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Sigma Earnings Analysis: Shorts Should Soon Have to Cover

Fourth quarter ASP's and gross margins are often effected by volume rebate discounts that are triggered when a customer's YTD volume passes into a higher discount bracket. When the next quarter begins the product price reverts back to the higher price and the ASP and gross Margins rise.

Sigma remains a top growth stock with guidance calling for 50% growth this year. With limited IPTV set top manufacturers, one major customer can cause lumpiness form quarter to quarter which is wjat's happening to SIGMA next quarter. But it will be back to double digit increases quarter over quarter begining the second quarter.
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