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

To: Grantcw who wrote (661)	3/16/1999 9:35:00 PM
From: DELT1970	Read Replies (1) \| Respond to of 849

We are entering a period when OEM design wins and other news of business alliances, API adoptions and customer relationships will have to suffice. The CEO previously stated much of the revenues will appear in the second half of the year. However, if the growth rates the company announced in the recent conference call are achieved, we'll see something around $60 million for the year, up from $43million. The company's roadshow in NYC, Boston and Philly last week for analysts and money managers apparently was received with excitement and approval. I suspect some of the buying from $5.25 to 7.50 was done by those scheduled to hear the pitch, but who jumped the gun. Several posters on the Yahoo board who heard the presentation came away with the idea that, with a little luck, set-top box revenue could run the year up to $75-80 million. Hitting 9,10, or 11 is unknowable; perhaps it comes from a research report issued by one of the firms that heard Sigma's pitch. We're still in the execution phase, afterall.