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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: C. F. who wrote (621)1/30/1999 1:39:00 PM
From: DELT1970  Read Replies (1) of 849
 
There is considerable excitement on the Sigma board at Yahoo over the prospects for gaining Creative's use of Sigma's chipset, beginning mid-February, in place of Cube and their partner's solution. The posts of FLASHMAN_HARRY from 11/22, 8:40 pm and 11/29 are on point. Creative's monthly purchases would be quite material to Sigma's P&L. Sigma will simply own the kit market.

I shake my head at the disconnect in the valuations of Sigma and Zoran, for example. You can rightly discount Sigma somewhat on a current basis for having to value "prospects," but the current disparity seems gross. February should be a good month for Sigma and this an ideal entry point, IMHO.
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