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   Technology StocksSigma Designs- Up 50% per Month- Why?


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To: DELT1970 who wrote (828)3/6/2003 11:55:31 PM
From: DELT1970
   of 849
 
Stock sale at $3.07 raises $4.3 million.
biz.yahoo.com

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To: DELT1970 who wrote (829)5/23/2003 5:00:52 PM
From: benmoti
   of 849
 
And at $9
biz.yahoo.com

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To: benmoti who wrote (830)5/23/2003 9:43:46 PM
From: DELT1970
   of 849
 
I was a seller today after an amazing five month ride. The Far East is still the big current opportunity for Sigma and it's SARS impacted. Q1 results and CC on Tuesday. Look for optimistic comments but revenues and near term forecasts that don't support this market cap. Company will present at Friedman Billings Ramsey Tech Conference next week following results.

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To: DELT1970 who wrote (831)5/30/2003 6:57:00 PM
From: benmoti
   of 849
 
I am still holding to mine. What is the link to Friedman Billings Ramsey Tech Conference? Also today Coverage initiated on Sigma Designs, Inc. by Needham & Co.

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To: benmoti who wrote (832)11/26/2003 9:18:30 AM
From: DELT1970
   of 849
 
Re-entered SIGM at $5.85 in the early session on the revenue shortfall announcement. May be choppy through tax selling season, but this will be a good one to own going into the CES show in Las Vegas, Jan. 8-11, 2004.

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To: DELT1970 who wrote (833)11/26/2003 12:10:53 PM
From: DELT1970
   of 849
 
"Sigma Designs Inc. (NasdaqNM:SIGM - News) sank Wednesday after delays in a customer order caused the Milpitas, Calif., company to miss Wall Street expectations for the third quarter.

Sigma, which provides digital video encoding and decoding for the personal- computer DVD market, late Tuesday reported earnings of a penny a share, three cents shy of the mean estimate of only two analysts surveyed by Thomson First Call (News - Websites) . The company lost five cents a share in the year-earlier period.

In a research note Wednesday, Needham & Co. analyst Anton Wahlman said he believes a major customer in Europe postponed its order deliveries for an unknown reason. Sigma's third-quarter revenue of $7.5 million fell shy of Mr. Wahlman's estimate of $8.8 million in sales.

Mr. Wahlman, however, said he still has confidence in the business and believes the day's selloff will provide a buying opportunity for investors.

The analyst, who maintained a "hold" rating on the stock, said he is still concerned with the company's near-term revenue "lumpiness," coming from an expected seasonal weakness in Europe.

As a result, Mr. Wahlman is lowering his fourth-quarter earnings per-share estimate to three cents from six cents, and his full-year projection to eight cents from 14 cents. The analyst doesn't own shares in Sigma, but Needham has an investment-banking relationship.

Sigma believes the revenue and earnings shortfall due to the order delay is an "anomaly," said Chairman and Chief Executive Thinh Tran in a late Tuesday conference call transcript provided by CCBN StreetEvents.

The order, which Mr. Tran characterized as significant, was recorded in the fourth quarter.

At about 10:45 a.m. EST, Sigma was down $1.26, or 17%, at $6.07, on volume of 2.2 million shares. Average daily volume is 498,500 shares.

Many consumer-electronics and digital-subscriber-line and cable set-top box makers are expected to adopt MPEG-4 encoding for high-definition television, and Needham's Mr. Wahlman said Sigma could obtain a strong market share in the segment.

In the long run, Sigma is poised to be the leader in the MPEG-4 business, which Mr. Wahlman said could be a billion dollar market in 2005.

The analyst said he would be interested in revisiting his "hold" rating if the market capitalization fell to about $100 million. Based on its recent trading price of $6.07, the stock has a market cap of $123.4 million.

Among its encoding chips for digital video disc players, Sigma saw competition in its low-end DVD market, Mr. Tran said in the call. He acknowledged there were some small price concessions made, but noted the company tends to focus more on the high-end market.

During the same conference call, Chief Financial Officer Kit Tsui said he believes demand for advanced and portable DVD players will increase next year, and noted Sigma has a strong position providing chip sets for the players."

-By Roger Cheng, Dow Jones Newswires; 201-938-5393; roger.cheng@dowjones.com

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To: DELT1970 who wrote (834)1/3/2004 9:49:41 AM
From: D. K. G.
   of 849
 
Sigma Designs (SIGM-NNM)
by Capstone (6.18, Dec. 23)
Strong Buy. Strong long-term growth strategy. The company is a market leader in sectors of the burgeoning digital-media market. Sigma holds a 75% market share in the IP Video market, which is expected to reach 14 million units in 2006. Its line of semiconductors have won many key accounts recently, including being chosen by Microsoft, for sole use in MSTV, and Sony, to provide decoding for three of Sony's new Plasma Wega line of HDTVs...Sigma doesn't compete on price; it differentiates its DVD products through features that appeal to enthusiasts. The enthusiast market is expected to be around 10% of the total DVD market of approximately 120 million units per year in 2006. Sigma will be first to market with the coming introduction of its new chip, which will be able to decode the Windows Media standard.

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From: Bob A Louie8/27/2005 12:37:04 PM
   of 849
 
SIGM set-top IPTV player

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.

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.

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From: SBHX6/28/2006 11:02:55 AM
   of 849
 
Is this board still up? Anyone ot there?

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To: SBHX who wrote (837)6/29/2006 6:04:39 PM
From: robert b furman
   of 849
 
OH - sheesh you woke me up.

Been lulled to sleep - good to see it still has a pulse.

Bob

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