Ram,
The suits between Aureal & Creative does not really
affect ESS. The rumor over in Yahoo is at
messages.yahoo.com@m2.yahoo.com
Here is a portion of it:
"....
Now the rumor part: I heard that CPQ has been draining ESST of sound chips (PCI).
Can't get enough of them. I knew this about a month ago but did not
post it because it is entirely unconfirmed to be of any
truth, just a tidbit I heard along the way. The part I don't know is
how much ESST is selling that Maestro2 chip to them (CPQ) for??? I
wish I knew so that I could crunch some numbers. Oh well, anyway...
if the tidbit is true then at least rev. for the qtr. should be
decent. Chan put that new MIS in place to (to track) so hopefully
costs will have been better managed for the qtr (reduce lost product,
stolen product, manage inventory better, etc)....."
I think the low volume means few people want to trade, few want to
sell or buy. This is not necessarily bad. When good news start to
leak from ESS's OEM customers, you will see stocks move cross $7.00.
The Internet chip set seems not moving in big quantities yet.
The chips that move in big quantities are SVCD chips, VCD chips,
ISA audio chips and PCI audio chips.
My guess and wish are: Good than expected earnings for Q4, 1998
send the stocks over $10.00 when good news start to leak out from
ESS's customers, either in video or audio side.
Steve |
