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 (380)	5/22/1998 12:41:00 PM
From: DELT1970	Read Replies (2) of 849

REALmagic In It I hope a year from now we all recognize this slogan. Your call analysis was right on. The Microsoft alliance sounded very sexy, and we seem to have the major OEM's lined up. Earnings acceleration in Q3&4 as our higher margin silicon kicks in.I thought one analyst's reflection late in the call was key. He paralleled SIGM's position in video with RNWK's domination in audio and called attention to our small capitalization and breakeven versus the latter's losses and bigger cap. Made me think that the $ 12 target is achievable. Missed the fact that options have become available, but lo and behold, they are! I've also increased my position.

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