User 202507

IPTV Industry Is Up and Coming

shlomi why so QUIET now on sigma you $@#$@()$@$(!($#!#!!!!!...

Selling Yahoo and Buying Sigma

SHLOMI WHAT DO YOU MEAN YOURE 'BUYING' SIGMA HERE??? YOU WROTE THAT YOU WERE BUYING AT $26 INITIALLY AND SINCE THEN, THE STOCKS IMPLODED..WHERE IS SUPPORT ON THIS EVER FALLING KNIFE..ITS COLLAPSED FROM $73 AND MR MARKET IS SAVAGING THIS COMPANY UNFAIRLY IN MY VIEW..AGAIN WHERE DO YOU RECKON SUPPORT IS?

Sigma Post-Earnings Update: Staying Long, Though Concerns Remain

Media processor company Sigma Designs (SIGM - $18.50) reported fiscal Q1 earnings on Thursday evening that came in below expectations on account of bloated inventory of IPTV set top boxes at one of its major customers. Management also admitted to slower than expected growth in Blu-ray DVD technology sales that will continue through the second half of this year as manufacturers were caught off-guard by the quick demise of the next-gen DVD format war (with HD-DVD) and - as is typical in DVD markets - vendors have begun aggressive pricing moves and expertise builds. The company expects to lose some market share as a result. Management also pulled guidance for the full year, which originally had been for revenue between $300 million and $350 million.

Revenue of $56.9 million actually was below the vastly reduced outlook for $60 million given at the end of fiscal Q4. Earnings were an adjusted $0.40 per share, down by half from the prior-year level. Reuters Estimates was showing a consensus average earnings target of $0.42 per share on $60.2 million in revenue.

Unfortunate, the miss is, but we remain relatively optimistic about the company's future, though we remain cognizant of the potentially significant compression in profits due to increased competition. Even so, the current single-digit multiples on forward earnings are a fair metric upon which to make an 'undervalued' assessment. Did cut our LG target price at $38

Sigma Post-Earnings Update: Staying Long, Though Concerns Remain

SIGM has been on a death spiral but after reading michaels article, a lot of bad news (based off mgmnts CC) is being discounted at these depressed levels..at minimum, the stock should be holding at 2 times cash value of $8.25; in addition, share buyback should be supportive...also, which heavy short interest, what else is there left to sell

Sigma "Massacre" - What To Do?

MICHAEL, WHAT DO YOU MAKE OF THE OFT-ANNIHILATION OF SHARES OF SIGMA AGAIN TODAY? THANKS

IPTV Industry Is Up and Coming

SHLOMI, WHAT DO YOU MAKE OF SHARES OF SIGMA NOW? GETTING ANNIHILATED TODAY