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   Technology StocksSIGMA CIRCUITS


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To: Thom who wrote (82)5/6/1996 9:43:00 AM
From: Karl Drobnic
   of 107
 
I don't know a date, but I expect the secondary to happen. Quick turn requires having adequate plant capacity to get an order to the customer in 30 days or less, and one way to gain time is to locate facilities near major customers. More sales staff means more orders; more orders means more factory capacity is needed.

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To: Karl Drobnic who wrote (83)9/10/1996 5:28:00 PM
From: Steve Yucca Valley
   of 107
 
I have aheard rumor that a couple companies are about to make a offer to by Sigma has ane one heard anything .

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To: Steve Yucca Valley who wrote (84)9/12/1996 8:55:00 PM
From: Karl Drobnic
   of 107
 
I've not heard anything, but it seems unlikely. The shares are very underpriced here, and I can't see management entertaining a buyout at anything close to these levels.

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To: Karl Drobnic who wrote (85)9/17/1996 9:36:00 PM
From: virgil vancleave
   of 107
 
did siga warn of lower than expected earnings or something. stock
price has been beaten down and volume has been somewhat substantial.
but i can't seem to find any news. i bought this one at 14.25 and sold
to cut losses at 11. did not think it would tank this low. looks like this
selloff is a little overdone and it is time to buy more. management
is pretty good and it is just a matter of time before this one takes off
again. industry looking strong. CHECK for yourself! look at slr, merx,
sanm etcetra. all i can say is it is time to buy this one back for a long
term triple or better...

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To: Stockman who wrote ()9/19/1996 11:34:00 PM
From: virgil vancleave
   of 107
 
siga made a pretty strong upmove today on what appears to be no
knews. if they make their estimate, this stock is so undervalued its
pathetic. looks good to me still and i plan to buy on any weakness.

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To: virgil vancleave who wrote (86)9/22/1996 12:40:00 PM
From: Karl Drobnic
   of 107
 
At the last conference call, SIGA's CEO expressed confidence that full year earnings would be $1.00 or more, but he was not hopeful of meeting 1Q Wall St. estimates of $.18/share. SIGA has normal orders in its printed circuit board business and growth in its backplane and flextronic divisions. The expenses of closing the Los Angeles facility are behind it. I expect SIGA to follow last year's chart - a great winter rally!

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To: Karl Drobnic who wrote (88)9/23/1996 8:49:00 PM
From: Thom
   of 107
 
HEY!!!
had a nice chat w/ lisa erwin at SIGA earlier - very upbeat, very positive outlook. i asked why the sudden move (near 50%) in price: no news. "we expect quarterly earnings growth". maybe she meant from the current q (loss) to the next, but it sounded like more. lets see what the fed does tomorrow if it's not already figured in. good day. T

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To: Thom who wrote (89)9/23/1996 10:50:00 PM
From: Karl Drobnic
   of 107
 
Hi Thom. Did Lisa mention any success in the contract with Northern Telcom mentioned in the last conference call? Or with the effort to target other telcom companies in order to diversify away from dependence on computer makers? It's great to see the price break out of that August/Sep trading range.

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To: Karl Drobnic who wrote (90)9/25/1996 9:07:00 AM
From: george s mcelroy jr
   of 107
 
karl. i have a lot of friends who have invested in siga and am about to do so myself. based on your knowledge of the firm what do you think the long term prospects (over 5 yrs) are? thanks for your help

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To: george s mcelroy jr who wrote (91)9/25/1996 10:37:00 AM
From: Karl Drobnic
   of 107
 
There is an applied materials revolution going on that Battelle Institute scientists rank as #2, right behind human genome mapping, as the scientific area that will change our lives the most over the next 15 years. SIGA's flextronics division is tied directly to the applied materials revolution. New materials mean new ways to shape products, supplanting rigid circuit boards. This is the area that put the enthusiasm into the voice of SIGA officials when I first talked to SIGA. Flextronics is already their fastest growing area (though from a low base). PCBs will pay the bills for now, but watch flextronics for long term growth.

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