THE GILDER FRIDAY LETTER 09/01/06
[unfiltered, uncut and unedited]
gilder.com | Issue 262.0/September 1, 2006
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 gildertech.com with your subscriber ID today.
RELATED READING
Sigma Designs Inc. Rose Above Its 200-Day Moving Average
tradingmarkets.com
Next Inning Technology Publishes Updated Outlooks for QuickLogic, Actel, Xilinx, and Sigma Designs: biz.yahoo.com
Sigma Designs: This Way to the Future
fool.com
Sigma Designs, Inc. Reports Second Quarter Results
voip-magazine.com
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October 4 - October 6, 2006
The Resort at Squaw Creek | Lake Tahoe
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- GEORGE GILDER, Editor in Chief, Gilder Technology Report
- PETER HUBER, Senior Fellow, Manhattan Institute
- ANDY KESSLER, Wall St. Meat, Running Money, The End of Medicine
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- CARVER MEAD, Internationally known author & educator
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- AND dozens of today?s top high-tech thought and business leaders
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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 gildertech.com now with your subscriber ID.
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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: digg.com
A N N O U N C I N G : The Gildertech Blog
Logon to blog.gildertech.com to see what?s new.
Readings /
Federal Judge Dismisses Broadcom Suit Against Qualcomm
signonsandiego.com
Stop Targeting The Fed Funds Rate
article.nationalreview.com
The Bond Side Of The Inflation Argument
article.nationalreview.com
What Can The Government Tax?
author.nationalreview.com
Sunnyvale Firm Wins TB Test Grant
siliconvalley.com
Culver City?s Safe Cyber Streets
redherring.com
IRS Announces $30 To $60 Refund Of Telephone Taxes
siliconvalley.com
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