SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ESST-the new beginning.
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ram Seetharaman who wrote (2167)12/3/1998 10:10:00 PM
From: Rishi Gupta  Read Replies (1) of 3493
 
Ram,

I think you have a good point.
To make money in China is NOT easy.

However, since the company has strong Chinese connection, (many employees
are from China or Taiwan), they seem to know the China market trend fairly
well. And they seem to be able to make connections with the Chinese government
which plays a major role in a lot of things unless here in the states. And this seems
to give company C a lot of headaches.

Another point to bear in mind is: China is hungry for low cost consumer products such
as VCD and SuperVCD. And Chinese people buy TVs, VCDs, and SuperVCDs. This market will going on
for many years. Fred Chan used to sell low cost toy audio chips. He is very good
at selling volume for profits. Therefore I tend to believe that C-Cube eventually will
withdraw from the Chinese market. C-Cube will focus on DiviCom business only eventually.
The end game will be that ESS fights with local Chinese DVD IC suppliers
for the market share and share the huge profits..

Finally, even Craig Barrett of Intel knows that in China, there are six adults (parents, grandparents
on both sides) look at one child and they are willing to buy the best computers for the kid
to keep abreast with the leading countries/families, etc...

Therefore there are still opportunities in China to make money, in both consumer and PC markets.
Guess what? ESST is positioned for consumer and PC markets...

Rishi
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News