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: kaja who wrote (322)	3/4/1998 6:07:00 PM
From: Grantcw	Read Replies (1) of 849

Kaja, Thanks for the info. The DVD-PC business was disappointing. Market has not taken-off, but they fully expect (like everybody else) dramatic growth in second half of calendar 1998. They expect the DVD-PC upgrade business to pick-up shortly with a Sony re-order. Does this mean that Sony, Phillips, and NewCom haven't really started buying in gross yet? Same with the 2nd-tier OEMs? Are they waiting until the second half of the year until they start really buying in mass quantities? If so, where did the decent revenues come in this quarter? Also, do you know if the design wins for the commercial/corporate market have started generating revenues? Like Hughes for instance, it would seem that it might take SIGM a couple of months to figure out what Hughes needs so the revenues wouldn't come out for a while, right? Thanks, Grant

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