Genesis Microchip (GNSS) Message Board

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Technology Stocks : Genesis Microchip (GNSS)

GNSS 2.165

0.0%

Dec 30 3:59 PM EST

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To: OldAIMGuy who wrote (785)	1/2/2001 1:53:34 PM
From: Ted The Technician	Read Replies (2) of 1277

CEO Annon Fisher appeared on CNBC Power Lunch today. He said that the pricing pressures on flat panel displays appear more for the glass makers than for the ICs since the panel is the most expensive part of the display. He sees 50% growth over the next five years even with the PC slowdown. GNSS is addressing the ASP issue by integrating more functionality within a chip. 80% of sales is in 15" panels (large TV screens is not a large market currently). It recently got a design win with Dell's 15" monitors. I like First Call's projected earnings estimates for GNSS.

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