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

To: Scott Moore who wrote (392)	5/30/1998 7:28:00 PM
From: Grantcw	Respond to of 849

Scott, Thanks for the link and the attempt to answer my question. The link seems to be a little outdated however. I don't even see SIGM represented as a supplier to any company on the list, including Phillips and Sony. I do however see now why CUBE has a market cap of over 700 million vs. SIGM's under 50 million. SIGM recently (this quarter) developed this chip to use, so they didn't have a competitive advantage to secure many customers before this time. If the switching costs are low for these DVD-Upgarde kit suppliers, SIGM may be able to steal away a few customers. Especially when DVD-Rom read/writable comes on the market. Grant