Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ggscott who wrote (433)	6/22/1998 3:47:00 PM
From: Grantcw	Respond to of 849

DVD-Rom Sales projections Check out this link: exchange2000.com The post has interesting margins, sorry. Anyways, projections are 5.5 million units this year, 16 million next year, 42 million in 2000, over 80 million in 2001, and ~132 million in 2002. I don't think it will take much market share to get a good piece of the revenue pie in future years. This year will look better than last, but things could get VERY interesting a few down the road. Grant

To: ggscott who wrote (433)	6/22/1998 6:58:00 PM
From: John Rieman	Respond to of 849

Sigma's chip is compatible with all graphics interfaces, but requires a companion chip. Except for running AC-3 through the CPU, it was very integrated, and was schedule to ship in March................. realmagic.com C-cube's chip doesn't require the GUE, and has on chip AC-3 decoding, but you couldn't buy it until June......................... realmagic.com And, Sigma has this API, they hope to make the industry standard............................... freeedgar.com Research and Development As of January 31, 1997, the Company had a staff of 43 research and development personnel, which conducts all the Company's product development. The Company is focusing its development efforts primarily on MPEG multimedia products, including new and improved versions of REALmagic MPEG chipsets and cost reduction processes. To achieve and maintain technological leadership, the Company must continue to make technological advancements in the areas of MPEG video and audio compression and decompression. These advancements include compatibility with emerging standards and multiple platforms, improvements to the REALmagic architecture, and enhancements to the REALmagic API. There can be no assurance that the Company will be able to make any such advancements in the REALmagic MPEG technology of, if they are made, that the Company will be able to market such advancements to maintain profitability and its technological leadership. During fiscal 1997, fiscal 1996, and fiscal 1995, the Company's research and development expenses were $ 4,688,000, $4,499,000, and $4,349,000, respectively. The Company plans to continue to devote substantial resources to research and development of future generations of MPEG and other multimedia products. Competition The market for MPEG multimedia products is highly competitive. Although the Company does not believe that any products sold by a third party are in direct competition with the REALmagic decoding card in terms of price and performance, the possibility that other companies with more marketing and financial resources may develop a competitive product may inhibit the wide acceptance of REALmagic technology. The Company believes that many computer product manufacturers are developing MPEG products that 4 will compete directly with REALmagic products in the near future. The Company believes that the principal competitive factors in the market for MPEG multimedia hardware products include time for market for new product introductions, product performance, compatibility to industry standards, price, and marketing and distribution resources. The Company believes that it competes most favorably with respect to time to market, product performance, and price of its REALmagic products. Moreover, the Company believes that the acceptance of the REALmagic API as an industry standard for software development could provide a significant competitive advantage for the Company. However, there can be no assurance that the Company's lead time in product introduction will be sustained.