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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 (500)	8/15/1998 10:07:00 AM
From: hbraff	Read Replies (1) \| Respond to of 849

I SEE A SIGMA BOARD !!!! Is that not a Sigma board attached to the Philips DVD-ROM drive shown in that Detroit News article I put here dated August 13? Yes it is. Sigma is a small company and only needs a small percentage of this booming business to be successful. So, Scott, stop being a kill joy. There's enough for everyone (sigm, cube, creaf, dimd).

To: Scott Moore who wrote (500)	8/15/1998 2:47:00 PM
From: Grantcw	Read Replies (1) \| Respond to of 849

Hello Scott, Now tell me which of those boxes you saw advertised or what major OEM's will use the SIGM cards, and then you'll have something to get excited about here? We've got Phillips, Sony, Panasonic, Hi-Val, a good amount of second-tier OEMs, and maybe a few Gateway computers according to John Rieman (though I've seen some posts on C-Cube implying that we're out of Gateway). I'm excited. A 10-20% market share could do wonders on the top and bottom lines for this company for quarters 3 and 4. Also, their Netstream 2 product seems to be rolling out quite nicely with Intel, Microsoft, and Cisco on board pushing our products. I agree with you that CUBE is also a good play, but different. I'm a bit concerned about the current situation with the VCD standard in China, which I know little about. The leaders of markets generally get premiums on their P/E and P/S ratios, but I still think SIGM's current level is a better value than CUBE. That being said, I may jump back onto CUBE in the coming few months if I can come up with the cash. Grant