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Entries Tagged as 'SIGM'

Two companies we were following last year

May 28th, 2009 · Comments Off on Two companies we were following last year

Are actually doing quite well. We were in and out of Sigma Design (SIGM, luckily we missed the downdraft by advising you a stop-loss at $20). We didn’t fare so well with Trina Solar (TSL), despite some profitable trades, but we explained that here, recently.

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Tags: SIGM · TSL

Another hybrid business models delivering customized tv

September 5th, 2008 · Comments Off on Another hybrid business models delivering customized tv

We have a number of business models getting customized video (or ‘tv’) signals to your living room, here is another one, but let’s briefly pass some of them first.

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Tags: SIGM

TV directly from the internet a threat to telco’s IPTV?

September 3rd, 2008 · 1 Comment

There is more than one way to the living room for internet based TV. One is the domain of telecom operators and is our familiar IPTV. The other is what we shall call direct internet TV, not often portrayed as a direct competitor to IPTV.

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Tags: SIGM

IPTV growth is healthy

September 3rd, 2008 · Comments Off on IPTV growth is healthy

A couple of stories about the healthy growth of IPTV

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Tags: SIGM

A Sigma competitor bites the dust

September 1st, 2008 · Comments Off on A Sigma competitor bites the dust

There was some disappointment at the somewhat slower expected progress in the IPTV and blue-ray market, mentioned at Sigma’s cc last week. They’re not the only one having these problems, and Sigma is faring better than some, a lot better..

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Tags: SIGM

SIGM earnings fail to inspire. It’s still a stalemate

August 29th, 2008 · Comments Off on SIGM earnings fail to inspire. It’s still a stalemate

The earnings were solid, excluding one-time issues they were 7 cents above consensus estimate, but the problem is it’s key markets are not taking off as fast as previously thought.

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Tags: SIGM

How to bring IPTV forward

August 27th, 2008 · Comments Off on How to bring IPTV forward

How user-focused innovation can accelerate mass adoption of IPTV

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Tags: SIGM

Sigma on challenges of IPTV

August 27th, 2008 · Comments Off on Sigma on challenges of IPTV

It’s not the most informative interview ever, but there will be a bigger presentation at the ITEXPO next month in Los Angeles.

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Tags: SIGM

Broadcom buys AMD’s Digital TV unit

August 26th, 2008 · Comments Off on Broadcom buys AMD’s Digital TV unit

The much touted competition from Broadcom is inching a little closer, but not (yet) in IPTV. The logical next step would be HDTV chips though.

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Tags: SIGM

Convergence; Intel TV, are they finally getting it right?

August 24th, 2008 · 1 Comment

For almost as long as the internet existed, there was talk of ‘convergence‘, merging the internet with that of the tv. Somebody once described TV as a ‘lean back’ experience, and the internet as a ‘lean forward’ one. That observer did see little merit in ‘convergence’ (how would you have to lean, upright?). However, the […]

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Tags: SIGM · Technology