FourBrane

Did Sigma Buy Coppergate as Neither Could Make It Alone?

I'm not sure there's much likelihood that ThinhTran will convince anyone, unless he has been taking intensive public speaking lessons from a miracle worker. Listening to Sigma's conference calls, he often gets my finger hovering over the Sell button. It's just hard to believe that this guy can pull off any strategy when his manner of communication is screaming, "Confused Dunderhead!"
I'm still a stockholder only because the current price ridiculously undervalues the company and the market it serves (where even a dunderhead can make plenty of money). I'm expecting someone to buy Sigma as it's got all the hallmarks of a prime takeover target: lousy management in a terrific market.

Sigma Designs Should Fall on Lost Blu-ray Customer

This is Baird's second full-bore attack on Sigma. The stock is already in take-over range, so they need to close their short position and move on. Even with this new attack, they haven't been able to do more than squeeze another three bits out of the stock. I'm a buyer at these levels as there's nowhere to go but up.
Most of these losses should really be thought of as second-sourcing arrangements which are to be expected as Blu-ray makers scramble to ramp volume. As to consensus, they have always been wrong on this stock. Never close, even once. (Sigma needs to hire someone who can handle a conference call and knows how to drop hints to help these incredibly stupid analysts look better. Hell hath no fury like an analyst with egg on his face.)
At this PE for a company with products in several growth markets, there just is no short case to be made.