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Sigma Designs Inc. (SIGM)

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Comments on SIGM

  • Did Sigma Buy Coppergate as Neither Could Make It Alone? [View article]
    I'm not sure there's much likelihood that ThinhTran will convince anyone, unless he has been taking intensive public speaking lessons... More »
    Comment by FourBrane
    Dec 2 17:18 pm |
    Rating: +1 0
  • Nine Companies Join List of Potential Activist Targets [View instapost]
    Wow that really good news for nation... Ankit Admins at Top Colleges in India
    Comment by Ankita
    Nov 20 13:13 pm |
    Rating: 0 0
  • Wednesday Options Recap [View article]
    Ugh, SBLK has a horrible chart. I would run away from that stock. The DRYS bearish call is perplexing. I can see some slight... More »
    Comment by TonyNed
    Nov 11 19:29 pm |
    Rating: +1 0
  • Wednesday Options Recap [View article]
    Does anyone report or comment on SBLK, Star Bulk Carriers anymore or just totally ignore them.
    Comment by PNG
    Nov 11 17:23 pm |
    Rating: 0 0
  • Sigma Post-Earnings Update: Staying Long, Though Concerns Remain [View article]
    Looks like we got that wasteful acquisition I knew was coming because that cash was burning a hole in management's pocket. And just to... More »
    Comment by Nom De Plum
    Nov 11 09:28 am |
    Rating: 0 0
  • Wall Street Breakfast: Must-Know News [View article]
    real money is won in lawsuits
    Comment by directcommunications.us
    Nov 8 15:53 pm |
    Rating: 0 0
  • Sigma Designs to Acquire CopperGate [View article]
    The drop in ROE has been reflected with a 80% decrease in share price since the 2007 high (with 35% ROE). Furthermore, ROE is distorted... More »
    Comment by Tom Shohfi
    Oct 18 15:12 pm |
    Rating: +3 0
  • Sigma Designs to Acquire CopperGate [View article]
    Hey, they could take on a pile of debt and have a higher ROE. :) On Oct 17 08:37 PM pone wrote: > Except for two exceptional years... More »
    Comment by wobatus
    Oct 18 09:59 am |
    Rating: +1 0
  • Sigma Designs to Acquire CopperGate [View article]
    Except for two exceptional years in 2007 and 2008, SIGM rarely has a return on equity of more than about 8% average, looking back over... More »
    Comment by pone
    Oct 17 20:37 pm |
    Rating: +1 -1
  • Sigma Designs to Acquire CopperGate [View article]
    Nice analysis, Tom. I had also considered writing a commentary piece on the transaction. As SIGM shareholders, we can take solace in... More »
    Comment by Tom Shohfi
    Oct 17 10:47 am |
    Rating: +5 0
  • Sigma Designs to Acquire CopperGate [View article]
    Tom, Thanks for the update - good on you for writing the calls. I'd love to look into this in more detail, but something tells me... More »
    Comment by Ricard
    Oct 16 19:46 pm |
    Rating: 0 0
  • Sigma Designs: Assessing Its Potential for Renewed Growth [View article]
    3) ... as i will not profess to knowing what the various firms will be able to innovate in the future, nor what other ideas will come... More »
    Comment by jimmy46
    Sep 29 13:17 pm |
    Rating: 0 0
  • Sigma Designs: Assessing Its Potential for Renewed Growth [View article]
    Just to summarize my comments, 1) I follow a value mantra, and tech used to fit the bill with some companies selling below net cash,... More »
    Comment by Ricard
    Sep 24 13:56 pm |
    Rating: +2 0
  • Sigma Designs: Assessing Its Potential for Renewed Growth [View article]
    Your arguments are compelling, but do not fit into 1) a value framework, 2) (outside of QLGC) a growth framework, and 3) a positive... More »
    Comment by Ricard
    Sep 24 13:47 pm |
    Rating: +1 0
  • Sigma Designs: Assessing Its Potential for Renewed Growth [View article]
    both INTC and CSCO have a rock solid history of turning billions of earnings into experiments outside their core competency that fail; i... More »
    Comment by Wisdom vs. Information
    Sep 24 12:52 pm |
    Rating: +1 -1