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Category Archives: SIGM

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 […]

May 28, 2009 admin

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.

September 5, 2008 admin

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

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 […]

September 3, 2008 admin

IPTV growth is healthy

A couple of stories about the healthy growth of IPTV

September 3, 2008 admin

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, […]

September 1, 2008 admin

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.

August 29, 2008 admin

How to bring IPTV forward

How user-focused innovation can accelerate mass adoption of IPTV

August 27, 2008 admin

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.

August 27, 2008 admin

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.

August 26, 2008 admin

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

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, […]

August 24, 2008 admin

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