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 (425)	6/21/1998 3:28:00 PM
From: John Rieman	Read Replies (1) of 849

Your numbers are much better. This is how to calculate EPS for the 1998 calandar year, not Sigma's fiscal year: Last Q, $9M in revenue was non-DVD. $40M non-DVD seems reasonable. Lets just add $20M for DVD(They had $1.3M last Q. It needs to grow.) Revenue: $60M COG: $42.6M ( this should improve as volume can be shipped, but it's based on last Q's 29% gross margins.) Gross revenue: $17.5M R&D: $6M SG&A: $8M Revenue before taxes: $3.4M Taxes: $.5M(they have a lot of losses to carry forward. I'm using a 16% tax rate. In my experience, it seems right.) Net: $2.9M Shares: 12M( option could end-up in the money for employees. Always expect more shares) 1998 calandar year EPS = $.24. First 3 Qs of fiscal 1999(Q4-1998 was nil). Note: gross margins should improve and add. Taxes are an estimate without knowledge of all factors involed. I added reasonable amounts to R&D and SG&A. Sigma has to deal with a shareholder suit, could be a one time charge.

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