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| http://www.gilder.com/ | Issue 262.0/September 1, 2006
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HEADLINES:
- The
Week / Sigma: Another Great
Call
- Friday
Feature / Jumping on the Power Train
- Friday
Blogger Bonus / Digg This
- Readings /
The Week / Sigma: Another Great Call
Excerpts from posts to the Gilder Technology Report subscriber-only
message board.
GTR Subscriber “West” on Sigma Design’s (SIGM) 8/29 conference
call (8/29/06):
In terms of
reported results, information disclosed, numbers of analysts AND new analysts
on the call, broad market insights, excellent competitive updates, expanded
forward guidance, lots of hints and color on forward guidance, significant
insights on Blue Ray, ability of the semi suppliers to meet huge forward volume
ramp, country by country and company by company details on the IPTV ramp,
company specific details on set top box makers, and last but not least,
multiple veiled hints about Q2-06 GP and Op Ex. In my opinion, it will be a
travesty if this stock does not close up $2 tomorrow.
GTR Subscriber’s Reply (8/30/06): SIGM + 1.98. West, another great call!
Hope you're at Telecosm this
October. I need you to buy a few lotto tickets for me.
Another GTR Subscriber’s Reply (8/30/06): West, I just spent a few minutes
re-reading your series of posts on SIGM and they are as excellent as any I've
seen in any newsletter. Kudos to you and your methodology you used in making
your stunning predictions …
George Gilder (8/30/06): Great news from Sigma (SIGM). Life After
Television continues to ramp up. Can Ikanos (IKAN) or Zoran (ZRAN)
be far behind?
To read more posts by
George Gilder and the Gilder editors and subscribers, log on to http://www.gildertech.com/ with your
subscriber ID today.
RELATED READING
Sigma Designs Inc. Rose Above Its 200-Day Moving Average
http://www.tradingmarkets.com/.site/news/STOCK%20ALERT/355382/
Next Inning
Technology Publishes Updated Outlooks for QuickLogic, Actel, Xilinx, and Sigma
Designs: http://biz.yahoo.com/prnews/060831/phth016.html?.v=67
Sigma
Designs: This Way to the Future
http://www.fool.com/News/mft/2006/mft06083015.htm
Sigma Designs,
Inc. Reports Second Quarter Results
http://www.voip-magazine.com/content/view/4565/20060829005699/
|
Gilder/Forbes
TELECOSM Conference |
Friday
Feature / Jumping on the Power Train
Excerpted from
the August 2006 issue of the Gilder Technology Report.
It’s
inevitable. Just as Moore’s law advances made certain the cell phone industry’s
conversion to digital, so will it precipitate a digital revolution in power
management for medium and complex circuit boards, still overwhelmingly analog.
As semiconductor geometries shrink, chip currents rise and voltages fall,
increasing the challenges of regulating power. Analog solutions typically
require one hard wire per function; if you have 30 power-related functions, you
often have 30 wires, a lot of interface, a lot of complicated circuitry. Using
ever shrinking digital technology, engineers can design power modules in 10% of
the time with 90% fewer components compared to analog. And changes can be made
on the fly, avoiding costly reengineering and re-layout.
Power-One (PWER) understood the
digital trend early on and remains the only company with a complete
digital-power solution, as detailed in last February’s GTR.
Building on its stellar digital prospects, the company continues to add design
wins in its traditional power systems business, including high-volume wins in
its dc-to-dc product line and in ac-to-dc front-ends with the likes of large
server and storage companies. In its Z-One digital power product lines, Power’s
60 wins span applications from wireless, networking, telecom, and test
equipment to aerospace, aviation, and computing. Among those jumping on board
are Tier-1 customers.
Also jumping on the Power train is competitor Silicon Labs, which several weeks ago capitulated in its lawsuit with Power-One by recognizing some of Power’s broad patent claims. Joining Atmel (ATML) and C&D Technologies (CHP), Silicon also signed onto Power’s Z-Alliance after disembarking from the competing digital power group, the PM-Bus Alliance. Remaining for Power-One is a suit with Artesyn, a power-supply competitor bought by Emerson Electric (EMR).
In
addition to the distraction and legal fees of the Artesyn suit, Power-One
management is facing other challenges of concern to investors… But overall,
Power is making solid progress… Because it’s digital, Z-One can apply to any
industry, and the company is reporting wins across the board in all types of
markets.
Learn more about Power-One’s challenges and progress by reading Charlie
Burger’s complete Power-One analysis. Log on to http://www.gildertech.com/
now with your subscriber ID.
|
Limited
Time Offer – Renew your subscription to the Gilder Technology Report at the lowest renewal rate ever offered! Simply call us
toll-free at 1-877-733-7876, |
Friday Blogger Bonus / Digg This
Kevin Rose, Founder, Digg.com (9/1/06): Wow, crazy week. While we’re honored that BusinessWeek decided to
choose digg as their focus and cover story - I just wanted to do a quick post to share some thoughts.
About the headline:
"How This Kid Made $60 Million In 18 Months."
Outside of a regular paycheck, digg hasn’t 'made' me any money – I’m not a
millionaire. I assume that their numbers were all based on estimates of the
company’s worth.
About digg revenues:
“Digg is breaking even on an estimated $3 million annually in revenues.”
While digg will eventually turn a profit, we are currently not break even. Our
philosophy from day one has always been to keep the site lightweight and not
bombard users with annoying advertising – something that is very important to
us.
As always, our focus is on building a platform that allows you to
discover/share news and information in new and exciting ways. Expect to see
some pretty amazing new features and tools in the coming months.
Digg on.
Learn More About Digg.com: http://digg.com/about
|
A N N O U N C I N G : The
Gildertech Blog |
Readings /
Federal Judge Dismisses Broadcom Suit Against Qualcomm
http://www.signonsandiego.com/news/business/20060831-1939-qualcomm-broadcom.html
Stop
Targeting The Fed Funds Rate
http://article.nationalreview.com/?q=NzM2NTE1ZTJmNmZlMGJlYWM5NDgyMjA5Y2Q5ZjljOTk=
The
Bond Side Of The Inflation Argument
http://article.nationalreview.com/?q=YjliZTk3ZjZkNTcwNzE1ZTQ2ZGRiMWE4ZjFiOTZkOWY=
What
Can The Government Tax?
http://author.nationalreview.com/latest/?q=MjIzOA==
Sunnyvale
Firm Wins TB Test Grant
http://www.siliconvalley.com/mld/siliconvalley/15417497.htm
Culver
City’s Safe Cyber Streets
http://www.redherring.com/Article.aspx?a=18246&hed=Culver+City's%26nbsp%3bSafe+Cyber+Streets§or=Briefings&subsector=WiFi
IRS Announces $30 To $60 Refund Of Telephone Taxes
http://www.siliconvalley.com/mld/siliconvalley/business/special_packages/15409184.htm
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