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

To: DiViT who wrote (2181)	12/9/1998 2:33:00 PM
From: Steve Reinhardt	Read Replies (2) \| Respond to of 3493

Its the same old story. ESS claims that the new single chip DVD decoder chip right after the real DVD chip shipments crossed 1 million unit and starts showing real sign of business. ESS also claims that its SuperVCD chip is its new rising star because it saves the SuperVCD player manufacturers money on memory chip(s) needed on a system cost basis. According to ESS sales force in China, ESS SuperVCD uses only 2 SDRAM chip versus CUBE uses 5 EDO DRAM. Thus it sells better. With DRAM prices going up in the past few weeks(months??), ESS becomes increasingly more competitive. The worldwide DRAM trend forecast (suppliers cut demand)is AGAINST C-Cube SuperVCD solutions. If I were the new guy from VLSI and in charge of CUBE IC business, I will demand a new SuperVCD chip from the R&D team right now... And ESS is unashamedly challenging CUBE in the China SuperVCD market. They never hide their intention. Do they? The ways it goes, when the growth rate reaches certain threshold (some time 2 years from now), ESS will push its DVD players chip much more aggressively than now, too. Steve