Ram,
Forbes published an article praising the MPEG-2 product/technology
companies that probably causing them to go up today. Judging by
PHG 78 1/8, + 5%;
STM 94 3/4, +4%;
CUBE 30 1/2 +4%; only
BRCM 127 1/8, -2% (because BRCM is over priced ), however,
ESST was not mentioned,
ESST 7 5/8, +2%
The magazine fails to point out that ESST has been shipping MPEG-2 based SVCD
since 3Q, 1998 in millions of quantities. And it has the 2nd largest market
shares of MPEG-2 decoder in Chinese market. (Well, Fred thinks ESS has the
largest MPEG-2 decoder(SVCD) market share in China, let us hear what he has
to say on 1/27 next week.)
Steve
attached:
"...
MPEG-2 Chipmakers Are Solid Bet For Coming DTV Explosion - Report
Newstraders - January 19, 1999 11:47
(NewsTraders.com)-- Integrated circuit (IC) manufacturers that product
the MPEG-2 chips are a solid way to play the impending explosion of
digital television, or DTV, according to Forbes.
Highlights:
- Companies that build MPEG-2 chips are "the crucial linchpin behind all
the hardware, cable transmission and content that make up DTV," Forbes
said.
- The MPEG-2 compression specification was universally adopted in order
to create a global standard for the transmission of digital pictures.
- Philips Semiconductors (PHG), STMicroelectronics (STM), Cube
Microsystems (CUBE), and Broadcom (BRCM) were listed as companies that
are leaders in the MPEG-2 market. ..."
Steve |
