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Technology Stocks : ESST-the new beginning.

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To: Ram Seetharaman who wrote (2127)	11/13/1998 12:11:00 PM
From: Steve Reinhardt	Read Replies (1) of 3493

Ram, Mercury Research reported that CRUS leads in audio IC units shipment is misleading since they counted the jelly bean AC-97 CODEC units as well. In fact, ESS still leads in ISA audio as well as the emerging PCI audio DC-97 controllers. On the other hand,I will not be surprised a bit if Cirrus might exit from the PCI audio controller altogether. By that time, ESS will fight with its old pals: Yamaha and Creative Labs in the audio. Cirrus Logic is putting more emphasis on storage product that includes DVD-ROM. This has some overlap with Oak Technology. How interesting that the companies in the Silicon Valley compete with one another in the mass market. Steve

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