!!!!!
      Avatar
      schrieb am 16.09.05 17:38:37
      Beitrag Nr. 427 ()
      UTStarcom to Show Complete Line of VoIP Solutions at Fall VON 2005 in Boston

      Vice President of International Marketing Brian Caskey to Participate in Two WiFi VoIP Sessions at Show

      http://biz.yahoo.com/prnews/050916/sff012.html?.v=26

      In addition to displaying its full array of products, UTStarcom will also have live demonstrations of its mVision end-to-end Television over IP (TVoIP) solution.
      Avatar
      schrieb am 19.09.05 04:58:52
      Beitrag Nr. 428 ()
      Avatar
      schrieb am 19.09.05 17:07:50
      Beitrag Nr. 429 ()
      Items of interest:
      by: WINTER_CFA 09/19/05 09:39 am
      Msg: 86896 of 86897

      1) Softbank`s video service, a service for which SIGM remains ideally positioned at the STB level, looks close to launching:

      "UPDATE 1-Softbank, Dentsu, TV cos in Web TV talks - sources"

      NOTE - switch xxxxxxx to reuters below:

      http://today.xxxxxxx.com/business/newsArticle.aspx?type=medi…

      "Japanese Internet communications conglomerate Softbank Corp...is in the final stages of talks with five Japanese television broadcasters and Dentsu Inc... start a television service via the Internet, company sources said.

      The sources said Softbank aims to create a new joint venture that will launch a Web site with more than 1,000 television programmes distributed by the broadcasters next spring that would be available to viewers at no cost and funded by commercials."

      2) Here could be another big opportunity for SIGM:

      "Yahoo! outlines plans for IPTV"

      http://www.ovum.com/news/euronews.asp?id=3175

      "The CEO of Yahoo!, Terry Semel, has outlined the company`s television strategy in a speech to British TV executives at a Royal Television Society Conference. The company is negotiating access to a wide range of content, in addition to persuading broadcasters to open up their content archives and encouraging independent content producers to regard Yahoo! as an alternative delivery channel."

      3) China`s new HD-DVD effort also could eventually be a big opportunity for SIGM:

      "China-only version of HD-DVD developed"

      http://www.digitmag.co.uk/news/index.cfm?NewsID=5155

      "In a bid to cut costs for local electronics makers, Chinese researchers plan to develop a version of the next-generation HD-DVD optical disc format specifically for China that will include support for a locally developed video compression technology, called AVS (Audio Video Coding Standard), according to a researcher involved with the project.

      In addition to AVS support, the China-only version of HD-DVD will include support for MPEG2, MPEG4 and Microsoft Corp. Windows Media Video 9 (WMV9)"

      4) Akimbo introduces download-to-own, a key feature that is expected to drive future demand for IP VOD:

      "Akimbo Introduces Download-to-Own Platform for Video; Download-to-Own Model Lets Akimbo Subscribers Purchase Videos to Create a Digital Archive"

      Note: switch xxxxxxxxxxxx to businesswire below:

      http://home.xxxxxxxxxxxx.com/portal/site/google/index.jsp?nd… wsId=20050919005549&newsLang=en

      "With the download-to-own feature, consumers will be able to choose from various methods of archiving their titles. Options will include storing titles digitally within the Akimbo Player and the Windows Media Center. In early 2006, users will also be able to purchase titles for burning to DVD using Windows Media Format(R). Selected titles will also be available for archiving on Akimbo`s servers and made available for future downloads by the purchaser."
      Avatar
      schrieb am 19.09.05 17:12:47
      Beitrag Nr. 430 ()
      Telecom Italia aims at 200,000 clients for IPTV 1 yr after launch
      09.19.2005, 04:33 AM

      MILAN (AFX) - Telecom Italia SpA chief executive Riccardo Ruggiero said the group would be satisfied if it reached 200,000 clients one year after the launch of its internet television service.

      In an interview with the daily La Repubblica, Ruggiero said the group is ready to launch the service in 20 cities and to extend the coverage to 100 cities in about a year`s time.

      He added that it is difficult to make sales forecasts, but if the group reaches 200,000 subscribers in one year it would be `a good start`.

      Telecom Italia is currently in talks with the sector regulator to set tariffs for the new service, he said, adding that he expects the group to offer an IPTV package with unlimited internet access and national phone calls for less than 50 eur a month

      http://www.forbes.com/home/feeds/afx/2005/09/19/afx2230380.h…
      Avatar
      schrieb am 19.09.05 17:18:06
      Beitrag Nr. 431 ()
      Putting 2+2+2 together here:
      by: WINTER_CFA 09/19/05 11:06 am
      Msg: 86898 of 86899

      This little mention...

      "Elsewhere, another brand name, Acer, looks like they will soon be selling a mini PCI card with an EM8620L on it"

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=86024

      ...has taken on greater importance with the following:

      1) Acer is introducing a media adapter with almost the identical name as the PCI card above, the MG-3001P:

      "Jørgen Sundgot drools over Acer`s new Media Gateway MG-3001P, a media extender which tackles Windows Media Audio and Video formats as well as it does good old MPEG."

      http://www.infosyncworld.com/news/n/6163.html

      The specs scream SIGM:

      "...the MG-3001P relies entirely on its 10/100 Ethernet and Wi-Fi 802.11b/g connectivity to stream media from a PC, although it also includes a USB 2.0 port for connecting USB Host compatible devices such as digital cameras or portable hard drives."

      "As indicated above, the MG-3001P supports a broad number of formats, which in the audio department amounts to LPCM, WAV, MP3 and Windows Media Audio 7, 8 and 9; MPEG 1, 2 and 4 are on the slate in the video department to allow for playback of DivX, XviD and Quicktime MPEG4 content in resolutions up to 720p, as well as MPEG2 video in up to 1080i resolution and Windows Media Video 9 - like MPEG4 content in resolutions up to 720p."

      "Controlled by means of a bundled Infrared remote, the Acer Media Gateway MG-3001P is scheduled to be available in time for Christmas in Europe, where it will retail for the very comfortable price of €250 EUR."

      2) Nice as this adapter is, this product also appears to be bundled into a new Acer 37-inch LCD TV:

      "A 37-inch LCD TV with integrated Wi-Fi, media extender functionality and connectivity galore? Jørgen Sundgot likes what he sees in Acer`s new 1080i capable AT3705W-MGW."

      http://www.infosyncworld.com/news/n/6166.html

      "...the AT3705W-MGW LCD TV is the pick of the litter, combining a 37-inch display with the functionality of the MG-3001P for an absolutely stunning result."

      "Supporting PAL and SECAM, the AT3705W-MGW offers a stunning array of input options. Four SCART inputs kick off the party, two of which are CVBS/RGB and two of which are CVBS/S-Video; two Component inputs supporting 480i, 480p, 720p and 1080i resolutions; dual Composite connectors, one of which is CVBS and the other CVBS/S-Video; VGA in; DVI-D with HDCP; and HDMI. In addition comes RCA type line in connectors for analog audio input, and SPDIF coaxial for digital output - as well as a 10/100 Ethernet, which is where the AT3705W-MGW starts to show its true form.

      Not only equipped with Ethernet, the AT3705W-MGW also features built-in Wi-Fi 802.11b/g, both for the purpose of streaming audio and video over a home network as the TV secretly conceals the exact same functionality as Acer`s MG-3001P Media Gateway."

      "...the AT3705W-MGW is surprisingly inexpensive at €2,300 EUR"

      3) Moreover, this LCD is aimed squarely at the U.S. market:

      "Acer Unveils Tablet PC, Plans to Enter U.S. LCD TV Market"

      http://www.pcmag.com/print_article2/0,1217,a=160378,00.asp

      "...the company showed off a new 37-inch LCD TV with integrated digital media adapter that is destined for the US market later this year or early next year."

      "The upcoming U.S. LCD TV launch is just the beginning of a major push toward delivering convergence devices to the United States, too.

      Acer currently offers stand-alone digital media adapters and media center PCs. Those could be available in the United States soon, as well.

      Acer sees the United States o
      Avatar
      schrieb am 19.09.05 20:19:49
      Beitrag Nr. 432 ()
      Re: Telecom Italia aims at 200,000 clie
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 09/19/05 11:30 am
      Msg: 86900 of 86904

      Good info. SIGM has provided a list of 13 global IPTV customers including Telecom Italia along with projected deployment timeframes. Pretty much all of these customers are going with the Microsoft MSTV solution, all would seem to need a chip like SIGM’s SMP8630 series either now or in the very near future and all have customer bases anywhere between several million and several tens of millions (with many to most likely being multiple chip users). Thus, SIGM’s market forecast of 3 million chips for 2006 likely reflects start-up deployment numbers at many of these firms. More robust deployments in 2007 and beyond could no doubt drive unit numbers by then to 10 million or more.

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=86399
      Avatar
      schrieb am 19.09.05 20:20:56
      Beitrag Nr. 433 ()
      EE Times/Comms Design on...
      by: WINTER_CFA 09/19/05 11:52 am
      Msg: 86901 of 86904

      Microsoft and SIGM (et al) at IBC:

      "Microsoft points and clicks at Internet TV"

      http://www.commsdesign.com/news/insights/showArticle.jhtml?a…

      "On the silicon front, the company singled out Sigma Designs Inc., a Milpitas, Calif., specialist in digital media processing, in its IBC announcement. Microsoft spokespeople said that Sigma`s working system-on-chip (SoC) will "pave the way for low-cost IPTV devices."

      "Several chip companies have reportedly been working with Microsoft to develop a powerful multimedia engine capable of delivering the full power of the IPTV platform, but Sigma Designs was the only one that met Microsoft`s IBC deadline."

      "...Scientific-Atlanta, confided that his company is still waiting for STMicroelectronics to deliver a working chip compliant with Microsoft`s IPTV spec — including the VC-1 codec, based on Windows Media Video 9."

      "Microsoft, however, appeared unruffled by the delays. Marketing director Ed Graczyk said that Microsoft TV IPTV Edition version 1.0 is "in the final stage of testing." And the company claimed that by signing as many as 11 operators around the world to its Early Adopter Program (EAP) for mobile services, it is theoretically positioned to serve 26 percent of the world`s fixed-access phone subscribers with IPTV. The EAP participants include Bell Canada, Bell South, British Telecom, Reliance Infocomm in India, SBC, Swisscom, Telecom Italia, T-Online in France and Verizon, as well as two unannounced customers."

      "Microsoft, he said, is dictating chip design down to such details as exact graphics features, video-decoding processing capabilities and mandatory support for Microsoft`s Digital Rights Management (DRM) and the VC-1 codec...There is definitely a sense of urgency on the part of telcos and Microsoft to add `wow` factors to IPTV boxes," Perich added."

      "Sigma Designs, which earlier this year became the first chip vendor to offer "healthy, working silicon" that Microsoft could use to start porting client software, has made no secret of the tight schedule Microsoft has imposed. "If you slip just one day — which we hope will not happen — in our schedule, we know we will get a phone call from SBC," said Perich. Since semiconductor companies are usually two steps removed from operators, this sort of scrutiny represents a new production wrinkle."

      "Core services including video-on-demand are tightly developed with Microsoft`s DRM and media codec. Moreover, he added, the DRM in the IPTV platform is designed to extend to other devices in the home."
      Avatar
      schrieb am 19.09.05 20:25:35
      Beitrag Nr. 434 ()
      Re: EE Times/Comms Design on...
      by: WINTER_CFA 09/19/05 12:09 pm
      Msg: 86903 of 86904

      This article, by perennial DSP bull and MSFT/SIGM bear Junko Yoshida, was informative on several fronts, but failed to highlight the actual lead SIGM does have over its competition. Still, it must have hurt her even to call SIGM a "specialist in digital media processing." Nonetheless, the fact the SA is waiting for STM "to deliver a working chip compliant with Microsoft`s IPTV spec" doesn`t mean that it`s coming or will be deployable anytime soon.
      Avatar
      schrieb am 21.09.05 00:30:00
      Beitrag Nr. 435 ()
      Dave gets into the game:
      by: WINTER_CFA 09/20/05 09:37 am
      Msg: 86924 of 86944

      News from SIGM`s other VOD customer:

      "DAVE.TV(TM) Launches Public Beta of New IPTV Internet Broadcasting and Download Service"

      http://www.marketwire.com/mw/release_html_b1?release_id=9568…

      "SANTA MONICA, CA -- (MARKET WIRE) -- 09/20/2005 -- DIGITAL HOLLYWOOD -- DAVE Networks, a global IPTV digital entertainment distribution network, today announces the public beta release of its revolutionary DAVE.TV™ Internet broadcasting service, now available for download at www.dave.tv. DAVE.TV (Distributed Audio Video Entertainment Television or DAVE TV) consolidates channels of video entertainment from sources around the world into a service that delivers them to their PC, TV, mobile and/or portable device. DAVE.TV brings consumers to the next generation of media enjoyment through the delivery of worldwide, on-demand entertainment media."
      Avatar
      schrieb am 21.09.05 04:28:15
      Beitrag Nr. 436 ()
      Harry Boxer Update
      by: jm15670
      Long-Term Sentiment: Buy 09/20/05 09:17 pm
      Msg: 86945 of 86945

      On today`s winning on wall street radio show, Harry Boxer says he still likes SIGMA and if it can break $12.50, it can go to high teens.
      Avatar
      schrieb am 21.09.05 17:11:39
      Beitrag Nr. 437 ()
      VZ`s kicking it up a notch:
      by: WINTER_CFA 09/21/05 10:20 am
      Msg: 86950 of 86951

      1)"Verizon and The Walt Disney Company Sign Long-Term Programming Agreement"

      http://biz.yahoo.com/prnews/050921/nyw122.html?.v=25

      "NEW YORK and BURBANK, Calif. -- Verizon and The Walt Disney Company today announced a long-term, wide-ranging programming agreement for multiple Disney and ESPN networks and services.

      Under the agreement, Verizon will carry 12 television services on Verizon FiOS TV`s expanded basic, including ABC Family, ABC News Now, Disney Channel, ESPN, ESPN2, ESPN Classic, ESPNEWS, ESPNU, ESPN HD, ESPN2 HD, Toon Disney and SOAPnet. Verizon will also be granted retransmission consent of ABC`s owned and operated television stations as part of the agreement."

      (con`t in link)

      2) The Wall Street Journal also had a big article today on VZ titled: "Getting MTV From the Phone Company"

      Comments of interest from the article:

      "Firing the first volley in a long-anticipated war, Verizon Communications Inc. is about to become the first major phone company to begin offering consumers TV service.

      The service will be cheaper than cable TV, raising the prospect of the sort of price war that has brought down phone rates and, more recently, the cost of high-speed Internet access."

      "Verizon is planning to launch the service as early as this week in just one Texas city, but it will follow this year with rollouts in major population centers around the country. Verizon soon plans to introduce the service in other Texas communities, like Wylie and Westlake, and soon afterward in Fairfax County, Va., a fast-growing suburb of Washington, D.C.; New York City suburb Massapequa Park, N.Y.; a community outside of Tampa, Fla.; and several communities in California."

      "By the end of 2005, Verizon will have laid enough fiber to be able to offer TV service to three million households in numerous states, including California, Florida, New York, Massachusetts, Pennsylvania, New Jersey and Virginia -- though how soon it actually offers the service will depend on how fast it gets approval from local governments in the form of franchises. So far it has only a dozen or so franchises in Texas, Florida, Virginia, and California, but the company has begun to see some success in convincing state legislatures to streamline the approval process."

      "Verizon is also planning to undercut the competition in the TV business. While the company hasn`t officially announced its rate structure, marketing and rate documents reveal the company plans to charge customers in its first market, Keller, Texas, $36.90 for about 140 channels, and $43.90 for about 185 channels of digital service, including the $3.95 rental charge for a set-top box. The lineup will include all the standard cable networks, such as ESPN, CNN, FX and Comedy Central."


      "for a set-top box" - that`s where we come in.
      Avatar
      schrieb am 21.09.05 20:48:26
      Beitrag Nr. 438 ()
      Regarding the D-Link DSM-520:
      by: WINTER_CFA 09/21/05 02:30 pm
      Msg: 86959 of 86959

      This new unannounced D-Link player with hi-def WMV9 decoding (at least EM8620L-based) must be due relatively soon as D-Link is now showing it on their own shopping site:

      http://www.dlinkshop.com/product.asp?sku=2691086

      "D-Link has partnered with premium online service providers to offer access to a vast array of online radio stations and music download services. The DSM-520 supports Microsoft® PlaysForSure, which means you can use the Windows Media Connect feature of Window® XP SP2 to playback files protected by Windows Media Digital Rights Management (WMDRM). Access your entire library of premium downloaded songs and videos directly from your MediaLounge Wireless HD Media Player."


      It will be interesting to see who they might be partnering with on the video distribution side.
      Avatar
      schrieb am 23.09.05 16:14:10
      Beitrag Nr. 439 ()
      Hallo Amorphis,
      was meinst du, geht`s runter bis 10$ und dann wieder up?
      Danke für deine Meinung dazu.
      Avatar
      schrieb am 03.10.05 15:37:52
      Beitrag Nr. 440 ()
      sorry...bin noch bis mittwoch auf ibiza...mache dann erst wieder ein update des threats....;)

      meiner meinung nach ist es nicht wichtig ob es auf 10 runter geht...naja...stehen ja eh schon wieder bei 11$

      wichtig ist wo wir in ein paar monaten stehen...und ich sehe sigm im naechsten jahr bei ueber 20$...ist aber nur meine persoenliche meinung...;)
      Avatar
      schrieb am 06.10.05 15:50:57
      Beitrag Nr. 441 ()
      Of high interest...
      by: WINTER_CFA 10/05/05 03:49 pm
      Msg: 87351 of 87359

      ...is this recent two-faced EE Times article by perennial SIGM antagonist Junko Yoshida (she`s so SIGM-phobic and DSP-philiac that`s it`s sometimes scary):

      "INTERNET PROTOCOL: M`soft TV gains IC support"

      http://www.eetimes.com/news/latest/showArticle.jhtml?article… le=true

      Items of interest:

      "Wischip International Ltd. has become the second chip maker, after Sigma Designs Inc., to announce support for Microsoft Corp.`s Internet Protocol TV software platform, as the Redmond giant attempts to secure a market toehold for its Microsoft TV IPTV Edition."

      "Wischip`s DeCypher 8100 chip is tailored to support high-definition decoding of the H.264, VC-1 and MPEG-2 formats."

      "Microsoft publicly singled out Sigma Designs at the IBC2005 Conference in Amsterdam last month as the first silicon vendor to release a chip optimized for the IPTV Edition platform. But Wischip, armed with its first working silicon, was also on hand at IBC, demonstrating its chip to prospective customers under the auspices of Microsoft."

      "Wischip (Santa Clara, Calif.) says its chip supports multiple digital rights management (DRM) and networking schemes in addition to enabling high-definition audio and video decoding.

      Similarly, Sigma Designs (Milpitas, Calif.) claims that its secure media processor architecture — used in the SMP8630 — offers advanced content protection, supporting a variety of DRM and conditional-access solutions."

      "According to industry observers, however, neither Sigma Designs nor Wischip was on Microsoft`s dance card when the software giant launched its IPTV platform project late last year and called for silicon vendors to support its vision."

      "chips for Microsoft`s IPTV software must contain myriad bells and whistles, including such advanced features as high definition with picture-in-picture; higher security when connected to other devices; mandatory support for Microsoft`s digital rights management scheme; and support for VC-1, which is derived from Microsoft`s Windows Media Video 9 codec. That is a lot to cram onto one chip."

      "Even a chip developer that already has well-proven blocks for MPEG-2 decode and encode has no guarantees that it can get all the requisite blocks to work well, especially when the growing slate of new codecs and features is added to the mix, Nguyen observed."
      Avatar
      schrieb am 06.10.05 15:53:30
      Beitrag Nr. 442 ()
      This article was accurate in stating that advanced media chips are both complex and hard to design in a full-featured and timely manner, although I wouldn’t exactly call high-def PIP and high security/DRM support “bells and whistles.” I would call it core functionality.

      From here, though, the article delves into fantasy and obfuscation. Specifically:

      1) The author states that neither SIGM nor Wischip was on Microsoft’s “dance card” last year when it is a known fact by many that MSFT and SIGM have been working closely together for several years to develop and perfect an advanced silicon decoding solution for the MSTV platform. Conversely, there is not one reference on the entire planet of MSFT using, porting to, or even acknowledging the Wischip product.

      2) In a clear case of intended bias, the author states that Wischip “says its chip supports multiple digital rights management” while SIGM only “claims that its secure media processor architecture…offers advanced content protection.”

      3) In probably the most glaring omission, the author seems to be trying to put these two firms’ solutions on the same performance pedestal but fails to mention that SIGM’s SMP8634 chip, the one that will soon see IPTV and blue laser product deployments, operates with a 64-bit memory bus versus a 32-bit one for the Wischip chip. Since video processing is, in part, all about moving mass amounts of data around quickly, the difference here is roughly comparable to the difference in engine horsepower between a Ford Taurus and a Ferrari. Moreover, this difference in memory bandwidth quickly calls into question just how comparable the graphics capabilities and dual-stream decoding functionalities of the two firms’ chips will actually be.

      4) The author states that the Wischip’s first target will be the IPTV set-top market and that it plans to extend its product line to the blue laser market, but fails to mention any specifics regarding the product’s pricing, availability, design integration ease, or current depth of software development. Indeed, Yoshida’s comments sound a lot like those she uttered about Equator and its imminent success several years ago. Granted, SIGM’s success has been imminent for quite a while too, but at least with SIGM we are now seeing a clear tilt of the competitive table toward them.
      Avatar
      schrieb am 06.10.05 15:57:02
      Beitrag Nr. 443 ()
      Re: A win for Amino/SIGM:
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/06/05 09:54 am
      Msg: 87362 of 87362

      More about OEN`s video service, using set top boxes from Amino with Sigma inside.

      http://www.lightreading.com/document.asp?doc_id=81902&WT.svl…
      Avatar
      schrieb am 06.10.05 17:21:42
      Beitrag Nr. 444 ()
      Some SIGM/CEATEC news:
      by: WINTER_CFA 10/06/05 10:36 am
      Msg: 87365 of 87365

      1) SIGM again shows its wares:

      [CEATEC JAPAN 2005 report]

      http://ascii24.com/news/i/topi/article/2005/10/04/print/6583…

      Selected less-than-perfact translation:

      [1 tip/chip BD player processor "SMP8634" of the demonstration machine and the American sigma design corporation this may be merchandised soon, was exhibited. SMP8634 the decoding function and 7.1ch audio decoding etc. of H.264 and VC-1 and MPEG have assumed that with PCI interface and the system on-chip which builds in the memory controller, reference design of the tip/chip and the on-board board OEM is supplied to the nucleus, first. With the exhibition PCI extended card type for the personal computer and the installed board for the home appliance were displayed.]

      2) Zentek, a multimedia software developer for TVs and set-tops, announced the joint introduction (with Celrun) of a new EM8622L-powered set-top that is immediately available. It is important to remember that Celrun (formerly known as Tcom&DTVRo) is a design house for both Samsung and LG and a partner of Korea Telecom.

      http://www.zentek.co.jp/news/archive/news_051005_02.html

      Another less than-perfect selected translation:

      [The corporation tea COM...has the domestic first H.264...corresponding STB (below, H.264/HD IP-STB) it announces, starts sale from October 5th. High picture quality of the HD product sale of actualization possible IP-STB becomes the country first in H.264 correspondence. As for tea COM this H.264/HD IP-STB CEATEC JAPAN 2005 (sea TEX Japan 2005:10 month 4 day - 8th, Makuhari Booth number 2A-17) in it displays and gives a public demonstration.

      As for tea COM the number of ADSL utilization households (approximately 1400 ten thousand households) for the time being it changes with high level, you think point in time at of June of 2005, by introducing this STB, from beginning you are defeated with 30% market share acquisition in the H.264 standard corresponding IP-STB market which has been made goal as more secure ones.]
      Avatar
      schrieb am 08.10.05 04:57:08
      Beitrag Nr. 445 ()
      SIGM a takeover target?
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/07/05 04:06 pm
      Msg: 87502 of 87505

      Intel will acquire Zarlink Semiconductor’s digital TV tuner and demodulator business for a total of $70 million, the companies said Friday, in a move that adds the technology to Intel’s consumer electronics (CE) platform.

      Intel has been enhancing its consumer electronics business lately, hoping to put its chips into a variety of CE devices, including digital televisions, set-top boxes, and media recorders, as part of its digital home strategy. “The transition to digital products across the entertainment and CE industries is accompanied by changes in the underlying technology and delivery infrastructure,” said Glenda Dorchak, vice president of Intel’s Digital Home Group.

      “Intel certainly has declared its intention to provide what it calls a digital home,” said Roger Kay, president of the market intelligence firm Endpoint Technologies Associates. “Acquiring properties and investing in companies is certainly a part of what IntelCapital does to fill out the portfolio. “The company has a lot of cash and is interested in making advances into these areas,” he added. “It certainly makes sense to pick up a company that gives it this capability.”

      Acquisition Spree

      The acquisition follows up on Intel’s acquisition in February of Oplus Technologies for about $100 million. The company introduced its Viiv brand aimed at digital homes (see Viiv: Centrino for Your Home) in August.

      The fact that “various larger, more established players are picking up early-stage companies shows this is the early land grab phase of market development,” said Mr. Kay. “This is where anybody that has good technology ends up getting snarfed up by the large players positioning themselves for competition.”

      http://www.redherring.com/Article.aspx?a=13912&hed=Intel+Buy… M§or=Industries&subsector=Computing
      ******************************************************

      Well, SIGM certainly has good technology so it wouldn’t be a big surprise if they got “snarfed up”.
      Byron
      Avatar
      schrieb am 11.10.05 03:21:15
      Beitrag Nr. 446 ()
      Of interest:
      by: WINTER_CFA 10/10/05 11:47 am
      Msg: 87550 of 87565

      D-Link`s EM8620L-powered DSM-520 is now part of the firm`s official product line:

      http://www.dlink.com/products/?sec=0&pid=438

      The firm has intimated that DMA usage deals are in the works. Hopefully a nice PR about one will be seen one of these days.
      Avatar
      schrieb am 12.10.05 15:06:48
      Beitrag Nr. 447 ()
      Ignore this User | Report Abuse
      A FiOS review:
      by: WINTER_CFA 10/12/05 08:43 am
      Msg: 87631 of 87631

      "Verizon FiOS TV User Review"

      http://www.i4u.com/article4365.html

      "We reported in September that Verizon launched it`s fiber optics FiOS TV service in Keller, Texas. We asked in that story if anybody living in Keller is getting the FiOS TV service. Craig J. contacted us and answered a couple of questions about his new Verizon FiOS TV service for us."

      "I4U: How is the image quality of Verizon FiOS TV?
      Craig: The picture is really the best that I have seen ever, even on non-HD channels.

      I4U: What about the promised HD channels?
      Craig: I have about 20 HD channels including all the major networks starting at 801 and working down to PBS HD, WB HD, TNT HD, UPN HD, NFL HD, ESPN HD & ESPN2 HD and to HBO HD. I even have some that I have not heard of like Wealth TV.

      I4U: Anything that reminds you that it is not cable or satellite?
      Craig: I know that it is not satellite because it rained over the weekend and we all know what happens then. It is not cable because the starter channel package is really affordable.

      I4U: What can you tell us about the video on demand channels?
      Craig: As far as the VOD, a lot of shows are free, the wife loves the 18 or so Sex and the City episodes that she can watch and rewind, fast-forward, but can’t record. I really have my own DVD collection on my remote. If you have HBO then you get all the movies that appear that month and so on with Cinemax and Starz, etc. The new releases are $3.95 and movies from the library are $2.95.

      I4U: Is the DVR function in the Verizon FiOS setop box (by Motorola) usable?
      Craig: The DVR hard drive is about par for the size of the box, 30 hrs. Dish has the 80 hrs DVR but is the size of a boat. The 30 hrs gives you enough to record your month of favorite shows but with the VOD, you are really cutting your live TV viewing time in half."


      I found these usage remarks to be most encouraging.

      It should be remembered that VZ, like SBC, is going with a non-SIGM more limited function set-top for the early trial-sized rollout. Again like SBC, this will precede a much larger 2006+ deployment with SMP8634-powered models from Motorola (et al).
      Avatar
      schrieb am 12.10.05 15:30:53
      Beitrag Nr. 448 ()
      Avatar
      schrieb am 12.10.05 16:52:31
      Beitrag Nr. 449 ()
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/12/05 10:49 am
      Msg: 87636 of 87636

      It’s now common knowledge that Motorola is using the 8634 chip from SIGM. Jay Srivatsa, the Roth analyst covering SIGM stated in a report released 9/12/2005, “At the IBC 2005 (International Broadcast Conference) in Amsterdam, SIGM announced that they have been designed into Scientific-Atlanta`s advanced IPTV set-top box, to address telco opportunities on a worldwide basis. With this announcement, we note SIGM is now designed into two of the major set top box manufacturers - Motorola and Scientific Atlanta in addition to several other top tier OEMs.”

      The Baird analyst covering SIGM released a report 9/7/05 which stated, “We believe the ramifications of Sigma Designs` deal with Motorola extend well beyond the deployment of SBC`s Project LightSpeed. We view Sigma Designs` 8634 advanced decoder as the basis for substantially all high-definition set-top box deployments in the U.S. from Motorola starting next year, including potentially the first cable deployments. We note that the typical life cycle for a set-top box is two years, hence Sigma should retain its competitive position in 2006 even as the first competitive offerings take place. While Sigma Designs has not announced a design win with Motorola and has merely indicated a design win with one of the top-two set-top box manufacturers in the U.S., our checks continue to indicate a deal with Motorola was inked a few months ago.”

      Also keep in mind that Cisco will be coming out soon with SIGM powered set top boxes as well as other devices. As Baird noted in their report, “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.”
      Avatar
      schrieb am 12.10.05 20:48:01
      Beitrag Nr. 450 ()
      so...das ist natürlich reine spekulation...aber...die möglichkeit besteht...und man sollte die überlegung durchaus mal beachten...

      apple hat heute bekannt gegeben...das bald der neue ipod-video kommt...hm...wer liefert da den mediaprozessor?eine adhoc in dieser richtung...und...:D:D:D
      Avatar
      schrieb am 13.10.05 01:17:45
      Beitrag Nr. 451 ()
      Of the highest interest:
      by: WINTER_CFA 10/12/05 02:45 pm
      Msg: 87652 of 87664

      "Microsoft to unveil new plans for entertainment PCs"

      http://www.mycaribbeannews.com/business/051012g.htm

      Comments of interest:

      "Microsoft Corp is expected to unveil on Friday an update for its Windows XP Media Center Edition operating system that will boost the computers` abilities to tap online entertainment such as movies"

      "The new features, which will come as part of a rollup or collection of updates dubbed Update Rollup 2 for Windows XP Media Center Edition, will expand the capabilities of Media Center PCs and shift their focus from showing photos and videos to on-demand online entertainment and content services, provided by big-name outlets such as MTV."

      "Even the least expensive desktop Media Center models, which sell for as little as $599 and come without TV tuners or high-end graphics, are expected to be able to tap the new features."

      "Based on what Microsoft has said thus far, Rollup Update 2 is expected to be available as a free download and to include support for the Media Center Extender technologies that are being built into Microsoft`s Xbox 360 gaming consoles."

      "The update will support 200-disc DVD changers that will come to market this fall, and will add a provision for a second high-definition tuner card for handling high-definition video and HDTV signals."

      "Microsoft also is expected to unveil a pack of new partners at this week`s Update Rollup 2 launch."

      "Between the raft of new and lower-priced media center models from companies such as Dell Inc., Gateway Inc. and Hewlett-Packard Co., greater availability of Media Center notebooks and the early 2006 launch of Intel Corp.`s Viiv brand— the brand will promote high-performance home PCs based on Intel`s dual-core processors and Microsoft`s Media Center—in addition to Microsoft`s forthcoming Windows Vista operating system and other updates, Media Center shipments will rise from less than 5 million this year to top 50 million units in 2009, Roger Kay, president of EndPoint Technologies Associates, wrote in a recent report."

      With that, don`t forget this:

      http://www.intel.com/personal/desktop/viiv/

      "With an Intel Viiv technology-based PC and supporting devices, you can enjoy a growing universe of digital media content. Plus, the power of Intel dual-core processors combined with networked Digital Media Adapters means that multiple family members can use the same PC to enjoy content in different rooms at the same time. For example, one family member can download a movie on the Intel Viiv technology-based PC in the family room, while another enjoys music being streamed from the same PC to the living room stereo".

      BOTTOM LINE - SIGM has, by their own estimate, 80%-90% of the DMA market. They continue to forecast a 2006 TAM of about 1M units. How many Viiv PCs does Intel plan to sell next year? 5 million? 10 million? 20 million?

      Who else will have a hi-def VC-1 decoder ready for mass deployment during 2006?

      How many Viiv PCs will have one or more DMAs hanging off of them, a configuration for which Viiv was specifically designed?

      Maybe just maybe the street is TOO low for 2006.

      Maybe SIGM has a massive third leg to go along with IPTV/VOD and blue laser/FVD-EVD.

      Maybe the faithful on this stock ain`t as stupid as the shorts/gadflys endlessly expound.
      Avatar
      schrieb am 13.10.05 01:28:25
      Beitrag Nr. 452 ()
      Comcast and Verizon TV pricing
      by: seeker_of_value
      Long-Term Sentiment: Strong Buy 10/12/05 06:24 pm
      Msg: 87667 of 87668

      http://www.boston.com/business/technology/articles/2005/10/0… s_at_plan_to_compete/

      Comcast chief hints at plan to compete
      Cable firm to push content as Verizon mounts challenge
      By Keith Reed, Globe Staff | October 7, 2005

      WALTHAM -- Comcast Corp.`s future in the cable business depends on offering more content to its subscribers, in many cases for free, the company`s chief executive, Brian Roberts, said in a speech here yesterday.

      Addressing a gathering of local telecommunications executives and investors, Roberts said his company intends to add hundreds more movies, video clips, and other free content to its OnDemand service in the coming year, stressing that he wanted to ``build value" for subscribers, rather than compete for business on price.

      His comments, before the annual meeting of the Massachusetts Network Communications Council, signal Comcast`s strategy for competing with Verizon Communications Inc., the telephone and broadband company that has staked much of its future growth on an aggressive push into the pay TV market. Verizon launched the service with a $39.95 per month expanded basic package in Keller, Texas, two weeks ago, about $10 below Comcast`s cheapest digital tier.

      ``We want to give a great add value to customers. When Hyundai cuts its price, it doesn`t make BMW customers switch," Roberts said in one of many swipes he took at Verizon before and after his speech. Verizon debuted its new television service that runs over fiber-optic cables in Keller, a Houston suburb, on Sept. 22.

      Last week, the company won permission to roll out the service in Woburn, the first such franchise it has won in New England.

      Like cable, Verizon pipes its TV service into customers` homes via underground lines, though it uses a high-speed fiber-optic network, dubbed FiOS, that it also uses to provide high-speed Internet service. The company`s expanded basic package includes 180 digital TV and music channels, plus access to 600 video-on-demand movies. Verizon says that will be expanded to 1,800 by year-end.

      Comcast offers a digital cable package that includes 150 TV channels, about 40 music channels, and includes video-on-demand for $50 monthly. It sells a bundle of cable, Internet, and telephone service for $99 monthly.

      Still, Verizon spokesman Eric Rabe said his company is not out to force a price war with cable companies.
      Avatar
      schrieb am 13.10.05 01:31:46
      Beitrag Nr. 453 ()
      Re: Comcast and Verizon TV pricing - 2
      by: seeker_of_value
      Long-Term Sentiment: Strong Buy 10/12/05 06:25 pm
      Msg: 87668 of 87668

      ``That`s not a matter of undercutting anybody, but having competition prevents a monopoly from doing whatever it wants to do," Rabe said. He said FiOS TV could debut in Woburn by early next year.

      Analysts noted that Roberts has long resisted price competition, evidenced by the company`s investment of tens of billions of dollars to upgrade its network and offering products like OnDemand, high-speed Internet, and phone service, for which it can charge premium rates. Comcast also plans on continually increasing the speed of its Internet service. Right now the company offers a choice of six or eight megabytes per second, but that could reach up to 100 megabytes per second on Comcast`s existing network, Roberts said.

      Yet some industry watchers said Comcast could still be forced to cut cable rates, at least temporarily. With its fiber network, Verizon is able to offer the same ``triple play" bundle of phone, TV, and broadband service as Comcast, something previous competitors haven`t been able to match, said Adi Kishore, director of the media practice at Boston research firm the Yankee Group.

      ``I think it`s shaping up to be a good battle," he said. If Verizon gains enough subscribers in Comcast markets, the incumbent cable company might start offering promotional deals, he said.

      ``They`ll say `OK, for two months if you sign on for cable modem service from Comcast, we`ll give it to you for $15.` After two months you bump the price up again and it`s a $45 product."

      Roberts also said Comcast needs to do more business with networking and content entrepreneurs. Comcast has had success doing business with networking firms like Cedar Point Communications Inc. in Londonderry, N.H., SeaChange International Inc. of Maynard, and Camiant Inc. of Marlborough, he said.

      ``You have to have the idea yourself, or you have to buy it or you have to partner with somebody for future growth. We understand that you have to work with entrepreneurs," Roberts said.

      Keith Reed can be reached at reed@globe.com.
      Avatar
      schrieb am 14.10.05 04:01:09
      Beitrag Nr. 454 ()
      11 October 2005


      uClinux VoD Stack Targets STBs Built On Sigma SoCs.


      EzHomeTech has launched a uClinux operating system and VoD (video-on-demand) software stack for STBs (set-top boxes) built on a Sigma Designs digital media processor SoC (system-on-chip).

      Sigma`s EM862x chips incorporates an ARM/RISC-based application processor for single chip designs. The EZV 2.0 stack for Sigma`s EM862x supports HTTP and ASF streams of files encoded in common formats, including Microsoft formats, the company said.

      The EZV 2.0 stack aims to provide a turnkey software solution for VoD devices that can play music, video, and photos streamed from Microsoft Media Server or from EzHomeTech`s own EzServer product.

      The Sigma EM862x appeared in a reference design for Linux-based DVD players, IP-STBs, and digital media players shipped earlier this month by Toshiba America Electric Components (TAEC).
      Avatar
      schrieb am 14.10.05 20:16:23
      Beitrag Nr. 455 ()
      Latest news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/14/05 10:47 am
      Msg: 87719 of 87754

      Jay Srivatsa, the Roth analyst covering SIGM is out with a new report today:

      SUMMARY

      Intel`s Viiv Media Center PCs could boost Q1:06 demand for Digital Media Adapters.
      At its most recent Developer Forum, Intel introduced its new platform for digital entertainment - Intel Viiv technology. Based on a dual-core processor, these media center PCs scheduled for launch in Q1:06 is the latest attempt by the Company to enable consumers to watch a movie or play a game while also downloading music from one integrated system using a remote control.

      Media Center PCs and Digital Media Adapters set the beginnings of a networked home. Running Microsoft`s Windows XP Media Center Edition (to be unveiled today), the Viiv technology based PC could be networked with digital media players, as such allowing consumers to watch a movie in the family room, while listening to music streamed from the same PC through a
      digital media adapter to the stereo in the other room.

      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. 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.


      Several IPTV deployments gaining momentum.
      On the IPTV front, we believe several companies across the globe are positioning themselves to launch IPTV services in CY:06. A non exhaustive list of the status of several key deployments is given below.

      * We believe SBC is on track for initial IPTV rollout in late 2005 or early 2006 with the intention to increase its market penetration in mid 2006. SBC Communications earlier this week applied for license from the Texas Public Utility Commission to sell TV service in 21 San Antonio area communities. We note SBC was already running trials in Austin and San Antonio. We note SBC selected Motorola and Scientific Atlanta as its set top box suppliers and SIGM has been designed into both these top tier OEM boxes. Verizon applied for a similar license to sell TV service in 22 communities in the Dallas-Ft. Worth area as well. We believe BellSouth Corp., has been testing a Microsoft IPTV platform based TV service with the intention of launching field trials later this year and introduction in mid 2006. SIGM 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.

      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 SIGM chipset signed an agreement with both China Telecom and China Netcom earlier this year to provide the network infrastructure and set top boxes. While the agreement is non-exclusive, we believe UT Starcom is the front runner and has been shipping products over the past two quarters for their trials.

      Amino seeing a surge in SIGM based set top box orders.
      Optical Entertainment Network (OEN), a Houston based company, announced that Amino will supply standard and high definition set top box based on SIGM`s EM8620 chip for its fiber-to-the-Home (FTTH) Video service to the 1 million residents of Houston. Furthermore, we believe Amino received a ~50,000 unit order from a top tier Russian telco for its SIGM based set top box for delivery by January 2006.

      * Several other telcos targeting CY:06 for IPTV rollouts.
      We note France Telecom, Korea Telecom, Italy`s FastWeb, Japan`s Softbank, Hong Kong`s PCCW, Sweden`s TeliaSonera, UK`s Kingston communications and others are in various stages of rolling out IPTV services providing momentum to a major worldwide rollout of video services in CY:06. As the leader in the IPTV IC market and already a supplier to Korea Telecom, Softbank, PCCW among others, we view SIGM as continuing to grow its presence in the global IPTV marketplace.

      The January 06 quarter is poised to be a breakout quarter for SIGM, in our view. The continued momentum in IPTV deployments and ramp up of DMA`s coupled with progress in engagements with several Blu-Ray and HD-DVD OEMs gives us the confidence that the January 06 quarter could be a breakout quarter for Sigma Designs. As such, we are reiterating our Buy rating on SIGM with a 12 month price target of $15.

      VALUATION
      Given the Company`s superior product capabilities, we believe SIGM should be
      trading at a premium to its closest competitors, Broadcom and ST Microelectronics. Trading at just 18x FY:07 (January 06 - January 07) P/E and 2.7x EV/FY:07 Sales, we view SIGM as being undervalued.
      Avatar
      schrieb am 14.10.05 20:17:42
      Beitrag Nr. 456 ()
      Re: earnings warnings
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 10/14/05 11:09 am
      Msg: 87725 of 87756

      MSU, just so you know, my contact at a Virginia based telco is buying the Amino set top box with the Sigma chip. Demand for the SMP8634 which becomes available in November is enormous. In fact, Amino may not be able to get all they need. So, when you talk about no sales, I know differently because I have spoken to the "guy".
      Avatar
      schrieb am 14.10.05 20:23:04
      Beitrag Nr. 457 ()
      Intel, Microsoft, and SIGM
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/14/05 11:51 am
      Msg: 87741 of 87757

      In his report today, the Roth analyst covering SIGM stated the following:

      Running Microsoft`s Windows XP Media Center Edition (to be unveiled today), the Intel Viiv technology based PC could be networked with digital media players, as such allowing consumers to watch a movie in the family room, while listening to music streamed from the same PC through a digital media adapter to the stereo in the other room. We believe this could be the catalyst that spurs demand for digital media adapters (DMA). 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.

      The following is info about Microsoft`s Windows XP Media Center Edition:

      Microsoft Starts Music, TV Software to Expand PC Use
      By Rebecca Barr, Bloomberg
      Oct. 14 -- Microsoft Corp., the world`s largest software maker, will today begin offering a free program that sends video and music from a personal computer to a television as the company tries to put PCs at the center of home entertainment.

      Microsoft aims to boost sales by expanding the way people use PCs and making computers part of home-entertainment systems for playing music and games and viewing television and photos.

      The Redmond, Washington-based company is counting on new and upgraded products to maintain revenue growth after fourth-quarter sales rose 9 percent, the most in three quarters. “It`s a move into the realm of full consumer electronic devices for entertainment,” said a Microsoft spokesman. “There is a lot of new revenue opportunity.” The software will be available today.
      ****************************************************

      In summary, both Intel and Microsoft see a huge revenue opportunity here. Obviously this is hugely positive for SIGM.
      Byron
      Avatar
      schrieb am 14.10.05 22:13:50
      Beitrag Nr. 458 ()
      Hallo Amorphis, wie du evtl. vor zwei oder drei Wochen gelsen hast, bin ich auch schon einige Zeit in Sigma investiert.
      Als es jetzt runterging war und falls es noch einmal passiert, werde ich nicht nervös.
      Ich vertraue auf die Entwicklung von Sigma, lese intensiv deine Postings und beschäftige mich damit. (macht Spass) und weitet meine englisch Kenntnisse aus.
      Ich finde es nur schade, dass es keine Kommunikation gibt.
      Schaut man sich andere Threads an bekommt man zwar das Grausen, aber es wäre angenehm, wenn sich einige andere auch zu Wort melden würden.
      Ein Vorschlag von mir.
      Wahrscheinlich sind die Details und technischen Daten für viele nicht einfach zu verstehen. Eventuell könntest du dir die Mühe machen, obwohl es ein Zeitaufwand ist, die englischen Texte in einer zusammenfassung ins deutsche zu übersetzen.
      Wenn nicht, o.k., verstehe ich, warum soll man sich Arbeit machen wenn ein "kein Schwein" etwas dazu sagen will oder kann.
      In diesem Sinne, wünsche ich uns weiterhin einen schönen steuerfreien Gewinn.
      Bei uns in Bocholt ist Herbstkirmes und meine Frau treibt sich mit Ihrer Handballmannschaft dort herum und so habe ich endlich auch mal Gelegenheit in aller Ruhe die WO Threads zu verfolgen.
      Beste Grüße und nochmals herzlichen Dank, hahel
      Avatar
      schrieb am 14.10.05 22:52:30
      Beitrag Nr. 459 ()
      [posting]18.284.168 von hahel am 14.10.05 22:13:50[/posting]tja hahel...so ist das nunmal leider...ich würde mir auch eine regere teilnahme wünschen...nur wenn sie nicht kommt...was tun?habe nicht erst einmal meine meinung zum wert abgegeben...und das natürlich auf deutsch...nur...es ist nunmal bei mitlesern geblieben!

      ob es an den englischsprachigen postings liegt...hm...naja...ich zweifel das an!niemand braucht sich zu scheuen und jeder kann fragen was nicht verstanden wird. was das technische angeht...so mußte ich mir das verständnis dafür auch erarbeiten...als ich den wert entdeckt habe...hatte ich keine ahnung von nichts...da half nur lesen, lesen, lesen!irgendwann hats klick gemacht...;)

      wenn du fragen hast...dinge nicht verstehst...dann frag einfach...werde nach möglichkeit jede frage beantworten...

      das prob bei sigm ist einfach...das der wert nicht bekannt ist...und die besten beiträge finde ich nunmal in den us-boards!die leute von denen ich hier fachwissen reinstelle sitzen quasi an der quelle und die postings die ich aussuche...sind wohl überlegt gewählt!genug mitleser hat dieser threat...bin mir sicher wer hier regelmässig reinschaut...weiß alles über sigm..was er wissen sollte!

      die entwicklung von sigm war heute richtig gut....aber das ist alles noch vorgeplänkel!wer nicht drin ist...kaufen...das kann ich nur raten...das nächste jahr...wird ein sigm-jahr!abwarten und tee trinken...läuft alles so wie ich es denke...haben wir durchaus die chance im nächsten jahr...über 20$ zu laufen...wie weit darüber...das muss man noch sehen...aber das steht als 1. für mich fest!in diesem jahr...glaube ich weiterhin immer noch an mögliche kurse...um 15$...also...das 12 monatsziel von Roth!

      übrigens...wenn du in bocholt wohnst...wohnst du luftlinie vielleicht 20km von mir entfehrnt...:) mit dem auto...ca 20 min...:D
      Avatar
      schrieb am 15.10.05 06:21:57
      Beitrag Nr. 460 ()
      Of interest:
      by: WINTER_CFA 10/14/05 10:30 pm
      Msg: 87780 of 87782

      "TELECOM `05: A Preview of What`s Next"

      http://biz.yahoo.com/prnews/051014/dcf039.html?.v=19

      "The chief executives from some of the most innovative communications companies in the world will be speaking at TELECOM `05 -- a preview of what`s next for the industry at the Venetian Hotel and Convention Center in Las Vegas, October 23 - 27, 2005."

      "...the chief technology officers from Verizon, SBC, BellSouth and Qwest will share the show`s main stage to discuss their companies plans for deploying the technologies of the future. MicrosoftTV and Alcatel will present their integrated IPTV delivery solution that will speed the deployment of Internet television around the world."

      Perhaps this one could spawn a PR or two of interest to us.
      Avatar
      schrieb am 15.10.05 13:57:09
      Beitrag Nr. 461 ()
      @ amorphis
      Danke für die Antwort und Info.
      Wenn ich Fragen habe, werde ich mich melden.
      Ja, wohne in Bocholt und arbeite in Emmerich bei einer Spedition die sich ausschließlich mit Luftfrachttransporten über die Straße europaweit beschäftigt. Kunden wie LH, AF, KLM etc. Und somit habe ich auch Wochenenddienste wie dieses jetzt und Kirmes fällt für mich aus. So ist das wenn man für einen kleines Unternehmen verantwortlich ist.
      Meine e-mail: rogaha.helten@t-online.de
      Dir ein schönes, sonniges Wochenende.
      Avatar
      schrieb am 15.10.05 18:02:20
      Beitrag Nr. 462 ()
      Re: Of interest:
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/15/05 11:01 am
      Msg: 87784 of 87786

      Motorola will be at Telecom 05 the week after next.

      http://www.motorola.com/content/0,,5476,00.html

      By now everybody knows that SIGM has been designed into Motorola`s latest set top box. Maybe they will finally make the announcement at Telecom 05.
      Byron
      Avatar
      schrieb am 15.10.05 18:03:10
      Beitrag Nr. 463 ()
      Re: Of interest:
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 10/15/05 11:46 am
      Msg: 87785 of 87787

      The stock bounced off its 200 day moving average as if something is coming soon in the way of clarity. I hope that short interest is way up as of Friday`s close. Two weeks ago, my largest holding (SMTS) had a minny short squeeze and it was fun. A short squeeze on Sigma driven by news assuring revenues of $80+ million next year would be a once in a lifetime event. I would go to MSU`s yard sale.
      Avatar
      schrieb am 15.10.05 18:03:53
      Beitrag Nr. 464 ()
      Re: Thoughts on Intel Viiv Technology
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/15/05 11:59 am
      Msg: 87787 of 87787

      From yesterday`s report by Roth analyst Jay Srivatsa:

      Media Center PCs and Digital Media Adapters set the beginnings of a networked home.
      Running Microsoft`s Windows XP Media Center Edition (to be unveiled today), the Viiv technology based PC could be networked with digital media players, as such allowing consumers to watch a movie in the family room, while listening to music streamed from the same PC through a digital media adapter to the stereo in the other room.

      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. 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.
      ***********************************************

      A big increase in revenues is already on the way for SIGM in IPTV products and in DVD products. It now looks like they will be able to add to these with a big increase in revenues from media adapters. It`s clear that revenues are really going to take off for SIGM in 2006.
      Byron
      Avatar
      schrieb am 15.10.05 21:22:33
      Beitrag Nr. 465 ()
      Mal zum Gruße schau ich wieder vorbei!

      Ja, ist halt so, dass auch ich Sigma nicht vergessen habe, aber bei einem Wert, den ich unter anderem auf der Watchlist habe, ist es mir bei meinen bescheidenen Englischkenntnissen und der Fülle an Infos in Englisch auch zuviel mir alles durchzulesen, oder dauernd zu fragen, was das jetzt bedeutet.

      Da braucht man sich wirklich nicht zu wundern, wenn keine Diskussion zustande kommt.

      Ein bischen mehr Deutsch wäre angebracht. Ein Otto Normal - Anleger hat auch nicht so viel Zeit, um sich eine einzelne Aktie bis zum Erbrechen (Scherzhaft!) bzw. zum vollen Durchblick zu erarbeiten!

      Dazu gibt es zu viel Auswahl mit anderen Aktien, die ebenfalls gutes Potential haben.

      Habe immer noch nicht geschafft, Kohle für Sigma zu erübrigen, aber kann noch kommen.

      amorphis - wenn Dich das nicht stört (und scheinbar tut es das nicht) dann machst Du halt so weiter und es bleibt ein sehr ruhiger Thread.

      Alleine eine Zusammenfassung in Deutsch in zwei Sätzen am Ende jedes englischen Beitrages könnte möglicherweise schon viel ändern auf Dauer!

      alles Gute inzwischen wünscht Jumwi allen schon investierten!

      Noch was amorphis - für Ariba scheint langsam die Zeit gekommen, wo es aufwärts gehen könnte - viertes Quartal mal wieder - weiß aber nicht, ob ich dafür noch mal Spielgeld erübrige! Wenn, dann erst ab Mitte November
      Avatar
      schrieb am 16.10.05 07:56:52
      Beitrag Nr. 466 ()
      [posting]18.294.870 von jumwi am 15.10.05 21:22:33[/posting]naja...ich möchte halt sämtliche infos hier drin haben...sollte sich sigm in 2 jahren verzehnfacht haben soll mir keiner erzählen ich habe es nicht wissen können ;)

      nicht jedes posting ist direkt auf sigm bezogen...richtig...aber wer das marktpotential und das was kommt richtig einschätzen möchte...der muss sich auch damit beschäftigen!

      hätte ausserdem nicht gedacht...das so vielen anscheinend das lesen der englischen beiträge schwierigkeiten bereitet...wie gesagt...wer fragen hat...fragt - aber jedesmal ne zusammenfassung...da habe ich keine zeit für...das muss ab und an wie ich es bisher getan habe...genügen :)

      greez

      ach...ich denke sowieso das es andere gründe hat...guckt euch mal den täglichen umsatz in deutschland an...bis auf wenige tage wird sigm super dünn gehandelt!wer kennt die denn bitte ausser ein paar tech-freaks?ich bin eher zufällig auf den wert gestossen...aber...2005 ist bald zu ende...und 2006 wird ein absolutes sigm jahr...dann wird hier auch mehr los sein...;)
      Avatar
      schrieb am 17.10.05 19:19:08
      Beitrag Nr. 467 ()
      http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yh…

      SIGM10.30, -0.15, -1.4%) , after reaching its early September 52-week high of 12.50, sold off to as low as 9.37 intraday last Thursday, before picking up again sharply on Friday. Like Neoware, the sell-off came on significantly lower volume, a bullish sign.

      Sigma is in a long-term rising channel, but has had difficulty getting through multiple-year highs in the 12.50 to 13 zone. I`m anticipating another test of key overhead resistance in that zone, perhaps shortly. A break above that should lead to a move to my initial target in the 16 to 17 zone, followed by an intermediate target up around the all-time highs near 22. Short-term support exists in the 8.85 to 9.25 zone.
      Avatar
      schrieb am 18.10.05 18:01:11
      Beitrag Nr. 468 ()
      Of high interest:
      by: WINTER_CFA 10/18/05 09:23 am
      Msg: 87844 of 87855

      Pursuant to heyanyonehome`s great catch of Chinese IPTV set-top news back in post 85950...

      http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=… =4687185&mid=85950

      ...we have an update PR today:

      "China Digital Media Corporation Reaches Record Level of Household Installations of Digital Set-To-Boxes"

      http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=… 5/0004171356&EDATE=

      "The launch of our new IP based STB in Nanhai has generated tremendous interest, and with the growing momentum, as measured by increasing interest in our subscription services, we expect to add another 30,000 digital STB subscribers in the fourth quarter."

      As we know, SIGM powers most of Coship`s IP set-tops. 30,000 units here would add at least $500,000 to SIGM`s 4Q sales.
      Avatar
      schrieb am 18.10.05 19:15:24
      Beitrag Nr. 469 ()
      Um einmal ein bißchen Deutsch reinzubringen....habt ihr euch das momentane Chartbild mal genauer angesehen....nach dem erfolglosen Test des alten Mehrfachhochs bei 12 Dollar bzw. 12,50 Dollar ist Sigma in einen nach unten gerichteten Trendkanal gelangt....typisches Charbild für eine Konsolidierung....meist mündet dieses Konstellation in einem Ausbruch nach oben....jetzt sind wir wieder an der oberen Begrenzungslinie angelangt....es gibt jetzt 2 Möglichkeiten....entweder Ausbruch nach oben über 10,80 (SKB) einhergehend mit MACD Kaufsignal....oder Abprall nach unten bis 9 Dollar, was ein sehr schöner Widerstand ist....bei 9 Dollar gebe es dann nichts anderes mehr als bedingungsloses Kaufen....ein Bruch des Widerstandes ist immer beim 3. oder 4. Test zu erwarten....für mich wäre es natürlich super wenn wir nochmal bis 9 Dollar runterkommen....kann nur jedem interessierten Trader raten SIGM die nächsten Tage/Wochen genau zu watchen....eindeutiger kann ein Chart kaum sein!! :look:

      P.S. Darf meine TradeSignalCharts leider nicht mehr reinstellen...deshalb einfach mal selbst am Chart nachvollziehen! ;)
      Avatar
      schrieb am 19.10.05 09:53:52
      Beitrag Nr. 470 ()
      kann mir 9 aber nicht vorstellen...es sollten noch gute news kommen!


      http://www.pcmag.com/article2/0,1895,1872595,00.asp

      For its part, Microsoft in September responded to growing interest in IPTV (Internet Protocol TV) by announcing the names of several companies that are working to build set-top boxes to support Microsoft`s IPTV software platform. It also revealed that it`s working with Sigma Designs Inc. to develop a new SOC (system on chip) that will lower manufacturing costs for High-Definition IPTV receivers.

      In addition, HP last month unveiled a prototype for its new HDTV with embedded digital media receiver and wireless capabilities. Its accompanying software will let users flip through digital media content stored in their PCs, viewed on their HDTVs and accessed via remote control.
      Avatar
      schrieb am 19.10.05 10:06:00
      Beitrag Nr. 471 ()
      SIGM outperforming broad market
      by: chart_formations 10/18/05 04:17 pm
      Msg: 87871 of 87892

      Since the intermediate term peak on August 2nd, the Nasdaq is down in excess of 7%. During that same time frame, SIGM is up in excess of 25%.

      This is quite meaningful for a variety of reasons. First, for the most part since early August, an individual stock no longer had the wind at its back -- any progress it made, it had to do alone.

      As students of the market know, more than 1/2 of the performance of any stock is related to the trend in its sector and broad market.

      Note, too, that away from the senior averages, the carnage in the market has been quite spectacular. A significant percentage of stocks are trading under their 50 and 200 day moving averages, and many well known stocks in a large variety of sectors are at (or near) 52 week lows.

      When placed in this context, SIGM`s performance becomes even more remarkable.

      That said, I have long encouraged participants on this thread to include a macro perspective in their deliberations regarding the near term prospects for SIGM (or any other individual stock).

      The Nasdaq, after taking out the 50 and 200 day averages in convincing fashion, rallied back up to the 200 day average and failed to break through (at least, so far). If the downtrend in the broad market once again gathers steam, it could certainly make it more difficult for us to make continued forward progress in the short-run.

      I hope that continued good news from SIGM is delivered in a more favorable environment for the broad marketplace. We shall see.

      In the meantime, I gain great encouragement from SIGM`s significant relative outperformance. I have refrained from putting `you know how` on ignore, because my doctor says that one needs to laugh out loud multiple times a day to maintain good health.
      Avatar
      schrieb am 19.10.05 14:29:23
      Beitrag Nr. 472 ()
      Of the highest interest:
      by: WINTER_CFA 10/19/05 08:15 am
      Msg: 87895 of 87895

      "Source: SBC Plans IPTV for Businesses"

      http://www.lightreading.com/document.asp?doc_id=82634&WT.svl…

      While SBC`s likely entry into IPTV for businesses is interesting, this is the excerpt from the article that really concerns SIGM and us:

      SBC is planning a limited rollout of its U-verse residential IPTV service in November, our source says. The company will begin adding features and stability with a second release in the first half of 2006, then another in the second half of 2006 if everything goes to plan. SBC also says it wants to "enter more markets beginning in mid 2006."

      FYI, the limited rollout is the one with the limited-feature Intel-powered Thomson box (no HD and no PVR). The "second release" means the second release of Microsoft`s IPTV software. THIS is the one that provides both HD and PVR and the one that uses an SMP8634-powered Motorola box. The release AFTER THAT is the one that should let STM solutions into the game - if they are ready.

      Entering "more markets beginning in mid 2006" should bode very well for SIGM chip volumes from this project next year.
      Avatar
      schrieb am 19.10.05 16:37:16
      Beitrag Nr. 473 ()
      Winter: Oregan Networks
      by: wimbledonwimbledon 10/19/05 10:06 am
      Msg: 87899 of 87901

      i called the u.s. rep for Oregan Networks and he confirmed to me by phone that sigma was the chipset used in this p.r. from yesterday:


      Oregan Networks Ltd., a supplier of W3C-compliant TV browsing and media streaming software, has announced today that the company has established a direct licensing relationship with one of Europe`s largest incumbent carriers.

      The commercial roll-out of Oregan-connected next generation Customer Premises Equipment (CPE) by the operator is slated for Q1 2006.

      Oregan™ Media Browser, a tri-functional solution for residential consumption of IP media on convergent consumer electronics and customer premises equipment, comprises a TV web browser, IPTV client and a Digital Living Network Alliance (DLNA) module. The end consumer devices enabled by Oregan`s software modules deliver carrier grade video services, RSS news feed, stock trading and weather information, as well as Internet radio, podcasts, Google powered searches, and home media networking.
      Avatar
      schrieb am 20.10.05 03:18:51
      Beitrag Nr. 474 ()
      Avatar
      schrieb am 20.10.05 03:23:52
      Beitrag Nr. 475 ()
      :D:D:D:D:D

      Latest news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/19/05 02:32 pm
      Msg: 87907 of 87924

      The Baird brokerage is out with a new report on investments that will benefit from IPTV. From the report:

      * Many IPTV Initiatives Are Underway Globally. SBC leads the U.S. in
      rolling out IPTV services, followed by BellSouth. Global IPTV
      initiatives include British Telecom, Telecom Italia, Deutsche
      Telekom, and Swisscom in Europe, and China Unicom and China Netcom
      in Asia, among others.

      * Significant Growth Ahead. IPTV is forecasted to grow from under
      three million subscribers in 2005 to over 25 million subscribers
      by 2008, representing a 3-year CAGR of 88%. China and Europe
      should represent the largest opportunity due to the lack of a
      cable infrastructure versus the United States, thus removing a
      significant competitive hurdle.

      * Next-Generation CODEC And DSL Technologies Are Required To Enable
      The IPTV Revolution. The higher data rate required by
      high-definition video signaling combined with the bandwidth
      limitations of copper necessitates the use of advanced CODEC
      technologies, H.264 and VC-1, while spurring an upgrade to the
      faster DSL technologies including ADSL2+, VDSL, and VDSL2.

      * Semiconductor Components -- Our Top Picks Include: Sigma Designs
      (SIGM), Rated Outperform
      ************************************************************************

      Baird is forecasting IPTV growth from 3 million to 25 million subscribers over the next 3 years. Keep in mind that many subscribers have more than one TV and will need more than one set top box. The revenue potential for SIGM in this space over the next 3 years is in the hundreds of millions of dollars.
      Byron
      Avatar
      schrieb am 20.10.05 03:27:02
      Beitrag Nr. 476 ()
      Netflix news
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/19/05 04:27 pm
      Msg: 87913 of 87924

      Netflix has announced that they now have 3.6 million subscribers and they expect to have 4 million by the end of this year and at least 5.65 million by the end of next year.

      http://biz.yahoo.com/prnews/051019/sfw026.html?.v=27

      SIGM has all but named Netflix as an unannounced customer in the Video On Demand space “to eventually replace physical media delivery”. Netflix is going to require high definition VC-1 decoding and very strong DRM support, two of SIGM’s most advanced and differentiating technologies. Expect an announcement from Netflix and SIGM before too much longer.
      Byron
      Avatar
      schrieb am 20.10.05 16:15:39
      Beitrag Nr. 477 ()
      Hot off the SBC conf call:
      by: WINTER_CFA 10/20/05 10:14 am
      Msg: 87937 of 87937

      "Our Lightspeed project has completed its San Antonio trial"

      "We are getting 20-25 Mbps using VDSL2"

      "We have secured the content necessary for our controlled launch"

      "Microsoft has delivered the code necessary for out controlled launch"


      FYI - This MSFT code is Version 1.0, which is the SD/non-PVR one that uses the Intel-based Thomson set-tops. This is the necessary precursor to Version 1.1 which uses SIGM-powered Motorola set-tops. Hopefully more will be said about 1.1 in the pending Q&A session.
      Avatar
      schrieb am 20.10.05 20:59:48
      Beitrag Nr. 478 ()
      Re: IPTV news ???
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/20/05 02:10 pm
      Msg: 87951 of 87956

      The last CC you refer to was at the end of August. Subsequent to that the Microsoft and Scientific Atlanta news was announced.

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

      http://biz.yahoo.com/bw/050912/125391.html?.v=1

      SIGM management said there would be announcements and obviously Microsoft and Scientific Atlanta are major wins.

      A big trade show will be held next week in Vegas.

      http://www.telecom05.com/conference05/

      I wouldn`t be surprised to see more IPTV news from SIGM announced at this conference. It`s now common knowledge that Motorola is using SIGM silicon as part of their IPTV product. It`s just a question of when and where Motorola chooses to make the announcement.
      Byron
      Avatar
      schrieb am 21.10.05 14:54:45
      Beitrag Nr. 479 ()
      sigm arbeitet schon mit diesen beiden zusammen!jetzt wollen china telecom und china netcom ihre iptv projekte ausbauen!$$$ ;)


      Of high interest:
      by: WINTER_CFA 10/21/05 08:08 am
      Msg: 87983 of 87984

      "China Telecom and China Netcom to Conduct More IPTV Trials in Cities"

      http://www.chinaknowledge.com/news_detail.asp?cat=general&ID…

      Oct. 21, 2005 (China Knowledge) – China’s two fixed-line operators, China Telecom Corp. Ltd. and China Netcom Group Corp., are quickening their pace in conducting IPTV (Internet Protocol Television) commercial trials in China’s main cities.

      The number of cities in which China Telecom cooperates with Shanghai Media Group (SMG) in the commercial trials will expand to 23. IPTV trials were previously conducted by China Telecom and SMG in 17 cities and provinces, including Shanghai, Guangdong, Zhejiang, Jiangsu and Shanxi. By the end of this month, China Telecom will conduct commercial trials in Sichuan and Fujian. China Netcom will also cooperate with SMG to increase the number of cities under IPTV trials to about 20.

      IPTV enables TV broadcasts to be delivered over internet protocol technology so that subscribers can watch TV programs on personal computers or on TV sets connected to a digital set-top box.

      SMG received an IPTV license from China’s State Administration of Radio, Film and Advertising (SARFT) in April this year and has signed an agreement to partner China Telecom and China Netcom in the IPTV business.



      News bodes very well for both near-term and 2006 sales for SIGM into this region, IMO.
      Avatar
      schrieb am 21.10.05 14:56:17
      Beitrag Nr. 480 ()
      Of interest:
      by: WINTER_CFA 10/21/05 08:15 am
      Msg: 87984 of 87984

      Perhaps this event could see some interesting IPTV news from BT, an MSTV customer and thus prime SIGM-chip target:

      http://hiddenwires.co.uk/resourcesnews2005/news20051021-19.h…

      IPTV Seen by Telco`s as a Key Step into Connected Home Market (21/10/2005)

      Twelve major telcos have confirmed they will speak at Junction`s The Connected Home event at London`s Olympia on 25 and 26 October. Most are already looking beyond IPTV deployments to the introduction of wider home network services to consumers.

      Andrew Burke, CEO of BT Entertainment says the telco has firm plans to make content available across multiple devices in the home; "We want to make sure that the core work we do in delivering video across broadband is seen on as many devices as possible, with a consistent interface and look-and-feel. That is one of the most important elements of our strategy." Mr. Burke confirmed BT`s summer 2006 roll-out of IPTV at Junction`s previous event, the Enhanced TV Show and Mobile TV Forum.

      The IPTV set-top boxes of today could well evolve into the primary digital home gateways of tomorrow. Speaker Miroslaw Smyk of Cesky Telecom says; ""My vision is that consumers will have access to a personal connected home self-care and web portal with access to all services, including IPTV. They will be able to use and select a range of multi-network services dynamically."

      Event speaker Gerhard Faltner of Telekom Austria answers issues of consumer acceptance; "IPTV is delivering a new way to enjoy entertainment in a convenient and interactive way on your television. Logically the consumer will expect and demand more and more functionality from this "control centre" without moving away from the comfort of his sofa. Therefore, the integration of the IP-STB in the home network and the addition of relevant services in the context of the connected home is the next logical step."

      The full speaker line-up will include representatives from Belgacom, Cesky Telecom, Telefonica, BSkyB, T-Online, Telewest, Telecom Italia, BT, Telecom Italia Wireline, Telecom Austria and O2. Each will offer their perspective on market development, sharing case studies and defining challenges.

      www.the-connected-home.co.uk
      Avatar
      schrieb am 21.10.05 15:01:01
      Beitrag Nr. 481 ()
      Also of interest:
      by: WINTER_CFA 10/21/05 08:57 am
      Msg: 87985 of 87985

      From Harmonic`s 3Q PR from last night:

      "While still very early in the rollout of video services by telco operators, we continued to ship our digital systems to more international customers for video-over-DSL, extending our worldwide base to over 25 telco customers."

      http://www.harmonicinc.com/ah_press_release_text.cfm?ID=580

      As we know, the HLIT/SIGM relationship was recently discovered:

      http://finance.messages.yahoo.com/bbs?.mm=FN&board=4687185&t… action=m&mid=85735

      "Harmonic is working with silicon vendors such as Broadcom and Sigma Designs to test interoperability."
      Avatar
      schrieb am 21.10.05 18:09:35
      Beitrag Nr. 482 ()
      More of high interest:
      by: WINTER_CFA 10/21/05 10:31 am
      Msg: 87990 of 87995

      The EM8620L-powered DMAs from Sony (VGP-MR100) and Sharp (CE-MR01), as far as I can tell, have not sold all that many units this year due to a lack of available content and distribution platforms in my opinion. A la the general DMA demand potential possible next year with Intel`s new Viiv program, however, things could be poised to change for the above DMA products.

      Sony will ship next April (it has been delayed just like Viiv) a Viiv-like media center system. Here is one review of it:

      http://www.pcmag.com/article2/0,1895,1872536,00.asp

      As can be seen here in this Sony literature (with a partial translation below), these systems specifically mention DMA use:

      http://www.jp.sonystyle.com/Style-a/Product/X/

      [With PC which is connected and the television it can view the video recording program inside X video station. Furthermore, with the living it can enjoy, also plural programs such as drama and news simultaneously at the study. Using room link VGP-MR100, if you connect, also connection with the wireless is possible.]

      Similarly, Sharp just indicated that it will ship its product by December:

      http://pc.watch.impress.co.jp/docs/2005/1021/sharp.htm

      Translated excerpts:

      [The sharp corporation sells the AV equipment wind desktop PC AV center personal computer 2 types in December first third.

      In addition, also home AV network software AV Library of DLNA guideline correspondence schedule is loaded.]

      FYI, Sharp showed a version of this system at the 2005 CES, discussed here:

      http://www.digion.com/en/news/20050216_ces02.htm

      It worked with a SIGM-powered DiXiM Media Client from SIGM partner DigiOn. Lest we forget, many other SIGM-powered DMAs that are listed here (including the Sharp model) are likely waiting for the right content purchase and distribution systems before demand ramps.
      Avatar
      schrieb am 22.10.05 07:23:05
      Beitrag Nr. 483 ()
      the Motion Picture Association of America, Inc. (MPAA) and Sigma Designs (NASDAQ:SIGM) a leader in digital media processing for consumer appliances, today jointly announced an amicable settlement of the lawsuit initiated by the MPAA’s members in late August.

      The MPAA is an organization that promotes and protects the common interests of its motion picture studio member companies, including the use of DVD content protection mechanisms, such as the Content Scramble System (CSS). The CSS license has certain manufacturing and distribution requirements that are designed to protect valuable copyrighted motion pictures and television programs on DVDs. One of the most critical of these requirements is that all organizations that manufacture DVD systems incorporating CSS must maintain a valid CSS license and adhere to all content protection mechanisms.

      Recently, the MPAA members have enhanced their monitoring of compliance with these requirements and they are attempting to work with suppliers to ensure that correct procedures are followed. Sigma Designs is working cooperatively with the MPAA members to ensure proper customer validation and device testing procedures. Sigma and the MPAA member companies have been able to settle all issues and are now moving forward in appropriate ways to assist each other in content protection issues.

      Our member companies are pleased to have quickly and amicably settled this issue, said Dan Robbins, Chief Technology Counsel for the MPAA. I believe that Sigma has the right intentions and I am looking forward to moving ahead with a cooperative relationship.
      Avatar
      schrieb am 22.10.05 08:47:52
      Beitrag Nr. 484 ()
      ich freue mich schon auf die nächsten quartalszahlen!:D

      Re: earnings date announcement
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/21/05 04:00 pm
      Msg: 88015 of 88030

      SIGM managment have stated they expect the revenue ramp to begin in the Nov-Dec-Jan quarter. This is already getting underway. Roth reported the following in their report on SIGM last week:

      Amino seeing a surge in SIGM based set top box orders.
      Optical Entertainment Network (OEN), a Houston based company, announced that Amino will supply a standard and high definition set top box based on SIGM`s EM8620 chip for its fiber-to-the-Home (FTTH) Video service to the 1 million residents of Houston. Furthermore, we believe Amino received a ~50,000 unit order from a top tier Russian telco for its SIGM based set top box for delivery by January 2006.
      ************************************************

      50,000 units is roughly $1 million in revenue for SIGM just from that one order. SIGM has many other large set top box orders now in the works.
      Byron
      Avatar
      schrieb am 22.10.05 08:53:30
      Beitrag Nr. 485 ()
      Avatar
      schrieb am 22.10.05 08:55:04
      Beitrag Nr. 486 ()
      Re: earnings date announcement
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 10/21/05 04:22 pm
      Msg: 88017 of 88030

      Byron, don`t leave out the Cavalier Telecom order that will use the Amino box with Sigma inside. That could be 25,000 or so in the next 6 months.
      Avatar
      schrieb am 22.10.05 08:57:15
      Beitrag Nr. 487 ()
      :eek::eek::eek:

      next week auf show in vegas news?!

      Re: earnings date announcement
      by: byronangel (M/Washington State)
      Long-Term Sentiment: Strong Buy 10/21/05 04:55 pm
      Msg: 88018 of 88030

      Good point and SIGM sales are ramping up in China as well.

      Big telecom trade show next week in Vegas. I wouldn`t be surprised to hear some further IPTV news involving SIGM.
      Byron
      Avatar
      schrieb am 22.10.05 09:07:44
      Beitrag Nr. 488 ()
      Avatar
      schrieb am 23.10.05 20:26:28
      Beitrag Nr. 489 ()
      More Events
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 10/23/05 11:17 am
      Msg: 88037 of 88039

      http://www.sigmadesigns.com/news/events.htm

      Looks like the next 3 weeks will have two major Telco conferences. Sigma will be at the Nov 8 - 10 show. News should come from that one. Last November was the busiest month for news in several years.
      Avatar
      schrieb am 23.10.05 20:29:53
      Beitrag Nr. 490 ()
      Oregan Networks
      by: wimbledonwimbledon 10/23/05 12:11 pm
      Msg: 88038 of 88039

      page 2

      http://www.oregan.net/brochures/Oregan-Sigma%208620%20IP-STB… heet%2005%2005%2025.pdf
      Avatar
      schrieb am 25.10.05 18:35:34
      Beitrag Nr. 491 ()
      @ amorphis,
      schönen guten Tag (obwohl es hier in Strömen regnet).
      Wann kann man mit den Quartalszahlen rechnen??
      Ist ca. Mitte 11/05 realistisch??
      Danke für Info.
      Avatar
      schrieb am 26.10.05 01:49:20
      Beitrag Nr. 492 ()
      More from MOT and IPTV:
      by: WINTER_CFA 10/25/05 04:00 pm
      Msg: 88133 of 88140

      http://www.prnewswire.com/cgi-bin/stories.pl?ACCT=104&STORY=… 5/0004194660&EDATE=

      " -- Motorola RG3000 Residential Gateway: The RG3000 helps to protect
      telecommunications operator investments in equipment by giving them the
      ability to provision and deliver triple-play services that now include
      high-definition television. This advanced VDSL-based residential
      gateway connects to Motorola`s Multi-Service Access platform to support
      HDTV quality video, along with robust capabilities, including
      high-speed Internet access, on-screen caller ID, pay-per-view and
      interactive television.

      -- Motorola BPON Card: This Broadband Passive Optical Network (BPON) card
      erases the limitations inherent in fiber-to-the-node (FTTN) access
      platforms. By enabling all-IP services over a standard fiber-to-the-
      home (FTTH) interface, operators using the Motorola Multi-Service
      Access Platform and existing management and middleware solutions, can
      easily and cost effectively upgrade infrastructures with a plug-and-
      play FTTH end-to-end IPTV solution.

      -- Motorola RG2400E Residential Gateway: This all IP multi-stream RG2400E
      residential gateway provides the functionality of multiple set-top
      boxes by operating as a single access device for the home capable of
      delivering three concurrent streams of IP digital video. The RG2400E
      is integrated into the Multi-Service Access Platform via its integrated
      FTTH BPON architecture and delivers true IPTV services."

      It remains to be seen which boxes are using SIGM`s SMP8634 chip.
      Avatar
      schrieb am 26.10.05 02:04:12
      Beitrag Nr. 493 ()
      da sollten wir drin sein...

      zu den zahlen...denke mitte november...würde passen...spätestens um den 25. rum...werde mich schlau machen...:)


      "WEGENER Announces First IP Set Top Orders at TELECOM `05"

      http://biz.yahoo.com/prnews/051025/cltu064.html?.v=26

      "LAS VEGAS, Oct. 25 /PRNewswire-FirstCall/ -- Wegener® Corporation (Nasdaq: WGNR - News), a leading provider of television, audio and data distribution networks worldwide, announces multiple orders for WEGENER`s new IP set top, SMD 515.

      "We are excited to form new partnerships with small telco operators to deploy viable MPEG-4 set top technologies," stated Robert Placek, CEO and Chairman of Wegener Corporation. "We will build upon 25 years of customer satisfaction to support IPTV and the broad scope of related applications."

      Launching video services to high-speed Internet customers is part of a "triple play" strategy for telco operators to increase service offerings to subscribers. MPEG-4/h.264 is an advanced video compression scheme seen as a key enabler to drive large scale deployments of video services, such as multi- channel broadcasts, video-on-demand and HD programming."
      Avatar
      schrieb am 26.10.05 02:20:05
      Beitrag Nr. 494 ()
      This moves the needle a little:
      by: WINTER_CFA 10/25/05 08:55 am
      Msg: 88092 of 88141

      "Disney Signs Agreement With Cinea to Adopt Antipiracy Protection Solution for Secure Awards Screeners"

      http://biz.yahoo.com/prnews/051024/lam054.html?.v=29

      "BURBANK, Calif., Oct. 24 /PRNewswire/ -- Launching an aggressive new effort to combat piracy, The Walt Disney Studios will utilize state-of-the-art encryption technology from Cinea, a subsidiary of Dolby Laboratories, for 2005 DVD awards screeners. The agreement, which marks a major milestone in the search for an industry-wide solution to deter movie piracy, was announced today by Dick Cook, chairman, The Walt Disney Studios; Jeff Miller, President, worldwide post production and operations; and Bill Jasper, president and chief executive officer, Dolby Laboratories."

      "In collaboration with the Academy of Motion Picture Arts and Sciences, and the British Academy of Film and Television Arts, Cinea has distributed the SV300 model of its S-VIEW DVD player to nearly 12,000 of the collective voting members. Recipients of the Cinea S-VIEW players simply need to install the player as part of their home entertainment system, as they would install a regular DVD player, and make a phone call or go online to register with Cinea."


      The SV300 is EM8620L-based.

      Probably not the last piece of news involving DIS and SIGM.
      Avatar
      schrieb am 26.10.05 15:31:25
      Beitrag Nr. 495 ()
      short squeeze fantasy

      Short Interest

      very high at 2,483,456 or 9.14 days to cover

      sollten die quartalszahlen den markt auf der falschen seite erwischen...gehts rapide bergauf!:D:cool:
      Avatar
      schrieb am 26.10.05 15:32:46
      Beitrag Nr. 496 ()
      Re: Short Interest
      by: Doctor_Of_Value
      Long-Term Sentiment: Strong Buy 10/26/05 09:24 am
      Msg: 88148 of 88149

      After a trader has sold the stock without owning it, they must eventually buy it back. MSU tries to make money by selling short Sigma at $10 and buying it back for $9.94 for a profit of $.06 per share before commissions.

      2.48 million shares must be bought back to close the position. The higher the stock goes, the more money the shorts lose. In order to cut their losses, the shorts must buy back their shares which drives the price still higher. Important news that would solidify the future for Sigma could cause a rally in the stock that would take the stock to $15 or higher in a single day or two.
      Avatar
      schrieb am 26.10.05 18:05:53
      Beitrag Nr. 497 ()
      sigm zahlen laut yahoo am 22.11.!

      http://biz.yahoo.com/research/earncal/s/sigm.html
      Avatar
      schrieb am 26.10.05 18:59:47
      Beitrag Nr. 498 ()
      @amorphis:

      bin da gerade auf was gestoßen, was ich hier im Thread bisher nicht gefunden hab:



      wie erklärst Du Dir, dass der Vorstand im September Aktien zwischen 10,5 und 12 Dollar im Wert von 854,210 Dollar abgestoßen hat!??
      http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&symbol=SI…

      Auch haben die Instis im 3. Quartal 940k Aktien verkauft anstatt neue Positionen aufzubauen!
      http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&symbol=SI…

      Was sagst Du dazu? :confused:
      Avatar
      schrieb am 27.10.05 04:56:25
      Beitrag Nr. 499 ()
      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. This innovative SOC is capable of delivering multiple channels of high-definition (HD) video and on-screen graphics, powerful multimedia processing, powerful content security, and support for a full range of peripherals such as USB 2.0, IDE, Ethernet and HDMI. Support for the VC-1 and H.264 (MPEG-4) video codecs is also built in, further reducing costs for set-top box manufacturers.



      dazu:


      "Microsoft is very pleased to be working with BT and Philips to realize an exciting new vision," said Microsoft chief executive officer Steve Ballmer. "With BT service, Philips set-top boxes and Microsoft TV IPTV Edition software, the integrated entertainment and communications capabilities offered to UK consumers will be among the richest and most advanced in the world."


      stochastic...was soll ich dir dazu sagen...tran verkauft fast immer seine options...der hält noch so viele aktien an sigma design...das hat niemanden interessiert!

      was die instis betrifft...

      guck dir mal die institutionen an die verkauft haben...insgesamt 12 stück...die alle zusammen nicht viel gewicht hatten!also...ich mache mir keine gedanken...
      Avatar
      schrieb am 27.10.05 04:58:42
      Beitrag Nr. 500 ()
      BT take new step toward next generation TV

      BT today set out its vision for nationwide next generation TV as it announced that Europes largest electronics company Philips has been selected to supply the set top box to deliver a range of unique services. 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 BTs TV over broadband service.

      BT`s service will be a world first combining access to digital terrestrial channels, an extensive video on demand library, catch-up TV and a range of interactive services. The unique combination of these services will provide BT customers with choice, convenience and control over their home entertainment.

      BT is planning to offer these services across the UK from late summer / autumn 2006. BT is the only company in the UK committed to providing such a nationwide service and trials will begin next spring / early summer.

      BT`s next generation TV service will be available to BT customers without the need for a subscription fee. Services available at launch or shortly afterwards will include:

      Entertainment on demand an extensive library of movies, TV and music all available instantly

      Catch-up TV programmes from the previous seven days broadcast schedule will be available on demand without the need to record

      Flexible payment no mandatory subscriptions. Pay-per-view options

      Personal Video Recorder simple to use recording function capable of storing up to 80 hours of programming

      More than 30 digital terrestrial TV channels

      Communication services instant messaging, chat and video telephony on TV

      Interactive services online games, retail opportunities and community services

      Ian Livingston, chief executive BT Retail said today: "Our services will be a world first and will place power in the hands of the viewer. No longer will BT customers be reliant on TV schedules. From next year, they will be able to watch what they like when they like. This is all about giving our customers choice, convenience and control."

      "We see next generation TV as a vital element of our vision for home entertainment. In an increasingly converged world, BT customers will be able to benefit from the combination of television, communications and the internet. For example, football fans across the country will be able to chat using video telephony while watching a match. Our catch-up TV offering will also allow people to watch programmes they may have missed but wanted to see."

      This partnership confirms BTs position as a world leader in the delivery of Broadband TV. Philips are a superb partner to have and we look forward to working with both them and Microsoft in the delivery of the home entertainment of the future.

      Rudy Provoost, CEO Philips Consumer Electronics said "Philips is very excited to partner with BT to introduce this innovative new digital TV service to the UK market. This cooperation is an important proof-point of our strategy providing consumers access to information and entertainment anywhere anytime, while preparing the road for HDTV. It is all about bringing innovation and ease-of-use to the consumer. This agreement when formally signed will even further extend the leading position achieved by both BT and Philips in digital TV. "

      "Microsoft is very pleased to be working with BT and Philips to realise an exciting new vision," said Microsoft chief executive officer Steve Ballmer. "With BT service, Philips set-top boxes and Microsoft TV IPTV Edition software, the integrated entertainment and communications capabilities offered to UK consumers will be among the richest and most advanced in the world."
      • 1
      • 9
       Durchsuchen


      Beitrag zu dieser Diskussion schreiben


      Zu dieser Diskussion können keine Beiträge mehr verfasst werden, da der letzte Beitrag vor mehr als zwei Jahren verfasst wurde und die Diskussion daraufhin archiviert wurde.
      Bitte wenden Sie sich an feedback@wallstreet-online.de und erfragen Sie die Reaktivierung der Diskussion oder starten Sie
      hier
      eine neue Diskussion.

      Investoren beobachten auch:

      WertpapierPerf. %
      +0,79
      +0,13
      -0,01
      +0,08
      +1,34
      +0,29
      +0,50
      +0,07
      +0,29
      +1,58
      SigmaDesign - kurz vor break des ATH