To: Savoirman who wrote (12422 ) 10/11/1998 9:40:00 PM From: greenspirit Read Replies (2) | Respond to of 13925
Savoirman, I wonder how much of an effect Trident Microsystems (TRID) will have on CREAF's market share in Asia. Here is a clip from their recent earnings announcement."Our first audio product, the 4DWAVE-DX, was so well received that by the end of this quarter it is capturing over 10% of the PCI audio market with volume production fully ramped up," stated Mr. Lin. "This success combined with the advent of 3D games with 3D positional audio, the requirements of PC99 starting mid calendar year 1999, and Trident's cost effective audio architecture has validated our investment in this technology and has firmly established Trident as a leading player in this marketplace." "At the end of the quarter we jointly announced with AMD, VIA and another core logic company Trident's first strategic venture into new architectures optimized for the sub-$1,000 PC in 1999. The collaborative product integrates Trident's advanced 3D technology with core logic from the two partners. The press extensively covered the new product, code-named Monterey. Delivery of engineering samples are expected before COMDEX," said Mr. Lin. "A separate product, code named Porsche, based on the enhanced graphics core of the integrated device, has achieved significant 3D Winbench numbers, and we anticipate that it will also become a market leader in the sub $1,000 PC class. This product, the 3DImage 9880(TM) is scheduled to replace the still successful but aging 3DImage975 and 985." "Our recovery program is underway and we are seeing the benefits of our organizational restructuring and cost reduction programs, which have included; optimizing our product line-up, a reduction in executive compensation, a reduction in workforce (previously announced), and focusing on execution and priorities. "The increase in 3D desktop units shipped, combined with the success of our 2D Cyber 9388, the excellent reception of our 3D embedded Cyber9525DVD, the announcement of Trident 3D integrating core logic, and our success in the audio marketplace all combine in moving Trident towards the realization of its vision to be a world leader in providing "Digital Media for the Masses," concluded Mr. Lin. Perhaps another buyout candidate? Michael