Andy,
Your all wet if you think ess has more of the market than cube.
You have the customers somewhat correct, but you are forgeting to defferentiate between one disign win in a manufaturer and caputuring all of the design wins in a manufacturer. (i.e. Sony )
Freddy of ess is taking the market for a ride. He hypes the stock up, claiming bogus design wins and lies about his projected market share in China. The stock rockets to 35, he sells 800k shares (or his wife sells), and now as the truth is beginning to unfold, the stock plummets back to the low 20's. Doesn't take an Einstein to figure this one out.
This guy needs to be put in Jail. He's making money the old fashion way, HE'S STEALING FROM YOU AND I!! Stock manipulation is a crime if you haven't heard, and this guy is a making a fortune in our country and off our system. You side with this co.and it tells everyone much about the type of person you are.
C-CUBE will compete very well with this company for the bus. in asia.
Their new part the CL680 will keep their margins up and the customer base in tack. Yes, they lost some market share, so what. Does any one think that they could have kept 90% of the market forever????
Wait until the numbers come out. they don't lie, and so far, either does cube.. |
