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Technology Stocks : Sigma Designs- Up 50% per Month- Why? -- Ignore unavailable to you. Want to Upgrade?

To: Grantcw who wrote (302)	2/19/1998 3:33:00 PM
From: Alex Dubrovsky	Read Replies (1) \| Respond to of 849

I don't know how exactly earnings are going to turn out, but I am hoping for another quarter of sequential revenue growth since a lot deals have been singed in the past 4 months (including that large Wal-Mart deal). However, I am somewhat cautious about this quarter because if they are doing a reasonable amount of business in Asia there is a possibility that this quarter could be weak because of slowdown in Asian economy. As far as Sigma's competitors are concerned, there is one company who supplies their decoder to Diamond Multimedia (I think it's called Chrono.. something I'll look it up later on and post it). DVD market ,I believe, should start taking off as more and more titles will become available on the market. Also I am really excited about remote learning, remote advertising and videoconferencing markets, because Sigma's Netstream is a perfect solution for such market: a hardware MPEG1 or MPEG2 decoder on a card (user just plugs it in their PC or any other type of terminal).