Strategies & Market Trends : The New Economy and its Winners


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From: megazoo6/1/2007 9:15:00 PM
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Sigma Designs (SIGM) is my stock for the month of June.
Short position is quite high, but with earnings growth and guidance, it could dawn on the era of IPTV investment.

Because SIGM is at the core of IPTV, not just here, but worldwide.
And to boot, it is one of the core chips of upcoming BluRay and HD recorders.

SIGM, earnings coming out Monday, June 8, after hours. I will be listening to the call, especially for guidance.
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