ESST-the new beginning. Message Board

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Technology Stocks : ESST-the new beginning.

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To: SemiBull who wrote (2049)	9/18/1998 4:44:00 PM
From: Rishi Gupta	of 3493

ESST was mentioned in an article at techstocks.com ...We are very excited about the longer term prospects in the companies that we are investing in today In the integrated circuit area John is high on Trident Microsystems (TRID 2 7/8). They are a graphics chip maker with no long term debt, $3 in cash and have a book value of $8 per share. Another one he likes is ESS Technology(ESST 2 1/8). They make highly integrated mixed signal semiconductors for PC's. They have a book value of $3.5 and no long term debt. John mentions that cyclical industries will eventually come back. "Prices go from extreme highs to extreme lows, we think that as long as the demand remains strong (PC demand), then you can buy stocks at very attractive prices, relative to where they usually trade... We think you can do very well with a long term orientation." ......

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