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- THE FRIDAY LETTER -
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from Gilder Publishing,
for friends and subscribers)
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| http://www.gilder.com/ | Issue 289.0/March 30,
2007
SIGN-UP A FRIEND FOR FREE!
HEADLINES:
- The Week / Sigma’s Swell
- Friday Feature / Pre-crash Comeback
- Friday Blogger Bonus / Forbes Backs Giuliani
- Readings /
SPECIAL
OFFER
|
Wall Street’s $41 Billion Bidding War Could Double Your
Money!
Big
Pharma is ready to spend more than $41 billion to snap up smaller biotech
rivals. They don't care about the high price tags that come with these
companies. They know they'll make their money back tenfold. And that could
mean double- or triple-digit profits for early investors. |
The
Week /
Sigma’s Swell
Gilder Tech Analyst, Charlie Burger (3/23/07): The now familiar Sigma Designs (SIGM) growth story
continues unrestrained as its ascendant media processors flood the swelling
digital-media markets. Twelve telcos worldwide are currently deploying IPTV
services with Sigma inside their set-top boxes, and that number is expected to
double over the next year. Meanwhile, the Blu-ray format appears to be
overtaking the new generation of high-density video disks, where Sony, Pioneer,
Panasonic, and Sharp already rely on Sigma. Look for Sigma’s Blu-ray revenues
to begin ramping strongly during the second half of this year. Sigma processors
are also seeing early sales into HDTVs, portable media devices, and digital
adaptors for home media centers.
Management believes they have captured three-quarters of the IPTV set-top
box market, which they expect to double this year. If Sigma’s IPTV revenues
correspondingly double, they could reach $47.4m during next year’s fourth
quarter ending January. Though unit prices may ease as volumes ramp, we
believe this estimate is likely conservative for two reasons.
Learn more by reading Charlie complete Sigma post on the Gilder
Technology Report subscribers’ online forum. Log on now with your
subscriber ID, http://www.gildertech.com/board/.
Gilder Technology Forum Subscriber
(3/23/07): Thanks Charlie, and great call on
your quintuple from $9 and change. Glad you had the cohones to put out such a
bold prediction.
George Gilder (3/26/07): Charlie, Excellent
report on Sigma (SIGM). I still believe that all this options angst is a
buy signal. I suspect that a systematic buy of every company with an options
scandal would have yielded exceptional returns.
SPECIAL
OFFER
|
The Gilder
Technology Online Forum: The Telecosm Lounge |
Friday Feature / Pre-crash Comeback
Gilder Technology Forum Subscriber #1 (3/23/07): As of now, I AM BACK to my pre-crash "peak"
wealth. Thank you Sigma (SIGM) and EZchip (LNOP), among others.
GTF Subscriber #2 (3/23/07): Congratulations
Glen! I am 60% there. Had I been diligently reading this forum last summer, I
would have probably had 50-80,000 shares of Sigma at $8-something. That would
have done it, but I'm not complaining! I'm delighted with the move in LNOP.
GTF Subscriber #3 (3/23/07): I've been
riding your coat tails with LNOP and SIGM and I'm enjoying the ride. Thanks so
much to you and many others here.
George Gilder (3/26/07): Congratulations. You drove me from a tentative stance
on Sigma Designs media-processors to a full embrace.
To read more posts by George Gilder and the GTR subscribers log on
with your subscriber ID at http://www.gildertech.com/board/.
|
Gilder/Forbes Telecosm 2007 |
Friday Blogger Bonus / Forbes Backs Giuliani
Rich Karlgaard, Forbes.com (3/30/07): On Wednesday, my
boss joined Team Rudy, as New York's former mayor seeks to become the next U.S.
president.
Steve
will be Rudy Giuliani's campaign co-chair and senior policy adviser. Steve
explains his support in today's Wall Street Journal.
The
money quote:
"[Giuliani] built New York's resurgence not just on fundamental police work, but also on a foundation of fiscal discipline. He cut taxes and the size of government and turned an inherited deficit into a multibillion-dollar surplus. ... [He] entered office in 1994 with a $2.3 billion budget deficit handed to him by his predecessor, Mayor David Dinkins. Liberal conventional wisdom held that the only way to close the gap was to raise taxes while cutting back on basic city services such as sanitation. The new mayor rejected this advice--in fact, he famously threw the report recommending tax hikes in the trash!"
Check
out Rich’s Digital Rules Blog:
http://blogs.forbes.com/digitalrules/
____________________________________
Readings /
WSJ:
Kessler’s Mark Zuckerberg Interview
http://www.andykessler.com/
Packet Politics
http://opinionjournal.com/columnists/dhenninger/?id=110009866
Synaptics:
'Touchpad' star
http://www.bloggingstocks.com/2007/03/27/synaptics-touchpad-star/
Intel
Modifies WiFi To Add Mileage
http://news.com.com/Intel+modifies+Wi-Fi+to+add+mileage/2100-7351_3-6170713.html?tag=nefd.pulse
Tim
Berners-Lee On The Semantic Web
http://www.technologyreview.com/Infotech/18451/
Emboldened
Tax-and-Spenders
http://www.washingtonpost.com/wp-dyn/content/article/2007/03/28/AR2007032801878.html?hpid=opinionsbox1
The Weekly GTI
http://www.gtindex.com/
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