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    • Sat Mar 8th 08:36 AM | Rating: 0 0
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      Sigma Designs: Too Inexpensive to Overlook
      The CC was not delayed. It has been scheduled for March 12 since the January 29 shareholder meeting, which is the first time a date was discussed by execs. Some sites had earnings listed for April and some said March 3, but those were guesses, not from company listing.
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    • Thu Mar 6th 08:32 AM | Rating: 0 0
      Commented on:
      Sigma Designs: Too Inexpensive to Overlook
      The numerous reports I have seen are that IPTV Set Top Box growth is ahead of schedule. Sigma has a monopoly on the MSTV version of IPTV deployments and half of the Linux based market, as well as a monopoly on the HD version of IPTV. CY 2008 estimates of revenue are actually $350 million as the fiscal year ends in early Feb. A higher tax rate, due to increased profitability, slows EPS growth for the year. Also not noted is the potential of the UWB technology they are rolling out this year for the wireless connection of multiple STB's in the home. It is estimated that a new install for AT&T's U-verse currently takes 5.5 hours and the UWB technology will cut it down to 1 hour or less. Wait to buy if it makes you more comfortable, but this is a great entry point because the market is discounting a good company in a bad market/economy. Last point - AT&T is the only domestic customer of Sigma. 90% of revenues come from Europe and Asia where IPTV is more established and growing rapidly, while AT&T is projecting a weekly install rate of 40,000 new subs by year end '08 (up from 12,000 current).
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