Genesis Microchip (GNSS) Message Board

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Technology Stocks : Genesis Microchip (GNSS)

GNSS 2.180

0.0%

Jan 5 3:59 PM EST

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To: Greg Jung who wrote (515)	12/5/1999 8:57:00 PM
From: limtex	of 1277

GJ - there is some more detailed analysis over on the Yahoo thread. One or two clear shorts trying to scare everyone but there are some good supporters. One of thier comments is that Pixelworks has picked up CPQ and one of the big FPD manufactureers as customers That there is a fear that earnings may be flat for another two quarters. That there haven't been any major announcements from GNSS for some time. And lastly that some people don't seem to rate the CEO of GNSS. There has also been some comparison of SIMG and one other competitors numbers over the last few quarters and seemingly GNSS has been lagging. Against all this there is Kevin Landis who loves GNSS and has a meaningful stake. He is also full time in the business of investing and has a superb track record. He apprently still likes GNSS. Anyway it is great to see this thread getting some aciton and it would be very nice to see other peoples analysis of the numbers and the opportunity for GNSS. IMHO FPDs are going to take off some time in 2000 and are goin to get a huge boost as the fabs for the glass bits ge ramped up. Seems to me that in about a year or so no-one will be buying CRTs any more. Best regards, L

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