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

To: Grantcw who wrote (355)	4/10/1998 5:03:00 PM
From: Alex Dubrovsky	Read Replies (5) \| Respond to of 849

The nature of Sigma's partnership with companies like Microsoft, Oracle, Sun, Compaq, DEC, Silicon Graphics is of complementary nature. For example, Microsoft is making a video server software which allows a customer to broadcast video simultaneously to many different PC clients or some other type of clients. Then some other company (Compaq for instance) will use that software in an actual server. Now, the most important thing is to sell the complete solution server and clients. You want to make sure that that the entire solution works. Thus when Sigma Designs is partnering with those companies it gives all those companies an option to use Netstream on the client PCs of the entire solution. So when server software and client hardware/software are compatible the entire solution works well together. Also the fact that Sigma's Netstream solution will work with all the leading video server providers, will ensure that Netstream will be considered as an option on every solution sold. I don't know what kind of competition Sigma has for the Netstream product, but the fact that all those companies were using Sigma's Netstream client solution to demonstrate their video-on-demand soltutions tells me that Sigma is a very serious and widely known player in the streaming video/video-on-demand market. Smith Barney, Wall-Mart and Hughes Networks design wins suggest that Netstream has the needed quality to compete in that market. -Alex