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

To: John Rieman who wrote (447)	7/1/1998 9:04:00 PM
From: John Rieman	Read Replies (1) \| Respond to of 849

Whoops! Look at the DVD sales number. 40 X 50 = 2M, not 4M. They are getting a better price this Q. They need about 72K units to make $4M in DVD, maybe. C-Cube's sales indicate that inventories of DVD componets are just sitting in inventory. There was a post on Yahoo from someone that talked to C-Cube's CFO. The poster claims the CFO said DVD sales would be lower than Q1($2.7M). C-Cube's customers are not moving product. I don't quiet buy it. This Q would have shipped DVD decoders more in late May and June, for Win 98. DVD titles are increasing sales at a 50% per month clip. DVD is strong going into 1999.