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

To: Steve Reinhardt who wrote (2336)	2/2/1999 6:25:00 PM
From: Ian@SI	Respond to of 3493

Looks like somebody in addition to us likes ESST... 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON State of Wisconsin Investment Board 39-6006423 _____________________________________________________ 4 CITIZENSHIP OR PLACE OF ORGANIZATION Madison, Wisconsin ______________________________________________________ 5 SOLE VOTING POWER NUMBER OF 2,265,000 SHARES _________________________________________________ PERSON 7 SOLE DISPOSITIVE POWER WITH 2,265,000 _______________________________________________ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,265,000 ____________________________________________ 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.50 __

To: Steve Reinhardt who wrote (2336)	2/2/1999 7:44:00 PM
From: DiViT	Respond to of 3493

This could be good for both ESS' Modem and Audio biz... Assuming Fred really does know how to market in China and not just low ball... eet.com Chinese PC makers gain ground at home on U.S. rivals By George Leopold EE Times (02/02/99, 3:44 p.m. EDT) CUPERTINO, Calif. — Chinese PC makers are making significant inroads in their domestic market even though U.S. vendors continue to hold the largest share of the Chinese computer market, according to a survey released Monday (Feb. 1). The survey of 300,000 Chinese consumers, distributors, vendors and resellers by Advanced Forecasting-HuiCong found that six U.S. PC vendors in 12 product categories were given the highest rankings. Among the leading U.S. vendors were Hewlett-Packard Co. (for servers and printers), Microsoft Corp. (operating systems) and Motorola Inc. (modems). Other U.S. companies were losing ground to Chinese competitors, the market researchers found. For instance, as a desktop PC maker, IBM Corp. now trails China's biggest computer maker, Legend. Likewise, Compaq Computer had fallen behind Chinese PC maker Founder in the minds of Chinese consumers. "It's no surprise that U.S. vendors are still in the lead in most of the high-tech product areas, but they are facing strong challenges from domestic vendors," said Peng Fu, chief analyst for Advanced Forecasting-HuiCong. U.S. companies in China have been slipping in two other key areas: corporate image and fast product development. The survey found that IBM is the lone U.S. company among the top five in the two categories. IBM ranked third in corporate image and fifth overall in product development. IBM has long had a research presence in China and was an early overseas competitor in the Chinese PC market. Other U.S. PC makers have also made substantial research investments in China over the last year. Both Microsoft and Intel announced plans last year to establish research centers in Beijing. Intel also has production facilities in Shanghai. Nevertheless, Chinese computer makers have been pushing hard to gain market share as part of a larger drive by the Chinese government to bolster its indigenous product-design and manufacturing capabilities. The market researchers said their survey results were based on a poll of 300,000 people attending high-tech product shows in 20 Chinese cities in 1998. Respondents were asked to rank the top five companies in a dozen categories, including desktop and notebook PCs; servers; printers; scanners, monitors, modems, operating systems; and Chinese software platforms.