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

To: Grantcw who wrote (544)	11/12/1998 9:14:00 PM
From: Semyon Kuretsky	Read Replies (1) \| Respond to of 849

Sigm has built critical mass and ready to pop!!!

To: Grantcw who wrote (544)	11/13/1998 1:31:00 PM
From: Daniel Simon	Read Replies (3) \| Respond to of 849

Grant, I think 'These are all guesses" is self explanitory. SIGM is only up 35% from its Sept lows (before today...) while many small caps have doubled. Since they have reported (-2/-3) cents per share in each of the last few quarters I would expect them to do the same. But since stock has not moved back up I think investors expect some bad news. I am guessing at an inventory write down b/c some other small cap semis I follow have done just that. Also since expectations are low, a writedown of old inventory (inventory seemed high compared to last Qs revs) would clear the decks for the next year. I expect revs should grow (based on design wins/news announcements if nothing else) as DVD takes off. Do you know ASP for SIGMs chips? I would really prefer your scenario as I own a fistful of this stock. Daniel