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Technology Stocks : ESST-the new beginning. -- Ignore unavailable to you. Want to Upgrade?

To: Steve Reinhardt who wrote (2102)	10/22/1998 1:47:00 PM
From: Steve Reinhardt	Respond to of 3493

Aureal and Motorola teamed up in the audio/modem combo market. How large the market is noone knows. People tried so far and failed miserably. Rockwell, Lucent, ESS, Cirrus Logic all possess the know how doing so. The ones who know how to do it correctly will control 1999 audio/modem market. Aureal is losing money in big time, the company is losing its controlling shares to investors/debters. How long Aureal can sustain in the business world remains to be seem. Motorola's software modem has been losing money since it started in 1995 and has not shown profits yet. Motorola is afraid losing business to PCTel and AltoCom by suing them in court. PCTel counter-sued Motorola alleging that Motorola used its software modem patent as well.... What a circus! Steve biz.yahoo.com Motorola and Aureal Announce Strategic Alliance for Integrating 56K Soft Modem Technology and 3D Audio Companies Will Share World-Class Technologies to Produce Cost-Effective, Specialized Communication/Audio Solutions FREMONT, Calif., Oct. 21 /PRNewswire/ -- Motorola Internet and Networking Group (ING) (Mansfield, MA) (NYSE: MOT - news) and Aureal Semiconductor (Fremont, CA) (OTC: AURL - news) today announced a strategic alliance to develop and market a series of enhanced communication solutions to the PC marketplace combining Motorola's unique Soft Modem technology with Aureal's award-winning Vortex(TM) 3D audio accelerators and A3D positional audio algorithms. ---- ebnonline.com Motorola, Aureal team to merge PC audio and communications By Mark Hachman Electronic Buyers' News (10/22/98, 11:08:51 AM EDT) Aureal Semiconductor Inc. became the latest chip company to cash in on the convergence of PC audio and communications, partnering with Motorola to develop products that combine both technologies. Like similar partnerships between Yamaha Systems Technology Inc. and PCtel Inc., Aureal will contribute its Vortex audio chip, asking Motorola's Internet and Networking Group to provide its SM 56 soft modem software. Aureal will package the two together into 56-kilobit modem add-on cards for PCs, together with third-party components like silicon DAAs for international calling. The first V.90-compliant cards from the Aureal-Motorola partnership will ship to OEMs in the first quarter 1999; Motorola and Aureal will jointly provide support services.

To: Steve Reinhardt who wrote (2102)	10/22/1998 7:27:00 PM
From: view	Respond to of 3493

Even though I agree with you that buying ESST now is a good gamble, I disagree with you on: 1- Their CEO has no creditability. He was saying the Q3 would be the profitable quarter. Also he was the one that took analysts to China in Q1 97 to show them the design wins (ESST shareholders paid for these analyst trips) and they upgraded the stock, and Chan and his wife each dumped more than 500000 shares at $28 to $31. 2- CUBE made tones of money in VCD in spite of price drop that ESST started it. 3- SVCD is their bright point, but Shinko (their biggest customer) will ship may be 300K this qtr, and is existing out of VCD. So ESST will ship 300k to Shinko, but their other shipment will dry up 4- If SVCD was their bright future, how come no mention of it in conference call In spite of all this, I may buy for a short term (2 months max) pop.