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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: John Rieman who wrote (458)7/8/1998 6:15:00 PM
From: Grantcw  Read Replies (1) of 849
 
Hello John,

I appreciate the update. This looks to be a major development for both CUBE and SIGM. SIGM has a shot at taking away Diamond's card market share. That's a pretty big deal, IMO, as they are one of our main competitors. At the very least, SIGM may get some increased margins. Both SIGM and CUBE now have the opportunity to replace the Mpact chips. Hopefully margins may increase in this area too!

Looks great for both companies, but better for the one that can grab the market share quickly!

Thanks again,

Grant
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