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Technology Stocks : ESST-the new beginning.
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To: Ram Seetharaman who wrote (2188)12/11/1998 11:33:00 AM
From: Steve Reinhardt  Read Replies (1) of 3493
 
Ram,

Here is a link to Yahoo about earning discussion.

Steve

messages.yahoo.com@m2.yahoo.com

Let's guess the EPS for ESS's 4Q,'98
by: AlplineBoarder_98 (39/M/San Jose, CA)
2249 of 2250
I assume it will be between $0.01 to $0.05 for 4Q, 1998.
With additional forecast for 1999 (like $0.65 to $0.70 for 1999), this ought to get ESS to $10 level.

I think the gap between CUBE and ESST is absurd. CUBE ought to
be sold at $30 to $33 level but ESS ought to be sold at around $10 to $12 level.

I don't think the Internet chip set will be big this year, it is
a product of 1999.

Now a "-" is a negative mark, "+" is a positive mark.

difficulty to penetrate the set-top box; - for CUBE
the high cost of its operations; - for CUBE
DVD market size is still too small; - for CUBE
the video CODEC is still emerging; - for CUBE
the Divicom seems to be very successful; + for CUBE
the SVCD sales pick up briskly recently; + for ESST and CUBE
the PCI audio starts to cross over ISA audio; + for ESS
the audio/V.90 modem to ship after CREAF settlement; + for ESS
the low gross margin of its audio/video chip; - for ESS
the quite passive public relationship activities; - for ESS
the lack of a group of cheerleaders for its products; - for ESS
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