Sigma Designs- Up 50% per Month- Why? Message Board

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Technology Stocks : Sigma Designs- Up 50% per Month- Why?

SIGM 0.280

-0.2%

Aug 17 5:00 PM EST

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To: Alex Dubrovsky who wrote (356)	5/3/1998 2:47:00 PM
From: Grantcw	Read Replies (1) of 849

Alex, I recently bought a book called "The Gorilla Game" by Geoffrey Moore. Fascinating book about the intracacies of tech stocks. Anyways, the book discusses a plan to buy stocks of companies that are fighting to be the "standard" with proprietary products in high growth industries. After the company becomes the standard, many other high-tech companies join the bandwagon and form partnerships with the company to establish a whole value chain of products around the standard. I know that I already asked you about this, but I thought I'd bring it up again. SIGM may be establishing such a standard right now with the Netstream product. Many of the other computer companies are developing software with the Netstream product. If the Netstream product is able to keep this competitive advantage, sales will start really ringing in. Do you know anything about market size predictions for this product in the next couple of years? Could be interesting. Grant

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