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Pastimes : Home on the range where the buffalo roam

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To: D.B. Cooper who wrote (4737)11/21/2001 9:17:11 AM
From: D.B. Cooper   of 13815
 
8:52AM SG Cowen on Flat Panel Displays : Firm positive on growth in the sector; notes that DisplaySearch has significantly increased its C01 estimates for flat panel displays which is a positive for Genesis Microchip (GNSS) and Pixelworks (PXLW). Q4 LCD monitor shipments now expected to be about 6 mln units which is up 40% quarter over quarter and well above the previous estimate of 4.9 mln units. LCD controller units expected to increase 30% sequentially; notes both GNSS and PXLW had guided for flat sequential results.
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