SIGMA CIRCUITS (SIGA) Message Board

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Technology Stocks : SIGMA CIRCUITS (SIGA)

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To: frank doolittle who wrote (72)	8/1/1997 12:30:00 AM
From: paul kneitz	of 200

Frank - I listened in on the SIGA conference call this morning. The discussion sounded pretty upbeat, especially about the prospect for future growth. It looks to me that the street estimate of $90M revenue for FY98 is achievable. Management says that its total focus is on growing revenue and quality of earnings. It's possible that the gross and net margins will continue to increase in addition to the revenue growth. You asked about where will the growth come from. They stated that book-to-bill ratios for Qtr. 4 were: Systems Integration Division/backplane BB=1.38 Flex Division BB= 1.17 total BB company wide = 1.15 So there appears to be good growth in the Systems Division which I understand was the underperformer last year. Also, Flex Division has picked up some new customers and is adding capacity. They also discussed the Stockton plant capacity increase which is being implemented at a minor capital cost. Capital investment company-wide for FY98 is pegged at $4.0 milion. All said, the report by management was pleasant and optomistic. Based on the future outlook, let's hope we soon hear from some of the analysts other than Cruttenden that SIGA is a BUY. That should send this stock upward. Paul

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