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: Grantcw who wrote (444)	7/1/1998 8:09:00 PM
From: John Rieman	Read Replies (2) of 849

You guys are too much. I'm no expert, just an amature analyst, but I know my markets. I first noticed Sigma in 1989. It went from $10 to $20 while I watched. I never bought, and Sigma has had a lot of problems since. This is a history that Sigma will suffer from. As they start making money, they won't get a very high PE because the money will wonder if they can do it year over year. That said, I work the numbers for Sigma this Q. Panasonic would take thousands of boards just to get them on the shelf. Still have 7 no-name PC OEMs that use the board for up-grades. Sony needs some, Philips needed 10K. Sigma might have done 50K DVD boards. Even at $40, thats $4M worth of DVD.(They should be getting over $55 per board today, could be higher) Sales: Networking $3.6M(up from 3.4M last Q) MPEG Chipsets 4.8M(flat) Vid/Conf. .1M(flat) Other .2M(flat) DVD 4.0M(up from 1.9M last Q) Total $12.7M(up from 10.4M last Q) Earnings: Revenue $12.7M COG 9.3M(27% gross margins, up from 26% last Q) Gross $3.4M R&D/SGA 3.1M before taxes $.3M Taxes $.05M Net $.25M(12M shares) EPS $.02 The above comments are just one observer's opinion. I no way are they to represent all factors involved in the markets, relationships, inventories, or competitive position of the company. Don't try this at home.:-)

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