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Technology Stocks : ESST-the new beginning.

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To: Rishi Gupta who wrote (2260)	1/13/1999 5:20:00 PM
From: Synapsid	Read Replies (1) of 3493

I believe ESST may not be without competition in the PCI audio + modem area. Last year both Yamaha (which announced joint development with a HSP-modem chipset pioneer, I forgot the name) and Aureal (soft-modem from Motorola) publicly announced their intentions. Although I do agree that ESST is by far the best-positioned, especially with Cirrus Logic apparently giving up on modem chips. The fact that a major OEM (Packard Bell-NEC) has selected ESST's modem solution (although ISA-based) is a strong endorsement for ESS's modem expertise. It must be attractive for OEM's such as Compaq to combine audio and modem on a single add-in card in desktops, at least on models where the audio chip is not integrated on the motherboard. As for the Internet chip, the market looks attractive but you never know what is going to happen. Cirrus Logic had a single-chip "internet-chip" (also including graphics) for years, but they never sold material quantities (they didn't get WebTV, which wasn't that much of a success anyway). Of course, you could argue that the reason for the slow sales of internet boxes is high PC penetration, which is not the case for China. Clearly ESST is hoping for a China-specific hit like VCD was.

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