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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: DiViT who wrote (37723)	12/9/1998 12:55:00 PM
From: Rishi Gupta	Read Replies (1) \| Respond to of 50808

(1) ESS sees that SuperVCD will be the dominant product of choice for the next two years in China due to its cost advantage over DVD. (2) ESS sees no reason to hype the DVD chip market where the unit shipment are miserable. However, the product has long been available. They just pick now as a launching point. Remember I said several months ago they have the chip ready but decided to focus on Super VCD promotion and promoted SuperVCD rather quietly and successfully. Please check with CUBE insiders about the Super VCD unit shipment in China this quarter. I believe First Boston had a first hand information several weeks ago when they issued a recommendation and is now nervously watching the development.... when to recommend to s@#*??? they asked themselves.... Rishi