ESST-the new beginning. Message Board

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Technology Stocks : ESST-the new beginning.

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To: view who wrote (2191)	12/11/1998 2:27:00 PM
From: Steve Reinhardt	Read Replies (1) of 3493

View, The negative PR for the last three quarters from ESST was a responsible act from the CFO's offices. If they did not do that, they might got sued already! If they are promoting new products in the digital video market, I fail to see how it will get sued. As to the video market share war with their competitor(s), I don't see there was any other alternatives. It was not ESS's fault. If they had not aggressively sold their ICs, the market could be 50%+ owned by WinBond or UMC at the time. The fact is this is a consumer electronics market. Supply demand decides the price, not ESST or anyone. I totally agree with you, as a high tech fabless IC company, ESS has to focus on product segments that can garner higher gross margin products. A case in point, PMC-Sierra Semiconductor, refocuses itself to the more lucrative telecom switch market and is rewarded handsomely in the market place. Another one is Broadcom which produces products addressing the cable modem area now is selling at $110+ per share!! I believe both ESST and CUBE have technologies in house to address the market that Broadcom currently enjoys. The problem is that they should have done it 2 years ago. Steve

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