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Strategies & Market Trends : Firsthand Funds - Month by Month Comparisons
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To: John Liu who wrote (4)5/8/2000 7:49:00 PM
From: LemonHead  Read Replies (1) of 22
 
Hi John,

Any thoughts on what to look for in terms of comparing the three main companies(GNSS, SAGI and SIMG) in this new emerging field?

My thoughts are general ones. Start with the product and follow it to their customers. Who are their Customers, what design wins do they own, How many applications, etc. Do they manufacture or out source? Are sales and revenues consistent? What is the estimated market and what is their share? Management qualifications?

My own DD is rough at best. I pretty well find every thing on the net that I can and dump what I feel is important to a word doc. I'm not tech minded so I tend to follow the basics. I had intended over a year ago to come up with a "foot print" to follow but found I was spending to much time at it.

It would be nice if we had access to some decent reports on a consistent basis. Do you have any you can recommend?

What should we look for to see which one is emerging as the leader.
I have been able to travel about once a month this year and I see the "Flat Screens" in every commercial space I visit. Maybe a basket of the three would be the best approach, I don't know.

What reasons do you have for leaning towards SAGI? Do you think that with SAGI or for all three of them that their price is in a range for accumulation? I see on AV's report that GNSS & SIMG are in a proposed Buy Zone, FWIW.

Keith
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