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   Technology StocksSIGMA CIRCUITS


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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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To: Karl Drobnic who wrote (90)9/26/1996 1:19:00 AM
From: Thom
   of 107
 
Karl,
sorry - didn't even ask about tele/net anything - too busy laughing; she's VERY confident about the future of siga, and that's speaks mounds. annual report is due out this/next week, and 1q97 soon too. i really like this company. thanks for your input and please post any communications. thanks. T

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To: Karl Drobnic who wrote (92)9/30/1996 1:11:00 PM
From: Joe Hekimian
   of 107
 
Karl,

Did you see the announcment that Continental Circuits is planning on purchasing SIGA for .7 shares of their stock. The announcement just came out. I put the value around $8.40. This does put a new twist on the year end projections. Do you have any ideas ? Thanks in advance for your input.

Joe Hekimian

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To: Joe Hekimian who wrote (94)9/30/1996 2:22:00 PM
From: Karl Drobnic
   of 107
 
Thanks for the posting. I'll see what I can find out. $8.40 looks cheap to me.

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To: Karl Drobnic who wrote (95)9/30/1996 3:07:00 PM
From: Karl Drobnic
   of 107
 
Info on Continental Circuits: Aug. 30--A Phoenix circuit-board manufacturer is betting that a downturn in the semiconductor industry is over and plans to hire 100 employees in the next nine months. Continental Circuits Corp. recently bought a facility for $1.1 million and is renovating it to manufacture circuit boards. The building had been owned by IPEC/Planar, a chemical mechanical polisher that doubled its manufacturing space by moving into a 150,000-square-foot facility in Phoenix. Continental plans to use IPEC's old building for a "quick-turn facility," one in which customer designs will be made within a few days, company President Rick McNamee said.

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To: Karl Drobnic who wrote (96)9/30/1996 3:32:00 PM
From: Karl Drobnic
   of 107
 
From CHICAGO CORP investment report on CCIR: We remain very confident in our outlook for FY97, and we reiterate our BUY recommendation. Revenues are approaching $135 million, even without a quick turn facility and without further acquisitions. This revenue level would equate to an earnings-per-share level of $1.40 for FY97 (July) vs. our current estimate of $0.98 for FY96.

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To: Karl Drobnic who wrote (97)9/30/1996 4:15:00 PM
From: Karl Drobnic
   of 107
 
If the Chicago Corp. report is anywhere close to the mark, and SIGA can contribute anywhere close to $1.00/share from its side, this is a savvy deal. If $2 is a reasonable EPS estimate for the combined companies, then CCIR should trade at $30, giving our SIGA shares a value of $21 by next July. This is obviously a very cursory analysis.

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