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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: dav who wrote (268)11/20/1997 11:48:00 AM
From: Rudolf Muenster   of 849
 
I agree and yet disagree.

I agree first that Sigma needs this next quarter which will include NOV, DEC, and JAN to be a profitable one. This will hopefully lay the nay sayers to rest and set the ground for further stock price increases.

I disagree because DVD isn't going away after the holiday season. Hopefully it will be here for a time to come. Like the record replaced 8-track, the cassette the record, CD- the cassette, DVD will hopefully replace the VHS, tape, CD, and 3.5 diskettes (not bad)

I also believe that Sony, Philips, ASE, Diebold, NewCom, and any other contract they sign wouldn't have chosen Sigma if they were not confident Sigma could deliver.

ALL IMHO

Rudi
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