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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: DELT1970 who wrote (443)6/30/1998 7:14:00 PM
From: Grantcw  Read Replies (2) of 849
 
CUBE

George,

I saw the post today also. Kind of interesting. He predicts 4 million DVD-Rom chip sales. I wonder what that will mean to SIGM? We have about 1/4 of their market share, but we also sell boards which are more revenue.

Asia's too hard for me to figure out. Probably isn't good for me to ignore it though.

I looked at your stocks and think Trendwest looks interesting. It looks like a busted IPO, but fundamentally things look find to me. I don't touch stocks making new lows, but it looks to be a good value if things turn around.

See ya,

Grant
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