ESST ZRAN CRUS OAKT are great investments for the DVD Player component suppliers. All are great, but ESST is my favorite holding. Also hold ZRAN CRUS. Here is a lot of info on ESST, if u want to learn the details. Posting my recent articles.
WHY THEY SHORTED, QUOTING FROM WSJ ARTICLE "We are not ready to say DVDs are mature, but the data suggest that growth is slowing," says Yosh Nakahara, an analyst with Deutsche Securities in Tokyo. But ESS Technology's chief executive, Robert Blair, says critics are "misinterpreting" the seemingly dire data. He says the numbers are derived by surveying primarily Japanese manufacturers, but he says shipments from ESS Technology's manufacturers, which are mainly in China, don't show up in the data cited by Deutsche Bank. [ESST Management was right of course. Look at corrected CEA data posted here or see my message http://messages.yahoo.com/bbs?action=m&board=4687842&tid=esst&mid=22823&sid=4687 842 ]