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To: Bob Strickland who wrote (36723)10/13/1998 7:50:00 PM
From: DiViT  Read Replies (1) | Respond to of 50808
 
"They need to keep sticking it to ESST though"

I don't agree.

If they focus on trying to stick it to one company, then they've already lost.

They need to work on keeping up VCD market share as long as they need it, but transition out if it the profit in it spirals downwards.

If it's not ESS then its Zoran, Luxsonor or someone else.

I hope next quarter that VCD is even a smaller part of revenues.